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Hier noch mal in Kopie die erste Info zu ATMEL der Vollständigkeit halber: (LAURENT11) ...weiss aber auch nicht 100%-tig ob dieser lizenzvertrag noch gültigkeit besitzt !? ..optimaxx sollte bei oti nachfragen um sicher zu gehen -------------- Strategische Allianzen Die Herstellung und Vermarktung der nötigen Chips übernimmt OTI dabei nicht selbst, sondern vergibt Lizenzen an ausgesuchte Partner. Mit Samsung Electronics hat man dazu eine strategische Allianz geschlossen. "Der Chip, den wir mit Samsung entwickelt haben, ist der fortschrittlichste von allen. Dadurch, daß Samsung die OTI-Technologie lizensierte, konnten sie sich innerhalb von 6 Monaten sprunghaft von einem `Underdog` zu einem `Major` im Markt für kontaktlose Smart Cards entwickeln. Plötzlich ziehen sie an Siemens, Philips und Motorola vorbei" ,geht Tziperman näher auf den Deal ein. Eine ähnliche Partnerschaft ist OTI inzwischen mit dem US-Unternehmen Atmel eingegangen. Ein weiterer wichtiger OTI-Lizenznehmer ist HP/Verifone, der Weltmarktführer für Smart Card-Terminals (Anteil 65%), der bereits ein erstes Produkt mit der OTI-Technologie auf dem US-Markt eingeführt hat. quelle http://www.netipo.de/de/ir/924895/ (shalom laurent) _____________________________________________________________________ Und die Info von LAURENT zu CKI vom 25.07.00 in Kopie: (LAURENT11) @lle...guten morgen ...hier der text des link`s ..er funktioniert optimaxx -------------- Hong Kong, July 24 /SHfn/ Against the rapidly changing economic backdrop of the local scene, globalisation has proven an inevitable yet necessary path to further business success. This has been borne out by experiences at HSBC [5] and Hutchison Whampoa [13]. A more recent instance of this can be found at Cheung Kong Infrastructure [1038]. As at the end of 1999, CKI `s investments outside Hong Kong reached $19b, of which $10b was on the mainland and $9b in Australia. During 1999, CKI took a bold step forward in the name of diversification and invested in two sizable Australian energy projects: Since the last financial year-end, CKI has continued to look for investment opportunities in both mainland China and down under. In April of this year, CKI signed a contract with Liaoning Petroleum Industrial Co Ltd, a subsidiary of PetroChina [857], and Shenyang Road Main Hub Group Co Ltd to form a joint venture to operate a liquefied petroleum gas (LPG) business in Shenyang and other cities in the Chinese province of Liaoning. CKI is the majority shareholder with a 51-percent stake. The joint venture plans to construct 50 LPG filling stations, two vehicle conversion plants and a research and development center. CKI Managing Director, Mr H L Kam, believes it is an opportune time to invest in the LPG industry with the increasing popularity of LPG vehicles. LPG is being promoted in many parts of China as being environmentally friendly. The total investment in the project is estimated at RMB2.4m ($2.3m). Having its appetite whetted by last year`s massive investments in the Australian energy sector, CKI is planning yet again to charge in that direction. It is expected to bid shortly with Hongkong Electric [6] for Australian electricity distributor and retailer Powercor in the state of Victoria. Powercor was acquired by US-based PacificCorp for A$2.15b ($11.05b) in 1995 under the Victorian State Government`s privatisation programme. Ownership subsequently passed to Scottish Power Plc [SPI] after it took over the US company last year. Now Scottish Power is putting Powercor up for sale. It is widely speculated that CKI`s only rival would be Southern Energy [SOE]. Analysts mostly believe that the sale price for Powercor will be lower than that paid by PacificCorp, as companies, at that time, were paying top prices for privatised energy assets in Victoria. If successful in this bid, CKI, together with Hongkong Electric, would control electricity distribution rights in two important Australian states (South Australia and Victoria). Singapore Power recently acquired Victoria State electricity transmission company PowerNet for A$2.1b ($10.8b). PowerNet was another energy asset sold under Victoria`s privatisation programme in 1997. It was sold to US utility company GPU Inc [GPU] for A$2.6b ($13.4b), which then sold it on at a loss to Singapore Power. It seems CKI is not alone in eyeing the lucrative energy assets being put on sale down under. The aforesaid investments/intended investment would give the energy division of CKI a strong boost and can be viewed as part of its overall strategy to build a power empire in Greater Asia. In 1999, the transportation and energy divisions recorded profit growth of 29 percent and 3 percent, respectively, whereas the infrastructure materials division performed less satisfactorily and actually saw profit fall 8 percent YoY. With China`s macro economy already out of recession and ready to show exuberant growth once again, thereby stimulating aggregate demand, and with the country`s impending entry into the WTO, all three of CKI`s core business divisions are well positioned to benefit over the coming years. Another positive factor is China`s declared intention to accelerate the development of its lagging western provinces, which would spur demand for energy, roads and highways as well as construction materials. The Australian economy looks set to continue its recovering path along with the rest of Asia and CKI`s new and planned investments in that country are well timed and are expected to bring in stable returns for the Group for years to come. KGI Securities estimates that CKI`s 2000 and 2001 earnings will grow 9 percent and 14 percent, respectively (EPS of $1.52 and $1.58, respectively), while Merrill Lynch forecasts FY2000 EPS growth at 10 percent YoY to $1.53. Consensus EPS estimates put the 2000 figure at $1.58, a 13.7 percent increase YoY and representing a forward PER of 8.7 times. Given the stable earnings prospects in the energy and transportation division and the potential turnaround in the infrastructure materials division, the stock looks greatly undervalued, both from a short-term and a long-term perspective. When the investment community starts turning its attention from the feverish but illusory dot.com world in search of solid-growth infrastructure stocks, CKI`s share price will be vindicated. quelle nochmals: http://eng.stockhouse.com.hk/shfn/jul00/072400hk_cki.asp shalom laurent CU L@TERz @LLIG@TORz Euer EcCo65HH |
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| aus der Diskussion: | Infos zu OTI - ungepusht / ungebasht :-) |
| Autor (Datum des Eintrages): | EcCo65HH (25.07.00 18:24:30) |
| Beitrag: | 18 von 514 (ID:1406152) |
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