Portal Sina.com mit Rekordergebnissen - Performance 600 % - 500 Beiträge pro Seite

[asiate]

Hey

das ist ja nicht mehr auszuhalten

nach sohu gestern, sina heute mit Rekord

Teil 1
http://www.finanznachrichten.de/goto.asp?id=2012082

Teil 2
http://www.finanznachrichten.de/goto.asp?id=2012081

Bis dann

[asiate]

Hey

und hier ist

Teil 3
http://www.asia-economy.de/html/php/get_single_news.php3?613…

Bis dann

[thanee]

und was ist mit pacific internet?

[asiate]

Hey

Teil 3 noch mal aus Finanznachrichten, da bei a-e sie irgend wann weg rutscht

http://www.finanznachrichten.de/goto.asp?id=2012400

und der Kurs liegt bei 11 €



Bis dann

[asiate]

Hey

Research: U.S. Bancorp Piper Jaffray - Sina.com
Safa Rashtchy, Internet Media and Marketing
SINA $18.31 - MP - Mkt Cap (mil) = $889.0
KEY POINTS:

http://www.asia-economy.de/php_fe/index.php?sektion=reiter&t…

Bis dann

[asiate]

Hey

sina explodiert regelrecht



hier die Gründe:

Press Release: Sina.com-Raises Second Quarter Guidance
Shanghai, China, June 30, 2003 - SINA Corporation (Nasdaq: SINA) today announced that it has raised its revenues and earnings per share estimates for the fiscal quarter ending June 30, 2003.

http://www.asia-economy.de/php_fe/index.php?sektion=reiter&t…


Press Release: Sina.com-Announces Proposed $80 Million Zero Coup
Shanghai, China, June 30, 2003 - SINA Corporation ("the Company") (Nasdaq: SINA) today announced its intention to offer, subject to market and other conditions, $80 million aggregate principal amount of Zero Coupon Convertible Subordinated Notes due 2023, First Putable July 15, 2007. Final terms of the notes are to be determined by negotiations between the Company and the initial purchasers of the notes. SINA expects to grant the initial purchasers an over-allotment option to purchase up to an additional $20 million principal amount of the notes. The interest rate on the notes will be zero and priced at par.

http://www.asia-economy.de/php_fe/index.php?sektion=reiter&t…


Sina.com erhöht Planzahlen

--------------------------------------------------------------------------------
(©BörseGo - http://www.boerse-go.de)
Sina.com hat seine Prognosen für das zweite Quartal von $0.08-$0.09 auf $0.13-$0.15 Gewinn je Aktie erhöht. Die Prognosen für den Umsatz wurden von $19.6-$20.3 auf $24-$25 Millionen erhöht. Zudem will das Unternehmen Anleihen im Wert von $80 Millionen ausgeben.


Bis dann

[asiate]

Hey

Presse: Sina.com seeks to expand paid e-mail business
Peking 09.07.03 (asia-economy.de) (AFX-ASIA)
Internet portal Sina.com said it is seeking to enlarge its paid e-mail account business through a technical alliance with flash memory maker Beijing Huaqi Technology Development Co Ltd and Internet solutions firm My3ia Technology Ltd.
Under the accord, My3ia will provide a technical platform to help install Sina.com`s paid e-mail account into flash disks produced by Beijing Huaqi.
The flash disk will enable access to personal e-mail accounts with greater security software installed to protect personal data, Teddy Lai, My3ia`s chief technical officer told reporters.
On buying the flash disk, the e-mail account will be free of charge for the first year, and then users will pay annually through the payment software installed onto the flash disk.
By binding its paid email services with flash disks, a market that is seeing rapid growth, Sina.com is striving to maintain a 35 to 40 pct share of China`s paid e-mail account business, said Wang Yan, Sina`s chief executive officer.
The initial batch of two mln flash memory disks with Sina`s e-mail accounts installed will soon hit the market, Wang said, though detailed sales or pricing were not given.
Latest estimates show the market share of Sina`s paid e-mail account has exceeded 40 pct, Wang said.

Beijing Huaqi held a 32-37 pct share of China`s flash disk market last year, according to statistics from CCID, an consulting firm under China`s Ministry of Information Industry.
Paid e-mail accounts are one of Sina.com`s fast-growing businesses, enjoying over 100 pct annual growth over the past few years, Wang said.
Sina posted net profits of 3.4 mln usd or 0.007 usd per diluted share in the first quarter of this year compared with profits of 1.5 mln usd in the final quarter of last year.
Though stressing the importance of diversified ""profit points"", Sina. com`s Wang said online advertising would still be the company`s main revenue generator and business would see steady growth in the future.
09.07.03 (il)


http://www.asia-economy.de/php_fe/index.php?sektion=reiter&t…

Bis dann

[asiate]

Hey

Financial Release: Sina.com Report Second Quarter 2003 Financial
SINA Corporation to Report Second Quarter 2003 Financial Results On July 23, 2003

SHANGHAI, China --(BUSINESS WIRE) July 10, 2003 --SINA Corporation (Nasdaq:SINA), a leading online media company and value-added information service provider for China and for global Chinese communities, will announce its financial results for the quarter ended June 30, 2003 on Wednesday, July 23, 2003 after the close of market. Following the announcement, SINA`s management team will host a conference call at 8:30 p.m. Eastern Time to present an overview of the Company`s financial performance and business operations.

¡¡¡¡The dial-in number for the call is 617/786-2962. The pass code is 94804360. To participate on the call, please R.S.V.P. to Chen Fu by email at [e-mail] or by phone at ([phone], extension 6089.

¡¡¡¡A live Webcast of the call will be available from 8:30 p.m.¨C9:30 p.m. ET on Wednesday, July 23, 2003 (8:30 a.m.¨C9:30 a.m. Hong Kong Time on July 24, 2003). The call can be accessed through the Company`s corporate web site at corp.sina.com.

¡¡¡¡A replay of the conference call will be available for forty-eight hours after the conclusion of the conference call. The dial-in number is 617/801-6888. The pass code for the replay is 10960335.

¡¡¡¡About SINA SINA (Nasdaq:SINA) is a leading online media company and value-added information service ("VAS") provider for China and for global Chinese communities. With a branded network of localized web sites targeting Greater China and overseas Chinese, SINA operates three major business lines including SINA.com (online media and entertainment service), SINA Online (consumer fee-based online and wireless VAS) and SINA.net (small and medium-sized enterprises VAS), providing an array of services including online portals, premium email, wireless short messaging, virtual ISP, search, classified information, online games, e-commerce, e-learning and enterprise e-solutions.

¡¡¡¡To learn more about SINA, please check out our corporate website at corp.sina.com

10.07.03 (il)

http://www.asia-economy.de/php_fe/index.php?sektion=reiter&t…

Bis dann

[Andreolly]

finanznachrichten.de

21.07.2003 / 13:15
China: Zahl der Internetnutzer stetig steigend

Die Zahl der chinesischen Internetnutzer steigt weiterhin deutlich an. Bereits jetzt ist China nach den Vereinigten Staaten das zweitgrößte Land der Welt wenn es um die Zahl der Internetnutzer geht. Eine Untersuchung die am heutigen Tag veröffentlicht wurde, gibt die Zahl der Nutzer mit 68 Millionen an.
Seit dem Januar 2003, dem Datum der letzten Untersuchung, ist die Zahl der Internetuser in der Volksrepublik China um 8,9 Millionen gestiegen. Die aktuelle Untersuchung wurde von dem China Internet Network Information Center (CNNIC) veröffentlicht.

Zusätzlich zu dem Anstieg der absoluten Zahlen steigt auch die durchschnittliche Verweildauer des einzelnen Nutzers. Haben in der letzten Untersuchung die Kunden das Internet durchschnittlich 9,8 Stunden in der Woche beansprucht, sind es jetzt bereits 13 Stunden in der Woche.

Es bleibt jedoch anzumerken dass sich die aktuellen Zahlen der staatlichen CNNIC deutlich von der staatlichen Regulierungsbehörde unterscheiden, diese gibt die Zahle der Nutzer für Ende Mai mit 52,07 Millionen.

Von dem Internetboom profitieren natürlich vor allem Aktien deren Marktkapitalisierung deutlich von der Zahl der Internetuser abhängt. Hierzu zählen vor allem Netease.com Inc. (NASDAQ: NTES, WKN: 501822), Sina.com (NASDAQ: SINA, WKN: 929917) und Sohu.com Inc. (NASDAQ: SOHU, WKN: 502687). (geu)

[asiate]

Hey

Financial Release: Sina.com Revenue Growth of 203% to $26 mill.
SINA Reports Second Quarter 2003 Financial Results¡VCompany Reports Revenue Growth of 203% to $26 million

¡@¡@Shanghai, China-- (BUSINESS WIRE)¡XJuly 23, 2003¡XSINA Corporation (Nasdaq:SINA), a leading online media company and value-added information service provider for China and for global Chinese communities, today announced its financial results for the second quarter ended June 30, 2003:

¡@¡@ƒÜ¡´US GAAP net income for the quarter grew to $7.1 million; or $0.14 per diluted share

¡@¡@ƒÜ¡´Net revenues for the quarter grew by 203% year-over-year and by 43% quarter-over-quarter to a record $26.0 million

¡@¡@ƒÜ¡´Advertising revenues for the quarter grew by 63% year-over-year and by 30% quarter-over-quarter to $9.5 million and accounted for 37% of the total revenues

¡@¡@ƒÜ¡´Non-advertising revenues for the quarter grew by 504% year-over-year and by 52% quarter-over-quarter to $16.5 million and accounted for 63% of the total revenues

¡@¡@¡§We`re extremely proud of our second quarter results,¡¨said Wang Yan, CEO of SINA.¡§SINA accelerated its growth momentum. By leveraging our strong brand and strategically targeting growth opportunities, we more than doubled our net income from a quarter ago, despite the effect of SARS. We have proven ourselves again to be the leading Chinese online media company with a balanced and sustainable business model.¡¨

¡@¡@Financial Results

¡@¡@For the quarter ended June 30, 2003, SINA reported record net revenues of $26.0 million, an increase of 43% from the previous quarter and an increase of 203% from the same period in 2002.

¡@¡@Advertising revenues totaled $9.5 million for the quarter, representing a 30% increase over $7.3 million reported in the previous quarter and a 63% increase over $5.8 million reported in the same period in 2002.

¡@¡@Non-advertising revenues totaled $16.5 million for the quarter, a 52% increase over $10.8 million reported in the previous quarter and a 504% increase over $2.7 million reported in the same period in 2002. Non-advertising revenues accounted for 63% of the total net revenues for the quarter, compared to 60% for the previous quarter and 32% for the same period in 2002. The increase in non-advertising revenues was primarily driven by the growth in mobile short messaging services.

¡@¡@"The tremendous growth in both our advertising and non-advertising revenues spoke to our focus on a balanced growth approach across all of our revenue contributors,¡§said, Hurst Lin, Chief Operating Officer of SINA.¡§Moving forward, we aim to continue to maintain this balance through diversified revenue streams.¡¨

¡@¡@The gross margin for the quarter was a record high of 69%, up from 66% reported in the previous quarter and 59% reported in the same period in 2002.

¡@¡@Operating expenses for the quarter totaled $11.1 million, an increase of 27% over $8.7 million reported in the previous quarter and of 55% over $7.2 million reported in the same period in 2002. The increase in operating expenses from the previous quarter was largely due to the one-time charges relating to the write-off of $0.9 million intangible assets associated with the acquisition of Shanghai Techur Technology Development Co. Ltd. and a $0.6 million severance benefit to the Company¡¦s departed CEO.

¡@¡@Net income for the quarter totaled $7.1 million, representing an improvement of 111% from a net income of $3.4 million for the previous quarter. For the same period in 2002, the Company recorded a net loss of $1.9 million. Diluted net income per share was $0.14 for the quarter, compared to diluted net income per share of $0.07 for the previous quarter and diluted net loss per share of $0.04 for the same period in 2002.

¡@¡@Excluding the amortization of intangible assets, non-cash charges for stock based compensation, and one-time charges relating to intangible assets write-offs and severance benefit, on a pro forma basis, net income for the quarter totaled $9.2 million, compared to a net income of $4.1 million for the previous quarter and a net loss of $1.4 million for the same period in 2002. Diluted net income per share, on a pro forma basis, was $0.18 for the quarter, compared to diluted net income per share of $0.08 for the previous quarter and diluted net loss per share of $0.03 for the same period in 2002.

¡@¡@As of June 30, 2003, SINA`s cash, cash equivalents and investments in marketable securities totaled $96.9 million, an increase of $7.2 million from three months ago. During the quarter, the company paid approximately $1.3 million for the second cash payment of MemeStar acquisition and prepaid approximately $1.3 million for a five-year operating lease relating to a new facility in Beijing. Cash flow from operating activities for the quarter was $9.0 million, compared to $3.8 million for the previous quarter. Capital equipment expenditure for the quarter was about $2.1 million. The Company received $97.5 million net proceeds from convertible bond offering in July 2003.

¡@¡@¡§This quarter, SINA truly demonstrated the scalability of its businesses. While we have increased revenues by 43% quarter-over-quarter, we kept our operating expense increase to just 13% excluding no-cash and non-recurring charges, and as a result, our net profit has more than doubled,¡¨said Charles Chao, Chief Financial Officer of SINA.¡§Furthermore, with the successful completion of the first and the largest double-zero convertible bond offering for a China based technology company, SINA now has approximately $195 million cash on hand, thereby offering us maximum flexibility in our future strategic expansions.¡¨

¡@¡@Business Outlook

¡@¡@The Company estimates that its total revenues for Q3 2003 to be between $28.5 million and $29.3 million, with advertising revenues between $10.5 million and $10.8 million and non-advertising revenues between $18.0 million and $18.5 million. US GAAP EPS on a fully diluted basis is expected to be $0.16 to $0.18. For the second half of 2003, the Company expects its effective income tax rate to be between 5% to 7%.

¡@¡@NON-GAAP Measures

¡@¡@To supplement our consolidated financial statements presented in accordance with GAAP, SINA uses non-GAAP measures of gross profit, operating income, net income and earnings per share, which are adjusted from results based on GAAP to exclude certain expenses, gains and losses. These non-GAAP measures are provided to enhance the user`s overall understanding of our current financial performance and our prospects for the future. Specifically, we believe the non-GAAP results provide useful information to both management and investors by excluding certain expenses that are not expected to result in future cash payments, gains and losses that are non-recurring in nature or may not be indicative of our core operating results. In addition, because we have historically reported certain non-GAAP results to investors, we believe the inclusion of non-GAAP measures provides consistency in our financial reporting. These measures should be considered in addition to results prepared in accordance with generally accepted accounting principles, but should not be considered a substitute for or superior to GAAP results. Consistent with our historical practice, the non-GAAP measures included in this press release have been reconciled to the nearest GAAP measure.


http://www.asia-economy.de/php_fe/index.php?sektion=reiter&t…

Bis dann

[kebab]

Sina Corp. meldet starke Quartalszahlen Donnerstag, 24.07.03, 11:41


Das chinesische Internet-Portal Sina Corp. gab am Donnerstag einen Rekordgewinn für das zweite Quartal bekannt. Als Gründe nannte der Konzern die starke Nachfrage nach Mobile Messaging und Online-Werbung während der SARS-Epidemie. Zugleich erhöhte Sina Corp. die Gewinn- und Umsatzerwartungen für das dritte Quartal.


Demnach konnte der Konzern im zweiten Quartal einen Nettogewinn von 7,1 Mio. Dollar bzw. 14 Cents pro Aktie erwirtschaften. Im Vorjahreszeitraum musste noch ein Verlust von 1,89 Mio. Dollar bzw. 4 Cents je Anteilsschein verkündet werden. Der Umsatz verdreifachte sich im zweiten Quartal auf 25,98 Mio. Dollar. Der Umsatz für Werbung stieg um 63 Prozent auf 9,5 Mio. Dollar.


Für das dritte Quartal erwartet der Konzern einen Umsatz in der Spanne zwischen 28,5 Mio. Dollar und 29,3 Mio. Dollar. Der Gewinn soll zwischen 16 und 18 Cents je Aktie liegen.


Die Papiere der Sina Corp. beendeten den Handel an der NASDAQ mit einem Verlust von 4,48 Prozent bei 26,85 Dollar.



Quelle: Finanzen.net
ähnliche News


02.01.03 09:13
Deutsche Bank will Asien-Geschäft weiter forcieren





Name
Info
Aktuell
Datum
Zeit
Performance: 1 Tag

Sina Corp. SHAR.. 25,15 24.07.03 11:34 +1,55 +6,57%

[MaxAG]

Hi@all

Mal ein paar Rechenbeispiel mit Sohu/Yahoo

Yahoo:
Mkt--------19.000 Mio$
Umsatz----1.260 Mio$
Gewinn------190 Mio$
Rendite----- 15%
KGV----------100

Sohu:
Mkt---------1.420 Mio$
Umsatz-------77 Mio$
Gewinn-------30 Mio$
Rendite------39 %
KGV-----------47



Mit zukünftig erwarteten Steigerungen:
(Yahoo erwartet fürs nächste Quartal 318-338Mio$ Umsatz
hier rechne ich mit dem oberen Limit 338Mio$
also pro Quartal 5 % Zuwachs)

Yahoo Umsatz 1/2003 282,9 Mio$
Yahoo Umsatz 2/2003 321,4 Mio$
Yahoo Umsatz* 3/2003 338 Mio$
Yahoo Umsatz* 4/2003 355 Mio$
Yahoo Umsatz* 1/2004 373 Mio$
Yahoo Umsatz* 2/2004 392 Mio$
Yahoo Umsatz* 3/2004 412 Mio$
Yahoo Umsatz* 4/2004 433 Mio$

ergibt Umsatz 2003 ca. 1 300 Mio$
ergibt Umsatz 2004 ca. 1 610 Mio$

bei gleichbleibender Rendite (15%) ergeben sich folgende KGVs

Yahoo KGV 2003 bei 97
Yahoo KGV 2004 bei 78

Nun die gleiche Rechnung mit Sohu
Sohu erwartet eine zukünftige Ergebnissteigerung von 10 %

Sohu Umsatz 1/2003 14,4 Mio$
Sohu Umsatz 2/2003 19,3 Mio$
Sohu Umsatz* 3/2003 21,3 Mio$
Sohu Umsatz* 4/2003 23,5 Mio$
Sohu Umsatz* 1/2004 25,9 Mio$
Sohu Umsatz* 2/2004 28,5 Mio$
Sohu Umsatz* 3/2004 31,4 Mio$
Sohu Umsatz* 4/2004 34,6 Mio$

ergibt Umsatz 2003 78,5 Mio$
ergibt Umsatz 2004 120,4 Mio$

bei gleichbleibender Rendite (39%) ergeben sich folgende KGVs

Sohu KGV 2003 46
Sohu KGV 2004 30

Ich kann bei Sohu (wie von vielen gesehen) fundamental keine Blase erkennen!

Die 10% Steigerungsrate bei Sohu ist meiner Meinung nach eher konservativ

Zur Erinnerung:
Am 24.April gab Sohu die Zahlen fürs 1.Quartal bekannt: Gewinn 4,6 Mio/$
Fürs 2.Quartal prognostizierte Sohu einen Gewinn von 4,6-5,0 Mio$
Tatsächlich erreichten Sohu (wie wir ja alle wissen)im 2.Quartal 7,5 Mio$ und lagen deutlich über ihren Schätzungen

Übrigends sollte Sohu nicht 10% Wachstum erreichen, sonder ihr aktuelle Wachstum (34%) fortführen, und der Profit gleichbleiben, würden die Zahlen so ausschauen!

Umsatz 2003 95 Mio$
Gewinn 2003 37 Mio$
KGV 2003 38

Umsatz 2004 313 Mio$
Gewinn 2004 122 Mio$
KGV 2004 12

Sollte Sohu dies erreichen und eine KGV Bewertung 2004 wie aktuell Yahoo haben, müssten sie stehen bei

344 Dollar