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๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—ฏ๐—ฎ๐—ฐ๐—ธ๐—ด๐—ฟ๐—ผ๐˜‚๐—ป๐—ฑ: $NEM.DE (Nemetschek SE)

๐—ช๐—ต๐—ฒ๐—ฟ๐—ฒ ๐—ฑ๐—ถ๐—ฑ ๐˜๐—ต๐—ฒ ๐˜€๐—ต๐—ฎ๐—ฟ๐—ฒ ๐—ฝ๐—ฟ๐—ถ๐—ฐ๐—ฒ ๐—ท๐˜‚๐—บ๐—ฝ ๐—ฐ๐—ผ๐—บ๐—ฒ ๐—ณ๐—ฟ๐—ผ๐—บ ๐—ฎ๐—ป๐—ฑ ๐˜„๐—ต๐˜†? ๐—œ๐˜ ๐˜„๐—ฎ๐˜€ ๐—น๐—ผ๐—ป๐—ด ๐—ผ๐˜ƒ๐—ฒ๐—ฟ๐—ฑ๐˜‚๐—ฒ!


Today, the share price temporarily rose by 6.8% to $57.99. This is the justified consequence of the results from 2020. In 2020, the Nemetschek Group achieved revenues of EUR 596.9 million (PY: EUR 556.9 million), EBITDA of EUR 172.3 million (PY: EUR 165.7 million) and net income (group shares) of EUR 96.9 million (PY: EUR 127.2 million). Turnover is expected to increase by at least a high single-digit percentage in 2021, adjusted for currency effects, as the MDAX-listed company announced in Munich on Tuesday. Group EBITDA is still expected to be in the target range of 27% to 29%. As recently as the summer, the company was at $74.23 per share.


๐—ก๐—ฒ๐—บ๐—ฒ๐˜๐˜€๐—ฐ๐—ต๐—ฒ๐—ธ ๐—ถ๐˜€ ๐—ฎ ๐—ฐ๐—ผ๐—ป๐˜€๐˜๐—ฟ๐˜‚๐—ฐ๐˜๐—ถ๐—ผ๐—ป ๐˜€๐—ผ๐—ณ๐˜๐˜„๐—ฎ๐—ฟ๐—ฒ ๐˜ƒ๐—ฒ๐—ป๐—ฑ๐—ผ๐—ฟ. The company is a provider of software for architects, engineers and the construction industry. It develops and sells solutions for the planning, design, construction and management of buildings and real estate as well as for the media and entertainment industry. According to its own information, Nemetschek and all its subsidiaries have over 6 million users in 142 countries (as of 2020). Since 2008, Nemetschek SE has functioned as a corporate holding company with the four business units Planning & Design (architecture and engineering), Build & Construct, Manage & Operate and Media & Entertainment. Under the umbrella of the holding company, 16 product brands are managed largely independently.


But the most important thing is that Nemetschek works with partly via a ๐˜€๐—ผ๐—ณ๐˜๐˜„๐—ฎ๐—ฟ๐—ฒ ๐—ฎ๐˜€ ๐—ฎ ๐˜€๐—ฒ๐—ฟ๐˜ƒ๐—ถ๐—ฐ๐—ฒ ๐—บ๐—ผ๐—ฑ๐—ฒ๐—น. This means that although it is dependent on the construction industry as a customer, it has recurring and permanent customer bases that depend on the software. ๐—œ๐˜ ๐˜๐—ต๐˜‚๐˜€ ๐—ต๐—ฎ๐˜€ ๐—ถ๐—บ๐—บ๐—ฒ๐—ป๐˜€๐—ฒ ๐˜€๐˜๐—ฟ๐˜‚๐—ฐ๐˜๐˜‚๐—ฟ๐—ฎ๐—น ๐—ฎ๐—ฑ๐˜ƒ๐—ฎ๐—ป๐˜๐—ฎ๐—ด๐—ฒ๐˜€ ๐—ผ๐˜ƒ๐—ฒ๐—ฟ ๐˜๐—ต๐—ฒ ๐—ฎ๐—ฐ๐˜๐˜‚๐—ฎ๐—น ๐—ต๐—ฎ๐—ฟ๐—ฑ๐˜„๐—ฎ๐—ฟ๐—ฒ ๐—ฐ๐—ผ๐—ป๐˜€๐˜๐—ฟ๐˜‚๐—ฐ๐˜๐—ถ๐—ผ๐—ป ๐—ถ๐—ป๐—ฑ๐˜‚๐˜€๐˜๐—ฟ๐˜†.


The management's goals are realistic. After the consolidation phase, a real breakout has now taken place. The German construction industry (as an example) can look back on a complicated year 2020, but it still brought a 2.5% growth in turnover. The situation is very similar in other countries. It should always be borne in mind that many market participants have postponed pending construction projects until after COVID. This is due to the uncertain ability to plan. Despite this, the construction industry as a whole has shown a small growth. The sector will experience a tremendous upswing in the coming years, when the plannability and financeability of small and large projects will again have better prospects. This fact is also supported by the fact that during COVID we mostly saw relocation movements between already built houses, while many people realised during this time that they can easily relocate and continue to pursue their jobs remotely.


๐— ๐˜† ๐˜ƒ๐—ฒ๐—ฟ๐—ฑ๐—ถ๐—ฐ๐˜: ๐—•๐˜‚๐˜†! Also look for the results of $ADBE (Adobe Systems Inc) in this context

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