Die China-Highfligher -- China der Markt für das neue Millenium - 500 Beiträge pro Seite

[megastock]

Wer hat News über:
Timeless
Pinetech.
Cash
China Online
oder andere Hightech Aktien aus Asien spez. China

Wie sieht es mit der Telekomunikation in China aus?? Wer ist dort sehr aussichtsreich??

Bitte nur gut recherchierte Beiträge posten.

Danke
megastock

[bankman]

Hi megastock,
also ein Geheimtipp ist das zwar nicht (mehr), aber sicherlich eine Überlegung wert:
China Telecom
blue chip in Hongkong, absolut gesund UND, das ist das wichtigste, einziger China-Telekommunikationswert, der im Ausland gelistet ist und bereits läuft.
Beobachte den Wert selbst seit gut 1/2 Jahr, bin in D bei 3,60 rein und dieser Tage vor dem HK-Minicrash bei 7,50 raus. Warte jetzt etwas und werde so um die 5€ wieder einsteigen. Potenzial? Habe mal vor einiger Zeit etwas von HK$ 90 gelesen (sorry, Quelle fällt mir nicht mehr ein, war aber seriös). Das wären dann ca. 12€. Persönlich denke ich, da dürfte mehr drin sein - irgendwann geht`s auch im Reich der Mitte nicht mehr ohne Handy und Internet, da ist ein Riesenmarkt zu beackern.
bankman

[megastock]

Hallo bankman,
vielen Dank für diesen Tip, so etwas in der Art suche ich.
China Telecom ist einmal an der NYSE und einmal als OTC Wert gelistet. Wo ist der Unterschied (außer im Preis)?
Wieso favorisierst du den NASDAQ OTC-Wert?

1. CHINA TELECOM (HONG KONG) LTD -- Nasdaq OTC -- $5,875
oder
2. CHINA TELECOM(HONG KONG)A -- NYSE -- $110,0625

beide Werte werden auch in Deutschland gehandelt.


megastock

[Dako]

Vielleicht kann ich ein wenig helfen. Es handelt sich bei beiden Werten um dieselbe China Telecom. Es gibt jedoch verschiedene Aktienkonstruktionen. Die Werte, die heute zu etwa 5,50 USD/EUR gehandelt wurden sind die "echten" Aktien, mit einem Nennwert von 0,10 HKD. Bei den Werten bei etwa 110 USD handelt es sich um ADRS- Werte (American Deposity Share oder so ähnlich). Dabei werden mehrere Aktien zu einem Paket zusammengefaßt, und dann immer das komplette Paket gehandelt. Im Falle von China Telecom besteht so ein Paket aus 20 Aktien. Diese Pakete werden auch in D gehandelt.

Die WKN`s lauten:
für die Aktien: 909622
für die ADRS: 909571

Hintergrund für das ADRS Verfahren ist meines Wissens die Handelbarkeit von Werten die unter 1 Cent liegen. Wenn ein Wert z.B. 0,05 HKD kostet, so sind das 0,62 Cent. Bei einem Zwanzigerpaket sind das dann 12,4 Cent. Die Sache ist also besser handelbar.

Dako

[Milenium2000]

Bin der Meinung, daß sich China im neuen Jahrtausend dem Internet immer mehr öffnen wird, weil das Internet zum Motor des modernen Wirtschaftswachstums geworden ist. Insofern werden I-Unternehmen, die in den chinesischen markt vordringen, in Zukunft groß verdienen, da China mit seinen 1,2 Milliarden Menschen ein riesengroßer Markt ist. China, Indien, Japan, Korea, Thailand und überhaupt Asiaten sind wild auf`s Internet.
Gruß,
Milenium2000

[Thorsten2000]

Zum Thema China hier noch eine interessante Aktie, mit der man am IPO des größten chinesischen Internet-Portal teilhaben kann:

Stone ELectronic (WKN 888143)

Nochmals die Fakten :

1. Leading portal für Chinese World in US,Taiwan und CHina

2. Im November gab es eine erneute Financing Round mit 60 Mio $ an der Dell Computer Lead Investor war. Darüberhinaus auch hat noch Softbank mit daran teilgenommen.

3. Aufgrund der "quiet period" für das SEC filing gibt es momentan keine News von sina.com, d.h. das Nasdaq-Listing läßt nicht mehr lange auf sich warten

4. Morgan Stanley ist Emissionsberater.

5. Stone ist mit 18% Anteil an SINA.com bestens engagiert.

HP : www.sina.com

Ich denke diese Fakten sprechen für ein Engagement in Stone, zumal Stone noch nicht zu heiss gelaufen ist wie z.B. Pacific Century und sich bei 0,55 - 0,60 eine gute Einstiefbasis bildet.


Ciao

[bankman]

Hi Megastock, komme gerade von Termin zurück, konnte also nicht früher antworten.
Zunächst mal DANKE an Dako - perfekte Arbeit . . .
dem ist eigentlich kaum etwas hinzuzufügen.
Meine Einschätzung: Die Shares für derzeit 5,xx € sind, wie von Dako erläutert, eigentlich die "richtigen". Bei mir kommt dann noch das Gefühl hinzu (das sich in den letzten 6 - 7 Monaten auch in Zahlen erläutern läßt), dass diese "besser" laufen als die ADRS (sind optisch natürlich auch viel billiger und reizen mehr).
Übrigens, die Sache hat ihre ganz eigene Story - ausgehend von den abendlichen Nasdaq-Werten kannst Du früh morgens verfolgen, was in HK abgeht - und schwuppdiwupp passiert in D das selbe.
Fundamental bleibe ich allerdings dabei, dass Ch. T. bei enormem Potenzial einer der "sichersten" Werte in Fernost ist. Die stehen auf gesunden Beinen und wie auch diverse Kollegen im Chat feststellen bietet China ja einen Riesenmarkt.
Bleibt nur noch ganz egoistisch zu hoffen, dass HK heute nacht nochmals konsolidiert (die Nasdaq macht ja gute Hoffnung . . .). Dann könnte mein Wiedereinstiegskurs von 5,0x morgen in D da sein .
bankman

[bankman]

Sehe gerade, dass es einen ganz interessanten thread gibt namens "china telecom - das neueste" oder so ähnlich. Kurz zusammengefaßt: Ich bin wohl nicht der einzige, der morgen einen Kauf ins Auge faßt. Die 5,xx € scheinen sich als Limit doch etwas breiter durchzusetzen (Höchststand waren übrigens 7,80). Finde ich einerseits ganz nett - andererseits aus sicherlich verständlichen Gründen aber auch wieder nicht . . .
bankman

[megastock]

Hallo bankman, Dako, Milenium2000, Thorsten2000,
vielen Dank vorerst, ich glaube ich werde in China Online investieren, ich denke damit ist eine Menge Geld zu machen. China+Internet+Telekomunikation da ist einiges Potentioal drin´. Ich gehe davon aus, das Hong Kong wieder im Minus schließt und uns schöne Einstiegskurse beschert (wie bankman schon sagte).

was haltet ihr denn von:
Timeless : werde ich mal versuchen zu €0,35 einzusammeln
Pine Tech. : versuche ich zu €0,13 einzusammeln

wenn ich Glück habe bekomme ich welche - und USA hilft mir dabei.

Gruß
megastock

[bankman]

Naja,
PineTech könnte ich mir vielleicht vorstellen.
ansonsten wünsche ich GUTE NERVEN. China online z.B. hat, siehe eigenen thread, aus diversen Gründen nicht nur Freunde bei uns . . .
bankman

[s_zwerg]

Hi megastock!
Hab den thread zuerst nicht gefunden. Ist wohl recht schnell nach unten verschwunden.
Kann zwar noch nichts Recherchiertes bieten.
Aber 2 -zugegeben recht lange- Artikel, die ich zu lesen sehr interessant fand.
Der Erste (10 Top-Picks in China)ist vom 06-01 und der zweite (about hartcourt) von heute.

Wie gesagt sorry für den langen Text:
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Quelle: http://www.virtualchina.com/finance/index.html


Douglas C. McGill
Ten China Internet Stocks to Watch in 2000

Yesterday I made the case for bullish China stock investment - especially for small- and mid-sized Western and Hong Kong companies getting a foothold in China`s booming information technology sector.
Today, let`s get to particulars - ten China Internet stocks to watch in 2000.

If there`s one sector primed for takeoff - to register gains at or near the top of global equity league tables for 2000 -- it`s China`s infotech sector.

An official state-sanctioned drive to acquire Western information technology is powering a stampede of joint ventures and foreign investment in China`s infotech sector, the likes of which has never before been seen.

Companies on both sides of the Pacific almost madly signing deals to ensure they get a piece of the new wired China. The trend started more than a year ago and shows no sign of slowing down.

Fueling the Boom

Until last fall, China-foreign Internet deals were mainly about establishing Chinese-language Internet portals -- Dow Jones invested in Sohu.com, News Corp in Chinabyte, and Goldman Sachs and others backed Sina.com.

The signing of the U.S.-China trade agreement allowing China to join the World Trade Organization has unleashed a flood of deals, giving parties on both sides the confidence that both governments, and especially in China, are determined to open China`s economy and to keep it open.

The technological phenomenon of convergence - in which many communications technologies, previously separate, are all now scrambling to offer high-speed Internet service - is also fueling the boom.

In today`s digital world, telecom companies must quickly gain cable expertise; cable companies must gain telephone expertise; telephone companies must gain Internet expertise; personal computer makers need digital wireless expertise; and so on. This fact is driving all of the companies to quickly find partners in other areas to maintain competitiveness.

Grass Roots Entrepreneurism

The flood of new deals made in the past two months are therefore across the board. Western and Hong Kong companies as diverse as CMGI, New Tel, Compaq, Microsoft, China Digital Group, Pacific Century Group, Sun Hung Kai, Cheung Kong, eVision USA, ChinaMallOnline, eCommerce.com, and Entrust have all either announced major Internet plans on their own or with partners in China to grab their own piece of China`s rapidly growing, converged, telecommunications market.

Here are ten companies which are part of this wave and show promise of riding it all the way to a conclusion which, one way or another, would benefit investors.

We are focusing on small- and mid-sized companies, for two reasons. First, numerically there are more of these companies in the wave than large multinationals. This is a cross-cultural, grass roots entrepreneurial phenomenon involving many start-ups on both sides.

Second, although virtually all of the major telecommunications, software, and infotech hardware companies in the Western world are now in China, their operations there are not yet large enough to significantly impact the share price. The shares of small- and mid-sized companies, on the other hand, are already being affected by their China business, sometimes very dramatically.

Some stocks, like Zi Corporation and Graphon Inc., have appreciated by 500 percent or more in the past year.

At least some of the stocks in the list below are likely to enjoy that same fate in the year ahead. Read on and good luck.


1. Zi Corporation (ZICA) -- Based in Calgary, Alberta, makes software allowing Chinese people easy access to the Internet through their TV sets, cellular phones and other digital devices. For more than six months, the company has signed a string of licenses with major Chinese companies and government ministries that has pushed its stock up 1,175 percent since last march to 19.25.
2. Graphon Corporation (GOJO) - An Internet startup specializing in server based computing, Graphon makes software that allows computers with aging microprocessors to run the most sophisticated computing applications. There are 260 million Chinese schoolchildren -- more than the entire population of the United States. That`s helped drive the stock up 230% since April, to $17.95.

3. GRIC Communications Inc. (GRIC) - A Silicon Valley-based Internet infrastructure company, GRIC this week announced a deal China Telecom, the largest network operator in China, to expand its Internet access coverage in China to 42 cities. Shares are up 175% , to 38.5, since they started trading a month ago.

4. Pacific Century Cyberworks (PCCLF) -- The Internet subsidiary of Pacific Century Group, the direct investment company run by Richard Li, the founder of STAR-TV and the 33-year-old son of Li Ka-shing, Hong Kong`s most powerful tycoon. Pacific Century Cyberworks provides broadband internet services via satellite, invests in local and international information technology and internet businesses, and develops the Cyberport project with the Government of Hong Kong. Shares are up 159% to 2.25 since trading began last September.

5. Global Crossing (GBLX) - A fiber optic network and telecommunications services provider, the company uses undersea and terrestrial digital cable systems. The company is playing a key role in delivering broadband Internet access to China, with shares surging last month when Microsoft and Softbank announced investments of a combined $175 million in the company. Shares are up 267% to 48 since they began trading in April, 1998.

6. New Tel Ltd.(NWLL) - The hot China Internet stock of the past week, New Tel, based in Herdsman, Australia, climbed 283 percent Tuesday to close at US$31.50. It did so on the news that it had signed deals to provide an internet portal web site carrying content from 18 Chinese government ministry web sites. Online traders passed around an analyst`s report predicting New Tel could become the "AOL of China."

7. Xin Net (XNET) - Based in Vancouver, Xin Net runs www.xinbid.com, which it claims is China`s first online live auction site. It offers goods for sale to Chinese reading customers in China and beyond. The Canadian company`s operating arm in China, Xin Hai Technology, also runs ISPs in Beijing, Shanghai and Shenyang. The stock is up a cool 2,833% to 14.37, since it began trading last February.

8. eVision USA (EVIS.OB) - The company announced yesterday the launch of a bilingual China web site called eVisionChina.com. It will offer content and services such as search engines and free e-mail. Based in Denver, CO, the share price has risen to $3 from .75 when the company went public in 1995.

9. SINA - Still a private company, Sina.com was rated China`s most popular Chinese-language web site in a poll last July. It has raised more than $50 million in private shareholdings and plans an IPO early this year.

10. SOHU - Also a private company, Sohu.com is another popular Chinese-language web site, based in Beijing. One of its early investors was the U.S. media company, Dow Jones Inc. It also plans an IPO in 2000.

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The Hartcourt Companies Inc. Takes on China`s Internet
The CEO Writes Amazing Letters

Okay, okay, I`ll take another look.
After I told some fellow stockwatchers in the Silicon Investor and Raging Bull bulletin boards yesterday about my ten China Internet stock picks for 2000, I got a flood of e-mails asking me one question: "Where is Hartcourt?!"

"I`ve been following this sector for almost a year now and I am familiar with all of your ten," one correspondent wrote. "I feel Hartcourt has the potential to beat them all. Do yourself a huge favor and check it out. What has transpired in the last couple of month`s is nothing short of spectacular."

Other people who wrote were incredulous that I hadn`t listed The Hartcourt Companies Inc., a Los Angeles company that only eight months ago was an environmental clean-up equipment maker, alongside the likes of Global Crossing (GBLX), Pacific Century Cyberworks (PCCWLF), New Tel Limited (NWTL), and Zi Corporation (ZICA).

I`ve had some experience with Hartcourt. Back in May, when I was working for China Online, I wrote an article about the company. I read everything I could on the company, studied their charts, and called their CEO, one Dr. Alan V. Phan, at his office in Los Angeles. The company was having a little PR problem back then - a press release said they were "the exclusive commercial internet provider in China." That was perhaps the silliest claim made since Al Gore took credit for inventing the Internet, and Dr. Phan graciously admitted as much. "It`s a goof and I admit my mistake in terms of not reading it carefully enough," he said of the press release.

A Quick Bundle

The rest of my article went on to describe the basis for Hartcourt`s extremely rosy-sounding projections in that press release, its "forward looking statements" that it would soon purchase China Infohighway, a Chinese ISP. It turned out to be a pretty complicated stock deal in which US$80 million in new shares of The Hartcourt Companies Inc. would be issued, and then used to buy an 85% share of China Infohighway. Phan also told me on the telephone of an unnamed investor who was ready to put US$40 million in cash used to pay of the company`s debt, improve facilities, and then buy 30% of the company. At the end, the company would be 55% percent owned by China Infohighway, 30% owned by the mystery investor, and 15% by Hartcourt.

Whew! Got all that? And for what purpose, I asked Phan at the time. Was he hoping to build a viable company in China or just buy and flip a stake in an Internet company during a time of super-high valuations? In answer, he urged me to read a recent letter he`d written to Hartcourt`s investors.

At the time, only eight months ago, his plan was to use Hartcourt as a means to make a quick bundle as an Internet play, with plans to use the proceeds to fund a sister company called Enova, an environmental clean-up equipment manufacturer.

Fast Forward

"We remain faithful to our passion and mission of environmental clean-up," Phan wrote. As for the plan to buy China Infohighway, he wrote: "We created an Internet company to satisfy short-term shareholder demand. Upon completion of such merger, present board members will resign, shareholders will reap a short-term windfall, and the mission is accomplished."

Nothing wrong with short-term windfalls, if that`s your game. But it`s not really my game -- I personally like the challenge of figuring out what will be a real business one day. I put Hartcourt out of mind because it was clear from the CEO`s own admission the deal was just a stock market shell game.

Fast forward, then, to yesterday. Upon receipt of the flood of e-mails encouraging me to take another look at Hartcourt, I did. At this point I haven`t done more than read their new web site carefully, but I can say this much so far: very snazzy new web site. Also, Dr. Phan hasn`t lost his touch as a letter writer. I highly, highly recommend these letters for entertaining reading, and I mean that seriously. They are well-written, interesting, thoughtful epistles that show the human side of this businessman - maybe not quite as good as Warren Buffett`s annual report, but awful close.

Up the Hill

For instance, consider this paragraph, which he begins by good naturedly complaining about his overly-cautious lawyers, warning him not to tout Hartcourt stocks too much lest he incur the wrath of investors later. But then the paragraph turns dark: "It reminds me of the time when I was in the Army fighting the communists in Vietnam. When I charged up the hill to overtake the enemy`s position, I did not stop to wonder if these Vietcong`s would sue my ass if I failed. It was the do-or-die, black-and-white world. It is the same with Hartcourt now. There is no other option except the ultimate victory."

Strange thing though. In a matter of months, Dr. Phan`s "passion and mission" for environmental clean up has disappeared utterly. In its place: The Hartcourt Companies will "create the premier financial portal in the Chinese market… and facilitate the expansion of China`s first commercial E-trade financial network." The company also has plans "to participate in the creation of a national ISP" in China. It claims to be the "first and only company to use the CHINAPAC 162 Network which can link investors with their brokerage offices nationwide. There are currently no other entities competing for this business within China."

Amazing claims, although companies as diverse as www.stockstar.com in Shanghai; www.boom.com in Hong Kong; and www.tom.com, the new China portal backed by Li Ka-shing`s Cheung Kong Holdings Ltd., are all competing fiercely in the online trading market in China. Whether they have a tie-in with CHINAPAC 162 I can`t say, but I`ll surely look into it.

Hartcourt shares, the very model of a breathtaking speculative stock, have zoomed dizzingly in recent months, rising in hockey stick fashion from only pennies -- 23 cents exactly one year ago -- to 12.38 today. That`s a 5,180% rise.

Stay tuned. Taking a closer look will be nothing if not interesting.
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soon ...s_zwerg!

[s_zwerg]

sina und sohu sind für mich schon allein wegen des IPOs interessant.
Da kribbelts in den Fingern.

...s_zwerg!