China Bluechemical günstig bewertet - 500 Beiträge pro Seite
eröffnet am 21.06.07 07:57:16 von
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ISIN: CNE1000002D0 · WKN: A0M4XC
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Wie bereits FocusMoney in der Ausgabe 25/2007 berichtet hat, ist die Aktie des Düngemittelspezialisten China BlueChemical günstig bewertet, sie befindet sich in einem mittelfristigen Aufwärtskanal. Der Ausbruch über die markante 40 Euro-Cent Linie wurde nun vollzogen:
Das Unternehmen:
Branche: Kunstdünger/chemie
Gewinn je Aktie 2007: 0,028 €
Gewinn je Aktie 2008e: 0,029 €
KGV 2007: 12,7
KGV 2008: 12,2
Marktkapitalisierung: 1658 Mio. €
Analysten:
Kaufen: 3
Halten: 1
Verkaufen: 1
China Bluechemical: gut gedüngt
Der in Dongfang beheimatete chinesische Konzern China Bluechemical verfolgt eine aggressive Wachstumsstrategie. In den kommenden Jahren will die Tochter des Ölkonzerns CNOOC vor allem ihre Spezialchemiesparte sowie das Düngemittelsegment ausbauen. Dabei stehen vor allem drei Großprojekte an. Zum einen will China Bluechemical bis Ende 2009 ein Methanolwerk in der Provinz Hainan bauen, das eine Kapazität von jährlich 1,13 Mill. Tonnen haben soll. Zudem errichten die Chinesen im Norden des Landes eine 60 000-Tonnen-Fabrik für Polyoximethylen. Und schließlich arbeitet Bluechemical mit dem norwegischen Chemiekonzern Yara zusammen, um ein Düngemittelwerk aufzubauen. Die hohen Investitionen dürften 2008 und 2009 das Gewinnwachstum in Grenzen halten. Langfristig sollte die im Branchenvergleich ohnehin günstige, aber spekulative Aktie jedoch viel Potenzial besitzen.
(fochusMoney 25/2007)
Das Unternehmen:
Branche: Kunstdünger/chemie
Gewinn je Aktie 2007: 0,028 €
Gewinn je Aktie 2008e: 0,029 €
KGV 2007: 12,7
KGV 2008: 12,2
Marktkapitalisierung: 1658 Mio. €
Analysten:
Kaufen: 3
Halten: 1
Verkaufen: 1
China Bluechemical: gut gedüngt
Der in Dongfang beheimatete chinesische Konzern China Bluechemical verfolgt eine aggressive Wachstumsstrategie. In den kommenden Jahren will die Tochter des Ölkonzerns CNOOC vor allem ihre Spezialchemiesparte sowie das Düngemittelsegment ausbauen. Dabei stehen vor allem drei Großprojekte an. Zum einen will China Bluechemical bis Ende 2009 ein Methanolwerk in der Provinz Hainan bauen, das eine Kapazität von jährlich 1,13 Mill. Tonnen haben soll. Zudem errichten die Chinesen im Norden des Landes eine 60 000-Tonnen-Fabrik für Polyoximethylen. Und schließlich arbeitet Bluechemical mit dem norwegischen Chemiekonzern Yara zusammen, um ein Düngemittelwerk aufzubauen. Die hohen Investitionen dürften 2008 und 2009 das Gewinnwachstum in Grenzen halten. Langfristig sollte die im Branchenvergleich ohnehin günstige, aber spekulative Aktie jedoch viel Potenzial besitzen.
(fochusMoney 25/2007)
Schlusskurs in Hongkong am 17.07.2007: 4,88 HKD,
dies entspricht einem Kurs von 4,53 €!
dies entspricht einem Kurs von 4,53 €!
Ihr sagt es! Das Unternehmen hat bestand und ist sehr günstig bewertet.
Von Methanol über Düngemittel bis zu Plastiksackerln alles da.
Es rennt und rennt....
Das mit den 4,53€ stimmt nicht ganz. Es sind eher 0,45€...
Aber 4,53 sind langfristig sicher auch möglich
Von Methanol über Düngemittel bis zu Plastiksackerln alles da.
Es rennt und rennt....
Das mit den 4,53€ stimmt nicht ganz. Es sind eher 0,45€...
Aber 4,53 sind langfristig sicher auch möglich
Antwort auf Beitrag Nr.: 30.804.429 von Cosca am 22.07.07 22:48:58sorry: da hats mir leicht die optik verzogen, natürlich 0,45. hier braucht man halt etwas geduld ...
Trading Spotlight
Dann kanns ja wieder aufwärts gehen:
Repair of Underwater Gas Pipe in Dongfang City, Hainan Completed
Two Large Chemical Plants Resume Production
(Hong Kong, 31 December 2007) China BlueChemical Ltd. (¡°China BlueChem¡± or the ¡°Company¡±; stock code: 3983), a leading chemical fertilizer producer in China, announced that the Company¡¯s Fudao Phase II 800,000 tonnes urea production plant, and CNOOC Jiantao 600,000 tonnes methanol plant, have resumed production, returning to normal operations on 29 December 2007 and 30 December 2007 respectively. This follows suspension in natural gas supply that was the result of damaged under-water gas pipe.
At 9:00 a.m. on 6 November 2007, a dredger broke the landing section of the under-water natural gas pipe of Dongfang 1-1 Gas Field, which supplies natural gas to the Company¡¯s Fudao Phase II urea production plant and CNOOC Jiantao methanol plant. The ruptured pipe caused a termination in supply, consequently halting production at the two plants.
After the incident, the Company and the gas supplier, CNOOC Limited, as well as related contractors immediately organized a joint study, formulating solutions for repairing the affected pipe. Significant resources were deployed, including a dedicated workforce. Following over one month¡¯s effort, the pipe was repaired and passed relevant tests ahead of schedule. The gas supply to Fudao phase II urea production plant and CNOOC Jiantao methanol plant was resumed after quality test of the gas in the pipeline.
With a designed annual production capacity of 800,000 tonnes of granular urea, Fudao Phase II urea production plant is the largest single production capacity plant of its kind in the country. Similarly, with a designed annual production capacity of 600,000 tonnes of methanol, the CNOOC Jiantao methanol plant is the largest methanol facility in China. Commencing production in 2003, Dongfang 1-1 Gas Field has a designed annual production capacity of 2.4 billion cubic feet of natural gas. It operates an under-water natural gas transmission pipe that measures 22 inches in diameter and about 105 miles in length. The gas from Dongfang 1-1 gas field also supplies to Yangpu power station and for civil use of Haikou.
Mr. Yang Ye Xin, CEO and President of China BlueChem, said, ¡°This is the first incident that has occurred since our production plants in Hainan province commenced operation. With close cooperation between our Company and gas suppliers, as well as the prompt action taken, the gas supply pipe was repaired and production resumed within a relatively short time. In the future, we will further strengthen our communications with the gas supplier to ensure smooth and continuous operation of the Company¡¯s plants.¡±
- End -
About China BlueChemical Ltd.
China BlueChem is one of the largest and most efficient nitrogenous fertilizer producers in China in terms of production volume and energy consumption. It is a listed company of China National Offshore Oil Corp. that engages in the production of downstream mineral fertilizers and synthetic chemical products. Currently, China BlueChem¡¯s production facilities are located in Hainan and Inner Mongolia, China, with a total designed annual production capacity of 1,840,000 tonnes of urea and 800,000 tonnes of methanol. Besides, China BlueChem has also secured long-term natural gas supply for its Hainan Plant.
For more information about China Bluechem, please visit the company¡¯s website at www.chinabluechem.com.cn.
For press enquiries£º
China BlueChemical Ltd.
Ms. Lydia Zhong Tel: (852) 22132502 zhongyx@cnooc.com.cn
Strategic Financial Relations (China) Limited
Ms. Arlene Wong Tel: (852) 2864 4899 arlene.wong@sprg.com.hk
Ms. Annie Choi Tel: (852) 2864 4837 annie.choi@sprg.com.hk
Repair of Underwater Gas Pipe in Dongfang City, Hainan Completed
Two Large Chemical Plants Resume Production
(Hong Kong, 31 December 2007) China BlueChemical Ltd. (¡°China BlueChem¡± or the ¡°Company¡±; stock code: 3983), a leading chemical fertilizer producer in China, announced that the Company¡¯s Fudao Phase II 800,000 tonnes urea production plant, and CNOOC Jiantao 600,000 tonnes methanol plant, have resumed production, returning to normal operations on 29 December 2007 and 30 December 2007 respectively. This follows suspension in natural gas supply that was the result of damaged under-water gas pipe.
At 9:00 a.m. on 6 November 2007, a dredger broke the landing section of the under-water natural gas pipe of Dongfang 1-1 Gas Field, which supplies natural gas to the Company¡¯s Fudao Phase II urea production plant and CNOOC Jiantao methanol plant. The ruptured pipe caused a termination in supply, consequently halting production at the two plants.
After the incident, the Company and the gas supplier, CNOOC Limited, as well as related contractors immediately organized a joint study, formulating solutions for repairing the affected pipe. Significant resources were deployed, including a dedicated workforce. Following over one month¡¯s effort, the pipe was repaired and passed relevant tests ahead of schedule. The gas supply to Fudao phase II urea production plant and CNOOC Jiantao methanol plant was resumed after quality test of the gas in the pipeline.
With a designed annual production capacity of 800,000 tonnes of granular urea, Fudao Phase II urea production plant is the largest single production capacity plant of its kind in the country. Similarly, with a designed annual production capacity of 600,000 tonnes of methanol, the CNOOC Jiantao methanol plant is the largest methanol facility in China. Commencing production in 2003, Dongfang 1-1 Gas Field has a designed annual production capacity of 2.4 billion cubic feet of natural gas. It operates an under-water natural gas transmission pipe that measures 22 inches in diameter and about 105 miles in length. The gas from Dongfang 1-1 gas field also supplies to Yangpu power station and for civil use of Haikou.
Mr. Yang Ye Xin, CEO and President of China BlueChem, said, ¡°This is the first incident that has occurred since our production plants in Hainan province commenced operation. With close cooperation between our Company and gas suppliers, as well as the prompt action taken, the gas supply pipe was repaired and production resumed within a relatively short time. In the future, we will further strengthen our communications with the gas supplier to ensure smooth and continuous operation of the Company¡¯s plants.¡±
- End -
About China BlueChemical Ltd.
China BlueChem is one of the largest and most efficient nitrogenous fertilizer producers in China in terms of production volume and energy consumption. It is a listed company of China National Offshore Oil Corp. that engages in the production of downstream mineral fertilizers and synthetic chemical products. Currently, China BlueChem¡¯s production facilities are located in Hainan and Inner Mongolia, China, with a total designed annual production capacity of 1,840,000 tonnes of urea and 800,000 tonnes of methanol. Besides, China BlueChem has also secured long-term natural gas supply for its Hainan Plant.
For more information about China Bluechem, please visit the company¡¯s website at www.chinabluechem.com.cn.
For press enquiries£º
China BlueChemical Ltd.
Ms. Lydia Zhong Tel: (852) 22132502 zhongyx@cnooc.com.cn
Strategic Financial Relations (China) Limited
Ms. Arlene Wong Tel: (852) 2864 4899 arlene.wong@sprg.com.hk
Ms. Annie Choi Tel: (852) 2864 4837 annie.choi@sprg.com.hk
Tja, hab mir mal den Geschäftsbericht reingetan und ein Paar Bemerkungen dazu:
1. Der Methanolzweig ist gewaltig gewachsen und treibt das Unternehmen an. Gut.
2. Die Düngemittelsparte hat im Vergleich zu 2006 Rückgänge zu verzeichnen. Ich hoffe nicht, dass die Nachfrage nach Düngemitteln an bluechemical vorbei geht. Immerhin: "In 2008, the Company will continue to develop the mineral
fertiliser sector, contribute to the PRC agriculture development,
and endeavour to reap optimal returns for the shareholders."
3. Der Gewinn nach Steuern sank im Vergleich zu 2006 um ca. 200 Mi0. Schlecht.
Bei den Investitionen blick ich ncht ganz durch. Vielleicht kann da jemand weiterhelfen?
Insgesamt bietet sich mir ein gemischts Bild. Am wohlsten wäre es mir, wenn die Düngemittelproduktion in 2008 erheblich ansteigen würde.
1. Der Methanolzweig ist gewaltig gewachsen und treibt das Unternehmen an. Gut.
2. Die Düngemittelsparte hat im Vergleich zu 2006 Rückgänge zu verzeichnen. Ich hoffe nicht, dass die Nachfrage nach Düngemitteln an bluechemical vorbei geht. Immerhin: "In 2008, the Company will continue to develop the mineral
fertiliser sector, contribute to the PRC agriculture development,
and endeavour to reap optimal returns for the shareholders."
3. Der Gewinn nach Steuern sank im Vergleich zu 2006 um ca. 200 Mi0. Schlecht.
Bei den Investitionen blick ich ncht ganz durch. Vielleicht kann da jemand weiterhelfen?
Insgesamt bietet sich mir ein gemischts Bild. Am wohlsten wäre es mir, wenn die Düngemittelproduktion in 2008 erheblich ansteigen würde.
Antwort auf Beitrag Nr.: 34.101.800 von powertecc am 15.05.08 16:11:20China BlueChem to triple capacity, scraps Yara JVReuters, Monday May 26 2008 HONG KONG, May 26 (Reuters) - China BlueChemical Ltd, the country's top producer of nitrogen fertilisers, plans to nearly triple its production capacity by 2011 through growth and acquisitions.
The company, which has one of the world's largest fertiliser groups, Norway's Yara International, as a strategic investor, has shelved a plan to form a compound-fertiliser venture with the firm due to a lack of quality phosphate mines in China, a company executive told Reuters on Monday.
In April, Yara offered to sell a 1.75 percent stake of BlueChemical, or half of its holdings in the company, for a net gain of $22 million. It remains a strategic investor as long as it holds no less than a 1.5 percent stake.
"The joint venture plan has been shelved and our cooperation has been halted," Gu Weihua, head of BlueChemical's board secretarial office, said in an interview.
BlueChemical, an affiliate of top Chinese offshore oil and gas producer CNOOC Ltd, will export at least 300,000 tonnes of urea this year, down from 450,000 tonnes last year, if the government can abolish 135-percent export tariffs by the end of September, he added.
In April China, which is the world's largest fertiliser market, slapped huge tariffs on fertiliser exports to control rapidly rising domestic agricultural costs that have fed into rising inflation, and to ensure it grows enough grain to feed its 1.3 billion people.
The special export tariffs are effective till Sept. 30.
BlueChemical plans to build a phosphate production base in the central province of Hubei, with an investment of 3 billion to 4 billion yuan. It expects revenue from phosphates to account for half of total turnover in two years, versus zero now, with the other half coming from urea and other chemicals. (Reporting by Judy Hua and Ruth Wong; Editing by Ken Wills)
The company, which has one of the world's largest fertiliser groups, Norway's Yara International, as a strategic investor, has shelved a plan to form a compound-fertiliser venture with the firm due to a lack of quality phosphate mines in China, a company executive told Reuters on Monday.
In April, Yara offered to sell a 1.75 percent stake of BlueChemical, or half of its holdings in the company, for a net gain of $22 million. It remains a strategic investor as long as it holds no less than a 1.5 percent stake.
"The joint venture plan has been shelved and our cooperation has been halted," Gu Weihua, head of BlueChemical's board secretarial office, said in an interview.
BlueChemical, an affiliate of top Chinese offshore oil and gas producer CNOOC Ltd, will export at least 300,000 tonnes of urea this year, down from 450,000 tonnes last year, if the government can abolish 135-percent export tariffs by the end of September, he added.
In April China, which is the world's largest fertiliser market, slapped huge tariffs on fertiliser exports to control rapidly rising domestic agricultural costs that have fed into rising inflation, and to ensure it grows enough grain to feed its 1.3 billion people.
The special export tariffs are effective till Sept. 30.
BlueChemical plans to build a phosphate production base in the central province of Hubei, with an investment of 3 billion to 4 billion yuan. It expects revenue from phosphates to account for half of total turnover in two years, versus zero now, with the other half coming from urea and other chemicals. (Reporting by Judy Hua and Ruth Wong; Editing by Ken Wills)
BlueChemical to Form Phosphate Mining JV in Yichang
May 19, 2008
China BlueChemical Ltd. (SEHK: 3983) said on May 15, 2008 that it planned to create a 51%-owned phosphate exploiting and dressing joint venture with Yichang Geological Exploration League and Yichang Honghe Mineral Development Co., Ltd., in line with an agreement signed on May 15.
Registering CNY 50 million in capital, the new firm, named China Bluechem Yichang Mining Ltd., will have a total investment of CNY 418 million and is set to spend CNY 329.12 million acquiring the exploiting right of a phosphate mine in Yichang City, Hubei Province, Central China. The mine has total reserves of 118.3 million tons, including 92.8 million tons of economically recoverable reserve and 25.5 million tons of prospect reserve.
The venture will build up a project that is capable of annually exploiting 1.5 million tons of phosphorite and dressing 1 million tons of medium- and low-tenor phosphorite in two years after incorporation.
China BlueChemical is under the wing of China National Offshore Oil Corporation (CNOOC), the country's largest offshore oil producer.
http://www.tradingmarkets.com/.site/news/Stock%20News/157811…
May 19, 2008
China BlueChemical Ltd. (SEHK: 3983) said on May 15, 2008 that it planned to create a 51%-owned phosphate exploiting and dressing joint venture with Yichang Geological Exploration League and Yichang Honghe Mineral Development Co., Ltd., in line with an agreement signed on May 15.
Registering CNY 50 million in capital, the new firm, named China Bluechem Yichang Mining Ltd., will have a total investment of CNY 418 million and is set to spend CNY 329.12 million acquiring the exploiting right of a phosphate mine in Yichang City, Hubei Province, Central China. The mine has total reserves of 118.3 million tons, including 92.8 million tons of economically recoverable reserve and 25.5 million tons of prospect reserve.
The venture will build up a project that is capable of annually exploiting 1.5 million tons of phosphorite and dressing 1 million tons of medium- and low-tenor phosphorite in two years after incorporation.
China BlueChemical is under the wing of China National Offshore Oil Corporation (CNOOC), the country's largest offshore oil producer.
http://www.tradingmarkets.com/.site/news/Stock%20News/157811…
Ich danke euch.
Na, das lässt sich doch hören. Gut, dass ich nachgelegt habe.
Na, das lässt sich doch hören. Gut, dass ich nachgelegt habe.
Die Aktie macht si Wochen jeden T ein Plus, demnach müsste sie bald bei einem Euro stehen. De facto bewegt sich der Kurs jedoch nur in GAAAAAANZ engen Grenzen...
Macht sich gut, das kleine verf. Biest.
Für eine aktuelle Diskussion enthistorisiert.
MfG MaatMOD
MfG MaatMOD
Von gestern:
China BlueChemical(03983)
Date 29 / 1
Source GuocoCapital
China BlueChemical (3983, $3.78) 6M Target $3.80 HOLD
China BlueChemical is a fertilizer producer in China with urea and methanol capacity of 1.8mn tons and 540,000 tons per annum respectively.
Our ASP assumptions for urea and methanol are RMB1,700 and RMB2,000 per ton respectively in 2009.
We maintain our EPS forecast at RMB0.35 (HK$0.40) in 2008 and RMB0.33 (HK$0.38) in 2009, implying the counter is trading at PER of 9.5x in 2008 and 10x in 2009, in line with international peers.
Maintained HOLD recommendation with 6-month target price at $3.8 based on 10x 2009 earnings.
China BlueChemical(03983)
Date 29 / 1
Source GuocoCapital
China BlueChemical (3983, $3.78) 6M Target $3.80 HOLD
China BlueChemical is a fertilizer producer in China with urea and methanol capacity of 1.8mn tons and 540,000 tons per annum respectively.
Our ASP assumptions for urea and methanol are RMB1,700 and RMB2,000 per ton respectively in 2009.
We maintain our EPS forecast at RMB0.35 (HK$0.40) in 2008 and RMB0.33 (HK$0.38) in 2009, implying the counter is trading at PER of 9.5x in 2008 and 10x in 2009, in line with international peers.
Maintained HOLD recommendation with 6-month target price at $3.8 based on 10x 2009 earnings.
Von heute:
Ratings - von heute 08:46
China BlueChemical BUY durch Goldman Sachs
Hongkong 30.01.09 (www.emfis.com) Die Aktie des Unternehmens China BlueChemicalwurde durch Goldman Sachs mit " buy " eingestuft. Das Kursziel lautet 4,05 HKD.
Die Aktie gewinnt im Augenblick um 1,23 Prozent auf 4,10
Ratings - von heute 08:46
China BlueChemical BUY durch Goldman Sachs
Hongkong 30.01.09 (www.emfis.com) Die Aktie des Unternehmens China BlueChemicalwurde durch Goldman Sachs mit " buy " eingestuft. Das Kursziel lautet 4,05 HKD.
Die Aktie gewinnt im Augenblick um 1,23 Prozent auf 4,10
Ist hier noch jemand an Bord? Oder habt ihr Harakiri usw? Es geht doch wieder aufwärts, Leute!
Na, immerhin haben sie mir Diviende überwiesen.
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