[b]SATYAM INFOWAY: Die Ralley hat begonnen![/b] - 500 Beiträge pro Seite

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SATYAM INFOWAY (WKN 765731)

Leider wurde die Umstellung des Satyam Infoway-Aktien von 4/10 spon. ADRS (928680) auf volle Orginalaktien (765731) von vielen (inklusive W:O) noch nicht bemerkt.
In Deutschland findet nur ein geringfügiger Handel statt, die Kurse hinken regelmässig den an der Nasdaq gehandelten Kursen hinterher.
Der Kurs der Aktie hat seinen Boden gefunden und ist seit mehreren Tagen bereits am steigen, ohne dass Nachrichten publik werden. Evtl. steigen derzeit wieder Fonds in grösserem Ausmass ein - anders kann ich mir die aktuellen Kursbewegungen nicht erklären!

Satyam Infoway dürfte auf dem momentanen Kursniveau (1/100 des Höchstkurses) insbesondere dadurch interessant sein, da der Hightech-Sektor in Indien, wie übrigens allgemein bei den Schwellenstaaten in der Entwicklung noch Potential hat.
Während es in den Industrieländern Rezession und Marktsätigung gab / gibt und die Hightechs dementsprechend crashten, dürften die Umsätze von Satyam Infoway noch weiter angestiegen sein. Durch die Unsicherheit an den Märkten wurde das Kapital jedoch insbesondere aus den Schwellenstaaten abgezogen was dort zu überproportionalen Kursverlusten führte. Hier bietet sich jetzt auf dem aktuellen Niveau eine interessante Einstiegsmöglichkeit! Der Rebound nach oben hat beriets begonnen, Widerstände nach oben wurden problemlos durchbrochen, so dass der Weg nach oben derzeit charttechnisch frei ist.

Weitere Meinungen zu dieser Aktie?
P.S.: interessant sehe ich derzeit auch chinesische Aktien, wie z.B. Netease.com, Sina.com, aber auch Pacific Internet!

Grüsse, ER

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Hier der Nasdaq-Chart.
Aktuelle Kursspanne in Frankfurt: 3,70 - 4,20 Euro

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Der Jahres-Chart:

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5-Jahres-Chart:

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Dear SatyamOnline subscriber,

Customer Interaction has changed a lot since 1998 when we began our services, but our zeal and commitment has not. We have always been on the look out to add value to our customers experience and exceed their quality and performance standards. It is this commitment to providing the highest quality service that makes us what we are today--the No1 ISP in Asia (Internet world ,Singapore). In fact, our Customercare services is the first such service in the country to be accorded the latest ISO standard ISO 9001:2000 which gives us the confidence that we are doing things right.



In continuation of our efforts to add value to your experience, we have enabled another forum for you to stay in touch with us - Customer Corner. This is a simple web based interaction service, through which you can log in any request, query or concern and voila! - you will receive a response from our team in the shortest possible time. To show the seriousness we accord your interaction, we will provide you with a unique reference number for your query and you will be able to come back at any point in time and find out the status of your query.




This is just another step towards enhancing the quality of your net experience.



warm regards


Ajay Nambiar
Sr.Manager - Customercare

Quelle: http://customercare.sify.com/

[Reiners]

Ich kann vor diesem Wert nur warnen.

Nehmt lieber Pacific Internet. Hier stimmen die Zahlen und die Entwicklung.

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Hier die Zahlen von Satyam Infoway (pdf-files):

http://www.satyam.net.in/financeresult/qe30sep2002.asp

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@Reiners: die letzten zahlen von Sify waren doch überraschend gut und die Entwicklung des Unternehmens wird immer mehr vorangetrieben:


SIFY
Satyam Infoway Limited Nasdaq-NM


SIFY reports US GAAP results for the Quarter ended 30th September 2002
CHENNAI, India--(BUSINESS WIRE)--Oct. 12, 2002--


SIFY posts 15% revenue growth Q on Q, 24% reduction in cash losses; Accelerates growth in Corporate Services, extends leadership in this business

Satyam Infoway Limited (Nasdaq:SIFY), India`s premier Internet, networking and eCommerce company, announced today its consolidated US GAAP results for the quarter ended 30th September 2002.

Performance highlights:

-- Sales revenue increased quarter-on-quarter by 15%.

-- Cash losses (EBITDA) reduced to USD 3.2 million; is 24% lower
than last quarter.

-- Cash burn (net reduction in cash) reduces to USD 3.2 million;
26% lower than last quarter.

-- Cash burn includes two one time elements: purchase
consideration paid for acquisition of WIPRO`s corporate
connectivity customers and the advance for procuring STM-1
fibre bandwidth paid to VSNL.

-- Cash and cash equivalents, as at the end of quarter was USD
9.1 million. Definitive agreements entered into with a
Softbank fund & VentureTech to raise a further USD 20.0
million.


Mr R Ramaraj, CEO & MD said, " I am pleased with two trends in our performance this quarter. One: Sify extending its leadership in the corporate services business and growing its topline revenues. The second is the further reduction of losses in the retail Internet access business with improving ARPUs and reduction in bandwidth costs. Sify`s strength in the market place and its potential are endorsed by two significant events in the quarter: Wipro opting to migrate its corporate customers for network services to Sify and exiting the business, and Softbank & VentureTech agreeing to invest $ 20 million into Sify".


Summarized Results:
( In $ million, all translated at $1 = Rs. 48.40 )

Particulars Quarter Ended Quarter Ended Year Ended
30 September 30 June 31 March
2002 2001 2002 2002

Corporate Services 5.01 4.31 4.36 16.37
Retail Internet Access 3.11 2.95 2.83 10.81
Interactive services 0.91 1.04 0.78 4.24
Others 0.55 0.18 0.38 1.11
Sales Revenue 9.59 8.48 8.36 32.54

Cash loss (EBITDA) (1) 3.16 4.81 4.19 20.31

Net Loss (2) 9.00 115.50 8.80 147.90

Cash Loss per ADR ($/ADR) (3) 0.14 0.21 0.18 0.88
Net Loss per ADR ($/ADR) (3) 0.39 4.98 0.38 6.37


(1) Cash loss relates to Earnings before interest, tax, depreciation and amortization. This is not part of the certified financial statements published under US GAAP.

(2) Net loss for Sep 2002 includes a one off depreciation charge of USD 2.4 million in respect of assets of Satyam Institute of E-Business that has not commenced operations.

(3) Calculated based on the current ratio of one ADR equal to one equity share

Corporate Services:


Corporate services continues to be the mainstay of Sify`s business model, accounting for 52% of sales revenue. The IDC Report of September 2001 had stated that Sify was the clear leader in VPN services in India, followed by Wipro. Sify`s acquisition of Wipro`s customers and aggressive acquisition of new customers has extended Sify`s leadership further in this market.

-- Sales revenue grew by 14.9% over immediately preceding quarter

-- The migration of Wipro`s corporate network customers in a
phased manner resulted in an increase in the size of the VPN
customer base. Amongst others, large corporates such as ONGC,
Godrej, Haldia Petrochemicals, ITC, Tata Tea and KPMG were
added.

-- During the quarter, other new customer wins in the VPN segment
included companies such as UTI Worldwide, Baxter India, Kores
India and TTK Heath care. Repeat orders from Hutch, General
Electric and Lucent augmented Sify`s dominance in the VPN
market space.

-- Broadband initiatives for corporates resulted in many customer
acquisitions for providing last mile solutions on wireless
broadband.

-- Voice-enabling of ExpressMeet, Sify`s proprietary web
conferencing tool, for a user friendly, cost-effective voice
and collaborative conferencing solution.

-- An upgraded version of the web based interactive Network
Management System within Sify was activated.


Sify became the single largest buyer to acquire on lease from VSNL an STM-1 fibre bandwidth link. Bulk of the Internet bandwidth customers moved to the state of the art STM-1 gateway with improved performance and quality of user experience.

Consumer Business Division

Access Media:


The current quarter witnessed a wide penetration of Sify`s Internet telephony launched in the previous quarter across I-ways and retail channels. The usage has crossed 1 million minutes from introduction of the service.

Broadband connectivity now spans 80% of the Sify`s cyber cafes in the country making it the largest broadband access provider for consumers in India.

Sify continues to be a strong player in the Retail Internet access at home through dial up services.

Retail Internet subscribers at end of September 2002 was 600,000.

Interactive Services:


Re-launch of the popular Samachar news site, with a new look and feel and user friendly navigation has been well received by the global Indian community of Internet users. This will help Sify consolidate its position as the most important window for them in the Internet space.

Fresh funding of $ 20 million into Sify:


SOFTBANK Asia Infrastructure Fund, through an investment arm, and VentureTech have agreed to invest USD 20.0 million into Sify by subscribing to fresh issue of equity. Under this agreement, USD 16.5 million is expected to be injected before 31 December 2002 and USD 3.5 million before 30 April 2003. The completion of these transactions is subject to receipt of approval of Sify`s stockholders, Government of India approvals and the satisfaction of other closing conditions.

About Sify:


Satyam Infoway Ltd. is the largest network and e-Commerce services company in India, offering end-to-end solutions with a comprehensive range of products delivered over a common Internet backbone infrastructure. This Internet backbone reaches 53 points of presence in India, representing an estimated 90% of the established PC base in the country. A significant part of the company`s revenue is derived from Corporate Services, which include corporate connectivity, network and communications solutions, security, network management services and hosting. As of September 30, 2002, a host of blue chip customers used Sify`s corporate service offering. Sify`s Consumer Internet Access business had, as of September 30, 2002, approximately 600,000 retail subscribers. The company`s network services, data center operations and customer relationship management are accredited ISO 9001:2000.

For more information about Satyam Infoway, visit www.sifycorp.com.

Forward Looking Statements:


This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. The forward-looking statements contained herein are subject to risks and uncertainties that could cause actual results to differ materially from those reflected in the forward-looking statements. Sify undertakes no duty to update any forward-looking statements.

The securities proposed to be issued to Softbank and VentureTech have not been registered under the Securities Act of 1933, as amended, are being sold to non-U.S. persons in a private placement and may not be reoffered or resold except pursuant to a registration statement or an exemption from such registration requirements. This press release is neither an offer to sell nor the solicitation of an offer to purchase any such securities.

For a discussion of the risks associated with Satyam Infoway`s business, please see the discussion under the caption "Risks Related to Our Business" in the company`s report on Form 6-K for the quarter ended June 30, 2002 which has been filed with the United States Securities and Exchange Commission and is available by accessing the database maintained by the SEC at www.sec.gov.

CONTACT: Satyam Infoway Limited, Chennai
Mr. David Appasamy, ([phone] Extn. 2013
Email: [e-mail]
Corporate Website: www.sifycorp.com

Copyright 2002, Business Wire. All of the releases provided by Business Wire are protected by copyright and other applicable laws, treaties and conventions. Information contained in the releases is furnished by Business Wire`s members, who are solely responsible for their content, accuracy and originality. All reproduction, other than for an individual user`s reference, is prohibited without prior written permission.

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Nasdaq: 14.22 Uhr: Geld 4,00, Brief 4,12
Frankfurt: 13.56 Uhr: Geld 3,70, Brief 4,20 Kurs 3,72

[Reiners]

Wo siehst du denn gute Zahlen ?


LOL

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@Reiners: zugegeben, die Zahlen sind noch nicht top, dennoch auf dem richtigen Weg! Durch die Investition der Softbank & Venture Tech bekommt die Aktie derzeit wieder Phantasie, da die Kapitalreserve jetzt bis zum Erreichen des Break-even ausreichen dürfte!