Trans Cosmos: September-Thread 2000 - 500 Beiträge pro Seite

[polzinho]

imho wieder höchste zeit für einen (eigenen) trans cosmos-thread. von den tiefstständen haben wir uns in der zwischenzeit wieder 60% erholen können. zum ath ist aber noch genug platz...



für alle neuen "transen" hier einige infos zu t.c.

Trans Cosmos Inc. was established in 1985 to absorb Maruei Keisan Center Inc., an information processing service company which was established in 1966. The company became publicly held in 1989 and listed on Tokyo Stock Exchange first section on September 1, 1997. it provides comprehensive information services at all stages including planning, development, training, operation and utilization. Information services and business accounted for 97% of fiscal 1999 revenues and venture capital business, 3%. The company has twelve consolidated subsidiaries, seven in Japan, four in the United States and one in China. Oversea sales accounted for less than 10% of fiscal 1999 revenues. OK Kosan Limited is the major shareholder with 20.58% of issued stock.

mehr infos unter

http://profiles.wisi.com/profiles/scripts/corpinfo.asp?cusip…

die beteiligungen sind unter

http://www.transcosmos.com/pages/portfolio.html

abrufbar - den aktuellen yen-kurs gibts unter

http://quote.yahoo.co.jp./q?s=9715&d=v1

[polzinho]

!

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[Schigott]

Hallole polzino,
wurde mal wieder Zeit für einen TC thread, gutes timing. Wie ist Deine Einschätzung allgemein zu japanischen Inets?
Bin mir nicht mehr ganz sicher wie ich Softbank einschätzen muß. Und von der SB Entwicklung hängen wahrscheinlich auch alle anderen (TC, Jafco...) ab.

Rechnest Du im Laufe 2001 nochmal mit dem Test der alten Höhen bei TC?

Gruß

[polzinho]

@ schigott: schwierig zu sagen - japaner sind meister in der übertreibung (nach oben wie unten). tatsache ist, dass wir die tiefststände hinter uns haben und sich wieder ein hübscher aufwärtstrend gebildet hat. also schau´n wir mal, wohin uns dieser trägt. kurse um die 300 würden mich für ende 2000 nicht überraschen.

[polzinho]

heute wieder mal der beweis, dass man sich in japan wenig um die usa kümmert. trotz schwacher nasdaq gestern +3.4%

[goldgo]

@alle

War gestern auf der TC-Homepage, um mir die Beteiligungen anzusehen. Leider ist dabei die Höhe der einzelnen Engagements nicht erschließbar. Diese ist aber für die Bestimmung des inneren Wertes nicht zu vernachlässigen. Kennt jemand von euch hierzu einen Link oder eine diesbezügliche Analyse?

Charttechnisch sieht das ganze ja hochinteressant aus. Ich glaube auch kaum, daß ein nennenswerter Bewertungszuschlag zum inneren Wert existiert, hätte aber nach meiner ersten Einstiegsposition doch gern weitere Informationen, bevor ich aufstocke.

Gruß goldgo

[polzinho]

da bewegen sich unsere transen ja in einer illustren runde! JV gemeinsam mit CMGI, Siemens Venture Capital, etc...

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FOR IMMEDIATE RELEASE
Contacts:

Ana Leung
2Roam
650/306-1295
[e-mail]

Merrill Freund, Sean Audet
Schwartz Communications
415/512-0770
[e-mail]
[e-mail]

Krista Thomas
CMGI @Ventures
650-233-0333, x. 225
[e-mail]

2ROAM COMPLETES $23 MILLION THIRD ROUND INVESTMENT
CMGI @Ventures, Weiss, Peck, & Greer, Trans Cosmos and Siemens Venture Capital to Help Fuel Growth of Emerging Wireless Leader

REDWOOD CITY, Calif., August 9, 2000 - Roam, Inc., a leading wireless Web Application Service Provider (ASP), today announced it has completed a $23 million third round of private financing. The round was led by CMGI @Ventures, the venture capital affiliate of CMGI, Inc. (Nasdaq: CMGI), and also included Siemens Venture Capital, the corporate investment organization of Siemens AG, plus previous investors, Weiss, Peck and Greer and Trans Cosmos. 2Roam will use the funds to expand its operations and sales and marketing departments to support the company’s explosive growth.

"Each of our investors will add tremendous value that goes far beyond money," said Bryan Wargo, co-founder and chief executive officer, 2Roam. "These established industry leaders will help us identify the key partners in the United States, Europe and Asia that will help make 2Roam’s wireless solution the standard for leveraging the best Web content, commerce and services onto all types of wireless devices."

"2Roam is a uniquely promising wireless company that combines a compelling technology and business model with strong senior management. We have faith that Bryan and his team can bring the company’s leading technology, vision and clear value proposition to market successfully," said Josh Daniels, a General Partner with CMGI @Ventures. "2Roam’s impressive list of early customers, including eBay, Shoppinglist.com, Fogdog and myGeek.com, demonstrates that key Internet brands are choosing 2Roam to reach their existing and new customers via wireless devices."

"In the next 12 months, people all over the world are going to expect that their favorite Web sites are available on their handheld devices and wireless phones," said Thomas Dollhopf, Investment Manager of Siemens Venture Capital. "We are investing in 2Roam because we believe they are one of the companies that is going to help make this a reality."

About 2Roam, Inc.

2Roam represents a new class of Wireless Web Application Service Providers (ASP). Based in Redwood City, Calif., 2Roam’s customer-oriented approach, market-driven wireless vision and superior technological platform enable Web site businesses to quickly and profitably extend their business model to the wireless world. With the 2Roam solution, Web site businesses can deliver their content, commerce and services to all types of wireless devices without any changes in the way they do business. Based on a breakthrough technology platform, the 2Roam solution goes beyond pure technology to address the revenue and business needs of customers by enabling value-added e-revenue services and supporting flexible business models. With 2Roam, Web site businesses can now extend their brand and revenue streams to the growing number of wireless users with maximum functionality, usability and control. For more information, contact the company through its Web site at http://www.2roam.com.

About CMGI and CMGI @Ventures

With more than 70 companies, CMGI, Inc. (Nasdaq: CMGI) represents the largest, most diverse network of Internet companies in the world, including both CMGI operating companies and synergistic investments made through its venture capital affiliate, CMGI @Ventures. CMGI leverages the technologies, content and market reach of its extended family of companies to foster rapid growth and industry leadership across its network and the larger Internet Economy. Compaq, Intel, Microsoft, Pacific Century CyberWorks and Sumitomo hold minority positions in CMGI.

CMGI`s majority-owned operating companies include Engage (Nasdaq: ENGA), NaviSite (Nasdaq: NAVI), 1stUp.com, Activate, AdForce, AltaVista, CMGion, CMGI Solutions, Equilibrium, ExchangePath, iCAST, MyWay.com, NaviPath, SalesLink, Tribal Voice, uBid.com, and yesmail.com. CMGI @Ventures has ownership interests in 57 companies, including Lycos, Inc. (Nasdaq: LCOS), Critical Path (Nasdaq: CPTH), MotherNature.com (Nasdaq: MTHR), Ventro (Nasdaq: VNTR) and Vicinity (Nasdaq: VCNT).

CMGI`s corporate headquarters is located at 100 Brickstone Square, Andover, MA 01810. CMGI @Ventures has offices there, as well as at 3000 Alpine Road, Menlo Park, CA 94028. For additional information, see http://www.cmgi.com and http://www.ventures.com.

About Siemens Venture Capital

Siemens Venture Capital (SVC) is the umbrella organization of all Siemens venture activities. True to its slogan of "Fostering Innovation for Economic Success,TM" SVC identifies innovative start-up companies and funds them at seed, early, and mezzanine stages in the high-growth areas of information technology, telecommunications, medical engineering, automation, and microelectronics. Through investments in horizontal technologies, SVC operates across the various business segments of Siemens to cover "multiple impacts," "joint competencies," and "white spaces."

A staff of 13 worldwide manages more than $200 million assets under management.

SVC has offices in Silicon Valley, Boston, and Munich, as well as a representative office in Tel Aviv. For more information, visit the Web site at http://www.siemensventurecapital.com.

Weiss, Peck and Greer Venture Partners

Weiss, Peck & Greer Venture Partners is a private venture capital firm. Established in 1971, the Menlo Park-based group has managed ten venture funds with investments in more than 250 companies and over a billion dollars in invested capital. The partnership is a lead investor in early stage technology companies in the areas of communications systems, components, services as well as software/internet products and services.

Weiss, Peck & Greer Venture Partners has contributed to the success of many industry-pioneering companies including Adaptec, Brocade, Ciena, DoubleClick, Electronics for Imaging, Harmonic Lightwaves, Informatica, Phone.com, Quantum Effect Devices, Sirocco Systems, and Vantive Corporation.

About Trans Cosmos USA

Trans Cosmos USA is a strategic international investor and an active local business partner for U.S. Internet-based technology companies expanding into the Japanese marketplace. It is the international partner-of-choice, offering capitalization of joint ventures, infrastructure development, strategic relationships, staffing and localization to companies in the American technology sector - effectively creating a pipeline of technological information to Japan. Trans Cosmos USA`s portfolio, which focuses on companies specializing in new media, e-commerce, customer care and marketing services, includes such marquee brand names as DoubleClick Inc., RealNetworks Inc., Net Perceptions Inc. and NetRatings Inc. For more information, please visit http://www.transcosmos.com

[polzinho]

aus asiainternet.de

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TransCosmos wurde 1985 gegründet, 1997 wurde das Papier erstmals an der Tokyo Stock Exchange gelistet. Mittlerweile ist das Unternehmen nach Softbank und Jafco die dritte japanische Internetholding. Im Gegensatz zu den beiden anderen ist TransCosmos nicht nur eine reine Beteiligungsholding, sondern bietet auch selbst e-Commerce-Produkte und Dienstleistungen an. Seit 1996 investiert TransCosmos in ausgesuchte Unternehmen aus dem Inetrnetsektor. Neben den rund 50 Beteiligungen in Japan, die von der Einführung des Japan Mothers und des Jasdaq profitieren sollten, besitzt das Unternehmen auch Beteiligungen an den amerikanischen Internetriesen Amazon.com, DoubleClick, AOL, Wit Capital und RealNetworks. Für TransCosmos spricht, dass der Wert ist im Vergleich zu seinen Konkurrenten Softbank und Jafco günstig bewertet ist.

[Pitu]

Trans Cosmos kooperiert mit Ask Jeeves

Ask Jeeves Inc., ein Frage-und-Antwort Service im Internet, teilte mit, dass man eine Zusammenarbeit mit Trans Cosmos eingegangen ist, um eine Version seines Suchdienstes in Japan zu etablieren.

Ask Jeeves und TransCosmos werden den gleichen Anteil an dem Joint Venture haben, welches sich unter Ask Jeeves Japan den Betrieb aufnehmen wird.

(Quelle: asiainternet.com)

[polzinho]

ging im land der aufgehenden sonne heute nacht das licht aus?

[polzinho]

zunächst link zu einer liste von forbes japan-empfehlungen. darunter trans cosmos (neben sony und anderen):

http://www.forbes.com/forbes/00/0703/6515264tab1.htm

jetzt eine interessante story, ebenso aus forbes.com

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Tokyo`s Buried Treasures

By Jack Egan

FOR THE PAST TEN YEARS IN-vesting in Japan has been reminiscent of Madam Butterfly, except the foreigners are the ones ending up with a blade through them. Many foreign investors have fled from stocks traded in Tokyo.

One reason is the market`s downdraft this spring after a heartening 1999 rally. Another, more ominous factor: fears that the Japanese government is both tweaking the market and phonying the numbers to hide how weak the nation`s economy remains.

"Investors got too excited about Japan last year," says Michael Levy, who is the head of international equities for the Deutsche Asset Management family of mutual funds run out of New York. The top-rated (up 28% for the most recent 12 months) $4 billion Deutsche International Equity Fund, his major fund, has stayed that way by underweighting stocks in the globe`s second-largest economy. While Japan`s market value is 25% of the combined non-U.S. markets in the world, this fund is just 12% in Japanese stocks.

Levy and other American investment managers are suspicious about the Nikkei`s climb above 20,000 just before the corporate fiscal year ended on Mar. 31. That`s when banks and other financial institutions mark their equity holdings to market for the 1999 year. The higher share prices stand on that date, the stronger their capital position looks. Price manipulation cannot be ruled out, even for big companies; some of them have fairly small trading volumes.

Another recent controversy is the Japanese government`s omission of a normally reported statistic for 1999`s final quarter. Its absence made the economy seem stronger. When the media unearthed the curious exclusion, the government restated the numbers downward.

Levy is dismayed that when the Nikkei was substantially revised in early April to reflect that changing economy, not one of the many construction company stocks was dropped. Reason: big-time largess in the form of massive--and massively wasteful--public works contracts, which he attributes to their being major financial backers of the ruling Liberal Democratic Party. The boondoggles are meant to keep the economy from sinking further.

Despite all the macro problems, however, good buys still exist in Japan. Levy, an 18-year veteran of the global markets at 52, says the key is to find companies honed by international competition with good growth prospects like Sony and drugmaker Takeda Chemical Industries.

The more adventurous might try Trans Cosmos, a junior version of Softbank. It has a Softbank-like crazy multiple of 174. But Trans Cosmos has been reporting better financial results: a 105% increase in net earnings for the fiscal year ending Mar. 31.

The big economic picture? Despite a protracted recession, corporate earnings reports this year have exceeded expectations. More companies are embracing U.S.-style stock options as an executive incentive. A new bankruptcy law, effective in April, could hasten restructuring of moribund enterprises. The once-sacrosanct banks are also up for grabs, with new investors attracted by a procedure similar to the U.S.` with the savings and loan debacle. Banking authorities just approved a Softbank-led bid for Nippon Credit Bank. That follows the takeover by U.S. investors of Japan`s Long-Term Credit Bank in 1999 under favorable terms.

Maybe the 1999 market rally was more precursor than aberration.