{"id":208715,"date":"2020-02-25T14:45:00","date_gmt":"2020-02-25T14:45:00","guid":{"rendered":"https:\/\/transinfo.pl\/x\/inforail\/wprowadzenie-do-oferty-hybrydy-podnosi-rekomendacje-dla-newagu-_more_121490\/"},"modified":"2020-02-25T14:45:00","modified_gmt":"2020-02-25T14:45:00","slug":"wprowadzenie-do-oferty-hybrydy-podnosi-rekomendacje-dla-newagu-_more_121490","status":"publish","type":"inforail","link":"https:\/\/transinfo.pl\/x\/inforail\/wprowadzenie-do-oferty-hybrydy-podnosi-rekomendacje-dla-newagu-_more_121490\/","title":{"rendered":"Wprowadzenie do oferty hybrydy podnosi rekomendacje dla Newagu"},"content":{"rendered":"<p><span style=\"font-weight: bold\">Analityk Erste GroupMicha\u0142 Pilch podni\u00f3s\u0142 rekomendacj\u0119 dla Newagu do &#8222;kupuj&#8221; z&#8221;akumuluj&#8221;, wyceniaj\u0105c akcj\u0119 sp\u00f3\u0142ki na 31,2 z\u0142.<\/span><\/p>\n<p class=\"MsoNormal\" style=\"text-align: justify\">W poniedzia\u0142ek (24 lutego) o godz. 10.47 za akcj\u0119 Newagup\u0142acono na GPW 22,7 z\u0142.<\/p>\n<p class=\"MsoNormal\" style=\"text-align: justify\">Zdaniem autor\u00f3w raportu, zwi\u0119kszona skala dzia\u0142alno\u015bciNewagu (\u0142\u0105czne prognozowane przychody w latach 2020-24 w g\u00f3r\u0119 o 15,4 proc. wpor\u00f3wnaniu z oczekiwaniami z poprzedniego raportu na lata 2019-23) w po\u0142\u0105czeniuze spodziewan\u0105 popraw\u0105 mar\u017cy brutto (\u015brednia mar\u017c 22,6 proc. wobec 19,8 proc. wpoprzednim raporcie) powinna wp\u0142yn\u0105\u0107 na wy\u017csze wolne przep\u0142ywy pieni\u0119\u017cne (wsumie w g\u00f3r\u0119 22,8 proc).<\/p>\n<p class=\"MsoNormal\" style=\"text-align: justify\">&#8222;Wej\u015bcie nowego produktu do oferty sp\u00f3\u0142ki \u2013 hybrydowegozespo\u0142u trakcyjnego \u2013 sk\u0142ania nas do podniesienia prawdopodobie\u0144stwa wygranej wprzetargach w segmencie zespo\u0142\u00f3w trakcyjnych. Nasza prognoza odno\u015bniekontrakt\u00f3w na HZT zostaje zwi\u0119kszona do 1,2 mld z\u0142 wobec 820 mln z\u0142oczekiwanych wcze\u015bniej&#8221; &#8211; napisano w raporcie.<\/p>\n<p class=\"MsoNormal\" style=\"text-align: justify\">&#8222;Prognozujemy, \u017ce Newag wygra wi\u0119kszo\u015b\u0107 przetarg\u00f3w naHZT. Wynika to z faktu, \u017ce g\u0142\u00f3wny rywal Pesa obecnie nie produkuje tego rodzajutaboru, b\u0119d\u0105c zbyt zaj\u0119tym restrukturyzacj\u0105 sp\u00f3\u0142ki&#8221; &#8211; dodano.<\/p>\n<p class=\"MsoNormal\" style=\"text-align: justify\">Podniesienie prognozy odno\u015bnie mar\u017cy brutto analitycyargumentuj\u0105 siln\u0105 pozycj\u0105 negocjacyjn\u0105 sp\u00f3\u0142ki wobec klient\u00f3w, kt\u00f3ra pozwala jejpodnosi\u0107 oferowane ceny ponad inflacj\u0119 koszt\u00f3w.<\/p>\n<p class=\"MsoNormal\" style=\"text-align: justify\">&#8222;R\u00f3wnie\u017c zmieniaj\u0105cy si\u0119 miks produktowy dzia\u0142a dlasp\u00f3\u0142ki in plus&#8221; &#8211; napisano.<\/p>\n<p class=\"MsoNormal\" style=\"text-align: justify\">&#8222;Estymacja popytu wskazuje, \u017ce Newag musia\u0142by wygrywa\u0107od 33 do 80 proc. kontrakt\u00f3w na elektryczne zespo\u0142y trakcyjne w danym roku, abywype\u0142ni\u0107 nasz\u0105 prognoz\u0119&#8221; &#8211; dodano.<\/p>\n<p class=\"MsoNormal\" style=\"text-align: justify\">Analitycy podali, \u017ce Newag w 2019 r. wygra\u0142 ok. 71,4 proc.przetarg\u00f3w na EZT og\u0142oszonych na rynku krajowym, a raport UTK implikuje jeszczewy\u017cszy roczny popyt (na poziomie 113 jednostek w latach 2020-25).<\/p>\n<p class=\"MsoNormal\" style=\"text-align: justify\">Ponadto &#8211; zdaniem analityk\u00f3w &#8211; proekologiczne projekty nakolej uzyskaj\u0105 wy\u017csze markery \u015brodowiskowe w przysz\u0142ej perspektywie unijnej.<\/p>\n<div style=\"text-align: justify\"><span><br \/><\/span><\/div>\n<p> &#8222;<\/p>\n","protected":false},"author":1,"featured_media":208716,"comment_status":"","ping_status":"closed","template":"","categories":[25],"tags":[615,923],"class_list":["post-208715","inforail","type-inforail","status-publish","has-post-thumbnail","hentry","category-producenci","tag-hybryda","tag-newag"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.8 (Yoast SEO v23.7) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Wprowadzenie do oferty hybrydy podnosi rekomendacje dla Newagu - TransInfo Archiwum<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/transinfo.pl\/x\/inforail\/wprowadzenie-do-oferty-hybrydy-podnosi-rekomendacje-dla-newagu-_more_121490\/\" \/>\n<meta property=\"og:locale\" content=\"pl_PL\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wprowadzenie do oferty hybrydy podnosi rekomendacje dla Newagu\" \/>\n<meta property=\"og:description\" content=\"Analityk Erste GroupMicha\u0142 Pilch podni\u00f3s\u0142 rekomendacj\u0119 dla Newagu do &#8222;kupuj&#8221; 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