die Aktie der Zukunft $$$ - 500 Beiträge pro Seite
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ISIN: ZAE000042164 · WKN: 897024 · Symbol: LL6
4,0000
EUR
-0,99 %
-0,0400 EUR
Letzter Kurs 09:30:57 Tradegate
Neuigkeiten
Werte aus der Branche Telekommunikation
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 87.000,00 | +33,85 | |
| 1,0000 | +29,87 | |
| 7,8000 | +28,29 | |
| 48,84 | +13,58 | |
| 27,95 | +12,84 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 1,3100 | -9,03 | |
| 13,090 | -9,03 | |
| 145,18 | -10,88 | |
| 2,0100 | -11,06 | |
| 1,4303 | -11,71 |
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China läuft gut, jetzt ist bald Afrika dran... Nicht Rohstoffe sondern Mobilfunk und MTN ist hier super positioniert und noch sehr moderat bewertet. Der Wert wird in Johannesburg sehr liquide gehandelt und hat heute ein neues Allzeithoch erreicht.
Grund sehr gute Halbjahreszahlen. MTN ist eine Aktie mit sehr guter Zukunft in den kommenden 1-5 Jahren.
JOHANNESBURG (MarketWatch) -- MTN Group Ltd. (MTN.JO), the largest mobile phone operator in sub-Saharan Africa, Wednesday posted a 16% rise in net profit, reflecting strong subscriber growth and the acquisition of Investcom LLC.
The Johannesburg-based company said net profit attributable to shareholders was 5.56 billion rand ($763.1 million) for the half-year against ZAR4.8 billion in the first six months of 2006.
Revenue for the period was 69% higher at ZAR34.21 billion, with the acquisition of Investcom accounting for 35% of this growth. MTN said its Nigerian and South African operations also were significant contributors to the rise in revenue.
Earnings before interest, tax, depreciation and amortization increased by 75% on the year to ZAR15.2 billion for the six months, with 20% of this is a result of the addition of Investcom. Excluding results from Investcom, organic EBITDA growth was 40% to ZAR12.1 billion, the company said.
MTN, which concluded the buy of emerging market operator Investcom for more than $5.5 billion in July 2006, said its subscriber base grew 20% since the end of December to 48.2 million subscribers by the end of June.
Grund sehr gute Halbjahreszahlen. MTN ist eine Aktie mit sehr guter Zukunft in den kommenden 1-5 Jahren.
JOHANNESBURG (MarketWatch) -- MTN Group Ltd. (MTN.JO), the largest mobile phone operator in sub-Saharan Africa, Wednesday posted a 16% rise in net profit, reflecting strong subscriber growth and the acquisition of Investcom LLC.
The Johannesburg-based company said net profit attributable to shareholders was 5.56 billion rand ($763.1 million) for the half-year against ZAR4.8 billion in the first six months of 2006.
Revenue for the period was 69% higher at ZAR34.21 billion, with the acquisition of Investcom accounting for 35% of this growth. MTN said its Nigerian and South African operations also were significant contributors to the rise in revenue.
Earnings before interest, tax, depreciation and amortization increased by 75% on the year to ZAR15.2 billion for the six months, with 20% of this is a result of the addition of Investcom. Excluding results from Investcom, organic EBITDA growth was 40% to ZAR12.1 billion, the company said.
MTN, which concluded the buy of emerging market operator Investcom for more than $5.5 billion in July 2006, said its subscriber base grew 20% since the end of December to 48.2 million subscribers by the end of June.
Ja, sehe ich auch so.
Die trauen sich ja auch in Gegenden - Iran - Afghanistan, mittlerer Osten, Libanon,- Respekt.
Wenn die schlau sind, sind die halt die "First Mover " in den jeweiligen Ländern.
Damit verbunden natürlich die marktbeherrschende Stellung.In der Rubrik _Kaufempfehlung :Thread: MTN = Mobilfunk in Afrika / grosses Wachstum ist progammiert
Ich halts auch für ein Investment in einen klassischen Wachstumsmarkt.
http://www.it-times.de/news/nachricht/kategorie/telekommunik…
http://www.it-times.de/news/nachricht/datum////mtn-group-ris…dubversion
" target="_blank" rel="nofollow ugc noopener">http://www.it-times.de/news/nachricht/kategorie/telekommunik…
http://www.it-times.de/news/nachricht/datum////mtn-group-ris…dubversion
Die trauen sich ja auch in Gegenden - Iran - Afghanistan, mittlerer Osten, Libanon,- Respekt.
Wenn die schlau sind, sind die halt die "First Mover " in den jeweiligen Ländern.
Damit verbunden natürlich die marktbeherrschende Stellung.In der Rubrik _Kaufempfehlung :Thread: MTN = Mobilfunk in Afrika / grosses Wachstum ist progammiert
Ich halts auch für ein Investment in einen klassischen Wachstumsmarkt.
http://www.it-times.de/news/nachricht/kategorie/telekommunik…
http://www.it-times.de/news/nachricht/datum////mtn-group-ris…dubversion
" target="_blank" rel="nofollow ugc noopener">http://www.it-times.de/news/nachricht/kategorie/telekommunik…http://www.it-times.de/news/nachricht/datum////mtn-group-ris…dubversion
20,57 Mrd. EUR Marktkapitalisierung
ca. 3,5 MRD EUR Halbjahresumsatz
ca. 570 Mio EUR Halbjahresgewinn
sehr interessant.... Watchlist
ca. 3,5 MRD EUR Halbjahresumsatz
ca. 570 Mio EUR Halbjahresgewinn
sehr interessant.... Watchlist
!
Dieser Beitrag wurde moderiert. Grund: Beschwerde durch Firma liegt w:o vor
über 111 Rand in Johannesburg
AZH
AZH Trading Spotlight
Antwort auf Beitrag Nr.: 31.531.306 von nasdy am 11.09.07 17:09:43
Hallo nasdy,
hast Du mal bitte den Link zur Heimatboerse ?
Danke
Hallo nasdy,
hast Du mal bitte den Link zur Heimatboerse ?
Danke
Antwort auf Beitrag Nr.: 31.619.511 von nasdy am 16.09.07 20:01:58 danke
danke
Kundenzahl verdoppelt von 250.000 auf 500.000 :
[
"b]MTN Rwanda mobile phone subscribers double[/b]
Wed 19 Sep 2007, 10:11 GMT
By Arthur Asiimwe
KIGALI (Reuters) - MTN Rwanda's mobile phone subscribers doubled to half a million over the last year as the company rolls out network access across the small central African country, its chief operations officer said on Wednesday.
The firm said the boom was also due to the scrapping of some charges and the reduction of call tariffs that attracted more customers.
MTN Rwanda is part of South African-listed MTN, sub-Saharan Africa's biggest cellphone operator.
"In September 2006 we were celebrating a quarter of a million subscribers and in just one year we have reached 500,000," COO Andrew Rugege told Reuters in an interview.
"This means that in one year, we have achieved what was achieved in (the previous) eight years."
A move by Rwanda's government to abolish import tariffs on mobile handsets at the start of this year also helped the steep rise in subscriber numbers by significantly reducing the cost of telephones in the local market.
Since setting up nine years ago, MTN Rwanda has been the only mobile network in the country of 9.4 million people.
It aims to roll out 60 new base stations and attract a total of 600,000 subscribers before the end of 2007, Rugege said.
Cellular services have become an indispensable communications tool in the nation, which is emerging from the 1994 genocide in which about 800,000 people were killed.
© Reuters 2007. All Rights Reserved. "
Gruß dubversion
[
"b]MTN Rwanda mobile phone subscribers double[/b]
Wed 19 Sep 2007, 10:11 GMT
By Arthur Asiimwe
KIGALI (Reuters) - MTN Rwanda's mobile phone subscribers doubled to half a million over the last year as the company rolls out network access across the small central African country, its chief operations officer said on Wednesday.
The firm said the boom was also due to the scrapping of some charges and the reduction of call tariffs that attracted more customers.
MTN Rwanda is part of South African-listed MTN, sub-Saharan Africa's biggest cellphone operator.
"In September 2006 we were celebrating a quarter of a million subscribers and in just one year we have reached 500,000," COO Andrew Rugege told Reuters in an interview.
"This means that in one year, we have achieved what was achieved in (the previous) eight years."
A move by Rwanda's government to abolish import tariffs on mobile handsets at the start of this year also helped the steep rise in subscriber numbers by significantly reducing the cost of telephones in the local market.
Since setting up nine years ago, MTN Rwanda has been the only mobile network in the country of 9.4 million people.
It aims to roll out 60 new base stations and attract a total of 600,000 subscribers before the end of 2007, Rugege said.
Cellular services have become an indispensable communications tool in the nation, which is emerging from the 1994 genocide in which about 800,000 people were killed.
© Reuters 2007. All Rights Reserved. "
Gruß dubversion
Einen Fuß in die europäische Tür gesetzt ?
Gefunden auf financialmirror.com :
"MTN to launch new services in Cyprus, aims for 20% market share
26/09/2007
Private mobile phone operator MTN launched a new corporate image Wednesday, taking over the three-year-old business of Areeba and announcing that it plans to expand into new fields of communications services.
MTN Cyprus CEO Bassel Jamaleddine told reporters at a press launch of the “Y’ello” branding campaign that “our role in Cyprus is telecoms in general.”
He said that with new services such as IPTV looming around the corner, MTN is also talking to other alternative service providers in Cyprus.
“We used the first three years to concentrate only on mobile telephony. Now we are looking at other services as well,” Jamaleddine said in response to questions about involvement in Internet services, WiMax and fixed telephony.
“Either we start new services from scratch or we partner with an existing provider. We are discussing different solutions with alternative providers,” he said.
MTN is expected to introduce upgrades to existing products in early October including the Pay Monthly, Pay-as-you-talk and business services.
“We have increased our geographical coverage by more than 25% and we are developing a new loyalty programme that will be offered to every subscriber,” Jamaleddine added.
He said that MTN’s market share stood at about 16% and hoped to close the year at 16.5%. However, the target is for an ambitious increase to 20% in 2008, representing an increase from the current 125,000 subscribers to about 190,000-200,000 by the end of next year.
“It was never a risk to invest in a market like Cyprus where economic growth is tremendous. The environment was too monopolistic in the beginning and we had a lot of hopes because of EU accession and anticipation of liberalization,” Jamaleddine said, adding that “things will be easier in the future.”
He said that the regulatory framework still needed some work.
“The last European Commission report [on telecoms] said that the government had much to do to improve and the situation in 2007 is no different. Now, there is a Commission team that is compiling the next report to be issued in February 2008, where we hope certain issues will be highlighted.”
MTN’s main concern is the problem it continues to face on the issue of new antennas and the absence of full and fair competition, Jamaleddine said.
Looking at international operations MTN Cyprus, and Areeba before that, has built up a network of roaming agreements with 228 operators worldwide and in the case of Europe it boasts full 2G coverage.
“By the end of September we expect to have 100% GPRS coverage thanks to our international gateway in Monaco, which is also being utilized by other MTN Group companies.”
Jamaleddine did not hide his delight at the fact that the Johannesbourg-based MTN Group became a global sponsor of the 2010 FIFA World Cup to be held in South Africa, which opens up “a tremendous potential” for MTN’s MobileTV service in Cyprus. At present the menu includes CNN and local content from Antenna and Sigma, but more is expected to be added, while the company clinched a sponsorship deal with local football champs Apoel.
Nozipho January Bardill, speaking on behalf of MTN Group President and CEO Phutuma Nhleko, said that social corporate responsibility is also a significant aspect of MTN operations in all 21 countries of presence.
“We invest and provide community services in the fields of education, health, culture and sports and 1% of our profits after tax is injected into the local funds that support the various programmes,” she said.
As regards the expansion of the MTN network, Bardill said that MTN’s philosophy has been to invest in emerging markets, “which is why Nigeria is our biggest market. We also look for other opportunities.”
The Cyprus operations, part of the Middle East and North Africa cluster, contributed some CYP 16 mln (EUR 27.3 mln) to Group earnings in 2006, while MTN as a whole reported a staggering first half revenue of CYP 2.11 bln (EUR 3.6 bln) this year with 48 mln subscribers. The MENA cluster includes Syria, Iran, Afghanistan, Sudan and Yemen.
Areeba entered the Cypriot market in July 2004 six months after winning an eleven-round auction at CYP 12.75 mln (EUR 21,36 mln) to become the second mobile phone operator on the island, following the state monopoly Cytamobile-Vodafone. It was the first to introduce the 3G network on the island and currently operates an integrated 3G/2.5G network. With a market share of 16% it is on target to reach the 25% minimum penetration rate as set by the licensing authority.
Areeba was a wholly owned subsidiary of Investcom LLC Luxemburg of Lebanese interests, which in May 2006 was taken over by the South Africa-based MTN Group for USD 5.526 bln, expanding the MTN network from 11 countries to 21.
The MTN Group was established in 1994 and is currently listed on the JSE Securities Exchange. "
'nen schönen Feiertag !
dubversion
Gefunden auf financialmirror.com :
"MTN to launch new services in Cyprus, aims for 20% market share
26/09/2007
Private mobile phone operator MTN launched a new corporate image Wednesday, taking over the three-year-old business of Areeba and announcing that it plans to expand into new fields of communications services.
MTN Cyprus CEO Bassel Jamaleddine told reporters at a press launch of the “Y’ello” branding campaign that “our role in Cyprus is telecoms in general.”
He said that with new services such as IPTV looming around the corner, MTN is also talking to other alternative service providers in Cyprus.
“We used the first three years to concentrate only on mobile telephony. Now we are looking at other services as well,” Jamaleddine said in response to questions about involvement in Internet services, WiMax and fixed telephony.
“Either we start new services from scratch or we partner with an existing provider. We are discussing different solutions with alternative providers,” he said.
MTN is expected to introduce upgrades to existing products in early October including the Pay Monthly, Pay-as-you-talk and business services.
“We have increased our geographical coverage by more than 25% and we are developing a new loyalty programme that will be offered to every subscriber,” Jamaleddine added.
He said that MTN’s market share stood at about 16% and hoped to close the year at 16.5%. However, the target is for an ambitious increase to 20% in 2008, representing an increase from the current 125,000 subscribers to about 190,000-200,000 by the end of next year.
“It was never a risk to invest in a market like Cyprus where economic growth is tremendous. The environment was too monopolistic in the beginning and we had a lot of hopes because of EU accession and anticipation of liberalization,” Jamaleddine said, adding that “things will be easier in the future.”
He said that the regulatory framework still needed some work.
“The last European Commission report [on telecoms] said that the government had much to do to improve and the situation in 2007 is no different. Now, there is a Commission team that is compiling the next report to be issued in February 2008, where we hope certain issues will be highlighted.”
MTN’s main concern is the problem it continues to face on the issue of new antennas and the absence of full and fair competition, Jamaleddine said.
Looking at international operations MTN Cyprus, and Areeba before that, has built up a network of roaming agreements with 228 operators worldwide and in the case of Europe it boasts full 2G coverage.
“By the end of September we expect to have 100% GPRS coverage thanks to our international gateway in Monaco, which is also being utilized by other MTN Group companies.”
Jamaleddine did not hide his delight at the fact that the Johannesbourg-based MTN Group became a global sponsor of the 2010 FIFA World Cup to be held in South Africa, which opens up “a tremendous potential” for MTN’s MobileTV service in Cyprus. At present the menu includes CNN and local content from Antenna and Sigma, but more is expected to be added, while the company clinched a sponsorship deal with local football champs Apoel.
Nozipho January Bardill, speaking on behalf of MTN Group President and CEO Phutuma Nhleko, said that social corporate responsibility is also a significant aspect of MTN operations in all 21 countries of presence.
“We invest and provide community services in the fields of education, health, culture and sports and 1% of our profits after tax is injected into the local funds that support the various programmes,” she said.
As regards the expansion of the MTN network, Bardill said that MTN’s philosophy has been to invest in emerging markets, “which is why Nigeria is our biggest market. We also look for other opportunities.”
The Cyprus operations, part of the Middle East and North Africa cluster, contributed some CYP 16 mln (EUR 27.3 mln) to Group earnings in 2006, while MTN as a whole reported a staggering first half revenue of CYP 2.11 bln (EUR 3.6 bln) this year with 48 mln subscribers. The MENA cluster includes Syria, Iran, Afghanistan, Sudan and Yemen.
Areeba entered the Cypriot market in July 2004 six months after winning an eleven-round auction at CYP 12.75 mln (EUR 21,36 mln) to become the second mobile phone operator on the island, following the state monopoly Cytamobile-Vodafone. It was the first to introduce the 3G network on the island and currently operates an integrated 3G/2.5G network. With a market share of 16% it is on target to reach the 25% minimum penetration rate as set by the licensing authority.
Areeba was a wholly owned subsidiary of Investcom LLC Luxemburg of Lebanese interests, which in May 2006 was taken over by the South Africa-based MTN Group for USD 5.526 bln, expanding the MTN network from 11 countries to 21.
The MTN Group was established in 1994 and is currently listed on the JSE Securities Exchange. "
'nen schönen Feiertag !
dubversion
Gleiches Thema von der gleichen (zypriotischen ?) I_net Seite financialmirror.com mit der schönen Überschrift:
"Areeba changes name to MTN in Cyprus
26/09/2007
-- Y’ello claims 16% market share
Just as people started getting used to the Areeba brand, the private mobile phone operator is changing its name to MTN to bring it in line with the products and services widely used by the parent company in 21 countries in Africa and the Middle East.
Apart from the name change, subscribers are already being greeted by the new corporate philosophy promoted through the new campaign, “Y’ello”.
Areeba entered the Cypriot market in July 2004 six months after winning an eleven-round auction bid at CYP 12.75 mln (EUR 21,36 mln) to become the second mobile phone operator on the island, following the state monopoly Cytamobile-Vodafone. It was the first to introduce the 3G network on the island and currently operates a an integrated 3G/2.5G network. With a reported market share of 16% it seems to be on target to reach the 25% minimum penetration rate as set by the licensing authority.
During the auction process, the first of its kind to be held in the liberalised market after Cyprus joined the European Union, Areeba knocked out the likes of Greek telecoms giant OTE and other bidders from Europe.
Areeba was a wholly owned subsidiary of Investcom LLC Luxemburg of Lebanese interests, which in May 2006 was taken over by the South Africa-based MTN Group for USD 5.526 bln.
The MTN Group was established in 1994 and is currently listed in South Africa on the JSE Securities Exchange.
In Cyprus, MTN offers a variety of choices with Pay Monthly and Pay as You Go services. It employs 200 mostly young professionals and is headed by CEO Bassel Jamaleddine.
In June, MTN Group reported over 48 mln subscribers. It is a global sponsor of the 2010 FIFA World Cup South Africa and has exclusive mobile content rights for Africa and the Middle East.
Website Consultant: Stavros "
dubversion
"Areeba changes name to MTN in Cyprus
26/09/2007
-- Y’ello claims 16% market share
Just as people started getting used to the Areeba brand, the private mobile phone operator is changing its name to MTN to bring it in line with the products and services widely used by the parent company in 21 countries in Africa and the Middle East.
Apart from the name change, subscribers are already being greeted by the new corporate philosophy promoted through the new campaign, “Y’ello”.
Areeba entered the Cypriot market in July 2004 six months after winning an eleven-round auction bid at CYP 12.75 mln (EUR 21,36 mln) to become the second mobile phone operator on the island, following the state monopoly Cytamobile-Vodafone. It was the first to introduce the 3G network on the island and currently operates a an integrated 3G/2.5G network. With a reported market share of 16% it seems to be on target to reach the 25% minimum penetration rate as set by the licensing authority.
During the auction process, the first of its kind to be held in the liberalised market after Cyprus joined the European Union, Areeba knocked out the likes of Greek telecoms giant OTE and other bidders from Europe.
Areeba was a wholly owned subsidiary of Investcom LLC Luxemburg of Lebanese interests, which in May 2006 was taken over by the South Africa-based MTN Group for USD 5.526 bln.
The MTN Group was established in 1994 and is currently listed in South Africa on the JSE Securities Exchange.
In Cyprus, MTN offers a variety of choices with Pay Monthly and Pay as You Go services. It employs 200 mostly young professionals and is headed by CEO Bassel Jamaleddine.
In June, MTN Group reported over 48 mln subscribers. It is a global sponsor of the 2010 FIFA World Cup South Africa and has exclusive mobile content rights for Africa and the Middle East.
Website Consultant: Stavros "
dubversion
Heute eine gute Performance... Für einen Standardwert eine sehr großes Plus
MTN gets $2 bln loan for Nigeria network expansion
Wed 3 Oct 2007, 15:07 GMT
[-] Text [+] JOHANNESBURG (Reuters) - Sub-Saharan Africa's largest mobile operator MTN on Wednesday said it had received a $2 billion loan to fund the expansion of its Nigerian network infrastructure.
MTN expects the market size in Nigeria to increase to 52 million subscribers by 2011.
"We are pleased to have secured this facility which will enable us to provide a quality network, giving MTN Nigeria a competitive advantage and also ensuring that we continue to meet the increasing demand for our services," MTN CEO, Phuthuma Nhleko said in a statement.
MTN gets $2 bln loan for Nigeria network expansion
Wed 3 Oct 2007, 15:07 GMT
[-] Text [+] JOHANNESBURG (Reuters) - Sub-Saharan Africa's largest mobile operator MTN on Wednesday said it had received a $2 billion loan to fund the expansion of its Nigerian network infrastructure.
MTN expects the market size in Nigeria to increase to 52 million subscribers by 2011.
"We are pleased to have secured this facility which will enable us to provide a quality network, giving MTN Nigeria a competitive advantage and also ensuring that we continue to meet the increasing demand for our services," MTN CEO, Phuthuma Nhleko said in a statement.
Tag auch !
"MTN Group "buy"
Thursday, October 25, 2007 8:42:48 AM ET
UBS
LONDON, October 25 (newratings.com) - In a research note published yesterday, analysts at UBS maintain their "buy" rating on MTN Group Ltd (ticker: LL6)."
Gruß dubversion
"MTN Group "buy"
Thursday, October 25, 2007 8:42:48 AM ET
UBS
LONDON, October 25 (newratings.com) - In a research note published yesterday, analysts at UBS maintain their "buy" rating on MTN Group Ltd (ticker: LL6)."
Gruß dubversion
Welcome to my watchlist
Antwort auf Beitrag Nr.: 32.156.866 von a2karlsruhe am 26.10.07 01:45:20
jo - ist auch schon ein Weilchen in meiner Watchlist.... genauergesagt seit 11 EUR
jo - ist auch schon ein Weilchen in meiner Watchlist.... genauergesagt seit 11 EUR
ich habe noch im Oktober zu 9,xxx nachgekauft... 40% in rund 2 monaten ist aber auf dauer wohl nicht wiederholbar.
Ich habe neue NEWS: Mein persönliches Kursziel 20 EURO !!!!!
Die Aktie hat in Johannesburg bei knapp 129 Rand bei riesigen Umsätzen geschlossen. + 8 Rand heute... was in Deutschland da getaxt wird ist für mich nicht relevant...
Aber jetzt haltet euch fest. Es gibt Spekulationen das der Gigang China Mobile bei MTN einsteigt. China Mobile hat eine Market Cap. von mehreren hundert Milliarden Dollar und rund 350 Millionen Kunden. Die könnten den Deal locker stemmen. Die Chinesen sind in Afrika ja aktiv, daher halte ich die Gerüchte für plausibel.
Sollte da was dran sein, sind 20 Euro binnen Jahresfrist locker drin.
Hier ein Artikel aus Südafrika:
More Chinese?
Yesterday Standard Bank announced its China deal. Today speculation in the market was a possible further investment into MTN by China Mobile. This led MTN shares up 5,5% to new highs today. The Hang Seng index shot to a new record today at 30 562 this morning up 50% this year and an indication of the wealth created and looking for global investments.
Parallels are starting to be drawn against the Chinese market of late and the Japanese bubble market into the 1980’s, when on 29 Dec 1989, it reached a high of 38957. Now at 16 505.
The Hang Seng index is a market cap weighting of 40 companies listed on the Hong Kong Stock Exchange. Its base amount was 100 on 31 July 1964, passed 10 000 level in Dec 1993, 20 000 in December 2006 and today set a new high at 30 562.
The Chinese and related Hong Kong market appear to be in bubble territory – surging at an unbelievable pace with shares trading on very high multiples of 40 and 50 and more. I listened to an interview with Warren Buffett yesterday about his sale of Petro China recently. It has surged 76% this year. Berkshire paid $488 million and they were worth $3,3 billion at the end of 2006.
Its market cap has risen to now being the second biggest in the world after Mobile Exxon. The company plans to list on the Shanghai exchange in early November and will be one of the biggest IPO’s ever. China and Hong Kong have been running dual listed with restrictions. The mainland China A shares have typically traded at a massive premium to the Hong Kong listed H shares
The Chinese CSI300 index – which tracks the 300 A shares listed in Shanghai or Shenzen stock exchanges - has risen over 300% over the last 12 months.
China Mobile is a big company by any standards. It is the largest mobile phone operator in China and when ranked in terms of subscribers, the biggest in the world, with around 350 million subscribers signing up at a rate of 5m a month.
It is also the largest company now listed on the Hong Kong stock exchange and according to wikipedia, the largest company registered in Hong Kong. Today’s rumour that the company may make a bid for some or all of MTN has a lot of merit. MTN has expanded substantially beyond SA borders. With big operations into Africa, especially in Nigeria and also into Iran, again, like with Standard Bank, a tie up with a large and growing
MTN is a large SA company with a market cap of R237 billion ($36,5 bn), trades on an historical PE of 20,5 times with a profit after tax of R12 billion for the last full year to December 2006. At June this had increased to R6,3 billion for the 6 months.
The company has 3 main geographic areas, Southern Africa, West and Central Africa and Middle East and North Africa. West Africa is currently the biggest earning generator.
Its going to be interesting to see how this develops. Are South African companies still targets for foreign multinationals with plenty of capital and ability to raise cash? Perhaps so.
Investors with their investment strategy in place, have not been worried as the nominal price on the market increase. For investors that are concerned that they are perhaps not maximising opportunities, feel free to contact me.
Have a great weekend and enjoy the Currie Cup final – our office has a bias to the …… Cheetahs.
Regards
Ian de Lange
Die Aktie hat in Johannesburg bei knapp 129 Rand bei riesigen Umsätzen geschlossen. + 8 Rand heute... was in Deutschland da getaxt wird ist für mich nicht relevant...
Aber jetzt haltet euch fest. Es gibt Spekulationen das der Gigang China Mobile bei MTN einsteigt. China Mobile hat eine Market Cap. von mehreren hundert Milliarden Dollar und rund 350 Millionen Kunden. Die könnten den Deal locker stemmen. Die Chinesen sind in Afrika ja aktiv, daher halte ich die Gerüchte für plausibel.
Sollte da was dran sein, sind 20 Euro binnen Jahresfrist locker drin.
Hier ein Artikel aus Südafrika:
More Chinese?
Yesterday Standard Bank announced its China deal. Today speculation in the market was a possible further investment into MTN by China Mobile. This led MTN shares up 5,5% to new highs today. The Hang Seng index shot to a new record today at 30 562 this morning up 50% this year and an indication of the wealth created and looking for global investments.
Parallels are starting to be drawn against the Chinese market of late and the Japanese bubble market into the 1980’s, when on 29 Dec 1989, it reached a high of 38957. Now at 16 505.
The Hang Seng index is a market cap weighting of 40 companies listed on the Hong Kong Stock Exchange. Its base amount was 100 on 31 July 1964, passed 10 000 level in Dec 1993, 20 000 in December 2006 and today set a new high at 30 562.
The Chinese and related Hong Kong market appear to be in bubble territory – surging at an unbelievable pace with shares trading on very high multiples of 40 and 50 and more. I listened to an interview with Warren Buffett yesterday about his sale of Petro China recently. It has surged 76% this year. Berkshire paid $488 million and they were worth $3,3 billion at the end of 2006.
Its market cap has risen to now being the second biggest in the world after Mobile Exxon. The company plans to list on the Shanghai exchange in early November and will be one of the biggest IPO’s ever. China and Hong Kong have been running dual listed with restrictions. The mainland China A shares have typically traded at a massive premium to the Hong Kong listed H shares
The Chinese CSI300 index – which tracks the 300 A shares listed in Shanghai or Shenzen stock exchanges - has risen over 300% over the last 12 months.
China Mobile is a big company by any standards. It is the largest mobile phone operator in China and when ranked in terms of subscribers, the biggest in the world, with around 350 million subscribers signing up at a rate of 5m a month.
It is also the largest company now listed on the Hong Kong stock exchange and according to wikipedia, the largest company registered in Hong Kong. Today’s rumour that the company may make a bid for some or all of MTN has a lot of merit. MTN has expanded substantially beyond SA borders. With big operations into Africa, especially in Nigeria and also into Iran, again, like with Standard Bank, a tie up with a large and growing
MTN is a large SA company with a market cap of R237 billion ($36,5 bn), trades on an historical PE of 20,5 times with a profit after tax of R12 billion for the last full year to December 2006. At June this had increased to R6,3 billion for the 6 months.
The company has 3 main geographic areas, Southern Africa, West and Central Africa and Middle East and North Africa. West Africa is currently the biggest earning generator.
Its going to be interesting to see how this develops. Are South African companies still targets for foreign multinationals with plenty of capital and ability to raise cash? Perhaps so.
Investors with their investment strategy in place, have not been worried as the nominal price on the market increase. For investors that are concerned that they are perhaps not maximising opportunities, feel free to contact me.
Have a great weekend and enjoy the Currie Cup final – our office has a bias to the …… Cheetahs.
Regards
Ian de Lange
Antwort auf Beitrag Nr.: 32.165.139 von nasdy am 26.10.07 16:55:05sorry vertippt, august soll es heißen
MTN stock jumps 6.5 pct on China Mobile bid talk
Fri 26 Oct 2007, 13:01 GMT
[-] Text [+] By Ron Derby
JOHANNESBURG (Reuters) - Shares in sub-Saharan Africa's largest mobile phone operator MTN jumped over 6 percent on Friday, with analysts saying the group could become a potential takeover target for China Mobile.
"I think the share is largely moving on speculation of a possible take-out following Standard's transaction yesterday. In the past there was speculation that China Mobile was looking at MTN," Cadiz African Harvest portfolio manager, Rajay Ambekarr said.
China's biggest lender ICBC on Thursday announced plans to purchase 20 percent of Standard Bank for $5.6 billion -- the largest ever foreign investment in Africa.
By 1339 GMT, MTN shares were 5.75 percent stronger at 120 rand, the biggest gainer among blue chips, with the Top-40 index
up 1.12 percent.
"The MTN Group cannot comment on market speculation," MTN spokeswoman Nozipho January-Bardill said in a statement.
Richard Ferguson, director of global emerging markets research at Nomura, told Reuters it was possible China Mobile -- the world's top cellular carrier by subscribers -- might launch a bid for MTN.
"There is a scarcity of value in emerging markets and MTN would be a logical target, I would have thought," Ferguson told Reuters from London.
In its first foray outside its home market, China Mobile earlier this year agreed to buy an 89 percent stake in money-losing Pakistan operator Paktel Ltd. for $284 million.
"China Mobile in Hong Kong and its parent company in Beijing have a stated aim to derive a significant proportion of their revenues from overseas. China Mobile has over $40 billion, with that amount you must make a sizeable transaction, therefore MTN looks like a sensible target," he added.
MTN -- which is currently in talks with fixed line operator Telkom regarding the sale of certain of Telkom's assets -- has a market capitalisation of close to $35.29 billion.
Ferguson said the Chinese have targeted South Africa, Nigeria, Cameroon, Zambia, Congo-Brazzaville and Angola as countries they would want to enter, mainly due to rich natural resources. MTN has a presence in five of those markets.
Fri 26 Oct 2007, 13:01 GMT
[-] Text [+] By Ron Derby
JOHANNESBURG (Reuters) - Shares in sub-Saharan Africa's largest mobile phone operator MTN jumped over 6 percent on Friday, with analysts saying the group could become a potential takeover target for China Mobile.
"I think the share is largely moving on speculation of a possible take-out following Standard's transaction yesterday. In the past there was speculation that China Mobile was looking at MTN," Cadiz African Harvest portfolio manager, Rajay Ambekarr said.
China's biggest lender ICBC on Thursday announced plans to purchase 20 percent of Standard Bank for $5.6 billion -- the largest ever foreign investment in Africa.
By 1339 GMT, MTN shares were 5.75 percent stronger at 120 rand, the biggest gainer among blue chips, with the Top-40 index
up 1.12 percent.
"The MTN Group cannot comment on market speculation," MTN spokeswoman Nozipho January-Bardill said in a statement.
Richard Ferguson, director of global emerging markets research at Nomura, told Reuters it was possible China Mobile -- the world's top cellular carrier by subscribers -- might launch a bid for MTN.
"There is a scarcity of value in emerging markets and MTN would be a logical target, I would have thought," Ferguson told Reuters from London.
In its first foray outside its home market, China Mobile earlier this year agreed to buy an 89 percent stake in money-losing Pakistan operator Paktel Ltd. for $284 million.
"China Mobile in Hong Kong and its parent company in Beijing have a stated aim to derive a significant proportion of their revenues from overseas. China Mobile has over $40 billion, with that amount you must make a sizeable transaction, therefore MTN looks like a sensible target," he added.
MTN -- which is currently in talks with fixed line operator Telkom regarding the sale of certain of Telkom's assets -- has a market capitalisation of close to $35.29 billion.
Ferguson said the Chinese have targeted South Africa, Nigeria, Cameroon, Zambia, Congo-Brazzaville and Angola as countries they would want to enter, mainly due to rich natural resources. MTN has a presence in five of those markets.
Das Dementi :
"China Mobile dementiert Interesse an MTN
Hongkong 30.10.07 (www.emfis.com)
Die China Mobile Ltd. hat Medienberichte dementiert, laut denen das Unternehmen einen Anteil an der südafrikanischen MTN Corp. übernehmen will.
Eine Sprecherin von China Mobile Ltd. sagte, dass das gelistete Unternehmen China Mobile Ltd. keine Übernahmepläne habe.
Die China Mobile Ltd. wird von der China Mobile Communications Corp. kontrolliert. "
dubversion
"China Mobile dementiert Interesse an MTN
Hongkong 30.10.07 (www.emfis.com)
Die China Mobile Ltd. hat Medienberichte dementiert, laut denen das Unternehmen einen Anteil an der südafrikanischen MTN Corp. übernehmen will.
Eine Sprecherin von China Mobile Ltd. sagte, dass das gelistete Unternehmen China Mobile Ltd. keine Übernahmepläne habe.
Die China Mobile Ltd. wird von der China Mobile Communications Corp. kontrolliert. "
dubversion
Hallo !
"In Business Today
MTN Group maintains emerging markets leadership as subscribers exceed 54 million
31 October 2007
MTN
Highlights
- SEA region subscriber base up 5% for quarter ended 30 September 2007
- WECA region subscriber base up 9% for quarter ended 30 September 2007
- MENA region subscriber base up 36% for quarter ended 30 September 2007
The MTN Group is pleased to announce that it recorded 54,162,000 subscribers across its 21 operations for the quarter ended 30 September 2007, a 12% increase from 48,346,000 subscribers recorded at 30 June 2007.
The South and East Africa (SEA) region contributed 33% (June 2007: 35%) of the Group’s total subscribers while the West, East and Central Africa (WECA) and the Middle East and North Africa (MENA) regions contributed 47% (June 2007: 48%) and 20% (June 2007: 17%) respectively.
Says MTN Group President and CEO, Mr Phuthuma Nhleko: “I am pleased with the steady growth of our subscriber base during this last quarter, especially the progress we are making at MTN Irancell, which launched in earnest in January 2007 and has already exceeded 3,7 million subscribers.”
The SEA region increased its subscriber base by 5% for the quarter ended 30 September 2007. Growth in the region was driven mainly by MTN Group’s South African operation, with subscribers increasing by 3%. Postpaid net connections have now normalised following the unwinding of the specific on biller agreement. There has been a restatement of the South African subscribers and ARPU which now reflects MTN’s consolidated South African operation (the restated history is available at www.mtn.com). MTN Uganda subscribers increased 12% to 2,094,000 due to more competitive pricing.
In the WECA region the 9% growth was driven largely by MTN Nigeria, which recorded a 7% increase in subscribers to 14,985,000. The aggressive network rollout plan is addressing the quality and capacity issues following the high rate of subscriber acquisitions since the last quarter of 2006.
Ghana increased its subscriber base by 14% to 3,872,000 underpinned by strong operational execution of the network rollout. In addition, Cameroon increased subscribers by 15% to 2,238,000 due to increased marketing activities.
The MENA region recorded a 36% increase in subscribers mainly due to strong growth from start-up operations in Iran, which increased subscribers by 88% to 3,720,000. There was also continued strong growth in Afghanistan (66%), Sudan (24%) and Syria (12%).
MTN South Africa’s Average Revenue Per User (ARPU) increased, on a comparable basis, by 1% to R146. Nigerian and Ghanaian ARPUs remained strong at $17 and $16 respectively. "
www.moneyweb.co.za.
Gruß dubversion
"In Business Today
MTN Group maintains emerging markets leadership as subscribers exceed 54 million
31 October 2007
MTN
Highlights
- SEA region subscriber base up 5% for quarter ended 30 September 2007
- WECA region subscriber base up 9% for quarter ended 30 September 2007
- MENA region subscriber base up 36% for quarter ended 30 September 2007
The MTN Group is pleased to announce that it recorded 54,162,000 subscribers across its 21 operations for the quarter ended 30 September 2007, a 12% increase from 48,346,000 subscribers recorded at 30 June 2007.
The South and East Africa (SEA) region contributed 33% (June 2007: 35%) of the Group’s total subscribers while the West, East and Central Africa (WECA) and the Middle East and North Africa (MENA) regions contributed 47% (June 2007: 48%) and 20% (June 2007: 17%) respectively.
Says MTN Group President and CEO, Mr Phuthuma Nhleko: “I am pleased with the steady growth of our subscriber base during this last quarter, especially the progress we are making at MTN Irancell, which launched in earnest in January 2007 and has already exceeded 3,7 million subscribers.”
The SEA region increased its subscriber base by 5% for the quarter ended 30 September 2007. Growth in the region was driven mainly by MTN Group’s South African operation, with subscribers increasing by 3%. Postpaid net connections have now normalised following the unwinding of the specific on biller agreement. There has been a restatement of the South African subscribers and ARPU which now reflects MTN’s consolidated South African operation (the restated history is available at www.mtn.com). MTN Uganda subscribers increased 12% to 2,094,000 due to more competitive pricing.
In the WECA region the 9% growth was driven largely by MTN Nigeria, which recorded a 7% increase in subscribers to 14,985,000. The aggressive network rollout plan is addressing the quality and capacity issues following the high rate of subscriber acquisitions since the last quarter of 2006.
Ghana increased its subscriber base by 14% to 3,872,000 underpinned by strong operational execution of the network rollout. In addition, Cameroon increased subscribers by 15% to 2,238,000 due to increased marketing activities.
The MENA region recorded a 36% increase in subscribers mainly due to strong growth from start-up operations in Iran, which increased subscribers by 88% to 3,720,000. There was also continued strong growth in Afghanistan (66%), Sudan (24%) and Syria (12%).
MTN South Africa’s Average Revenue Per User (ARPU) increased, on a comparable basis, by 1% to R146. Nigerian and Ghanaian ARPUs remained strong at $17 and $16 respectively. "
www.moneyweb.co.za.
Gruß dubversion
Antwort auf Beitrag Nr.: 32.225.000 von dubversion am 31.10.07 21:20:48
'n' Abend !
"Nomura cuts MTN to "neutral" from "buy"
Thu 1 Nov 2007, 15:29 GMT
JOHANNESBURG (Reuters) - Nomura International downgraded South African cell phone operator MTN Ltd on Thursday to "neutral" from "buy" after its share price outperformed.
"MTN's Q3 2007 subscriber and ARPU data were respectable and in line with our expectations," a research note said.
"These positive data are already well reflected in the current share price, which has risen some 23 percent in October, compared with the 4 percent rise of the South African All-share Index."
Nomura said it had increased its fair value of the shares to 123 rand from 117 rand. The shares closed at 124.40 on Thursday.
© Reuters "
P.S.
Nomura who ??? Werd ich wohl jetzt mal googeln .
Bon weekend !
"Nomura cuts MTN to "neutral" from "buy"
Thu 1 Nov 2007, 15:29 GMT
JOHANNESBURG (Reuters) - Nomura International downgraded South African cell phone operator MTN Ltd on Thursday to "neutral" from "buy" after its share price outperformed.
"MTN's Q3 2007 subscriber and ARPU data were respectable and in line with our expectations," a research note said.
"These positive data are already well reflected in the current share price, which has risen some 23 percent in October, compared with the 4 percent rise of the South African All-share Index."
Nomura said it had increased its fair value of the shares to 123 rand from 117 rand. The shares closed at 124.40 on Thursday.
© Reuters "
P.S.
Nomura who ??? Werd ich wohl jetzt mal googeln .
Bon weekend !
ich denkne auch das ARPU und Kundenzahlen gut waren. Außerdem hat MTN noch großes Wachstumspotenzial... Die Aktie wird wahrscheinlich auch weiter laufen.. Ich sehe das eher noch als Langzeitinvestment.
Antwort auf Beitrag Nr.: 32.435.241 von nasdy am 15.11.07 11:27:49Hallo !
Langzeitinvestment ,sehe ich auch so.
aus Wikipedia, der freien Enzyklopädie :
" Average Revenue per User (ARPU), dt. durchschnittlicher Erlös pro Kunde, wird vorwiegend in der Mobilfunkbranche verwendet, um so den Erlös, den ein Kunde in einem bestimmten Zeitraum (meist pro Monat, Quartal oder Jahr) erzeugt, zu beschreiben.
Tendenziell kann man sagen, dass Kunden mit Laufzeitvertrag einen höheren ARPU haben als Kunden mit Prepaid-Karte. Am Anfang der Markterschließung kann ein Mobilfunkanbieter auf Grund des Snobeffektes und der erreichten Zielgruppe einen sehr hohen ARPU erreichen. Muss der Anbieter mit dem Ziel der Markterschließung auch andere Kundengruppen, etwa mit geringerer Kaufkraft, akquirieren, hat dies ein Absinken des ARPU zur Folge.
Siehe auch: Kundenwert"
Schönes WE !
Gruß dubversion
Langzeitinvestment ,sehe ich auch so.
aus Wikipedia, der freien Enzyklopädie :
" Average Revenue per User (ARPU), dt. durchschnittlicher Erlös pro Kunde, wird vorwiegend in der Mobilfunkbranche verwendet, um so den Erlös, den ein Kunde in einem bestimmten Zeitraum (meist pro Monat, Quartal oder Jahr) erzeugt, zu beschreiben.
Tendenziell kann man sagen, dass Kunden mit Laufzeitvertrag einen höheren ARPU haben als Kunden mit Prepaid-Karte. Am Anfang der Markterschließung kann ein Mobilfunkanbieter auf Grund des Snobeffektes und der erreichten Zielgruppe einen sehr hohen ARPU erreichen. Muss der Anbieter mit dem Ziel der Markterschließung auch andere Kundengruppen, etwa mit geringerer Kaufkraft, akquirieren, hat dies ein Absinken des ARPU zur Folge.
Siehe auch: Kundenwert"
Schönes WE !
Gruß dubversion
Weiter zum The Langfrist Investment :
"MTN Group's national long-term rating affirmed at 'A+(zaf)' - Fitch
MUMBAI (Thomson Financial) - Fitch Ratings said it has affirmed MTN Group Ltd' (Nachrichten) s national long term rating at 'A+(zaf)' with a stable outlook, reflecting the mobile operator's continued strong operating margins, healthy cash flows, moderate leverage and strong liquidity.
The ratings agency said MTN is exposed to relatively high country risk outside of South Africa and with the strong growth in many of these markets, the proportion of earnings being derived from higher risk environments is likely to increase in future.
TFN.newsdesk@thomson.com
Copyright Thomson Financial News Limited 2007. All rights reserved "
und weiter :
22.11.2007
12:35 MTN erhöht Anteil in Ruanda
EMFIS.COM - Johannesburg 22.11.07 ( www.emfis.com ) Der größte Mobilfunkbetreiber im subsaharischen Afrika, die südafrikanische MTN , hat ihren Anteil am Mobilfunkgeschäft in Ruanda von 40 % auf 55 % erhöht. Das Unternehmen sagte, dass es in Ruanda bis Ende September 576.000 Mobilfunkkunden gebe, eine Steigerung von 18 % gegenüber dem Vorjahresmonat.
Schönes Wochenende !
Gruß dubversion
"MTN Group's national long-term rating affirmed at 'A+(zaf)' - Fitch
MUMBAI (Thomson Financial) - Fitch Ratings said it has affirmed MTN Group Ltd' (Nachrichten) s national long term rating at 'A+(zaf)' with a stable outlook, reflecting the mobile operator's continued strong operating margins, healthy cash flows, moderate leverage and strong liquidity.
The ratings agency said MTN is exposed to relatively high country risk outside of South Africa and with the strong growth in many of these markets, the proportion of earnings being derived from higher risk environments is likely to increase in future.
TFN.newsdesk@thomson.com
Copyright Thomson Financial News Limited 2007. All rights reserved "
und weiter :
22.11.2007
12:35 MTN erhöht Anteil in Ruanda
EMFIS.COM - Johannesburg 22.11.07 ( www.emfis.com ) Der größte Mobilfunkbetreiber im subsaharischen Afrika, die südafrikanische MTN , hat ihren Anteil am Mobilfunkgeschäft in Ruanda von 40 % auf 55 % erhöht. Das Unternehmen sagte, dass es in Ruanda bis Ende September 576.000 Mobilfunkkunden gebe, eine Steigerung von 18 % gegenüber dem Vorjahresmonat.
Schönes Wochenende !
Gruß dubversion
Antwort auf Beitrag Nr.: 32.541.472 von dubversion am 23.11.07 17:17:16Soll natürlich "Weiter zum Thema Langfrist-Investment"
heißen.
Schönes WE
heißen.
Schönes WE
Hallo !
FAZ_Net vom 27.11.2007 :
"Aktie der MTN Group hält den Aufwärtstrend27. November 2007 Es gibt Trends, die hält in ihrem Lauf weder Ochs noch Esel auf. Dazu zählt die unaufhaltsame Erschließung selbst abgelegenster Regionen durch die Mobilfunkanbieter.
Im Gegensatz zu früheren Zeiten, als die Kommunikation noch massive Investitionen in teuere Leitungen voraussetzte, lassen sich heute weite Gebiete durch den Digitalfunk relativ kostengünstig erschließen. Das führt in Verbindung mit einfachen, günstigen Endgeräten dazu, dass sich entsprechende Angebote selbst in Ländern mit niedrigen Einkommen sowohl für die Anbieter als auch für die Endnutzer lohnen.
Anhaltendes, profitables Wachstum
Aus diesem Grund konnten Unternehmen wie die südafrikanische MTN Group in den vergangenen Jahren nicht nur rasant und überaus profitabel wachsen, sondern aufgrund der nach wie vor relativ niedrigen Penetrationsrate und auch aufgrund der Möglichkeit, mit zunehmendem Wohlstand höherwertige Angebote zu vermarkten, hat das Unternehmen auch in Zukunft noch weitere Wachstumsmöglichkeiten.
Diese Entwicklung zeigte sich zuletzt an den Abonnenten-, Umsatz- und Ertragszahlen für die erste Hälfte des laufenden Geschäftsjahres. In dieser Periode konnte das Unternehmen die Anzahl der Abonnements im Vergleich mit der Vorjahresperiode um 90 Prozent auf 48,4 Millionen Kunden steigern, der Umsatz legte um 69 Prozent auf 34,2 Milliarden südafrikanische Rand zu, der Ergebnis vor Steuern, Zinsen und Abschreibungen um 75 Prozent auf 15,2 Milliarden Rand, das Nachsteuerergebnis um 16,8 Prozent auf 6,3 Milliarden Rand und das angepasste Ergebnis je Aktie um 17 Prozent auf 324,7 Cents.
Das Unternehmen befindet sich weiterhin auf Expansionskurs, sowohl organisch als auch akquisitorisch. Ende Juni war es in 21 Staaten mit einer Gesamtbevölkerung von mehr als 500 Millionen Personen operativ tätig. Die größte Anzahl von Abonnenten hatte es in Nigeria mit einer Kundenzahl von etwas mehr als 14 Millionen Personen, gefolgt von Südafrika mit 13,4 Millionen Personen. Mehr als eine Million Kunden hatte es in Ghana (3,4 Millionen), Syrien (2,6 Millionen), der Elfenbeinküste (2,2 Millionen), Kamerun und Iran mit jeweils knapp zwei Millionen, in Uganda, im Sudan und anderen Staaten in Afrika und dem Nahen Osten bis hin zu Afghanistan, dem Yemen und Zypern.
Bewertung etwas ambitioniert - Aufwärtstrend intakt
MTN versucht einerseits die operativen Kosten möglichst tief zu halten und profitiert auf der anderen Seite über eine Markenbildung, die einheitliche, standardisierte Infrastruktur und nicht zuletzt auch von vergleichbaren Produkten und Distributionskanälen von Skaleneffekten und einer zunehmenden Einkaufsmacht. Die Marke dürfte in den kommenden Jahren noch international bekannter gemacht und gestärkt werden dadurch, dass das Unternehmen bei der anstehenden Fußballweltmeisterschaft als Sponsor auftritt. Aufgrund seiner Bekanntheit und Größe hat MTN Vorteile beim Eintritt in neue Märkte.
Auf dieser Basis dürfte die Aktie noch nicht voll ausgereizt sein, auch wenn sei kurzfristig mit Kurs-Gewinnverhältnissen von 19,4 und knapp 15 auf Basis der Gewinnschätzungen für das laufende und das kommende Geschäftsjahr optisch nicht unbedingt günstig aussehen mag und kurzfristig zu einer gewissen Konsolidierung neigt. Diese dürfte angesichts der anhaltenden Unsicherheit an den Börsen kaum überraschen. Der langfristige Aufwärtstrend ist jedoch auch nach Kursgewinnen von bis zu 1.500 Prozent in den fünf Jahren noch intakt.
Die in dem Beitrag geäußerte Einschätzung gibt die Meinung des Autors und nicht die der F.A.Z.-Redaktion wieder.
Text: @cri
Bildmaterial: FAZ.NET, Firmenpräsentation "
Gruß dubversion
FAZ_Net vom 27.11.2007 :
"Aktie der MTN Group hält den Aufwärtstrend27. November 2007 Es gibt Trends, die hält in ihrem Lauf weder Ochs noch Esel auf. Dazu zählt die unaufhaltsame Erschließung selbst abgelegenster Regionen durch die Mobilfunkanbieter.
Im Gegensatz zu früheren Zeiten, als die Kommunikation noch massive Investitionen in teuere Leitungen voraussetzte, lassen sich heute weite Gebiete durch den Digitalfunk relativ kostengünstig erschließen. Das führt in Verbindung mit einfachen, günstigen Endgeräten dazu, dass sich entsprechende Angebote selbst in Ländern mit niedrigen Einkommen sowohl für die Anbieter als auch für die Endnutzer lohnen.
Anhaltendes, profitables Wachstum
Aus diesem Grund konnten Unternehmen wie die südafrikanische MTN Group in den vergangenen Jahren nicht nur rasant und überaus profitabel wachsen, sondern aufgrund der nach wie vor relativ niedrigen Penetrationsrate und auch aufgrund der Möglichkeit, mit zunehmendem Wohlstand höherwertige Angebote zu vermarkten, hat das Unternehmen auch in Zukunft noch weitere Wachstumsmöglichkeiten.
Diese Entwicklung zeigte sich zuletzt an den Abonnenten-, Umsatz- und Ertragszahlen für die erste Hälfte des laufenden Geschäftsjahres. In dieser Periode konnte das Unternehmen die Anzahl der Abonnements im Vergleich mit der Vorjahresperiode um 90 Prozent auf 48,4 Millionen Kunden steigern, der Umsatz legte um 69 Prozent auf 34,2 Milliarden südafrikanische Rand zu, der Ergebnis vor Steuern, Zinsen und Abschreibungen um 75 Prozent auf 15,2 Milliarden Rand, das Nachsteuerergebnis um 16,8 Prozent auf 6,3 Milliarden Rand und das angepasste Ergebnis je Aktie um 17 Prozent auf 324,7 Cents.
Das Unternehmen befindet sich weiterhin auf Expansionskurs, sowohl organisch als auch akquisitorisch. Ende Juni war es in 21 Staaten mit einer Gesamtbevölkerung von mehr als 500 Millionen Personen operativ tätig. Die größte Anzahl von Abonnenten hatte es in Nigeria mit einer Kundenzahl von etwas mehr als 14 Millionen Personen, gefolgt von Südafrika mit 13,4 Millionen Personen. Mehr als eine Million Kunden hatte es in Ghana (3,4 Millionen), Syrien (2,6 Millionen), der Elfenbeinküste (2,2 Millionen), Kamerun und Iran mit jeweils knapp zwei Millionen, in Uganda, im Sudan und anderen Staaten in Afrika und dem Nahen Osten bis hin zu Afghanistan, dem Yemen und Zypern.
Bewertung etwas ambitioniert - Aufwärtstrend intakt
MTN versucht einerseits die operativen Kosten möglichst tief zu halten und profitiert auf der anderen Seite über eine Markenbildung, die einheitliche, standardisierte Infrastruktur und nicht zuletzt auch von vergleichbaren Produkten und Distributionskanälen von Skaleneffekten und einer zunehmenden Einkaufsmacht. Die Marke dürfte in den kommenden Jahren noch international bekannter gemacht und gestärkt werden dadurch, dass das Unternehmen bei der anstehenden Fußballweltmeisterschaft als Sponsor auftritt. Aufgrund seiner Bekanntheit und Größe hat MTN Vorteile beim Eintritt in neue Märkte.
Auf dieser Basis dürfte die Aktie noch nicht voll ausgereizt sein, auch wenn sei kurzfristig mit Kurs-Gewinnverhältnissen von 19,4 und knapp 15 auf Basis der Gewinnschätzungen für das laufende und das kommende Geschäftsjahr optisch nicht unbedingt günstig aussehen mag und kurzfristig zu einer gewissen Konsolidierung neigt. Diese dürfte angesichts der anhaltenden Unsicherheit an den Börsen kaum überraschen. Der langfristige Aufwärtstrend ist jedoch auch nach Kursgewinnen von bis zu 1.500 Prozent in den fünf Jahren noch intakt.
Die in dem Beitrag geäußerte Einschätzung gibt die Meinung des Autors und nicht die der F.A.Z.-Redaktion wieder.
Text: @cri
Bildmaterial: FAZ.NET, Firmenpräsentation "
Gruß dubversion
Hallo !
Eine Grafik aus dem vorherigen FAZ - Artikel :
"Es gibt Trends,
die hält in ihrem Lauf
weder Ochs noch Esel auf. "
Ein schönes Wochenenende !
dubversion
Eine Grafik aus dem vorherigen FAZ - Artikel :
"Es gibt Trends,
die hält in ihrem Lauf
weder Ochs noch Esel auf. "
Ein schönes Wochenenende !
dubversion
Antwort auf Beitrag Nr.: 32.631.393 von dubversion am 30.11.07 18:57:16war wohl nix 
ja jetzt ja !
Gruß dubversion
Antwort auf Beitrag Nr.: 32.636.369 von dubversion am 01.12.07 10:12:54
interessant: http://www.welt-in-zahlen.de/laendervergleich.phtml?indicato…
interessant: http://www.welt-in-zahlen.de/laendervergleich.phtml?indicato…
Südafrikas Telkokm zu Fusionen bereit
EMFIS.COM - Johannesburg 14.12.07 ( www.emfis.com ) Die südafrikanische Telkom, der größte Festnetzbetreiber Afrikas, gab heute bekannt, dass man offen für Fusionen, Akquisitionen und Joint Venture. Dies sei Teil der Unternehmensstrategie eine große Festnetz- und Mobilfunkbasis aufzubauen. Im vergangenen Monat hat die Telkom die Gespräche mit der MTN Group abgebrochen. Man wollte damals das Festnetzgeschäft mit der MTN Group, dem größten subsaharischen Mobilfunkbetreiber, verbinden. Der Anteil am Joint Venture Vodacom sollte an die Vodafone Group Plc. verkauft werden.
EMFIS.COM - Johannesburg 14.12.07 ( www.emfis.com ) Die südafrikanische Telkom, der größte Festnetzbetreiber Afrikas, gab heute bekannt, dass man offen für Fusionen, Akquisitionen und Joint Venture. Dies sei Teil der Unternehmensstrategie eine große Festnetz- und Mobilfunkbasis aufzubauen. Im vergangenen Monat hat die Telkom die Gespräche mit der MTN Group abgebrochen. Man wollte damals das Festnetzgeschäft mit der MTN Group, dem größten subsaharischen Mobilfunkbetreiber, verbinden. Der Anteil am Joint Venture Vodacom sollte an die Vodafone Group Plc. verkauft werden.
Neues aus dem Iran :
"Source: IRIS (23 January 2008)
Intense Technologies to deploy iECCM framwork at MTN Irancell
Email Print
Intense Technologies announced today that the company bagged the MTN Irancell customer communication management project. MTN Irancell (Teheran) will be using the Intense iECCM (intelligent enterprise customer communication management) framework to substantially reduce its customer communication costs, build its brand image and enhance its customer intimacy levels.
Making this announcement, Raghav Sahgal, CEO of Intense Technologies said, ``We are very excited at being selected by MTN Irancell and see this key project as a validation of the iECCM Framework`s technology edge and excellent value proposition across the telecom vertical. Going forward, we hope to expand our relationship with the MTN Group, an established market leader in the African Telecom space.``
The company enjoys market leadership across the telecom vertical in India and has a significant global telecom clientele. This client acquisition will help Intense consolidate its position as the most preferred provider of intelligent enterprise customer communication management solutions to telecom companies.
MTN Irancell is a joint venture between the Iran Electronic Development (IEDC) and MTN International (Mauritius).
Shares of the company declined Rs 3.95, or 5%, to settle at Rs 75.1. The total volume of shares traded was 4,208 at the BSE. (Wednesday) "
Gruß dubversion
Alaaf und Helau
"Source: IRIS (23 January 2008)
Intense Technologies to deploy iECCM framwork at MTN Irancell
Email Print
Intense Technologies announced today that the company bagged the MTN Irancell customer communication management project. MTN Irancell (Teheran) will be using the Intense iECCM (intelligent enterprise customer communication management) framework to substantially reduce its customer communication costs, build its brand image and enhance its customer intimacy levels.
Making this announcement, Raghav Sahgal, CEO of Intense Technologies said, ``We are very excited at being selected by MTN Irancell and see this key project as a validation of the iECCM Framework`s technology edge and excellent value proposition across the telecom vertical. Going forward, we hope to expand our relationship with the MTN Group, an established market leader in the African Telecom space.``
The company enjoys market leadership across the telecom vertical in India and has a significant global telecom clientele. This client acquisition will help Intense consolidate its position as the most preferred provider of intelligent enterprise customer communication management solutions to telecom companies.
MTN Irancell is a joint venture between the Iran Electronic Development (IEDC) and MTN International (Mauritius).
Shares of the company declined Rs 3.95, or 5%, to settle at Rs 75.1. The total volume of shares traded was 4,208 at the BSE. (Wednesday) "
Gruß dubversion
Alaaf und Helau
Ratingagentur hebt Bewertung :
"12.02.2008 15:49
South Africa's MTN Group raised to 'A2.za' with positive outlook - Moody's
MUMBAI (Thomson Financial) - Moody's Investors Service affirmed the global scale issuer rating of MTN Group Ltd (News) at 'Baa3' and upgraded its national scale rating to 'A2.za' from 'A3.za'.
The outlook on the ratings was changed to positive.
According to Moody's, the upgrade of the national scale rating and positive outlook reflect the company's strong position as the number two mobile telecoms operator in the maturing South African market as well as its leading market position in most of the 21 countries in which it operates, including Nigeria.
The rating upgrade and outlook change are
further supported by the group's strong and improving financial metrics, strong subscriber growth, sustainable business model and a solid and improving track record of managing investments in emerging markets and successfully upstreaming dividends.
However, the ratings remain constrained by the risks associated with the business environments in most of the markets in which MTN operates, some political and regulatory risk associated with the less mature or unpredictable nature of MTN's markets outside South Africa, the perceived challenges posed to the ability of the group to upstream dividends and management fees over the long term and some degree of event risk associated with possible M&A activity though this has diminished to some degree as a concern, Moody's added.
TFN.newsdesk@thomson.com"
Gruß dubversion
"12.02.2008 15:49
South Africa's MTN Group raised to 'A2.za' with positive outlook - Moody's
MUMBAI (Thomson Financial) - Moody's Investors Service affirmed the global scale issuer rating of MTN Group Ltd (News) at 'Baa3' and upgraded its national scale rating to 'A2.za' from 'A3.za'.
The outlook on the ratings was changed to positive.
According to Moody's, the upgrade of the national scale rating and positive outlook reflect the company's strong position as the number two mobile telecoms operator in the maturing South African market as well as its leading market position in most of the 21 countries in which it operates, including Nigeria.
The rating upgrade and outlook change are
further supported by the group's strong and improving financial metrics, strong subscriber growth, sustainable business model and a solid and improving track record of managing investments in emerging markets and successfully upstreaming dividends.
However, the ratings remain constrained by the risks associated with the business environments in most of the markets in which MTN operates, some political and regulatory risk associated with the less mature or unpredictable nature of MTN's markets outside South Africa, the perceived challenges posed to the ability of the group to upstream dividends and management fees over the long term and some degree of event risk associated with possible M&A activity though this has diminished to some degree as a concern, Moody's added.
TFN.newsdesk@thomson.com"
Gruß dubversion
Antwort auf Beitrag Nr.: 33.369.695 von dubversion am 14.02.08 16:57:17Hebt das den Kurs?
Vodafone wants stake in South Africa's MTN-report
http://africa.reuters.com/instrument/gan.php?i=39159128
MTN lifts 2007 profit, subscribers as Iran shines
http://africa.reuters.com/instrument/gan.php?i=39159133
Gruß, Rad
Vodafone wants stake in South Africa's MTN-report
http://africa.reuters.com/instrument/gan.php?i=39159128
MTN lifts 2007 profit, subscribers as Iran shines
http://africa.reuters.com/instrument/gan.php?i=39159133
Gruß, Rad
Antwort auf Beitrag Nr.: 33.715.692 von Radikalinsky am 25.03.08 01:22:58Hallo !
Übernahmegerüchte , wieder mal seit China Telekom vom Oktober ?letzten Jahres :
"Vodafone will bei südafrikanischem Mobilfunkbetreiber MTN einsteigen
Interesse an internationalem Geschäft des Unternehmens
Der britische Mobilfunkkonzern Vodafone will in das internationale Geschäft des südafrikanischen Mobilfunkbetreibers MTN einsteigen. Das berichtete die südafrikanische 'Business Times' (Sonntagsausgabe) und berief sich dabei auf anonyme Quellen bei MTN. Im November letzten Jahres scheiterte Vodafone mit dem Versuch, durch eine Übernahme der Mehrheit am Joint Venture Vodacom seine Expansion in Afrika voranzutreiben (wir berichteten). Vodacom, ein Gemeinschaftsunternehmen des ehemaligen südafrikanischen Staatsmonopolisten Telkom und Vodafone, ist außerhalb Südafrikas in der Demokratischen Republik Kongo, in Lesotho, Mozambique und Tansania aktiv.
Weil MTN und Vodacom in Südafrika direkte Konkurrenten sind, soll sich die Vodafone-Beteiligung auf andere Märkte in Afrika beschränken. Mit dem Einstieg in das Unternehmen könnte der britische Mobilfunkkonzern seine Tätigkeit auf dem Kontinent um 15 Länder südlich des Äquators erweitern. Im nördlichen Afrika arbeitet Vodafone mit Telecom Egypt zusammen.
MTN-Chef Phuthuma Nhleko bestätigte gegenüber der Zeitung, dass Vodafone zu den Unternehmen gehört, die Interesse an einer Partnerschaft bekundet haben. Bisher gebe es aber keine Ergebnisse zu verkünden.
61,4 Millionen Kunden zählte MTN Ende 2007 in über 20 Ländern Afrikas sowie des Nahen und Mittleren Ostens (Afghanistan, Benin, Botswana, Kamerun, Elfenbeinküste, Zypern, Ghana, Guinea Bissau, Republik Guinea, Iran, Liberia, Nigeria, Republik Kongo, Kongo Brazzaville, Ruanda, Südafrika, Sudan, Swasiland, Syrien, Uganda, Jemen und Sambia). Das Unternehmen treibt seine Expansion aggressiv voran und konnte den Umsatz im letzten Jahr um 43 Prozent auf 8,94 Milliarden Dollar ausbauen. (ck)
[ Montag, 24.03.2008, 11:04 ]
Wirtschaftsnews - 25.03.08
Vodafone dementiert Gespräche mit MTN
Johannesburg 25.03.08 (www.emfis.com) Der britische Mobilfunkbetreiber Vodafone Group hat heute Berichte dementiert, laut denen sich das Unternehmen bei der südafrikanischen Mtn Group einkaufen will.
Die südafrikanische Sunday Times hatte am Wochenende berichtet, dass die Vodafone an einem Einstieg bei der internationalen Sparte der MTN interessiert sei.
Ein Sprecher der Vodafone sagte gegenüber der Nachrichtenagentur Reuters, dass man keinen Kontakt mit der MTN hatte.
Auch die MTN sagte, dass man sich nicht in Verhandlungen mit der Vodafone befände.
Quelle: EMFIS.COM, Autor: (cs) "
Rad, ich denke, das es dem Kurs gut tun dürfte
Schönes WE ! dubversion
Übernahmegerüchte , wieder mal seit China Telekom vom Oktober ?letzten Jahres :
"Vodafone will bei südafrikanischem Mobilfunkbetreiber MTN einsteigen
Interesse an internationalem Geschäft des Unternehmens
Der britische Mobilfunkkonzern Vodafone will in das internationale Geschäft des südafrikanischen Mobilfunkbetreibers MTN einsteigen. Das berichtete die südafrikanische 'Business Times' (Sonntagsausgabe) und berief sich dabei auf anonyme Quellen bei MTN. Im November letzten Jahres scheiterte Vodafone mit dem Versuch, durch eine Übernahme der Mehrheit am Joint Venture Vodacom seine Expansion in Afrika voranzutreiben (wir berichteten). Vodacom, ein Gemeinschaftsunternehmen des ehemaligen südafrikanischen Staatsmonopolisten Telkom und Vodafone, ist außerhalb Südafrikas in der Demokratischen Republik Kongo, in Lesotho, Mozambique und Tansania aktiv.
Weil MTN und Vodacom in Südafrika direkte Konkurrenten sind, soll sich die Vodafone-Beteiligung auf andere Märkte in Afrika beschränken. Mit dem Einstieg in das Unternehmen könnte der britische Mobilfunkkonzern seine Tätigkeit auf dem Kontinent um 15 Länder südlich des Äquators erweitern. Im nördlichen Afrika arbeitet Vodafone mit Telecom Egypt zusammen.
MTN-Chef Phuthuma Nhleko bestätigte gegenüber der Zeitung, dass Vodafone zu den Unternehmen gehört, die Interesse an einer Partnerschaft bekundet haben. Bisher gebe es aber keine Ergebnisse zu verkünden.
61,4 Millionen Kunden zählte MTN Ende 2007 in über 20 Ländern Afrikas sowie des Nahen und Mittleren Ostens (Afghanistan, Benin, Botswana, Kamerun, Elfenbeinküste, Zypern, Ghana, Guinea Bissau, Republik Guinea, Iran, Liberia, Nigeria, Republik Kongo, Kongo Brazzaville, Ruanda, Südafrika, Sudan, Swasiland, Syrien, Uganda, Jemen und Sambia). Das Unternehmen treibt seine Expansion aggressiv voran und konnte den Umsatz im letzten Jahr um 43 Prozent auf 8,94 Milliarden Dollar ausbauen. (ck)
[ Montag, 24.03.2008, 11:04 ]
Wirtschaftsnews - 25.03.08
Vodafone dementiert Gespräche mit MTN
Johannesburg 25.03.08 (www.emfis.com) Der britische Mobilfunkbetreiber Vodafone Group hat heute Berichte dementiert, laut denen sich das Unternehmen bei der südafrikanischen Mtn Group einkaufen will.
Die südafrikanische Sunday Times hatte am Wochenende berichtet, dass die Vodafone an einem Einstieg bei der internationalen Sparte der MTN interessiert sei.
Ein Sprecher der Vodafone sagte gegenüber der Nachrichtenagentur Reuters, dass man keinen Kontakt mit der MTN hatte.
Auch die MTN sagte, dass man sich nicht in Verhandlungen mit der Vodafone befände.
Quelle: EMFIS.COM, Autor: (cs) "
Rad, ich denke, das es dem Kurs gut tun dürfte
Schönes WE ! dubversion
Hallo !
Wieder mal Übernahme / Beteiligungs - Meldungen mit der üblichen Dramaturgie :
http://www.ft.com/cms/s/0/120e0198-1228-11dd-9b49-0000779fd2…
http://www.ft.com/cms/s/0/120e0198-1228-11dd-9b49-0000779fd2…
P.S: "The Financial Times Report is absolutly wrong "
Schönes Wochenende !
dubversion
Wieder mal Übernahme / Beteiligungs - Meldungen mit der üblichen Dramaturgie :
http://www.ft.com/cms/s/0/120e0198-1228-11dd-9b49-0000779fd2…
http://www.ft.com/cms/s/0/120e0198-1228-11dd-9b49-0000779fd2…
P.S: "The Financial Times Report is absolutly wrong "
Schönes Wochenende !
dubversion
..
jetzt im Wortlaut :Friday April 25, 08:48 AM Bharti may bid for South Africa's MTN - FT
SINGAPORE (Reuters) - Bharti Airtel, India's top mobile phone firm, may bid for South African telecommunications group MTN in what would be its biggest foreign acquisition, the Financial Times reported on Friday.
The newspaper quoted an unidentified person familiar with the deliberations as saying that Bharti's board members were in advanced discussions about its growth strategy, which had largely been organic to date.
The person said the board would decide whether to press ahead with a "transformational piece of M&A" and a bid for MTN was at the forefront of the ideas under consideration, although he said it was premature to say it would launch a tender offer.
The FT said Standard Chartered was advising Bharti and that Singapore Telecommunications, which owned 30.5 percent of Bharti at the end of 2007 and supported the plan, was being advised by Goldman Sachs.
Sunil Bharti Mittal, Bharti's founder and chairman, told the newspaper that Thursday's board meeting was "just about our quarterly results".
"Of course, we talk to people all the time and don't preclude anything. All I can tell you is how things stand today. That said, this is a competitive business environment and I do not want to be compromised by ruling things out for months."
India Bharti says MTN bid report untrue
25.04.2008 ,8:36 GMT
[-] Text [+] JOHANNESBURG (Reuters) - Bharti Airtel Ltd and MTN Group denied on Friday a newspaper report that India's top mobile services company would bid for its South African-based counterpart.
"The Financial Times report is absolutely wrong," Bharti's joint managing director Akhil Gupta told CNBC television.
"But having said that we always maintain that we believe that maybe it's a good time for us now to look internationally for expansion. We will continue to do so and will continue to evaluate whatever comes to us, but the Financial Times report is not correct."
MTN, Africa's largest mobile phone operator, said in a statement it had received no specific proposal.
"MTN receives tentative approaches from time to time, which are always evaluated by the company. The board of MTN has not received any specific proposal and if and when there is anything specific to report, the market will be notified," it said.
The Financial Times report quoted an unidentified person familiar with the deliberations as saying that Bharti's board members were in advanced talks about its growth strategy, which had so far largely been organic.
The person said the board would decide whether to go ahead with a "transformational piece of M&A" and a bid for MTN was at the forefront of ideas being considered, although it was premature to say it would launch a tender offer.
Shares of MTN, with a market capitalisation of around $33 billion, rose as much as 6.7 percent on the report but later trimmed gains and were up 4 percent at 138.35 rand at 0922 GMT. The JSE blue-chip top-40 index was off 0.3 percent.
Bharti, India's fourth-most valuable firm at about $41 billion, rose 6.5 percent at 898.80 rupees at 0450 GMT, their highest level since February 7.
MTN has been the target of takeover speculation since at least 2004 when a newspaper reported that Norway's Telenor, could be in the running to buy MTN. The report was denied.
Last month, Britain's Vodafone Group denied a report it had been in talks with MTN about acquiring a stake in the South Africa's company's international operations.
"MTN is a quality asset. It's one of the better telecoms stories in Africa," Jan Mentjes, a portfolio manager at Gryphon Asset Management, said. "Whether this rumour about Bharti Airtel is true I will pay attention because I'm sure quite a few parties are looking at MTN."
© Reuters 2008. All Rights Reserved.
gruß dubversion
Hallo ! Morgen ,am Montag, wird's spannend :
Bharti poised for MTN signal
By Jo Johnson in New Delhi and Alec Russell in Johannesburg
Published: May 2 2008 18:26 | Last updated: May 2 2008 18:26
Bharti Airtel, India’s leading mobile operator, said it could “move pretty quickly” if the board of MTN, the South Africa-based telecoms group, puts itself up for sale on Monday.Sunil Bharti Mittal, chairman and managing director of Bharti Airtel, told the Financial Times that he had “been approached by bankers in the last few months in a much more frenzied manner” but had not formally discussed any bid for MTN with his own board.
“I’m always willing to listen to investment bankers,but the real point is whether there is actually a possibility to do this deal,” he said. “We’ll never know unless MTN itself were to come back to us. It’s not come to the stage where I’ve taken it to my board.”
Bankers revealed that Anil Ambani, chairman of Reliance Communications, held extensive talks with Phuthuma Nhleko, MTN chief executive, in the first quarter of 2007 and was poised to re-enter the fray.
The two Indian operators would be unlikely to have a clear run at MTN. Several leading global players, including China Mobile and Vodafone, have analysed how their businesses would combine with those of the Johannesburg-based group.
One telecom executive said: “Everybody has now talked to MTN and the company has been completely analysed to death but its board is still debating what to do. The strategy seems to work, I guess, because the share price keeps going up.”People close to the MTN board said it would not want to be seen selling 100 per cent of one of South Africa’s flagship companies to foreign bidders, but would be open to other structures. The board, which meets on Monday, is chaired by Cyril Ramaphosa, a politician-turned-businessman.
Bankers said no transaction would be politically acceptable unless it involved an integrated management structure, with a dual headquarters and dual listing. Black empowerment groups would also need to keep equity stakes.
People close to the situation said in one possible structure, Bharti would make a partial tender offer for a 51 per cent stake in MTN. The South African group could then keep its listing on the Johannesburg Stock Exchange.
MTN has a market capitalisation of $35.6bn and little net debt.
Mr Mittal said Bharti would have no difficulty in raising funds if required. “Money’s not an issue. Our net debt is just $70m,” he said. “The whole world wants to fund us.”
But bankers warned that financing the purchase of 100 per cent of MTN would be a “struggle” for the Indian operators in nervous capital markets. One suggested that Bharti might team up with a sovereign wealth fund if it decided to go ahead with an offer.
Investment banks are jockeying for position on a deal. Bank of America is advising Reliance; Merrill Lynch and Deutsche Bank are advising MTN; Standard Chartered is advising Bharti; and Singtel, which owns 30.5 per cent of Bharti, is being advised by Goldman Sachs.
Copyright The Financial Times Limited 2008"
Schönes Rest-Wochenende !
Gruß dubversion
Bharti poised for MTN signal
By Jo Johnson in New Delhi and Alec Russell in Johannesburg
Published: May 2 2008 18:26 | Last updated: May 2 2008 18:26
Bharti Airtel, India’s leading mobile operator, said it could “move pretty quickly” if the board of MTN, the South Africa-based telecoms group, puts itself up for sale on Monday.Sunil Bharti Mittal, chairman and managing director of Bharti Airtel, told the Financial Times that he had “been approached by bankers in the last few months in a much more frenzied manner” but had not formally discussed any bid for MTN with his own board.
“I’m always willing to listen to investment bankers,but the real point is whether there is actually a possibility to do this deal,” he said. “We’ll never know unless MTN itself were to come back to us. It’s not come to the stage where I’ve taken it to my board.”
Bankers revealed that Anil Ambani, chairman of Reliance Communications, held extensive talks with Phuthuma Nhleko, MTN chief executive, in the first quarter of 2007 and was poised to re-enter the fray.
The two Indian operators would be unlikely to have a clear run at MTN. Several leading global players, including China Mobile and Vodafone, have analysed how their businesses would combine with those of the Johannesburg-based group.
One telecom executive said: “Everybody has now talked to MTN and the company has been completely analysed to death but its board is still debating what to do. The strategy seems to work, I guess, because the share price keeps going up.”People close to the MTN board said it would not want to be seen selling 100 per cent of one of South Africa’s flagship companies to foreign bidders, but would be open to other structures. The board, which meets on Monday, is chaired by Cyril Ramaphosa, a politician-turned-businessman.
Bankers said no transaction would be politically acceptable unless it involved an integrated management structure, with a dual headquarters and dual listing. Black empowerment groups would also need to keep equity stakes.
People close to the situation said in one possible structure, Bharti would make a partial tender offer for a 51 per cent stake in MTN. The South African group could then keep its listing on the Johannesburg Stock Exchange.
MTN has a market capitalisation of $35.6bn and little net debt.
Mr Mittal said Bharti would have no difficulty in raising funds if required. “Money’s not an issue. Our net debt is just $70m,” he said. “The whole world wants to fund us.”
But bankers warned that financing the purchase of 100 per cent of MTN would be a “struggle” for the Indian operators in nervous capital markets. One suggested that Bharti might team up with a sovereign wealth fund if it decided to go ahead with an offer.
Investment banks are jockeying for position on a deal. Bank of America is advising Reliance; Merrill Lynch and Deutsche Bank are advising MTN; Standard Chartered is advising Bharti; and Singtel, which owns 30.5 per cent of Bharti, is being advised by Goldman Sachs.
Copyright The Financial Times Limited 2008"
Schönes Rest-Wochenende !
Gruß dubversion
Bharti führt Gespräche :
"Telecoms.com :
News Bharti confirms interest in MTN06 Mai 2008
Bharti confirms interest in MTN
Indian operator Bharti Airtel has confirmed that it is discussions with South Africa-based MTN Group, in a move that is rumoured to be valued at around $17bn and would potentially make the Indian operator among the largest in the world.
Bharti confirmed that it is in "exploratory discussion" on Monday, although it stressed that talks "are still at an early stage, are exploratory in nature and may or may not lead to any transaction".
As the biggest operator spanning the Middle East and Africa regions, MTN is something of an obvious target for major investors looking to increase their presence in high growth emerging markets.
MTN had a total subscription base of 68.2 million at the end of the first quarter, with operations in 21 countries. The carrier is 76.9 per cent publicly traded on the Johannesburg Stock Exchange, so Bharti would have to make an offer to institutional and private investors to acquire a majority stake in the company.
MTN's $5.5bn acquisition of Investcom in 2006 expanded its footprint outside South Africa, but many of the markets in which it operates have relatively low penetration rates, making it a prime candidate for an acquisition approach.
To comment on any articles, please contact us at chatback@telecoms.com or have your say on our blog."
Gruß dubversion
"Telecoms.com :
News Bharti confirms interest in MTN06 Mai 2008
Bharti confirms interest in MTN
Indian operator Bharti Airtel has confirmed that it is discussions with South Africa-based MTN Group, in a move that is rumoured to be valued at around $17bn and would potentially make the Indian operator among the largest in the world.
Bharti confirmed that it is in "exploratory discussion" on Monday, although it stressed that talks "are still at an early stage, are exploratory in nature and may or may not lead to any transaction".
As the biggest operator spanning the Middle East and Africa regions, MTN is something of an obvious target for major investors looking to increase their presence in high growth emerging markets.
MTN had a total subscription base of 68.2 million at the end of the first quarter, with operations in 21 countries. The carrier is 76.9 per cent publicly traded on the Johannesburg Stock Exchange, so Bharti would have to make an offer to institutional and private investors to acquire a majority stake in the company.
MTN's $5.5bn acquisition of Investcom in 2006 expanded its footprint outside South Africa, but many of the markets in which it operates have relatively low penetration rates, making it a prime candidate for an acquisition approach.
To comment on any articles, please contact us at chatback@telecoms.com or have your say on our blog."
Gruß dubversion
!
Dieser Beitrag wurde moderiert.
Antwort auf Beitrag Nr.: 34.039.656 von dubversion am 06.05.08 18:13:06Inder wollen afrikanischen Mobilfunkriesen schaffen
von Jo Johnson (Neu-Delhi)
Indiens größter Mobilfunkbetreiber Bharti Airtel will nach Informationen der Financial Times die Mehrheit am südafrikanischen Konkurrenten MTN übernehmen. Durch eine Fusion würde einer der größten Schwellenmarkt-Mobilfunkbetreiber entstehen.
Bharti Airtel bietet 160 südafrikanische Rand (umgerechnet 13,68 Euro) je Aktie für 51 Prozent an MTN. Das Angebot bewertet den südafrikanischen Mobilfunkbetreiber demnach mit 37 Mrd. $ (rund 23,8 Mrd. Euro). MTN ist an der Börse von Johannesburg notiert und in weiten Teilen Afrikas sowie des Nahen Ostens tätig. Insidern zufolge konnte Bharti Airtel mithilfe der Investmentbanken Goldman Sachs und Standard Chartered 12 Mrd. $ der Finanzierungsmittel sichern. Goldman Sachs und Standard Chartered stellen jeweils 6 Mrd. $ des Betrags, der zum Kauf des Kontrollanteils an MTN nötig ist, hieß es aus informierten Kreisen. Den Rest wird Bharti Airtel voraussichtlich durch die Ausgabe von Aktien an MTN-Aktionäre oder an Kreditinstitute finanzieren.
Seit die FT Ende April berichtete, Bharti Airtel erwäge ein Angebot für MTN, hat der Kurs des südafrikanischen Unternehmens erheblich zugelegt. Am Dienstag notierte die MTN-Aktie in Johannesburg zeitweise mit einem Plus von 6,4 Prozent bei 159,10 Rand.
"Wir freuen uns, dass sie mit uns Gespräche führen wollen", sagte Bharti-Airtel-Gründer Sunil Bharti Mittal der FT. Allerdings wisse er nicht, ob die Gespräche zu Ergebnissen führen würden. Seiner Ansicht nach dürfte Bharti Airtel keine Schwierigkeiten haben, das für das Angebot notwendige Geld einzusammeln. "Ich bin überwältigt von der Reaktion, die wir von den Banken erhalten haben", sagte er.
Motivation für das Angebot Bharti Airtels ist der Gedanke, den führenden Telekommunikationskonzern in Schwellenmärkten zu schaffen. Allerdings dürften auch Wettbewerber wie Reliance Communications, Vodafone und China Mobile ihre Optionen prüfen.
MTN wartet höheres Angebot ab
Eingeweihte Personen sagten, MTN habe Bharti Airtel noch keine exklusive Einsicht in seine Bücher gewährt. Das südafrikanische Unternehmen wolle ein Angebot von um die 180 Rand abwarten, durch das MTN mit rund 45 Mrd. $ bewertet würde.
Insider sagten, es sei unwahrscheinlich, dass die MTN-Führung eines der wichtigsten Unternehmen Südafrikas zu 100 Prozent an einen ausländischen Bieter verkaufen würde. Eine Transaktion wäre ihrer Einschätzung nach nur dann politisch akzeptabel, wenn dabei auch eine integrierte Managementstruktur, zwei Hauptsitze und zwei Börsennotierungen in Betracht gezogen würden. Außerdem müsse sichergestellt werden, dass Gruppen, die für die Rechte der südafrikanischen Schwarzen eintreten, an dem Unternehmen beteiligt bleiben.
von Jo Johnson (Neu-Delhi)
Indiens größter Mobilfunkbetreiber Bharti Airtel will nach Informationen der Financial Times die Mehrheit am südafrikanischen Konkurrenten MTN übernehmen. Durch eine Fusion würde einer der größten Schwellenmarkt-Mobilfunkbetreiber entstehen.
Bharti Airtel bietet 160 südafrikanische Rand (umgerechnet 13,68 Euro) je Aktie für 51 Prozent an MTN. Das Angebot bewertet den südafrikanischen Mobilfunkbetreiber demnach mit 37 Mrd. $ (rund 23,8 Mrd. Euro). MTN ist an der Börse von Johannesburg notiert und in weiten Teilen Afrikas sowie des Nahen Ostens tätig. Insidern zufolge konnte Bharti Airtel mithilfe der Investmentbanken Goldman Sachs und Standard Chartered 12 Mrd. $ der Finanzierungsmittel sichern. Goldman Sachs und Standard Chartered stellen jeweils 6 Mrd. $ des Betrags, der zum Kauf des Kontrollanteils an MTN nötig ist, hieß es aus informierten Kreisen. Den Rest wird Bharti Airtel voraussichtlich durch die Ausgabe von Aktien an MTN-Aktionäre oder an Kreditinstitute finanzieren.
Seit die FT Ende April berichtete, Bharti Airtel erwäge ein Angebot für MTN, hat der Kurs des südafrikanischen Unternehmens erheblich zugelegt. Am Dienstag notierte die MTN-Aktie in Johannesburg zeitweise mit einem Plus von 6,4 Prozent bei 159,10 Rand.
"Wir freuen uns, dass sie mit uns Gespräche führen wollen", sagte Bharti-Airtel-Gründer Sunil Bharti Mittal der FT. Allerdings wisse er nicht, ob die Gespräche zu Ergebnissen führen würden. Seiner Ansicht nach dürfte Bharti Airtel keine Schwierigkeiten haben, das für das Angebot notwendige Geld einzusammeln. "Ich bin überwältigt von der Reaktion, die wir von den Banken erhalten haben", sagte er.
Motivation für das Angebot Bharti Airtels ist der Gedanke, den führenden Telekommunikationskonzern in Schwellenmärkten zu schaffen. Allerdings dürften auch Wettbewerber wie Reliance Communications, Vodafone und China Mobile ihre Optionen prüfen.
MTN wartet höheres Angebot ab
Eingeweihte Personen sagten, MTN habe Bharti Airtel noch keine exklusive Einsicht in seine Bücher gewährt. Das südafrikanische Unternehmen wolle ein Angebot von um die 180 Rand abwarten, durch das MTN mit rund 45 Mrd. $ bewertet würde.
Insider sagten, es sei unwahrscheinlich, dass die MTN-Führung eines der wichtigsten Unternehmen Südafrikas zu 100 Prozent an einen ausländischen Bieter verkaufen würde. Eine Transaktion wäre ihrer Einschätzung nach nur dann politisch akzeptabel, wenn dabei auch eine integrierte Managementstruktur, zwei Hauptsitze und zwei Börsennotierungen in Betracht gezogen würden. Außerdem müsse sichergestellt werden, dass Gruppen, die für die Rechte der südafrikanischen Schwarzen eintreten, an dem Unternehmen beteiligt bleiben.
mtn lief ja einigermaßen gut. was mir auch aus südafrika gefällt ist sasol.. Sprit aus kohle und das hochprofitabel
Hallo ?
Doch eine vollständige Übernahme ?
http://www.rediff.com/money/2008/may/15bharti.htm
Gruß dubversion
Doch eine vollständige Übernahme ?
http://www.rediff.com/money/2008/may/15bharti.htm
Gruß dubversion
Hallo !
Oder ist sogar die DTE interessiert ?
http://www.heise.de/newsticker/Telekom-angeblich-an-suedafri…
Schönen Feiertag !
dubversion
Oder ist sogar die DTE interessiert ?
http://www.heise.de/newsticker/Telekom-angeblich-an-suedafri…
Schönen Feiertag !
dubversion
Hallo !
Reuters - Meldung - Ergebnis enttäuscht Anleger :
http://africa.reuters.com/business/news/usn99E617E4-6ED1-11DD-8496-FC3FA08961B4.html
Gruß dubversion
Reuters - Meldung - Ergebnis enttäuscht Anleger :
http://africa.reuters.com/business/news/usn99E617E4-6ED1-11DD-8496-FC3FA08961B4.html
Gruß dubversion
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