06 Dec
Posted by Red As Technical analysis, news
Profits down in the nine months of 2006. Groups of Top Industry (tab on the right) recorded in this period a net aggregate of 16.1 billion euros against 17.2 billion of 'previous year. Ã ¨ contraction derived from the loss of profits of companies such as Fiat, which have half the profits, but mainly by the negative result of Pirelli, which has closed a record of nine months in heavy loss with liabilities of nearly 1.5 billion 300 million against profit of 'years before.
Send in "red" the company Bicocca à ¨ was Telecom, Pirelli, which controls through financial Olympia. Or rather it was the quoted market Telecom, whose title is stagnating between 2.2 and 2.3 euros, while the balance of Olympia ¨ à carried at cost of 4.2 euros. This marked divergence value creation € "between the historical cost of the 'Action Telecom and price dimercato â €" Pirelli forced to devalue the ownership of Olympia, reducing to 3 euros load value of the' Action Telecom. The result of this devaluation à ¨ translated into a heavy loss, di2, 1 billion, a loss that sent the consolidated income of the group still chaired by Marco Tronchetti Provera.
The same Telecom, however, blamed a decline in EBIT (or EBIT Mon), already shown in the first two quarters of 2006. In the nine months of 'à ¨ years this decline was 6.6%, equal to 390 milioniinvalore absolute. And even if done immediately, not a concern, because margins © Telecom are still strong, it ¨ à ² pera a tangible sign of 'increased competition in the sector. Telecom indicates that the cause of the' erosion of the margin to be found in increasing depreciation, ie in the major investments made by the company during the period January September 2006, although the data on R & D, they shall in no pià ¹ stationary and that show a decline of 10% (2 billion) of investment in capital goods tangible. The fact is that in nine months, the accounts of the Top industries have suffered some sort of effect Telecom, which has affected results.
Other groups, however, show a pattern of opposite sign. Eni in the first place, which confirms the PIA ¹ brilliant at economically viable. But Enel, Tenaris, AEM and St, whose margins have been steadily on the same nine months, a significant increase, confirming the upward trend already emerged from the first quarter.
à ¨ The margin also increased to Fiat, but at a level still unsatisfactory, accounting for 3.7% of turnover.
The only negative to à ¨ Alitalia, from a positive margin of 44 million to a net operating loss of 41 million in the third quarter alone in 2006 (focus below).
Pià ¹ profitable industrial societies are those that manage assets in monopolistic or oligopolistic market positions they occupy or otherwise dominant. For example, the mon Austostrade and Terna (the latter à ¨ owns the national grid) à ¨ representing respectively 55% and 60% of their revenues. On Mon Tenaris à ¨ 35% of its turnover, while that of Mediaset à ¨ lower but still significant at 28 percent. The same report, in cases of Eni and Telecom, à ¨ 24%, while in the case of 'Enel fell to 16 percent.
The bottom of the standings alongside Fiat, we find Pirelli, Finmeccanica and St, with a ratio Monfatturato in the nine months, respectively, of '8, 3%, 7.7%, and 5.3 percent.
To improve in both the debt situation of the Top Industry. Total debt rating of 'aggregate à ¨ in the nine months fell by 4.5%, to 138 miliardi.E decreased by almost 16% despite higher interest expense in the cost of money. L 'Euribor at three months it rose from 2.13% ¨ for the nine months of 2005 to 2.91% for the nine months of 2006. Clearly, large companies are "covered" against the risk of rising interest rates.
The group that has reduced the total financial debt pià ¹ à ¨ Fiat (4.4 billion), followed by Telecom (4 billion) and Eni (2 billion). But unlike Eni, whose total exposure represents only 26% of its net assets, Telecom and Fiat have a burden of heavy debts still € "in order, 47.945 million and 21.391 million â €" and experience a decrease in liquidity.
The credit industry, by contrast, appears to be in good health. The eleven institutions of Top Banks (tab on the right) ended the statement with an aggregate of nine months net income totaling 12.3 billion, an increase of 27FOR percent. This result has substantially contributed to the increase of 7.5% of operating income, growth, particularly for the increase in net interest income (+7.6%) and net commission income (+6.6%), and the explosion of extraordinary assets for a total of 1.4 billion.
Popolare di Milano, Capitalia and Banco Popolare di Verona e Novara showed a jump in net interest income (+17% the first, second +14%, +10% the third). If your school has totalizzatoil largest percentage increase of fees for however ¨ UniCredit: The bank that has engulfed the German HypoVereins earned $ 700 million in revenue in pià ¹, compared to the same period in 2005, mainly commissions on mutual funds.
Di pià ¹ difficult to assess, however, the phenomenon of losses on loans for their down trend in the course of nine months. They increased by 13% in the first quarter, decreased by 13.3% in the second and back to grow 28.3% in the third, with an average increase of 7.4% during gennaiosettembre.
The UniCredit, which with 1.8 billion of losses on loans represents about 50% of the total sum allocated by the eleven institutions, has joined this item 200 million in pià ¹. Adjustments budget involved the area
retail component of the Italian and Austrian bank. The German component, however, has reduced slightly for the favorable situation of 'attivita
corporate.
Among the institutions that have implemented off operations to a substantial level, Capitalia has recorded 300 million of proceeds from the sale of the shares inGenerali, Mediobanca, Fiat and Fineco Insurance; Mediobanca marked useful for 155 million largely on the sale of shares in Ferrari, and UniCredit billion from the sale of Splitska Banka and 2S Banca.
Non-performing loans of Top Banks 30 September 2006 have exceeded the 39 billion euros, representing 3.4% of total credits to customers. Were 42 billion December 31, 2005. Capitalia bank pià ¹ remains exposed, with impaired loans down, but still 6.2% of the total customer.
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