COL BOMBENALARM !!! - 500 Beiträge pro Seite

[VOLKSFURSORGE]

HALLO COL FANGEMEINDE,

BOMBENALARM; DER KURS EXPLODIERT :


Kursbewertung zum 12.02.2000

Pacific Century Cyberworks KURS AUS USA STAND 12.02.2000 UNSER DATUM
Sun Hung Kai KURS AUS HK Stand 11.02.2000 UNSER DATUM

190,30 x 4,295 USD$ = 817,338 USD$ PCCW
122,22 x 1,88 HK$ = 229,77 HK$ SHK
Cash = 636,100 HK $
-------------------------
+++++++++++++++++939,36 Mio. USD$

939,36 : 9142 = 0,10275 USD$ =




0,1040 EURO



DIE SPANNUNG STEIGT !!!

PCCW IST AUCH IM AUFWIND UND EXPLODIERT
BEI KURSEINSETZUNG !!!!

SORRY MEIN OPTIMISMUS ADER DER WIND (SORRY ORKAN )WEHT NACH NOOORRRDDDEEEENNN !

NAJA ICH DENKE DIE FAKTEN SPRECHEN FÜR SICH !!!

[Weltenbummler5]

Dir gehört eine Board- S P E R R E !!!!!!!!!!!!!!!!!!!!

oder ist in Deinem Gehirn die Bombe explodiert ????


Schade das zuviele Tr.... das Board kaputt machen....

[VOLKSFURSORGE]

PS :

WELTENBUMMLER

TIP VON MIR :

IM ADELONG BOARD FINDES DU DEIN ARTGENOSSEN !!


DIE WAHRHEIT, UNGLAUBLICH , ADE.....LONG.


VIEL SPAß, ODER WOLLEN DIE DICH DA AUCH NICHT HABEN.

TSCHÜß

[Weltenbummler5]

nicht aufregen.... immer die Nerven bewahren, wie an der
Börse...

Da Du ja so super im posten bist und auch schon so viele
Theads zur gleichen Aktie aufgemacht hast,

dann schreibe doch mal ,

WAS MACHT CHINA ONLINE (BERMUDA) ????

Das ist nämlich die Frage, die alle interessiert !!!

Wenn Du das nicht weißt, bist Du falsch hier und nicht ich !

Also, was macht China Online denn nun ??????

[Weltenbummler5]

ja volksfürsorge, keine Antwort ist auch eine Antwort.

Das habe ich mir schon gedacht, viel posten viel quasseln,

aber nicht bescheid wissen,

Ein Forum eröffnen aber
nicht einmal wissen was die entsprechende Aktie macht ...


Und der Hammer ein Forum zu China online eröffnen,und über
Pazifik Century C schreiben.. wo gibts denn so was,

doch nur im WO-Board....

so was, untere aller letzte Stufe, so was,

ich will hier nur die Normalen Leute W A R N E N !!!

[tosca1]

wenn dich interessiert was COL macht lese doch einfach mal die (hist.) threads wie z.B. CHINA ONLINE - DIE FAKTEN etc. schau dir zybers HP (zyber.de/asien oder so) zu den asienwerten an und du weisst mehr. diese aktie ist sehr spekulativ aber hat auch enormes potential!

[tosca1]

aber ein wenig euphorie tut sicher hin und wieder gut- aber fakten und realismus sind mir im board auch lieber. gruss tosca1

[tosca1]

China Online (0383.HK)

Stock Price (10/02/00): HK$0.32

Company Restructuring

China Online’s (COL) management recently revealed to us its company reorganisation is
close to completion and future business plans will be formally announced in the coming
two months. We understand COL aims to be a wireless communication service provider,
paying special attention to wireless application protocol services.

Handset Distribution
COL’s services will begin with handset distribution; the company is trying to secure
distribution rights for various brands in Hong Kong and has already been the Principle dealer
for Nokia. In the PRC, COL will use Tristar, its joint venture with Hikari Tsushin, to expand
its handset distribution market there. (Please also refer to our daily commentary of 21 January 2000).

Dividend Income
COL’s management strategy is to invest in profit-making Internet-related companies; COL
will thus benefit from the growth of the Internet by receiving dividends. Over the last month
COL bought 122.2mn Sun Hung Kai shares for $240.5mn as a long-term investment, and is
on the lookout for similar opportunities.

Acquisition
COL will also provide Internet content by acquiring content providers and forming strategic
alliances with companies that can transmit data, such as satellite or cable services. COL has
been identifying appropriate Internet content and service providers in the Greater China region
over the last few months, but no definite agreement has yet been made.
The acquisition route is a good way for COL to quickly establish its content provision
business but, as mentioned in previous commentary, COL’s restructuring could delay the
identification of suitable acquisition targets. Many companies have already jumped on the
Internet bandwagon by acquiring Internet content providers and we are concerned COL would
find it difficult to acquire such a company, offering unique features, for a reasonable price.
COL proposed alliances with data transmission companies should be treated positively as
such alliances are bound to benefit from the multimedia age; however, COL’s management
declined to give further details in this regard.

Cash Cow Company
In mid-January, COL had about $700mn cash on hand. Between 3 January and 2 February
COL sold 9.7mn Pacific Century CyberWorks (PCCW) shares for a $176.6mn cash return,
net of expenses; COL still holds 190.3mn PCCW shares and will treat them as a long-term
investment, according to the management. We estimate COL’s cash balance is $636.1mn,
which would certainly facilitate its acquisition plans.

[tosca1]

sehr guter research einstieg mit umfassenden infos:

http://www.zyber.de/tb/chinahkforum.htm


(gruss an zyber: ganze arbeit!!)



allgemein:

stockhouse.com.hk
quamnet.com
e-finet.com

[abgemeldet-62047]

Sorry kleine korrektur!

Schlußkurs COL Bermuda 0,34 HKD

[Pennyfoxer]

China Online - Research vom 11.02.2000

http://www.finet.com.hk/cgi-bin/research/index.cgi?name=2000…

Company Update

China Online (0383.HK)

Stock Price (10/02/00): HK$0.32

Company Restructuring

China Online’s (COL) management recently revealed to us its company reorganisation is
close to completion and future business plans will be formally announced in the coming
two months. We understand COL aims to be a wireless communication service provider,
paying special attention to wireless application protocol services.

Handset Distribution
COL’s services will begin with handset distribution; the company is trying to secure
distribution rights for various brands in Hong Kong and has already been the Principle
dealer
for Nokia. In the PRC, COL will use Tristar, its joint venture with Hikari Tsushin, to expand
its handset distribution market there. (Please also refer to our daily commentary of 21
January 2000).

Dividend Income
COL’s management strategy is to invest in profit-making Internet-related companies; COL
will thus benefit from the growth of the Internet by receiving dividends. Over the last month
COL bought 122.2mn Sun Hung Kai shares for $240.5mn as a long-term investment, and
is
on the lookout for similar opportunities.

Acquisition
COL will also provide Internet content by acquiring content providers and forming strategic
alliances with companies that can transmit data, such as satellite or cable services. COL
has
been identifying appropriate Internet content and service providers in the Greater China
region
over the last few months, but no definite agreement has yet been made.
The acquisition route is a good way for COL to quickly establish its content provision
business but, as mentioned in previous commentary, COL’s restructuring could delay the
identification of suitable acquisition targets. Many companies have already jumped on the
Internet bandwagon by acquiring Internet content providers and we are concerned COL
would
find it difficult to acquire such a company, offering unique features, for a reasonable price.
COL proposed alliances with data transmission companies should be treated positively as
such alliances are bound to benefit from the multimedia age; however, COL’s management
declined to give further details in this regard.

Cash Cow Company
In mid-January, COL had about $700mn cash on hand. Between 3 January and 2 February
COL sold 9.7mn Pacific Century CyberWorks (PCCW) shares for a $176.6mn cash return,
net of expenses; COL still holds 190.3mn PCCW shares and will treat them as a
long-term
investment, according to the management. We estimate COL’s cash balance is
$636.1mn,
which would certainly facilitate its acquisition plans.

SPEC. BUY

NAV Estimate
2.1% Stake in PCCW at $23.4 per share 4,453.0
Estimated NBV of Other Assets as of June 1999 105.1
Disposal of 9.7mn Shares of PCCW 176.6
Purchase of 122.2mn Shares of Sun Hung Kai (240.5)
Disposal of 400mn Shares of PCCW 492.0
Disposal of 111.3mn Shares of PCCW 117.5
Special Dividends (182.1)
Disposal of Star Paging Inc. (3.0)
Disposal of 71.09% Stake in Star Digitel 6.4
Disposal of Star Paging Telecom Technology (Shenzhen) (1.1)
Disposal of Cosmo Wealth Investment (0.3)

Base Case NAV 4,923.6
Existing Outstanding Shares (mn Shares) 9,152.9
Base Case NAV per Share ($) 0.538
Current Share Price (10/02/00) ($) 0.32
Premium / (Discount) to Base Case NAV (40.5%)
The counter is trading at a discount of 40.5% to our base-case NAV estimate, compared to
the discount of 35% we estimated in mid-January; the change is mainly due to the increased
value of PCCW shares. COL’s share price could be enhanced by its acquisitions, as investors
are still hot on the trail of Internet-concept stocks. The counter is therefore attractive, as the
downside risk appears limited.