Hossa,
hier sind zwei Artikel über Legend Holdings.
Vielleicht interessieren sie Euch ja!
Bezüglich der jüngsten Kursrückgänge schließe ich mich Skyhorse nur an.
Jetzt bloß nicht verrückt werden. Ich bleibe gegenüber Legend auf jeden Fall loyal, Legend ist regelrecht mein Baby!
Bis dahin
Vito
vom 29.03.
New VC-30 Stocks: Legend and China Telecom
By Douglas C. McGill
Sometimes an object can be so big and so close it`s invisible. If you walk along 34th Street in Manhattan without looking up you might never know you were smack next to the Empire State Building.
We`ve done the same thing with two mega-China Internet stocks that haven`t been on the Virtual China 30 but are officially listed today: China Telecom (ticker: CHL) and Legend Holdings Limited (ticker: LGHLY).
These stocks were prominent "red chips" (Hong Kong-listed companies with most of their business in mainland China) even before the Internet came along -- at which point they transformed into superstars.
China Telecom, in particular, has in the past year become the very symbol not only of the explosive China Internet phenomenon but also of the new Hong Kong economy, finally overtaking HSBC Holdings (ticker: HBC) last month as the most valuable company in the former British territory.
China Telecom`s market capitalization, born aloft as investors increasingly saw the company as a China Internet play, is now a mind-boggling US$129 billion, compared to HSBC`s US$100 billion.
The same kind of transformation occurred to Legend, China`s #1 personal computer maker which, through a series of astute strategic moves, has also redefined as a China Internet play. It`s reward: the ninth-largest market cap on the Hong Kong exchange of US$13 billion.
The 10-year-old Citic Pacific, which for the past decade was the leading red chip stock in Hong Kong, last year plunged to the 10th largest stock in market capitalization.
China Telecom, which first listed in Hong Kong in 1997, began as the dominant provider of cellular telecommunications in China`s southern provinces of Guangdong and Zhejiang. More recently it has acquired and built itself into the world`s third-largest mobile phone operator (behind Vodafone AirTouch in England and NTT DoCoMo in Japan), by expanding its service area into Jiangsu province and buying up government-owned mobile networks throughout Southern China.
The company has 6.5 million subscribers, which accounts for 94.5% of cellular subscribers and in southern China and about 26% of all mobile customers in China. The recent excitement over "wireless application protocol" (WAP) platforms, which will one day give China`s mobile telephone customers access to the Internet via their phones, has given many investors confidence that the mobile phone explosion in China won`t end anytime soon.
The 16-year-old Legend Holdings Limited has similarly become a symbol of both the evolution of Chinese industry and of China`s rapid embrace of the Internet. Started in 1984 as a maker and distributor of foreign brand computers, the company began to make its own line of PC`s in 1990. By 1998 the company was listed on the Hong Kong exchange and had produced its 1 millionth Legend-brand personal computer.
Today the company is perhaps the primary vehicle introducing the Internet to millions of Chinese, manufacturing not only PC`s but set top boxes, servers, work stations, and software. A stream of alliances, strategic partnerships and licensing agreements signed with the world`s top computer hardware and software makers has also loaded Legend computers with the most advance Internet-enabling technologies in the world. For these reasons, China Telecom and Legend Holdings Limited are today official inducted into the Virtual China 30, where they will lend substantial ballast to a list until now balanced toward tiny speculative shares. Unlike many of the VC 30 companies, they have actual earnings and thus P/E ratios: remember them? They`ve also got institutional ownership and therefore lots of institutional research.
Altogether, two good anchor stocks for the VC-30.
And two stocks delisted to make room: Zia Sun (ticker: ZSUN), a California venture capital company that is still more sizzle than steak, China-wise; and MDU Communications (ticker: MDTV), a Canadian consumer telecommunications provider whose China business is still undeveloped.
Nat Semi, Legend open ‘Net appliance lab in China
By Rebecca Sykes
IDG News Service, Boston Bureau
National Semiconductor and Legend Holdings Wednesday announced they will open a jointly run information appliance laboratory in Beijing.
National Semiconductor makes processors, and Legend Holdings is affiliated with Legend Group Holdings, China`s largest PC maker and a prominent distributor of foreign-made computer-related products imported into China.
The lab will focus on research and development of personal access devices, TV set-top boxes and thin clients, according to a statement from the companies. These products, which will be available to the Chinese market in May or June, will be marketed under the Legend name and will be based on National Semiconductor`s Geode, the so-called "PC-on-a-Chip" it announced last July.
The chip, called the GeodeSC1400, integrates into a single silicon chip digital video and major PC functions, including the processor, system logic, graphics, MPEG video decompression, audio, TV input/output and peripheral input/output, all of which require at least six separate chips in a conventional set-top box, according to National Semiconductor.