Kurita Water - vom blauen Gold profitieren? - 500 Beiträge pro Seite

[Henne99]

Hallo!

Ist hier noch jemand investiert? Auf lange Sicht bestimmt eine sehr gute Gelegenheit.
Als kleine Anregung hier die letzte Analyse der Fuchsbriefe:

Fuchsbriefe - Kurita Water kaufen

10:42 11.04.08

Berlin (aktiencheck.de AG) - Die Experten von \"Fuchsbriefe\" raten zum Kauf der Kurita Water-Aktie (Profil).

Das Unternehmen habe sich auf die Reinigung von Wasser und die Dekontamination verunreinigter Böden spezialisiert. Ende Januar habe die Geschäftsführung von Kurita Water nochmals ihre Ziele bekräftigt. So habe man den Umsatz im Geschäftsjahr per 31.03.2008 um 19% und den Nettogewinn um 49,5% auf 15,7 Mrd. JPY steigern wollen. Könne der Konzern dieses Wachstumstempo beibehalten, werde der Titel mit einem KGV 2009e von rund 20 gepreist. Damit sei Kurita Water kein Schnäppchen, es sei vielmehr der Preis für überdurchschnittliche Expansionschancen.

Diese würden sich auch in der relativen Stärke der Aktie widerspiegeln. So sei das Papier seit Anfang des Jahres um rund 14% gestiegen, während der Nikkei um 14% verloren habe. Der Titel, der in zahlreichen Wasser- und Nachhaltigkeitsfonds enthalten sei, eigne sich nicht nur für Öko-Fans.

Die Experten von \"Fuchsbriefe\" empfehlen, die Kurita Water-Aktie zu kaufen. Das Kursziel sehe man bei 28,00 Euro und ein Stoppkurs sollte bei 19,75 Euro platziert werden. (Ausgabe 15 vom 10.04.2008) (11.04.2008/ac/a/a)

Gruß,

henne

[Henne99]

Hallöle!

Interesse scheint zu bestehen. Daher noch ein paar grundlegende Infos zum Unternehmen und zum Tätigkeitsbereich:

Kurita Water Industries ist im NAI:


Kurita Water Industries gehört weltweit zu den Branchenführern im Bereich Wasser- und Prozessbehandlung und ist mit über 30 Standorten auf allen Kontinenten vertreten.

Kurita befasst sich mit der Entwicklung und dem Einsatz von Technologien zur Wasseranalyse, Membrantechnologien zur Trennung von Verunreinigungen und Giftstoffen vom Wasser, Ionen-Austausch-Technologien und biologischen Verfahren.

Darüber hinaus forscht Kurita zum Thema Korrosionsverhinderung mit dem Ziel der Boden- und Grundwasserreinhaltung sowie zum Thema Wasseraufbereitungs-chemikalien.

Und zudem noch die Brennstoffzellenfantasie (Quelle fuelcelltoday.com):

Kurita Water Industries, Ltd. is a specialised international maker of water treatment equipment and water treatment chemicals. In March 2001 Kurita announced that it had formed a strategic partnership with H Power. H Power will install Kurita’s compact, proprietary water purifier in its residential cogeneration fuel cell systems, starting with an initial test of forty units. Concurrent with forming the alliance, Kurita disclosed that it had made an equity investment in H Power, purchasing an undisclosed number of shares in the open market.
The company is taking part in the New Energy Foundation project (NEF), a programme which aims to commercialise small stationary fuel cells in Japan.

Gruß,

Henne

[Henne99]

Na super, schwache Zahlen aber Bekräftigung der Jahresprognose aus Japan...

[Henne99]

Outlook for the Fiscal Year Ending March 31, 2009

The Group’s consolidated performance was solid overall during the three-month period under review, and the
Group believes that it is on course to achieve the earnings forecasts for the interim period ending September 30,
2008, and the full fiscal year ending March 31, 2009, that appeared in the consolidated earnings release (and in
Japanese in the kessan tanshin) for the fiscal year ended March 31, 2008, issued on April 30, 2008.



Gruß,

henne

[Henne99]

CNBC:

Monday, 7 Jul 2008
Profit from Climate Change in Japan

Environmental and energy companies in Japan look very strong, Makiko Zuercher-Hosaka, fund manager for Japanese equities at Clariden Leu said Monday.

Climate change is a hot issue in Japan and because the country is poor in resources it spends a lot of money to improve the alternative energy sector, Zuercher-Hosaka told "Squawk Box Europe".

Zuercher-Hosaka suggests investing in Japan Steel Works, which makes nuclear power plant components; Toyo Tanso, which makes graphite and carbon used in solar cells; ULVAC, a thin film solar cell equipment supplier; and water treatment company Kurita Water.

The Japanese market looks good relative to other markets because higher inflation is good after the country's period of deflation and could boost consumer spending, according to Makiko.

Gruß,

henne

[Henne99]

Sehr interessanter Artikel, eben auf socialfunds.com gefunden:

August 04, 2008

Investing in Water: Bringing Water to the Sea
by Anne Moore Odell

Whether you wade into investing in water or dive in head first, the water industry offers investors many opportunities.

SocialFunds.com -- Water--so important for life that you don't think about it until its not there. Yet for many parts of the world, securing clean drinking water is a serious problem. Population growth and water usage are already straining current water supplies. The United Nations estimates that in the near future two-thirds of all countries will be "water stressed" with 1.8 billion people suffering from "absolute water scarcity." In developing countries, the lack of clean water and inadequate sanitation is the leading cause of child mortality, reports the UN.

Only around three percent of the water on earth is fresh water. However, fresh water supplies are being destroyed at an alarming rate as surface water supplies are polluted and groundwater supplies, which make up 99% of available freshwater, are mined beyond their natural rate of replenishment. Global climate change further exacerbates the supply issue as climatic changes disrupt weather patterns causing drought and desertification.

The questions poised by the growing demands for water is one that local municipalities, states, and national governments are going to have to answer. As one of the necessities of life, no one should be denied water. In 2000, the UN adopted the Millennium Development Goals, a collection of poverty alleviation benchmarks, which estimates that by 2015 $24 billion needs to be spent on drinking water systems and $142 billion on sanitation technologies globally. Reports released in 2007 by the US Environmental Protection Agency, the Government Accountability Office, and the Water Infrastructure Network show a shortfall of between $300 billion and $500 billion between funding and need over the next 20 years.

For socially responsible and green investors, investing in water can support a double bottom line of earning returns while supporting the environment and communities. A number of indices, accompanying ETFs, and mutual funds follow global water companies. These include the Claymore S&P Global Water Index ETF, Dow Jones US Water Index, ISE-B&S Water Index, Janney Global Water Index, New Kinetics Water Infrastructure Fund, Praetor Global Water Fund, Powershares Water Resources ETF, Palisades Water Index, and S&P Water Index.

"Water is the ultimate 'green' investment," said William S. Brennan, President & Managing Partner for Aqua Terra Asset Management and Portfolio Manager of the Kinetics Water Infrastructure Fund. "As the most essential life-sustaining substance and the most critical input to economies around the globe, water is the only commodity that has absolutely no substitute at any price."

Aqua Terra Asset Management is a registered investment advisor that specializes in investing in global securities of water and water-related businesses. Established in 2006, the firm has a deep domain expertise in the global water industry and focuses on capital appreciation while employing an emphasis on preservation and risk management to limit portfolio exposure to market downturns and volatility.

The demand for water is leading some to compare water to oil. Yet the comparison between oil and water only can be stretched so far. Life needs water to live; life doesn't need oil to survive.

Christian W. Magoon, President and Senior Managing Director of Claymore Securities, told SocialFunds.com, "Water is the only commodity for which there is no replacement. Can we replace oil? Yes. Oil we can replace. Same with lumber or soybeans. There is only so much water on earth, but the demand for water itself is not affected by inflation or tax rates," Magoon said.

"Water is not the new oil yet because oil is priced as a commodity while water still experiences inefficient pricing relative to the cost of treatment and transporting it to the point if use," Aqua Terra's Brennan said.

Brennan continued, "but when one looks at the appreciation of water rights from $2000 an acre to $30,000 an acre in the last 36 months, the price of water in various situations is surging. The cost of a gallon of bottled water vs. the price of a gallon of oil is still 50% higher when put in the terms of what consumers pay for a 16oz bottle water product from Pepsi or Coca Cola."

Water companies span a wide range of sectors and industries including infrastructure, utility, clean water production, efficiency, filtration, purification, monitoring, waste water treatment and pollution control. Sectors that can have a significant impact on water include chemical, steel, manufacturing, and agriculture.

The Claymore S&P Global Water Index ETF has a global investment theme, giving investors assess to 65 different stocks in pure play water companies across ten countries. The ETF reflects the index's diversification between companies that focus on the material side of water production and companies that focus on the utilities and infrastructure side.

Top fund holdings as of the end of August 2008 in the Claymore S&P Global Water Index ETF include Veolia Environnement (7.59 %), ITT Industries inc (6.67 %), Geberit (6.53 %), Danaher Corp. (6.38 %), Kurita Water Industries (6.08 %), Nalco Holding (5.49 %), United Utilities Group (5.31 %), and Itron (4.68 %).

While new technologies around water are being actively explored, Brennan cautions more than a good idea is needed for investors to make money: "While focusing on technologies, one must consider management's ability to commercialize it, open doors to customers, and the right strategies to convince the end user to adopt and scale a new technology. This requires a very specific, experienced management team.

Aqua Terra's team is looking at desalination, smart meters, nanotechnology, improved membranes and filters, and pipe rehabilitation in the form of "trenchless" replacement and "gray" pipes as new areas of growth in water technologies.

© 2008 SRI World Group, Inc.

Gruß,

Henne

[TJ111]

Hallo Henne,

jetzt bist du nicht mehr der Alleinunterhalter hier

Bin auf Kurita über die Österreichische Volksbank aufmerksam geworden:


Die Zukunft ist urban – profitieren Sie davon!
Immer mehr Menschen leben in Städten. Immer größere Ballungszentren entstehen. Die Urbanisierung der Welt ist ein globaler Prozess. In den vergangenen 30 Jahren ist die Zahl der Megacities mit mehr als 10 Mio. Einwohnern von drei auf 19 gestiegen. Und Prognosen der UN sagen, dass 2050 bereits 70% der Weltbevölkerung in Städten leben werden. Die Herausforderungen von Megacities in Industrieländern unterscheiden sich allerdings deutlich von jenen in Schwellenländern, wo die Schaffung einer funktionierenden Infrastruktur im Vordergrund steht.

Mit dem aktuellen Garantie-Zertifikat der Volksbank partizipiert der Anleger am Erfolg von vier internationalen Großunternehmen (Siemens, Kurita Water Industries, Compagnie de Saint-Gobain und Cemex), die vom Trend der Urbanisierung profitieren.

Bei einer Laufzeit von nur 2,5 Jahren bietet der Megacities Bonus Garant (ISIN: AT000B057187) dem Investor die Chance auf einen Bonuszahlung von 25% solange die Sicherheitsbarriere von 50%-60%* nicht berührt oder durchbrochen wird. Wird diese Barriere zumindest einmal berührt oder unterschritten, entfällt der Bonus. 100% Kapitalgarantie stellen sicher, dass der Anleger am Ende der Laufzeit sein gesamtes eingesetztes Vermögen zurück erhält.
Alle Detailinformationen zu diesem Produkt erhalten Sie unter
http://produkte.vb-si.at/AT000B057187

Bist du schon investiert?

Gruß,

TJ111