Proview Highflyer 2007? - 500 Beiträge pro Seite
eröffnet am 30.01.07 13:14:19 von
neuester Beitrag 24.05.07 13:04:52 von
neuester Beitrag 24.05.07 13:04:52 von
Beiträge: 21
ID: 1.108.368
ID: 1.108.368
Aufrufe heute: 0
Gesamt: 1.993
Gesamt: 1.993
Aktive User: 0
ISIN: BMG7283A1036 · WKN: 940599
Feedback
@ All
Leider wird Proview als einer der führenden Produzenten von LCD- und Röhrenmonitoren nur wenig beachtet. Trotz guter Wachstumschancen in einem aussichtsreichen Markt. Weshalb?
Eure Meinung ist gefragt!
Gruss Heini
Leider wird Proview als einer der führenden Produzenten von LCD- und Röhrenmonitoren nur wenig beachtet. Trotz guter Wachstumschancen in einem aussichtsreichen Markt. Weshalb?
Eure Meinung ist gefragt!
Gruss Heini
Antwort auf Beitrag Nr.: 27.293.707 von heinihilflos am 30.01.07 13:14:19ich bin schon lange dabei 
Verstehe auch nicht, warum ein Wert mit einem KGV >4 und einer recht guten Dividenenrendite nicht beachtet wird
Es wird die Zeit kommen, da steigen wir wieder einige 100% und dann bröckeln die Kurse wieder ab... ist immer so mit Proview
Verstehe auch nicht, warum ein Wert mit einem KGV >4 und einer recht guten Dividenenrendite nicht beachtet wird
Es wird die Zeit kommen, da steigen wir wieder einige 100% und dann bröckeln die Kurse wieder ab... ist immer so mit Proview
ein paar Infos zum Wert:
Proview's principal activities are in design, manufacture and trade of LCD & CRT monitors, flat digital LCD and plasma (PDP) televisions, plus computer monitor components and parts. It is a world top-five display devices producer. The Group commands a global retail sales and distribution network covering 50 countries with strong leverage of its world-class manufacturing facilities in China, Taiwan and Brazil.
1H FY2006 Results - Record Turnover & Increased Net Earnings
Overall Results
In spite of surging oil prices and rising interest rates, the Group sustained strong growth during the period under review and achieved another record of consolidated turnover. During six months ended 31 December 2005, the Group succeeded in sales growth of roughly 23% in quantity (over 7 million units shipped), or a substantial 42% increase in turnover (nearly HK$8.4 billion), compared with about HK$5.9 billion for the same period the year before. Net earnings increased 73% to around HK$107 million, with the overall gross profit margin improved from 7.43% to 7.55%.
Reasons for Improvements
The improvements were largely attributable to surging demand and replacement needs for TFT-LCD monitors, better economic conditions led to increased corporate spending on equipment, as well as the Group's increased production scale and efficiency, and effective cost control measures.
LCD Monitors
The Group's LCD monitors shipment during the period demonstrated a growth of 175% to 3.8 million units or around HK$5.7 billion.
CRT Monitors
As LCD monitors become more popular, it is inevitable that demand for the more traditional CRT monitors is on a decline. Around 3.1 million units of CRT monitors were shipped during the period, down 27% from the same period last year. Notwithstanding that, as an entry-level product, CRT monitor is still well received in less developed countries such as India and Brazil. The demands in these countries are still substantial and continue to be profitable.
TVs
Flat digital TV products started to pick up momentum as panel prices fell. The Group's sale of flat digital TV recorded 278% growth to 121,000 units from 32,000 units in the same period last year.
Geographies
All regional markets enjoyed growth; sales in North America, Western Europe and Asia made respective contributions of 27%, 34% and 35% to the Group?s consolidated turnover.
The Group's Branded & ODM Businesses
The Group owns a strong distribution network and collaborates closely with world-class mass merchandisers and distributors. These allowed the Group to build a strong house-brand business. To further expand this business, the Group has obtained licenses from Xerox for the use of its brand on some of the Group's major products. Together with the Group's self-developed brands, "Proview" and "EMC", the Group is in a favorable position to penetrate into different market segments. Capitalizing on the Group's solid foundation in the display industry, the Group has been investing substantially into the development of the ODM business. Almost all major computer named-brands in the world are the Group's ODM customers. Strategic partnership with major upstream suppliers is an important platform to bolster manufacturing and cash flow efficiency, control cost and strengthen the Group's value chain of operations. The Group is in an OEM partnership with Chi Mei Corporation, a major panel manufacturer in Taiwan, for the production of LCD monitors and flat digital TVs.
Investments In R&D And Production
In order to sustain and advance its long-term cost-competitive advantage while maintaining good product quality, the Group has invested in new liquid crystal module (LCM) technologies, as well as the development of LCD monitor and flat digital television products, resulting in cost reduction for its products. In addition to R&D, the Group has also made improvement in the production of LCM, LCD monitors and flat digital televisions. The Group introduced new and improved existing production facilities, and expanded production capacities for various product lines. The Group's latest annual production capacities for CRT monitors, LCD monitors and flat digital televisions stand at 6 million units, 13 million units and 1.2 million units respectively.
Near Future Prospects
The Group will continue to broaden and diversify its customer base across different regions, as well as to deploy resources efficiently to cater for the different market demands for different products. With better cost structure and appealing product designs, the Group is confident of continuous substantial growth in the sales of LCD monitors and achieving its corporate goal of becoming one of the world's top five LCD monitor manufacturers in coming years. For flat digital TVs, the Group expects to enjoy an annual double digits growth in shipment in 2006. Currently, the Group's flat digital TVs are mainly sold under the "Proview" and "MAG" brands in North America. There are plans to enter the flat digital TV OEM business, so as to significantly increasing its annual flat digital TV shipment in the next three years.
Proview's principal activities are in design, manufacture and trade of LCD & CRT monitors, flat digital LCD and plasma (PDP) televisions, plus computer monitor components and parts. It is a world top-five display devices producer. The Group commands a global retail sales and distribution network covering 50 countries with strong leverage of its world-class manufacturing facilities in China, Taiwan and Brazil.
1H FY2006 Results - Record Turnover & Increased Net Earnings
Overall Results
In spite of surging oil prices and rising interest rates, the Group sustained strong growth during the period under review and achieved another record of consolidated turnover. During six months ended 31 December 2005, the Group succeeded in sales growth of roughly 23% in quantity (over 7 million units shipped), or a substantial 42% increase in turnover (nearly HK$8.4 billion), compared with about HK$5.9 billion for the same period the year before. Net earnings increased 73% to around HK$107 million, with the overall gross profit margin improved from 7.43% to 7.55%.
Reasons for Improvements
The improvements were largely attributable to surging demand and replacement needs for TFT-LCD monitors, better economic conditions led to increased corporate spending on equipment, as well as the Group's increased production scale and efficiency, and effective cost control measures.
LCD Monitors
The Group's LCD monitors shipment during the period demonstrated a growth of 175% to 3.8 million units or around HK$5.7 billion.
CRT Monitors
As LCD monitors become more popular, it is inevitable that demand for the more traditional CRT monitors is on a decline. Around 3.1 million units of CRT monitors were shipped during the period, down 27% from the same period last year. Notwithstanding that, as an entry-level product, CRT monitor is still well received in less developed countries such as India and Brazil. The demands in these countries are still substantial and continue to be profitable.
TVs
Flat digital TV products started to pick up momentum as panel prices fell. The Group's sale of flat digital TV recorded 278% growth to 121,000 units from 32,000 units in the same period last year.
Geographies
All regional markets enjoyed growth; sales in North America, Western Europe and Asia made respective contributions of 27%, 34% and 35% to the Group?s consolidated turnover.
The Group's Branded & ODM Businesses
The Group owns a strong distribution network and collaborates closely with world-class mass merchandisers and distributors. These allowed the Group to build a strong house-brand business. To further expand this business, the Group has obtained licenses from Xerox for the use of its brand on some of the Group's major products. Together with the Group's self-developed brands, "Proview" and "EMC", the Group is in a favorable position to penetrate into different market segments. Capitalizing on the Group's solid foundation in the display industry, the Group has been investing substantially into the development of the ODM business. Almost all major computer named-brands in the world are the Group's ODM customers. Strategic partnership with major upstream suppliers is an important platform to bolster manufacturing and cash flow efficiency, control cost and strengthen the Group's value chain of operations. The Group is in an OEM partnership with Chi Mei Corporation, a major panel manufacturer in Taiwan, for the production of LCD monitors and flat digital TVs.
Investments In R&D And Production
In order to sustain and advance its long-term cost-competitive advantage while maintaining good product quality, the Group has invested in new liquid crystal module (LCM) technologies, as well as the development of LCD monitor and flat digital television products, resulting in cost reduction for its products. In addition to R&D, the Group has also made improvement in the production of LCM, LCD monitors and flat digital televisions. The Group introduced new and improved existing production facilities, and expanded production capacities for various product lines. The Group's latest annual production capacities for CRT monitors, LCD monitors and flat digital televisions stand at 6 million units, 13 million units and 1.2 million units respectively.
Near Future Prospects
The Group will continue to broaden and diversify its customer base across different regions, as well as to deploy resources efficiently to cater for the different market demands for different products. With better cost structure and appealing product designs, the Group is confident of continuous substantial growth in the sales of LCD monitors and achieving its corporate goal of becoming one of the world's top five LCD monitor manufacturers in coming years. For flat digital TVs, the Group expects to enjoy an annual double digits growth in shipment in 2006. Currently, the Group's flat digital TVs are mainly sold under the "Proview" and "MAG" brands in North America. There are plans to enter the flat digital TV OEM business, so as to significantly increasing its annual flat digital TV shipment in the next three years.
Antwort auf Beitrag Nr.: 27.295.699 von Sugar2000 am 30.01.07 14:48:06KGV <4 war natürlich gemeint 
Ich halte die Unterbewertung ebenfalls fuer massiv und bin eingestiegen.
Der Grund liegt m.E. ueberhaupt nicht in der wirtschaftl. Entwicklung des Unternehmens, weshalbe die Aktie massiv unterbewertet ist. Es ist ein Wachstumsunternehmen in einer Wachstumsbranche (bei allen Risiken)...
Der einzige Grund fuer die Unterbewertung liegt in einem effizienten Kapitalmarkt fuer Unternehmen dieser Groesse in Hongkong/Taiwan/Singapur. Und es ist richtig, dass diese Unterbewertung frueher oder spaeter beseitigt wird, wenn mal gjemand drauf aufmerksam wird, der Kurs und die Marktkapitalisierung steigen und dann auch Fonds einsteigen. Ich halte auch eine Kursverdopplung fuer angemessen...
Der Grund liegt m.E. ueberhaupt nicht in der wirtschaftl. Entwicklung des Unternehmens, weshalbe die Aktie massiv unterbewertet ist. Es ist ein Wachstumsunternehmen in einer Wachstumsbranche (bei allen Risiken)...
Der einzige Grund fuer die Unterbewertung liegt in einem effizienten Kapitalmarkt fuer Unternehmen dieser Groesse in Hongkong/Taiwan/Singapur. Und es ist richtig, dass diese Unterbewertung frueher oder spaeter beseitigt wird, wenn mal gjemand drauf aufmerksam wird, der Kurs und die Marktkapitalisierung steigen und dann auch Fonds einsteigen. Ich halte auch eine Kursverdopplung fuer angemessen...
Trading Spotlight
Antwort auf Beitrag Nr.: 27.296.033 von bernau am 30.01.07 15:02:07man muss sich die Zahlen mal vor Augen halten!
Ein Unternehmen mit einer Marktkapitalisierung von 659 Mio HKD (65 Mio €) erzielt einen Umsatz von über 16 Mrd. HKD (1,6 Mrd. €)!!!
Wenn die nur ein wenig die Profit Marge ausweiten muss der Wert explodieren!
Ein Unternehmen mit einer Marktkapitalisierung von 659 Mio HKD (65 Mio €) erzielt einen Umsatz von über 16 Mrd. HKD (1,6 Mrd. €)!!!
Wenn die nur ein wenig die Profit Marge ausweiten muss der Wert explodieren!
Antwort auf Beitrag Nr.: 27.296.804 von Sugar2000 am 30.01.07 15:30:33Hoffentlich bald. Dieses ewige dümpeln zwischen 0,09 und 0,1 raubt eine den letzten Nerv.
Gruss Heini
Gruss Heini
Antwort auf Beitrag Nr.: 27.296.804 von Sugar2000 am 30.01.07 15:30:33wobei aber eher davon auszugehen ist, daß die Margen unter Druck geraten, einmal aufgrund der höheren Materialkosten und andererseits durch sinkende Verkaufspreise. Insofern bleibt abzuwarten, inwieweit das im 1.FHj durch höhere Volumina ausgeglichen werden konnte. Diese Unsicherheit dürfte für den - mit Blick auf das EPS des abgelaufenen Jahres - niedrigen Kurs verantwortlich sein
Mühsam ernährt sich der Investierte. Langsam aber sicher gen Norden. So kanns weitergehen.
Gruss Heini
Gruss Heini
Hallo zusammen. Liberresearch hatte letzten Freitag einen Companyvisit bei Proview. Habt ihr schon was davon gehört?
Antwort auf Beitrag Nr.: 27.452.666 von Alexander82 am 05.02.07 22:18:51nö, mal sehen
Antwort auf Beitrag Nr.: 27.452.666 von Alexander82 am 05.02.07 22:18:51Leider noch nicht.Wäre gut mal wieder eine Einschätzung der aktuellen Lage zu erhalten. Weiss jemand wann Zahlen bei Proview anstehen?
Gruss Heini
Gruss Heini
Antwort auf Beitrag Nr.: 27.455.293 von heinihilflos am 06.02.07 07:52:30heute morgen meldete LG, dass die Preise für LCD-Bildschirme nicht so stark gefallen wären, wie prognostiziert... auch gut für Proview!
Abnehmer von Proviewmonitoren hat Zahlen gemeldet:
AIPEI, Feb 6 (Reuters) - Chi Mei <3009.TW>, Taiwan`s No.2
LCD maker, posted a 95 percent plunge in quarterly profits on
Tuesday on sliding screen prices, but it predicted its downcycle
would hit bottom in the second quarter.
Analysts have widely expected demand for liquid crystal
displays (LCDs) to slow in the first quarter after the Christmas
boom, even though cheaper prices have stimulated some fresh
demand for computers and flat-screen TVs.
Chi Mei confirmed that its business was still in a downcycle,
but said relief was in sight.
"In this year`s second quarter, we see things reaching a
bottom. In the third quarter, we see a recovery and in the fourth
quarter we don`t rule out a shortage," said Chi Mei President Ho
Chao-yang.
"This year will be a challenging year for Chi Mei, but also a
year of significant growth."
Ho said that Chi Mei expected its LCD television panel
shipments to rise 45 percent this year from the 9.2 million units
shipped in 2006, with PC panel shipments seen up 30 percent.
Chi Mei Optoelectronics Corp., which trails only AU Optronics
<2409.TW> in Taiwan, earned a net profit of T$436 million (US$13
million) for the three months ended December.
The result was down from T$8.342 billion a year ago, but
represented its first profit in three quarters.
The figure missed the consensus T$2.5 billion forecast by
Reuters Estimates, reflecting the industry`s continuing woes amid
falling prices for LCD panels.
As the industry remains weak in the next few months, Chi Mei
forecast that shipments would decline sequentially in the first
quarter, while average selling prices (ASPs) would either be flat
or decline over the same period.
The company expects first quarter shipments for its LCD
panels used in televisions to drop 15-20 percent in the first
quarter from the fourth, with prices holding firm over that
period, Ho said.
He said Chi Mei expects first-quarter shipments for its LCD
panels used in PC monitors to drop 10 percent, with prices down 5
percent over that period.
Chi Mei`s result came as the Taipei stock market closed on
Tuesday, when its shares rose 3.17 percent to T$34.15 and AU
shares were up 3.92 percent at T$47.70.
Taiwan`s main TAIEX index <.TWII> gained 1.19 percent.
AU Optronics Corp. <AUO.N>, the world`s third-largest LCD
maker, is set to release its fourth-quarter earnings on Thursday.
Sector leaders Samsung Electronics Co. Ltd. <005930.KS> and
LG.Philips LCD Co. Ltd. <034220.KS> of South Korea have expressed
caution over the LCD industry.
LG.Philips LCD, in the red for three quarters in a row,
expected panel shipments to fall by "mid-single-digit percent" in
the first quarter from the fourth quarter, with LCD sale prices
dropping by "low teens percent" in the same period.
Samsung predicted slight falls in LCD sale prices in 2007 but
did not expect excessive growth in LCD supply.
AIPEI, Feb 6 (Reuters) - Chi Mei <3009.TW>, Taiwan`s No.2
LCD maker, posted a 95 percent plunge in quarterly profits on
Tuesday on sliding screen prices, but it predicted its downcycle
would hit bottom in the second quarter.
Analysts have widely expected demand for liquid crystal
displays (LCDs) to slow in the first quarter after the Christmas
boom, even though cheaper prices have stimulated some fresh
demand for computers and flat-screen TVs.
Chi Mei confirmed that its business was still in a downcycle,
but said relief was in sight.
"In this year`s second quarter, we see things reaching a
bottom. In the third quarter, we see a recovery and in the fourth
quarter we don`t rule out a shortage," said Chi Mei President Ho
Chao-yang.
"This year will be a challenging year for Chi Mei, but also a
year of significant growth."
Ho said that Chi Mei expected its LCD television panel
shipments to rise 45 percent this year from the 9.2 million units
shipped in 2006, with PC panel shipments seen up 30 percent.
Chi Mei Optoelectronics Corp., which trails only AU Optronics
<2409.TW> in Taiwan, earned a net profit of T$436 million (US$13
million) for the three months ended December.
The result was down from T$8.342 billion a year ago, but
represented its first profit in three quarters.
The figure missed the consensus T$2.5 billion forecast by
Reuters Estimates, reflecting the industry`s continuing woes amid
falling prices for LCD panels.
As the industry remains weak in the next few months, Chi Mei
forecast that shipments would decline sequentially in the first
quarter, while average selling prices (ASPs) would either be flat
or decline over the same period.
The company expects first quarter shipments for its LCD
panels used in televisions to drop 15-20 percent in the first
quarter from the fourth, with prices holding firm over that
period, Ho said.
He said Chi Mei expects first-quarter shipments for its LCD
panels used in PC monitors to drop 10 percent, with prices down 5
percent over that period.
Chi Mei`s result came as the Taipei stock market closed on
Tuesday, when its shares rose 3.17 percent to T$34.15 and AU
shares were up 3.92 percent at T$47.70.
Taiwan`s main TAIEX index <.TWII> gained 1.19 percent.
AU Optronics Corp. <AUO.N>, the world`s third-largest LCD
maker, is set to release its fourth-quarter earnings on Thursday.
Sector leaders Samsung Electronics Co. Ltd. <005930.KS> and
LG.Philips LCD Co. Ltd. <034220.KS> of South Korea have expressed
caution over the LCD industry.
LG.Philips LCD, in the red for three quarters in a row,
expected panel shipments to fall by "mid-single-digit percent" in
the first quarter from the fourth quarter, with LCD sale prices
dropping by "low teens percent" in the same period.
Samsung predicted slight falls in LCD sale prices in 2007 but
did not expect excessive growth in LCD supply.
Sind schön stabil zum Wochenausklang. Nächste Woche die 0,12€ ?
Gruss Heini
Gruss Heini
Am 26.03. findet die Boardsitzung zur Feststellung der Hj-Zahlen zum 31.12. statt. Insofern sollten wir noch am selben oder aber am nächsten Tag die Zahlen erhalten
zwar handelt es sich nicht um Proview, aber die Meldung ist dennoch interessant:
Seoul 21.03.07
Bei Samsung Electronics rechnet man auch im zweiten Halbjahr mit weiter fallenden Preisen für Fernseh-Flachbildschirme. Dies führte Woosik Chu, der ausführende Vizepräsident des Konzern auf einer Investorenkonferenz in Taiwan aus. Demnach werde sich der Preisverfall für LCD-Bildschirme im TV-Bereich fortsetzen. Samsung hoffe aber dennoch, die Gewinnmargen in diesem Segment steigern zu können.
Bei PC-Monitoren, so Chu, sei hingegen von einer Preiserholung auszugehen. Daneben sollten die Preise für DRAM- und NAND-Speicherchips in etwa auf dem derzeitigen Niveau stagnieren.
http://de.biz.yahoo.com/21032007/390/samsung-preisverfall-fl…
Seoul 21.03.07
Bei Samsung Electronics rechnet man auch im zweiten Halbjahr mit weiter fallenden Preisen für Fernseh-Flachbildschirme. Dies führte Woosik Chu, der ausführende Vizepräsident des Konzern auf einer Investorenkonferenz in Taiwan aus. Demnach werde sich der Preisverfall für LCD-Bildschirme im TV-Bereich fortsetzen. Samsung hoffe aber dennoch, die Gewinnmargen in diesem Segment steigern zu können.
Bei PC-Monitoren, so Chu, sei hingegen von einer Preiserholung auszugehen. Daneben sollten die Preise für DRAM- und NAND-Speicherchips in etwa auf dem derzeitigen Niveau stagnieren.
http://de.biz.yahoo.com/21032007/390/samsung-preisverfall-fl…
Antwort auf Beitrag Nr.: 28.404.282 von MFC500 am 21.03.07 10:53:10Man darf gespannt sein: Gute Nachrichten + steigende Kurse ?
Dieses Dümpeln nervt...
Dieses Dümpeln nervt...
Die Zahlen sind da:
Proview posted a net profit of $102.815 million for the six months ended last December, down 4.12% over the previous corresponding period. The EPS were $0.159. An interim dividend of $0.025 per share was declared.
auführlich:
http://main.ednews.hk/listedco/listconews/sehk/20070327/LTN2…
Proview posted a net profit of $102.815 million for the six months ended last December, down 4.12% over the previous corresponding period. The EPS were $0.159. An interim dividend of $0.025 per share was declared.
auführlich:
http://main.ednews.hk/listedco/listconews/sehk/20070327/LTN2…
Hongkong 11.05.07 (www.emfis.com)
Die Aktie der Proview International Holdings Ltd wurde bei einem Kurs von 1,55 HKD vom Handel ausgesetzt. Zuvor hatte sie unter einem sehr hohem Volumen ein Hoch von 1,60 HKD erreicht.
Hintergrund für die Aussetzung und dem Kursausschlag ist der Einstieg des taiwanesischen Unternehmens Tatung Co. Diese wollen für 20 Mio. US Dollar 20 Prozent an Proview übernehmen, so eine Mitteilung gegenüber der Taiwan Stock Exchange.
Nicht ganz taufrisch aber interessant
Die Aktie der Proview International Holdings Ltd wurde bei einem Kurs von 1,55 HKD vom Handel ausgesetzt. Zuvor hatte sie unter einem sehr hohem Volumen ein Hoch von 1,60 HKD erreicht.
Hintergrund für die Aussetzung und dem Kursausschlag ist der Einstieg des taiwanesischen Unternehmens Tatung Co. Diese wollen für 20 Mio. US Dollar 20 Prozent an Proview übernehmen, so eine Mitteilung gegenüber der Taiwan Stock Exchange.
Nicht ganz taufrisch aber interessant
Antwort auf Beitrag Nr.: 29.448.905 von heinihilflos am 24.05.07 12:15:20der andere Thread ist aktueller!
Bitte nur einen benutzen
Bitte nur einen benutzen
DurchsuchenBeitrag zu dieser Diskussion schreiben
Zu dieser Diskussion können keine Beiträge mehr verfasst werden, da der letzte Beitrag vor mehr als zwei Jahren verfasst wurde und die Diskussion daraufhin archiviert wurde.
Bitte wenden Sie sich an feedback@wallstreet-online.de und erfragen Sie die Reaktivierung der Diskussion oder starten Sie eine neue Diskussion.
Investoren beobachten auch:
| Wertpapier | Perf. % |
|---|---|
| 0,00 | |
| -2,78 | |
| +0,78 | |
| -1,07 | |
| -2,93 | |
| 0,00 | |
| +1,09 | |
| 0,00 | |
| -7,94 | |
| +4,54 |
Meistdiskutiert
| Wertpapier | Beiträge | |
|---|---|---|
| 198 | ||
| 95 | ||
| 69 | ||
| 50 | ||
| 46 | ||
| 42 | ||
| 40 | ||
| 38 | ||
| 35 | ||
| 27 |
