....diese Firma wird bald geschluckt und der Kurs wird explodieren.... - 500 Beiträge pro Seite

[GuterRiecher]

Guten Morgen an alle Trader,

mein Nase hat wieder ein dickes Geschäft gerochen....

Der größte IT-Dienstleister der Welt, die Ami-Firma EDS, hat seinen Akquisitionshunger noch nicht gestillt. Nach der Übernahme von Systematics und Memorex ist EDS weiter auf der Suche nach einem geeigneten Kandidaten.

Der zweitgrößte IT-Dienstleister in Deutschland, M+S AG, wäre ein idealer Übernahmekandidat.

Mit einer derzeitigen Marktkapitalisierung von 120 Mio Euro und einem Umsatz von 1,2 Mrd. wäre M+S ein echtes Schnäppchen. Den hierfür erforderlichen Betrag könnten die Amis aus der Portokasse bezahlen.... Für Systematics mussten die Amis rund 500 Mio Euro hinlegen, für M+S wären es gerade mal 1/4 hiervon!

Die Commerzbank spricht in Ihrer Analyse: ...Nach einer Reihe von Akquisitionen und Management-Veränderungen, sei die Restrukturierung nun beendet. Allerdings seien in diesem Sektor weitere Konsolidierungen möglich und die jüngsten Entwicklungen würden m+s Elektronik als möglichen Übernahmekandidat herausstellen....

[Aeon_Fluxx]

@guterriecher
maaaan... hast du sonst nix zu tun ausser 2000 postings mit dem selben thema zu machen??!!
nimm dir lieber eine flüstertüte und stell dich auf den börsenplatz in frankfurt....

Aeon

[GuterRiecher]

n.a.

ANALYSE: Commerzbank Securities stufen m+s Elektronik hoch auf "buy" Datum: 23.04.2001


FRANKFURT (dpa-AFX) - Die Commerzbank Securities hat die Aktien des Komplettanbieters von IT-Dienstleistungen m+s Elektronik von "accumulate" auf "buy" hochgestuft. Nach einer Reihe von Firmenkäufen und dem Umbau im Management sei das Unternehmen nun in eine Phase der Restrukturierung eingetreten, schrieben die Analysten in einer am Montag vorgelegten Studie. Zudem sei die Aktie im Vergleich zu den Konkurrenten unterbewertet. m+s Elektronik habe seit seinem Börsengang acht Firmen übernommen. Auf diese Weise habe das Unternehmen in den zurückliegenden 18 Monaten 74,65 Mio. Euro ausgegeben, die aus Gewinnen aus dem Börsengang stammten. Momentan würden diese Firmen integriert werden. Die Experten rechnen damit, dass m+s Elektronik auf der ihrer Meinung nach beginnenden Fusions- und Akquisitionswelle bei den IT-Dienstleistern in Europa mitschwimmen wird. Zwar seien die kurzfristigen Reserven im letzten Quartal im Vergleich zum Vorjahr von 77,8 Mio. auf 15,1 Mio. Euro zurückgegangen. Es sei allerdings wahrscheinlich, dass der IT-Dienstleister sein Produkt-Portfolio durch weitere Firmenkäufe stärken werde./sh/rw/sk




Quelle: dpa-AFX

[Aeon_Fluxx]

dann vergiss aber nicht die neuen analysen, die nach bekanntgabe der ergebnisse und dem ausblick veröffentlicht wurden...


Aeon

[GuterRiecher]

Für EDS ist Deutschland der größte Markt (siehe unten)...




FOR RELEASE: Monday, April 2, 2001
EDS Moves to Acquire Systematics AG, Doubling Presence in Germany
Acquisition Expands EDS’ Market Position in European IT Services
PLANO, Texas, and HAMBURG, Germany – EDS today announced the largest European acquisition in its history, the planned purchase of leading German IT services firm, Systematics AG. The total cash and stock transaction is valued at approximately $570 million (€635 million).

EDS expects the acquisition to close around mid-year. The acquisition is expected to be neutral to EDS’ earnings for the remainder of 2001 and accretive in 2002. The combined business leverages EDS’ global reach and thought leadership and Systematics’ regional presence to drive revenue and cost synergies.

Systematics is recognized for expertise in CRM, ERP, digital value chain and systems integration. The company reported revenues of $570 million (€635 million) for the year ending Dec. 31, 2000. At year-end, Systematics reported net working capital of $41 million (€46 million), net debt of $93 million (€104 million), and shareholder equity of $175 million (€194 million).

Assimilation of Systematics’ operations will immediately double EDS’ presence in Germany, Europe’s largest IT services market. The acquisition substantially broadens EDS’ profile in Europe and deepens its penetration in key industry segments such as finance, government, insurance and telecommunications.

“This acquisition underscores our focus on Europe in general and Germany in particular ,” Chairman and CEO Dick Brown said. “EDS will be better able to bring comprehensive, targeted industry service offerings to Europe by combining Systematics’ local industry knowledge and systems integration expertise with our significant strategic infrastructure outsourcing business.”

Under terms of the agreement, EDS will pay approximately $430 million (€480 million) in cash and issue $140 million (€155 million) in EDS shares to acquire all outstanding Systematics shares. EDS has entered into agreements with certain shareholders of Systematics to acquire approximately 70 percent of the outstanding shares for $395 million (€438 million) at $27 (€30) per share. On or before April 9, EDS intends to launch an all-cash tender offer for the remaining publicly held shares for $175 million (€197 million) or $31 (€34) per share.

The agreements are subject to closing conditions, which include clearance of the acquisition by the Merger Task Force of the European Commission and EDS’ acquisition of at least 75 percent of the outstanding shares of Systematics.

“EDS and Systematics have complementary strengths and client profiles,” said John Meyer, president, EDS Information Solutions, Europe, Middle East and Africa. “This acquisition will enable EDS to accelerate growth in Germany and throughout Europe. EDS will also add 2,700 highly talented professionals incented to support our rapid European expansion.”

Systematics provides integrated e-business and IT solutions to a broad client base. It currently serves clients through four divisions: e-consulting, e-applications, systems services and hosted services. The company has a major presence in strategic business locations including Berlin, Cologne, Munich, Frankfurt and Stuttgart.

“Systematics AG is very proud of its achievements since its founding in 1985,” said Detlef Fischer, chairman of the managing board of Systematics AG. “By joining the EDS family, we add global reach and thought leadership to our regional presence. We expect the combination will drive significant revenue and profit growth.”

About EDS
EDS, the leading global services company, provides strategy, implementation and hosting for clients managing the business and technology complexities of the digital economy. EDS brings together the world’s best technologies to address critical client business imperatives. It helps clients eliminate boundaries, collaborate in new ways, establish their customers’ trust and continuously seek improvement. EDS, with its management consulting subsidiary, A.T. Kearney, serves the world’s leading companies and governments in 55 countries. EDS reported revenues of $19.2 billion in 2000. The company’s stock is traded on the New York Stock Exchange (NYSE: EDS) and the London Stock Exchange. Learn more at www.eds.com.

About Systematics AG
Systematics was founded in 1985 and is the largest enterprise in the IT services sector on Frankfurt Stock Exchange`s Neuer Markt. The main services offered are the reengineering of business and IT processes, with the aim of introducing customers to e-business with complete solutions. The company`s know-how ranges from consulting and design to implementation, support and hosting. This back-end integration ensures a distinct competitive edge in the e-business sector. As an integrator independent of manufacturers, Systematics brings a high level of know-how to sectors with rapidly expanding IT requirements. These include banking, insurance, retailing, telecommunications and government. Learn more at www.systematics.de.

The statements in this news release that are not historical statements, including statements regarding the economic impact to EDS of this transaction and future growth of the acquired business, are forward-looking statements within the meaning of the federal securities laws. These statements are subject to numerous risks and uncertainties, including relating to exchange rates, many of which are beyond EDS’ control, which could cause actual results to differ materially from such statements. For information concerning certain of these risks and uncertainties, see EDS’ most recent Form 10-K. EDS disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as may be required by law.


Conference Call

EDS and will hold conference call with the investment community to discuss today’s announcement. The public is invited to participate on a listen-only basis.

The EDS call will be at 7:30 a.m. US CDT
Here are the dial-in and replay numbers for the conference call:

U.S. dial-in number: 1 800 559 9370
International: 1 847 619 6368

A replay will be available for one week:
U.S. 1 877 213 9653 Passcode 3796767
International 1 630 652 3041 Passcode 3796767

The call will be webcast at www.eds.com/announcement

[GuterRiecher]

(Quelle Onvista):

Bankgesellschaft Berlin 04.05.2001
m+s Elektronik halten
Bankgesellschaft Berlin 25.04.2001
m+s electronic Rating ausgesetzt
n.a. 23.04.2001
ANALYSE: Commerzbank Securities stufen m+s Elektronik hoch auf "buy"
Reuters 23.04.2001
Commerzbank stuft m+s Elektronik auf "Kaufen" hoch
Bankgesellschaft Berlin 02.04.2001
m und s Elektronik akkumulieren
Bankgesellschaft Berlin 26.03.2001
m+s akkumulieren
Platow Brief online 23.03.2001
m+s Elektronik abwarten
Focus Money 16.03.2001
m+s Elektronik interessant
Focus Money 18.01.2001
m+s Elektronik spekulativ kaufen
Neuer Markt Inside Online 17.01.2001
m+s Elektronik halten

[GuterRiecher]

Der Übernahmekandidat Nr. 1

....M+S wird entdeckt....