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Letzter Kurs 22:10:46 Lang & Schwarz
Werte aus der Branche Finanzdienstleistungen
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,8400 | +16,67 | |
| 5,9000 | +15,69 | |
| 3,1000 | +10,71 | |
| 0,5107 | +10,49 | |
| 6,3000 | +10,33 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 28,00 | -9,68 | |
| 1,9750 | -9,82 | |
| 0,9000 | -11,76 | |
| 14,750 | -14,14 | |
| 1.138,25 | -16,86 |
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ANBEI 3 interessante Artikel
1.) National Finance und evtl Kauf einer Beteiligung in TMB. Wird vom Markt positiv gesehen. NFS-Banklizenz noch nicht voellig sicher, NFS erfuellt aber alle Voraussetzungen.
2.) Moody`s wird TPI-Urteil in naechstem Rating mitberuecksichtigen. Das Moody`s Upgrade ist noch nicht unter Dach und Fach, aber irgendwann kommt es. Ein Upgrade in die Investment Grade Kategorie - und Thailand steht genau eine Stufe darunter - loest erfahrungsgemaess einen Run in Aktien aus, insbes. in Foreign Shares des Finanzsektors. Grund: Neben der positiven Signalwirkung duefen viele US-Institutionen nur ab einem solchen Rating kaufen. Die Ruckkehr der Auslaender ist der letzte Hemmschuh fuer ein Nachziehen Thailands. Ein NHachziehen bedeutet mindestens erreichen der 99er Zwischenhochs, und da war Natl Finance ja schon mal auf 0,75 Euro...
3.) Analysten halten insbes. FINANZAKTIEN fuer voellig unterbewertet. Recht haben sie...! NFS liegt bei immer noch unglaublich laecherlichen 9,5 Baht, allein der Buchwert NACH der noch kommenden, letzten Wertberichtigung liegt aber bei 11,4 Baht. In aufschwungphasen werden Foreign Shares meist mit dem 2-4 fachen davon bewertet (in Euro: buchwert 0,31, das 2-4 fache also 0,62-1,24 Euro).
24Mar2000 THAILAND: TMB recapitalisation.
By ANOMA SRISUKKASEM.
NATIONAL Finance Plc, an affiliate of Siam Commercial Bank, is considering acquiring a sizeable stake in Thai Military Bank by subscribing to its capital increase under the August 14 Banking Restructuring Programme, central bank officials said.
Bantherng Tantiwit, chairman of National Finance, has consulted Bank of Thailand governor MR Chatu Mongol Sonakul about the possibility of acquiring a stake in Thai Military Bank, they said on condition of anonymity.
National Finance would be interested in the stake if it fails to obtain a licence from the central bank allowing it to upgrade itself from a finance company to a restricted bank, they said.
Details of the size of the stake were not disclosed.
If National Finance obtains a licence, it would be able to conduct almost as many financial services as a commercial bank. But it might not get the licence, media reports said.
National Finance`s interest in Thai Military Bank coincides with the bank`s efforts to increase its capital. The bank is seeking approval from the Financial Restructuring Advisory Committee (FRAC), which supervises bank restructuring, for substantial assistance in a capital increase.
It will need about Bt40 billion to fulfil its 100-per-cent provisioning requirements by the end of this year.
There have been confusing media reports about the formula of the bank`s recapitalisation plan, which should be approved by financial authorities this week.
Media reports have been inaccurate, the bank said in a press release yesterday.
Reports that the bank asked the FRAC to revise regulations to facilitate its recapitalisation were incorrect, it said.
"The bank would like to clarify that those news articles are not correct," it said. "The bank is presently waiting for the result of the consideration from the FRAC."
Thai Military Bank is seriously considering National Finance`s proposal because it would allow it to raise equity in the bearish stock market, one central bank official said. However, since National Finance does not have substantial funds, the bank decided to turn to the government, the official said.
Thai Military Bank is trying to attract investors to its new issue by offering two warrants for every preferred share, central bank officials said.
Last year, the bank raised Bt9.96 billion through a hybrid securities issue. The FRAC will match these funds with an additional Bt9.96 billion, they said.
The bank hopes that it can raise another Bt10 billion on its own and a further Bt10 billion under the bank restructuring programme, they said. In all, the bank plans to raise Bt39.92 billion, they said.
(c) 2000 Nation Multimedia Group Public Co., Ltd.
Source: THE NATION (BANGKOK) 24/03/2000
24Mar2000 CHINA: Moody`s says Thai TPI decision positive for banks.
HONG KONG, March 24 (Reuters) - Analysts from ratings agency Moody`s Investors Service will incorporate the recent developments on debt restructuring into their next review on Thailand ratings, an official from the company said on Friday.
Deborah Schuler, senior analyst in the Financial Institutions Group at Moody`s Asia Pacific Ltd, told Reuters the recent decision in the bankruptcy court over Thai Petrochemical Industry Plc (TPI) was positive news for the banks.
The Central Bankruptcy Court on March 15 declared TPI, which owes $3.4 billion to 147 creditors, insolvent and ordered it to be restructured.
"Obviously the TPI outcome affects the outlook for the banks," Schuler said, adding that in the case of Thailand a big factor in the sovereign ratings is the health of the banking system.
"The TPI news is more information and it didn`t come out disastrously negative which it could have," she said.
"But it`s not like this one thing will affect the rating. It`s never one thing unless it`s a very big thing," she said.
Moody`s sovereign analysts are due to visit Thailand again in coming months, but Schuler could not confirm a specific timetable for the trip.
"We`ll go if they (Thailand) want us to go, and we go routinely whether or not a country`s ratings are on review," she said.
"Our presence does not necessarily mean ratings are changing."
Moody`s have had a positive outlook on Thailand`s Ba1 rating since May 1999, and last visited the country in October, nearly six months ago.
((Hong Kong Newsroom +852 2843-6960, Fax +852 2845-0636 hongkong.newsroom@reuters.com)).
(C) Reuters Limited 2000.
Source: REUTERS NEWS SERVICE
24Mar2000 THAILAND: Thai finance shares jump ahead of recapitalisation.
BANGKOK, March 24 (Reuters) - Thai finance stocks jumped
almost 13 percent on average on Friday morning as retail
investors piled into the sector after two companies announced
they would recapitalise via potentally attractive share issues.
Bouncing back from recent heavy falls, the finance sector
index had risen 119.81 points to 1,050.43 by the 0530
GMT lunch break.
Until Thursday`s close, the finance index had fallen more
than 45.8 percent so far this year, compared with a decline of
17 percent in the Thai benchmark SET composite index .
But on Friday, Kiatnakin Finance announced it was
reducing its capital to 2.55 billion baht from 4.99 billion and
then issuing 459.82 million new shares to increase its capital
to 7.15 billion baht.
The new shares would be issued to existing shareholders at
a ratio of one new share for every five old shares at 25 baht
each.
Kiatnakin Finance said that with every new share, investors
would be entitled to three free warrants.
Analysts said the warrant issue had helped investors buy
the stocks as they were valuing the warrants more than the
stocks.
Also on Friday, AIG Finance said it would issue
13.78 million new shares at 35 baht a piece. Its share price
closed on Thursday at 27 baht. The subscription dates for the
new shares would be from May 8 to 12.
Analysts said the recapitalisation announcements were
positive news for the entire Thai finance sector.
"This indicates that the sector was heavily oversold and it
just needed some positive news to spark the fire," said a
dealer at Jardine Fleming Securities.
Other analysts agreed, saying the closure of most of
Thailand`s finance companies during the Asian crisis of 1997
and 1998 had left the remaining players in the industry
reasonably viable and potentially attractive to investors.
Until the crisis, Thailand had 91 finance companies. It now
has about 20.
"Most of the remaining finance companies are sure survivors
and there are no reasons why these shares should be trading
below their par value," said Adisak Kammool, banking analyst at
Phillip Securities.
He said news of the recapitalisations had helped spark broad
investor interest in the sector.
1.) National Finance und evtl Kauf einer Beteiligung in TMB. Wird vom Markt positiv gesehen. NFS-Banklizenz noch nicht voellig sicher, NFS erfuellt aber alle Voraussetzungen.
2.) Moody`s wird TPI-Urteil in naechstem Rating mitberuecksichtigen. Das Moody`s Upgrade ist noch nicht unter Dach und Fach, aber irgendwann kommt es. Ein Upgrade in die Investment Grade Kategorie - und Thailand steht genau eine Stufe darunter - loest erfahrungsgemaess einen Run in Aktien aus, insbes. in Foreign Shares des Finanzsektors. Grund: Neben der positiven Signalwirkung duefen viele US-Institutionen nur ab einem solchen Rating kaufen. Die Ruckkehr der Auslaender ist der letzte Hemmschuh fuer ein Nachziehen Thailands. Ein NHachziehen bedeutet mindestens erreichen der 99er Zwischenhochs, und da war Natl Finance ja schon mal auf 0,75 Euro...
3.) Analysten halten insbes. FINANZAKTIEN fuer voellig unterbewertet. Recht haben sie...! NFS liegt bei immer noch unglaublich laecherlichen 9,5 Baht, allein der Buchwert NACH der noch kommenden, letzten Wertberichtigung liegt aber bei 11,4 Baht. In aufschwungphasen werden Foreign Shares meist mit dem 2-4 fachen davon bewertet (in Euro: buchwert 0,31, das 2-4 fache also 0,62-1,24 Euro).
24Mar2000 THAILAND: TMB recapitalisation.
By ANOMA SRISUKKASEM.
NATIONAL Finance Plc, an affiliate of Siam Commercial Bank, is considering acquiring a sizeable stake in Thai Military Bank by subscribing to its capital increase under the August 14 Banking Restructuring Programme, central bank officials said.
Bantherng Tantiwit, chairman of National Finance, has consulted Bank of Thailand governor MR Chatu Mongol Sonakul about the possibility of acquiring a stake in Thai Military Bank, they said on condition of anonymity.
National Finance would be interested in the stake if it fails to obtain a licence from the central bank allowing it to upgrade itself from a finance company to a restricted bank, they said.
Details of the size of the stake were not disclosed.
If National Finance obtains a licence, it would be able to conduct almost as many financial services as a commercial bank. But it might not get the licence, media reports said.
National Finance`s interest in Thai Military Bank coincides with the bank`s efforts to increase its capital. The bank is seeking approval from the Financial Restructuring Advisory Committee (FRAC), which supervises bank restructuring, for substantial assistance in a capital increase.
It will need about Bt40 billion to fulfil its 100-per-cent provisioning requirements by the end of this year.
There have been confusing media reports about the formula of the bank`s recapitalisation plan, which should be approved by financial authorities this week.
Media reports have been inaccurate, the bank said in a press release yesterday.
Reports that the bank asked the FRAC to revise regulations to facilitate its recapitalisation were incorrect, it said.
"The bank would like to clarify that those news articles are not correct," it said. "The bank is presently waiting for the result of the consideration from the FRAC."
Thai Military Bank is seriously considering National Finance`s proposal because it would allow it to raise equity in the bearish stock market, one central bank official said. However, since National Finance does not have substantial funds, the bank decided to turn to the government, the official said.
Thai Military Bank is trying to attract investors to its new issue by offering two warrants for every preferred share, central bank officials said.
Last year, the bank raised Bt9.96 billion through a hybrid securities issue. The FRAC will match these funds with an additional Bt9.96 billion, they said.
The bank hopes that it can raise another Bt10 billion on its own and a further Bt10 billion under the bank restructuring programme, they said. In all, the bank plans to raise Bt39.92 billion, they said.
(c) 2000 Nation Multimedia Group Public Co., Ltd.
Source: THE NATION (BANGKOK) 24/03/2000
24Mar2000 CHINA: Moody`s says Thai TPI decision positive for banks.
HONG KONG, March 24 (Reuters) - Analysts from ratings agency Moody`s Investors Service will incorporate the recent developments on debt restructuring into their next review on Thailand ratings, an official from the company said on Friday.
Deborah Schuler, senior analyst in the Financial Institutions Group at Moody`s Asia Pacific Ltd, told Reuters the recent decision in the bankruptcy court over Thai Petrochemical Industry Plc (TPI) was positive news for the banks.
The Central Bankruptcy Court on March 15 declared TPI, which owes $3.4 billion to 147 creditors, insolvent and ordered it to be restructured.
"Obviously the TPI outcome affects the outlook for the banks," Schuler said, adding that in the case of Thailand a big factor in the sovereign ratings is the health of the banking system.
"The TPI news is more information and it didn`t come out disastrously negative which it could have," she said.
"But it`s not like this one thing will affect the rating. It`s never one thing unless it`s a very big thing," she said.
Moody`s sovereign analysts are due to visit Thailand again in coming months, but Schuler could not confirm a specific timetable for the trip.
"We`ll go if they (Thailand) want us to go, and we go routinely whether or not a country`s ratings are on review," she said.
"Our presence does not necessarily mean ratings are changing."
Moody`s have had a positive outlook on Thailand`s Ba1 rating since May 1999, and last visited the country in October, nearly six months ago.
((Hong Kong Newsroom +852 2843-6960, Fax +852 2845-0636 hongkong.newsroom@reuters.com)).
(C) Reuters Limited 2000.
Source: REUTERS NEWS SERVICE
24Mar2000 THAILAND: Thai finance shares jump ahead of recapitalisation.
BANGKOK, March 24 (Reuters) - Thai finance stocks jumped
almost 13 percent on average on Friday morning as retail
investors piled into the sector after two companies announced
they would recapitalise via potentally attractive share issues.
Bouncing back from recent heavy falls, the finance sector
index had risen 119.81 points to 1,050.43 by the 0530
GMT lunch break.
Until Thursday`s close, the finance index had fallen more
than 45.8 percent so far this year, compared with a decline of
17 percent in the Thai benchmark SET composite index .
But on Friday, Kiatnakin Finance announced it was
reducing its capital to 2.55 billion baht from 4.99 billion and
then issuing 459.82 million new shares to increase its capital
to 7.15 billion baht.
The new shares would be issued to existing shareholders at
a ratio of one new share for every five old shares at 25 baht
each.
Kiatnakin Finance said that with every new share, investors
would be entitled to three free warrants.
Analysts said the warrant issue had helped investors buy
the stocks as they were valuing the warrants more than the
stocks.
Also on Friday, AIG Finance said it would issue
13.78 million new shares at 35 baht a piece. Its share price
closed on Thursday at 27 baht. The subscription dates for the
new shares would be from May 8 to 12.
Analysts said the recapitalisation announcements were
positive news for the entire Thai finance sector.
"This indicates that the sector was heavily oversold and it
just needed some positive news to spark the fire," said a
dealer at Jardine Fleming Securities.
Other analysts agreed, saying the closure of most of
Thailand`s finance companies during the Asian crisis of 1997
and 1998 had left the remaining players in the industry
reasonably viable and potentially attractive to investors.
Until the crisis, Thailand had 91 finance companies. It now
has about 20.
"Most of the remaining finance companies are sure survivors
and there are no reasons why these shares should be trading
below their par value," said Adisak Kammool, banking analyst at
Phillip Securities.
He said news of the recapitalisations had helped spark broad
investor interest in the sector.
Chart der letzten Jahre zur Orientierung.
Linke Skala = Kurs in Baht; schwarze Linie
Rechte Skala: Rote Linie = Dividende
Rechte Skala: Grüne Linie = Gewinn
http://profiles.wisi.com/profiles/scripts/largechart.asp?cus…
Linke Skala = Kurs in Baht; schwarze Linie
Rechte Skala: Rote Linie = Dividende
Rechte Skala: Grüne Linie = Gewinn
http://profiles.wisi.com/profiles/scripts/largechart.asp?cus…
INFORMATOR:
Was für Gründe könnte es geben, NFS die Bankenlizenz zu verweigern? Wenn alle Kriterien erfüllt sind, bleibt der `central bank` doch eigentlich keine Wahl, sie muß die Genehmigung erteilen.
Was für Gründe könnte es geben, NFS die Bankenlizenz zu verweigern? Wenn alle Kriterien erfüllt sind, bleibt der `central bank` doch eigentlich keine Wahl, sie muß die Genehmigung erteilen.
National Finance Schlußkurs am NASDAQ_OTC = 0,16$. Gibt`s Gründe dafür?
Mit der Banklizenz - das sind Geruechte, ich weiss nicht, wieso, kann es mir schwer vorstellen.
Sollte NFS die TMB schlucken, haette es ja eine Lizenz !
Uebrigens ist NFS auch ohne die Lizenz > 20 Baht wert, denn NFS ist eine Art Investment Bank + Consumer/Housing-finance.
Das mit der NASDAQ fuer 0,16 muss eine andere Aktie sein
Sollte NFS die TMB schlucken, haette es ja eine Lizenz !
Uebrigens ist NFS auch ohne die Lizenz > 20 Baht wert, denn NFS ist eine Art Investment Bank + Consumer/Housing-finance.
Das mit der NASDAQ fuer 0,16 muss eine andere Aktie sein
Trading Spotlight
Ich denke das wir bei NFs das gröbste überstanden haben. Da der Wert kein allzugroßes Rückschlagpotential mehr hat kann mann nun durchaus anfangen Positionen aufzubauen. Sollte der Markt tatsächlich anspringen wird NFS eine der interressantesten Werte sein.
sawadee
hoffentlich behaltet ihr recht
bin am freitag bei 0,26 auf den zug gesprungen,
da ich auch meine,daß wenig rückschlag potential
vorhanden ist.
gruß
winny cash
hoffentlich behaltet ihr recht
bin am freitag bei 0,26 auf den zug gesprungen,
da ich auch meine,daß wenig rückschlag potential
vorhanden ist.
gruß
winny cash
und heute wieder eines der Zugpferde nach oben...
Meine Prognose: Wir werden in 2000 das 1999-Hoch uebertreffen, und das lag bei 0,75 E !
Meine Prognose: Wir werden in 2000 das 1999-Hoch uebertreffen, und das lag bei 0,75 E !
Der Druck nach oben wird immer staerker, vor allem bei den local shares, die auf 9,9 gestiegen sing, die foreign shares auf 10 Baht.
Bei anderen Thai-Aktien, insbes. BBL, muss man einen Riesen-Aufschlag bezahlen (BBL-F 68 Baht, BBL (local) 40 Baht, Differenz oekonomisch nicht gerechtfertigt.
Bei NFS erhaelt man nicht nur eine spottbillige Aktie, sondern auch noch die Gewissheit, dass im naechsten Aufschwung - wenn die Auslaender wie immer im Aufschwung ueberproportional stark wieder in den Wert reingehen, diese Differnz wieder auf 3-4 baht steigt. Man hat also einen "risikofreien Multiplikator"
Bei anderen Thai-Aktien, insbes. BBL, muss man einen Riesen-Aufschlag bezahlen (BBL-F 68 Baht, BBL (local) 40 Baht, Differenz oekonomisch nicht gerechtfertigt.
Bei NFS erhaelt man nicht nur eine spottbillige Aktie, sondern auch noch die Gewissheit, dass im naechsten Aufschwung - wenn die Auslaender wie immer im Aufschwung ueberproportional stark wieder in den Wert reingehen, diese Differnz wieder auf 3-4 baht steigt. Man hat also einen "risikofreien Multiplikator"
Hat jemand News zur National Finance?
Was ist eigentlich los???
Heute nur positive Kommentare zu Asien (inkl. Thai) von der OECD und der SET im minus?????
Wie lange soll daß noch weitergehen??????
Heute nur positive Kommentare zu Asien (inkl. Thai) von der OECD und der SET im minus?????
Wie lange soll daß noch weitergehen??????
Kommentare? positiv?
Bitte mal hier einstellen!
Danke
Bitte mal hier einstellen!
Danke
Nfs heute 9% bei größten Umsätzen !!!
...sorry, finde Kommentar leider nicht mehr. War im Vollservice des VWD-Tickers (geschäftlich)
Im Internet habe ich bei denen nix gefunden.
Wortlaut war ungefähr:
"Die OECD sieht die Krise in Asien als überstanden an. Die meisten Volkswirtschaften begeben sich wieder auf Wachstumskurs (außer Indonesien)
Die Restrukturierungsmaßnahmen greifen immer mehr...etc." (so oder so ähnlich habe ich das ganze verstanden)
Gruß
Traumtänzer
P.S. das macht aber nix NFS zieht ja richtig an!!!!
(war das jetzt wirklich der Boden?)
Im Internet habe ich bei denen nix gefunden.
Wortlaut war ungefähr:
"Die OECD sieht die Krise in Asien als überstanden an. Die meisten Volkswirtschaften begeben sich wieder auf Wachstumskurs (außer Indonesien)
Die Restrukturierungsmaßnahmen greifen immer mehr...etc." (so oder so ähnlich habe ich das ganze verstanden)
Gruß
Traumtänzer
P.S. das macht aber nix NFS zieht ja richtig an!!!!
(war das jetzt wirklich der Boden?)
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