Hochtief Raised to Buy; More Potential With Abertis: Lampe
Alert: HALISTER1
Source: BFW (Bloomberg First Word)
Tickers
ABE SM (Abertis Infraestructuras SA)
HOT GR (HOCHTIEF AG)
People
Bankhaus Lampe Zam (Bankhaus Lampe KG)
Marc Gabriel (Bankhaus Lampe KG)
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UUID: 7947283
(Bloomberg) -- (Machine translation provided by Google and reviewed by Bloomberg editors.)
- Bankhaus Lampe raises rating on shares of Hochtief to Buy from Hold citing the possible takeover of Abertis
- Raises price target to EU190 from EU147
- Sees probability of takeover of Abertis at 80%
- Acquisition of the Spanish toll road operator would significantly change the investment case, Bankhaus Lampe analyst Marc Gabriel writes in note
- Group could generate Ebitda of EU5b, three quarters of which would come from toll business
- Group could advance to “new level in terms of earnings and cash flow generation”
- Risks of higher debt should be limited, as Hochtief can draw on PPP know-how to plan, build, operate infrastructure projects in the future
- Despite a possible large capital increase and without considering possible synergies, the price of Hochtief shares could rise above EU200
Alert: HALISTER1
Source: BFW (Bloomberg First Word)
Tickers
ABE SM (Abertis Infraestructuras SA)
HOT GR (HOCHTIEF AG)
People
Bankhaus Lampe Zam (Bankhaus Lampe KG)
Marc Gabriel (Bankhaus Lampe KG)
To de-activate this alert, click here
To modify this alert, click here
UUID: 7947283