Gewinnexplosion: Chinasoft International Ldd - 500 Beiträge pro Seite

[Vikingerschwein]

Liebe Investmentgemeinde,

an dieser Investmentperle ist jetzt auch Bill Gates investiert:

Microsoft investiert in Chinasoft
27.09.2005 um 16:52 Uhr

MÜNCHEN (COMPUTERWOCHE) - Microsoft findet zunehmend Geschmack am China-Geschäft. Um sich ein weiteres Stück an dem wachstumsträchtigen Softwaremarkt im Reich der Mitte zu sichern, kündigte die Gates-Company an, 20 Millionen Dollar in Chinasoft International Ltd. zu investieren. Die zur Weltbankgruppe gehörende International Finance Corporation (IFC) will weitere 15 Millionen Dollar in das Unternehmen stecken.

"Wir glauben, dass das Investment und die strategische Partnerschaft Chinasoft dabei hilft, eine zunehmend wichtige Rolle sowohl in China wie auch weltweit zu spielen", erklärte Tim Chen, Chef von Microsofts China-Aktivitäten.

Chinasoft ist an der Hongkonger Börse notiert, Großaktionär ist unter anderem die staatliche China National Software & Services Co. Ltd.. Einnahmen generiert der IT-Dienstleister vorwiegend mit Aufträgen aus der öffentlichen Hand. (mb)

unter folgendem Link findet Ihr die Halbjahreszahlen:
http://www.hkgem.com/listedco/listconews/gem/20050815/GLN200…

[Vikingerschwein]

[posting]18.419.915 von Vikingerschwein am 24.10.05 19:54:53[/posting]NOTICE OF MEETING OF BOARD OF DIRECTORS

The board of directors (the “Board”) of Chinasoft International Limited (the “Company”) hereby
announces that a meeting of the Board will be held at 3rd Floor, Building No. 3, Chinasoft Building,
No. 55 Xue Yuan Nan Road, Haidian District, Beijing, the PRC on Thursday, 10th November 2005 at
9:00am for the following purposes:

1. To consider and approve the unaudited results of the Company for the three months and nine months
ended 30th September 2005 and to approve the draft announcement of the 2005 third quarterly
unaudited report to be published on the GEM website;

2. To consider the payment of an interim dividend, if any;

3. To consider the closure of the Register of Members, if necessary; and

4. To transact any other business.

By order of the Board
CHINASOFT INTERNATIONAL LIMITED
Chen Yuhong
Managing

[Vikingerschwein]

Q3 Daten sind o.k. ( habe mir mehr erwartet!)

Highlights
• Generated a net profit of approximately RMB28,718,000 for the nine months ended 30th September 2005, representing an approximate increase of 31% as compared to the corresponding period in 2004
• Achieved a turnover of approximately RMB254,801,000 for the nine months ended 30th September 2005, representing an approximate increase of 30.4% as compared to the corresponding period in 2004
• Earnings per share (“EPS”) (basic) was approximately RMB4.05 cents (2004: approximately RMB3.37 cents) and EPS (diluted) was approximately RMB3.89 cents for the nine months ended 30 September 2005, representing an approximate increase of 20.2% in EPS (basic) as compared with that of the corresponding period in 2004.

FINANCIAL REVIEW
Results
The Group’s turnover increased from approximately RMB195,378,000 to RMB254,801,000 during the nine
month period under review, representing an approximate increase of 30.4% as compared with the corresponding
period of last year. Such increase was mainly attributable to the increase in the provision of e-Tobacco and e-
Audit solutions services and the post acquisition turnover of the newly acquired Chinasoft Resources
Information Technology Services Limited (IT Outsourcing Services).
The Group recorded a gross profit of approximately RMB73,043,000 with the gross profit margin maintained
at approximately 28.7%, which is a slight increase of approximately 3.5% as compared with the corresponding
period of last year.
Other operating income of approximately RMB440,000 was mainly derived from interest on bank deposits.
The distribution costs for the nine months ended 30 September 2005 was approximately RMB17,838,000,
representing an approximate increase of 115.7% as compared with the corresponding period of last year. The
increase in distribution cost was mainly due to an increase in the Group’s sales of 30.4% and the expansion of
the sales and distribution team.
The administrative expenses for the nine months ended 30 September 2005 was approximately RMB21,522,000,
representing an approximate increase of 33.7% as compared with the corresponding period of last year. The
increase in administrative expenses was due to an increase in headcount, depreciation and amortization of
intangible assets and expansion of the research and marketing team which is essential for the further expansion
the Group’s business and development.
The net profit attributable to shareholders of the Group during the nine months ended 30 September 2005 was
approximately RMB28,718,000, a 31% increase when compared with the corresponding period of last year.
Such increase was attributable to the Group’s continuous efforts in marketing by expanding the sales and
marketing team to enhance market penetration and to open up new markets, thereby maintaining the Group’s
good quality, branding and reliability, and consistent policy in achieving external growth through the acquisition
of high growth companies.
On September 26 2005, the Group signed an agreement with Microsoft and IFC in Beijing for the issue of
redeemable convertible preferred shares worth US$20 million by the Company to Microsoft and IFC subject to
the fulfillment of conditions. Through such strategic investments, the Group will further strengthen its capital
base and cash flows and enhance its technical expertise and corporate governance.

[Vikingerschwein]

2005/11/14 09:33

(Infocast News) Trading in the shares of Chinasoft International (8216) has been suspended with effect from 9:30 a.m. today pending the release of an announcement in relation to a discloseable and connected transaction which is of price-sensitive in nature.

The stock price of the company closed last Friday at $0.99.

[Vikingerschwein]

US software seller to increase profile
By Liu Baijia (China Daily)
Updated: 2005-11-04 06:18

Asia is an incredibly important market for CA and our approach to China is a long-term investment.

US software giant Computer Associates (CA) has vowed to change its slow progress in the Chinese market with a large increase in investment and a stabilized management team, said its chief operation officer Jeff Clarke on a visit to its top strategic market.

"Asia is an incredibly important market for CA and our approach to China is a long-term investment," said Clarke in an interview earlier this week.

CA, which established its China branch in 1998, only gets less than 1 per cent of its revenues from the Chinese market, although it enjoys high awareness among Chinese customers and ordinary people because its founder Charles Wang was born in Shanghai.

Clarke believes that in the next few years the contribution from the Chinese market will be significant.

One of the changes that the US enterprise management, security, storage, and business optimization firm is making is to change its sales model from direct sales to a distribution model.

In its home market it gets 90 per cent of sales from direct sales because US enterprise customers have good command of technology.

But in China it relies heavily on distributors because CA and its partners need to design solutions for specific industries.

In past years, the New York-based firm has signed up almost 200 local partners.

However, Huang Yong, a senior information technology (IT) market analyst in Beijing, believes it is more important to have a few loyal and strong partners than co-operate with hundreds of firms.

"Here it is really quality rather than quantity that matters," said Huang.

Although the 200 partners could help CA sell products over a large area and in many industries, they usually sell products from different companies so their loyalty is not rock solid.

To change this situation, Clarke said a key strategy that CA is implementing is to have a smaller but stronger distribution team.

It signed partnership agreements on Monday with the country`s biggest IT product distributor and IT service provider Digital China, and the country`s top software firm ChinaSoft International .

The agreements increased the number of CA`s top-tier partners to four.

Those partners have a strong presence in several key sectors, such government, finance, telecommunications, tobacco, printing, and education.

The world`s second largest independent software firm also plans to greatly increase its development team in China.

The software firm has 6,000 employees, with 5,000 of them engineers. But in China it only has 50 developers.

"In a few years of time, we will have many times more engineers here," said Clarke.

In addition to the traditional work of production localization and development of solutions for local customers, the China development centre will also act as a global expertise centre to develop products for CA`s global markets.

The US firm, which has parted company with two chief executive officers in the past two years, has also been troubled by frequent changes in its management teams.

Since 2004, two CA general managers in charge of Chinese operations have resigned.

This year the software firm reshuffled its management team for the Chinese market and appointed new chiefs for North Asia and China businesses, bringing in software industry veterans.

(China Daily 11/04/2005 page11)

[Vikingerschwein]

Chinasoft Does the NASDAQ Dance
A Trend in the Making?
David Scott Lewis [IT E-Strategies, Inc.] | POSTED: 07.12.04 @17:29

This news is several days old, so by now it`s ancient history. (See http://tinyurl.com/2e492 , courtesy of Pacific Epoch.) But just in case you didn`t catch it, CS&S`s outsourcing arm (Chinasoft Resources) might list on NASDAQ. This will be interesting to watch. Comparisons to India`s systems integrators (SIs) traded on NASDAQ are likely; however, comparing India`s SIs to China`s SIs is like comparing apples to oranges (or, dare I say, filet mignon to ground beef -- alas, McDonald`s has had a lot more success than any steak house chain). One down, 28 (or 46) more to go?

[Vikingerschwein]

Yuhuuu,

endlich gibt es für diesen Wert einen Market Maker. Habe schon gedacht, ich bin der einzige in Deutschland der diesen Wert hält. Bin schon auf den Abschluss gespannt. Wenn die so weiterwachsen und sich zunehmend auf das Outsourcing-Geschäft konzentrieren, ist in diesem Wert noch sehr viel Potential. Schauen wir mal...

[Vikingerschwein]

DJ MARKET TALK: Chinasoft A Buy,Targets HK$1.65 -Tai Fook Feb 06, 2006 10:48


1018 [Dow Jones] STOCK CALL: Tai Fook Research rates Chinasoft International (8216.HK [News / Quote]) buy; says number of drivers to underpin double-digit growth in China`s IT services industry over next few years. Industry in China still relatively fragmented, rash of M&As over past year; Tai Fook expects this to continue, so prefers IT companies with robust growth, solid investor backing, like Chinasoft. Expects FY05 net profit +33% to CNY47 million on CNY391 million turnover; `With organic growth and full-year contribution from acquisitions in FY06, we are forecasting the company to maintain its growth momentum.` Projects FY06 revenue of CNY532 million, CNY93.6 million net profit. 12-month price target at HK$1.65, based on pragmatic 18X FY06 fully-diluted earnings. Stock +0.9% at HK$1.10. (CNG) Contact us in Hong Kong. 852 2802 7002; [e-mail]