TCL / WKN: 929449 +++ Die China-Perle startet durch !!! +++ - 500 Beiträge pro Seite

[huebi]

TCL / WKN: 929449

Liebe w:o-Freunde,

Ich möchte Euch hier eine Aktie vorstellen, die enormes
Potential nach oben hat. Das chinesische Unternehmen TCL
vertreibt und produziert unter anderem ein Produktm das das
Surfen im Internet über das TV-Gerät ermöglicht. Da dies als
eines der zukunftsträchtigsten Sparten der Internet-Hardware-
Zulieferung gehört, und noch dazu im Internet-Wachstumsmarkt
China, ist diese Aktie für mich der Highflyer der nächsten
Zeit.
Unter anderem wurde TCL in "Der Aktionär" empfohlen. Die
aktuelle Ausgabe vom 23. März 2000 dürfte diese Aktie nun
auch in Deutschland bekannt machen. Unter Amerikanischen
Analysten ist TCL bekannt und Gesprächsthema. Laut
"Der Aktionär" größtenteils mit "Strong Buy" bewertet.
Ich bin in TCL nun schon 3 Wochen investiert und kann mich
über die Überschreitung der 1 EUR-Marke freuen, die als
magische Hürde auf dem Weg nach Norden gilt.

Hier noch ein Chart:




Würde mich über Meinungen und Beteiligung Eurerseits hierzu
sehr freuen.


MfG



Alexander Hübner
HPS

e-mail: [e-mail]

[unforgettable]

hi huebi,

ich war seit laengerem auf der suche nach einem chinesischen set top
boxen hersteller, der den internetempfang ueber tv ermoeglicht.
die chin. regierung moechte diesen internet-channel pushen, d.h. ich
wusste, solchen firmen gehoert ein gutes stueck zukunft. gestern bin
ich mit tcl fuendig geworden. wichtig hierbei ist:

1. tcl hat auf dem heimatmarkt china schon einen namen
2. regierungsinstitutionen sind als mehrheitsaktionaere beteiligt (das
garantiert in china finanzielle und protektionistische sicherheit)
3. tcl hat das richtige produkt zur richtigen zeit
4. ausserdem stimmt auch das angebot der schon laenger bestehenden
produkte: lt. einer amerikan. studie (s. china thread)ist das produkt nr. 1
das sich chinesen zulegen moechten, ein farb-tv fernseher. oben in der
rangliste stehen auch andere geraete, die tcl bzw. deren teile herstellt.

let´s continue the discussion!

gruesse aus china,

u.

[huebi]

TCL / WKN: 929449

Hallo "unforgettable" ,

Tja. Ich sags doch ... TCL starten durch. Und wenn in China noch die
Unterstützung der Regierung dazukommt, dann können wir uns auf schöne
Kursgewinne einstellen.

MfG


Alexander Hübner
HPS

[huebi]

TCL / WKN: 929449

Ups ... hier noch der Chart:



MfG


Alexander Hübner
HPS

[huebi]

TCL / WKN: 929449


Kleine Athempause ...

Und zur Unterhaltung noch den Intradaychart aus München ...




MfG

Alexander Hübner
HPS

[pianola]

Hi, mal etwas Butter bei die Fische:
TCL IST interessant, wg. cooperation mit Microsoft und dem Wachstumsmarkt.

Und TCL ist erst seit dem 26.11.99 Im Handel.
Wo die Kurse von August mit 58 herkommen ist mir schleierhaft.

Hier einige FAKTEN:
homePage:
http://www.tclhk.com/
-----
Aus http://eng.stockhouse.com.hk/brokerage/mar00/king_d_0317.asp
TCL International Holdings Limited [1070] is principally engaged in manufacture color television sets, refrigerators, washing machine, internet related information technology products and so on. Furthermore, the company is planning to develop TV set-top box in the future. TV Set-top box is a potential business in the PRC. Furthermore, TCL is planning to buy the personal computer and mobile phone making units from its parent so as to extend its technology business. The company expect that the revenue from the PC division and the mobile phone making unit would account for 20 percent of its total sales this year. We recommend buying TCL at around HK$5.00. Our 3-month target price for TCL is HK$6.50, implying a potential upside of 27.45 percent compared with the current trading price of HK$5.10. On the other hand, we also suggest investors to put a stop-loss selling once the share breaches HK$4.70. Skyworth, a television manufacturer in the PRC, is going to public, we expect that Skyworth will receive a good response in the IPO session, sending a positive sentiment to its counterpart such as TCL.
--------------



Aus: http://int.quamnet.com/cgi/comm/data.pl?code=1070

TCL is a manufacturer of electronic products, primarily televisions and TV components, in the PRC. The parent company is TCL Holdings Corp Ltd which is backed by the Huizhou municipal government. TCL listed on 26 November, 1999 with 600 million shares on offer to the public at HK$1.75 each. 2.4 billion shares are outstanding subsequent to the IPO which gave the company an initial capitalization of HK$4.2 billion. The major shareholder is T.C.L. Industries Holdings (H.K.) Ltd. which holds 51.15%.

In August 1999, the company signed a co-operation agreement with Microsoft China to develop products which use the Windows CE operating system.


Current
85% of the company`s profit is generated from the manufacture and sale of television sets. It also produces other audio-visual products and white goods including refrigerators and washing machines.

Year
Profit

1997
$204 million

1998
$324 million

1999 projections
>$500 million

5 months to 31 May 1999
$230 million



TCL expects strong profit growth from its information technology products including cable set-top-boxes, cable modems, and routers. Though the contributions of these IT products account for only 10% of revenue this year, management expects they will account for 20 to 30 percent of turnover within the next two to three years.

The parent company, TCL Holdings, plans to inject a sales network into TCL International by May 2000. The network has a sales force of 8,000 in China with 33 sales offices and 551 service centers across the country giving it an estimated net asset value between $70 and $100 million. The management has a 49% stake in this network.


Future
There are many TV manufacturers in the PRC including Luks Industrial (366), Starlight International (485), Nanjing Panda (553), Great Wall Electronics (689), and Leading Spirit Electric (1197). Most of them are unattractive. Also, the technology required for their internet-related products is not particularly high, and there should be fierce competition in this market.

[pianola]

Linux wird u.a. von TCL vorinstalliert.
Damit haben sie Microsoft un Linux im Gepäck.
Das ist doch was
Tschaui
Jens
http://live.altavista.com/scripts/editorial.dll?ei=1624684&e…

LOS ANGELES--(BUSINESS WIRE)--March 23, 2000--Bluepoint Linux Software Corp. (OTCBB:BLPT) today announced that it has engaged BDO International as Independent Auditors.
On March 21, BDO commenced auditing the books and records of Bluepoint Linux in accordance with its requirements to file Form 8-K/A with the Securities and Exchange Commission.

BDO International is the sixth-largest accounting, taxation and management consulting organization in the world, with a network of more than 500 offices in some 90 countries and more than 18,000 personnel worldwide.

Bluepoint Linux Software is the developer of the first "true Chinese" Linux operating system, marketed as Bluepoint. Bluepoint controls approximately 80 percent of the Chinese Linux bundling market and is preinstalled by several major computer manufacturers in China, including Great Wall, TCL and Xiahua Shanbao.

The company is a leading provider of Linux solutions and related services in the Chinese market. The company also develops Linux-based embedded systems. Bluepoint Linux ranked No. 1 in overall performance in a recent PC World China Weekly test (http://biz.yahoo.com/bw/000308/ca_bluepoi_1.html).

Forward-looking statements in this release are made pursuant to the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995. Investors are cautioned that such forward-looking statements involve risks and uncertainties, including, without limitation, continued acceptance of the company`s products and technological changes, the company`s dependence upon third-party suppliers, intellectual-property rights and other risks detailed from time to time in the company`s periodic reports filed with the Securities and Exchange Commission.

[huebi]

TCL / WKN: 929449

Ich möchte mich bei Euch für die rege Teilnahme zur Aktie von TCL
bedanken. Den gut recherschierten Informationen von "pianola" ist
eigentlich nichts mehr hinzuzufügen.
Vielen Dank dafür "pianola" !!!
Du warst schneller als ich. Ich war gerade dabei einige dieser Punkte
zusammenzutragen und die Richtigkeit zu prüfen. Ich kann hier wie gesagt
nur bestätigen.
Würde mich freuen wenn TCL endlich seinen Platz in den Portfolios
einnehmen würde.

MfG


Alexander Hübner
HPS

[tradingtower]

16:11 30-JAN-2001
BNP: TCL Int`l (1070-HK) to outperform with high margins

BNP Paribas Peregrine said that TCL International Holdings Ltd will outperform after surviving consolidation in the mainland TV industry and acquiring a PC business that would contribute to profit.

The firm said that TCL`s profit margin is expected to rebound from a low level as the industry consolidation process reached an end. Price wars will be unlikely.

It said TCL leads with more than 32 pct growth in sales to 5.8 million color TV sets last year despite fierce market competition. Gross profit rate was at 17 pct. Moreover, its mainland TV sets production during January to November last year dropped 5 pct compared with the same period in 1999. However, sales rose about 2 pct, reducing the size of the inventory.


After announcing the acquisition of a PC business from its parent company at the end of last year, the company`s personal computer production is now estimated to reach 260,000 units this year, thus boosting profit growth.

BNP Paribas Peregrine predicted that the company would record a 9.8 pct drop in net profit to $460 million last year, but to have a rebound for a 30.8 pct growth this year to $602 million.


(End)




11:02 05-FEB-2001
TCL Int`l (1070-HK) expects mainland TV exports to rise 50 pct this year

TCL International Holdings Ltd has received approval to acquire the computer operation from its parent company, TCL Holdings Corporation Ltd, priced at $341 million.

Thomas Li Dong-sheng, chairman of TCL Int`l, said that the country has recorded a 70 pct year-on-year growth in its television production for exports (mainly to Southeast Asia, India and South Africa) to 800,000 units last year and he predicts the number to rise to 1.35 million units this year.

Mr Li also said that the company plans to enter the US and EU markets in the second half of this year.


(End)



09:23 27-FEB-2001
TCL Int`l (1070-HK) may make $30m provision for Internet business

TCL International Holdings Limited had to write off $20 million to $30 million last year mainly for its information technology projects, including set-top box and website operations, Ming Pao reported, quoting Salomon Smith Barney.

The progress by the company to expand its IT business has also been lower expectation.

Salomon Smith Barney has revised down the earnings forecast on TCL to 6.2 pct to 16.3 pct for the two years to 2002.

(End)



Quelle: www.e-finet.com

[BeWu]

Nachdem es schon längere Zeit sehr ruhig um TCL war, brechen jetzt vielleicht wieder bessere Zeiten an. Die Aktie hat in Honkong in den letzten beiden Handelstagen über 16% zugelegt. In Deutschland hat sich das jedoch bisher noch nicht herumgesprochen!! "Schau mer mal" wie es weitergeht. Die Aktie ist m. E. total unterbewertet (KGV: ca 5),meilenweit vom Höchststand entfernt und hat viel Luft nach oben.