Cheung Wah --- ist die Luft raus? - 500 Beiträge pro Seite

[lechminasch]

Hi folks.
Seit 3 Wochen starker Rückgang von 2,30€ auf 1,20€. Nur Gewinnmitnahmen? Ist die Luft raus? Schlechte News? Wie gehts weiter?
Danke
CU

[bleichroeder]

na ja,so richtig doll ist diese nachboersliche nachricht auch nicht,aber besser als nichts.
Betreff:
Softbank: Cheung Wah Deal abgeschlossen
Datum:
Fri, 10 Mar 2000 10:40:14 +0100
Von:
[e-mail]
Rückantwort:
[e-mail]




In einer Sondersitzung der Cheung Wah Aktionäre ist heute
morgen der Softbank Deal endgültig abgesegnet worden.

Demnach besitzt
der japanische Internetinvestor Softbank nun 61 Prozent an Cheung
Wah. Die Firma wird sich in naher Zukunft in
Softbank Investment International (Strategic) Ltd. umbenennen. Das „neue“ Unternehmen
wird im B2B Bereich tätig werden. Außerdem wird eine
Investment-Abteilung gegründet.

Die Aktie von Softbank hat einige schlechte
Tage hinter sich. Der Highflyer schloss gestern bei 1200
Euro fast acht Prozent im Minus.

[bleichroeder]

und noch ne gute nachricht:der cheung wah-vorstand läuft noch frei rum :-)

[Der_Geizhals]

na... ein bischen mehr geduld solltet ihr bei asien-werten schon mitbringen... war vor 2 wochen auch schon auf 1,22 und am nächsten tag wieder auf 1,75...

[SaPinto]

naja, ich hab gestern noch mal bei 1,24 nachgekauft...ich denke bei 8-9 hongkongdollar ist ne unterstuetzung..alles andere wuerde mich wundern, zumal das Ex-Cheung Wah ja kein genialer Betrieb war, sondern erst durch Softbank zu einem solchen werden soll. Meiner Meinung nach kein Strong buy, aber zumindest ein hold. Ein sinkender Kurs von Cheung wuerde fuer mich ueberhaupt keinen Sinn machen.

[askan]

Freunde, lest mal die NEWS.
wartet die naechsten announcements
in den naechsten wochen ab und nicht ungeduldig werden.
viel spass.
stay long.


Saturday, March 11, 2000 NEWS NEWS

Softbank to switch Asia firms on-line
KAI PETER YU and PEGGY SITO

--------------------------------------------------------------------------------
Japan-based Softbank has announced that its Hong Kong-listed vehicle will make a foray
into a still nascent area of the Internet sector: the enabling of off-line businesses in Asia to
move on-line.
Softbank, the world`s largest Internet company, said newly acquired Cheung Wah
Development would focus on helping Asian companies reinvent themselves into Internet
businesses. Cheung Wah shareholders yesterday approved Softbank`s takeover.

The Hong Kong company, to be renamed Softbank International Investment (Strategic),
will also introduce its new parent`s successful Internet brands - such as Etrade and
Morningstar - into the region outside Japan.

Softbank said the company would transform 30 major companies and numerous smaller
companies into Web-enabled businesses within two years.

Softbank International would take 10 per cent stakes in the companies and provide
"backbone" services that would enable them to become e-commerce businesses.

"We will not be an [application service provider]," said Steve Chang, a director of
Softbank`s Hong Kong unit.

"We will provide the value-added services, which would account for 50 per cent of the
revenues in any deal."

Softbank believes that "Net-trans" is the latest sweet spot in Internet investing, citing the
examples of US companies Barnes & Noble and Ziff-Davis, whose Internet arms were
valued at more than their traditional businesses after being spun-off.

Vice-president and chief financial officer of Softbank Yoshitaka Kitao said the effort
would focus on the mainland and it would seek to improve the value of state-owned
enterprises by bringing them into the Internet sphere.

"We see the greatest potential in China," Mr Kitao said.

"I think [Beijing] would be very supportive."

But one of Softbank International`s first targets is expected to be the Lai Sun Group of
companies. Market sources said it would take a 10 per cent stake in Lai Sun Hotels
through a share-swap arrangement.

Lai Sun Hotels shares closed at $3.15 before they were suspended from trading
yesterday.

The price represented a 350 per cent increase from the two-month low at $0.70.

In a separate transaction, Lai Sun Hotels is to buy into atv.com from its parent Lai Sun
Development in a move that could transform it into a hi-tech unit, according to sources.

Lai Sun Development owns 16.7 per cent of Asia Television, which owns atv.com. Lai
Sun Development and Lai Sun Garment (International) shares were suspended from
trading yesterday.

The companies of the Lai Sun group yesterday said a joint announcement concerned
proposed acquisitions by Lai Sun Development and Lai Sun Hotels of Internet-related
assets and connected transactions involving the issue of shares in Lai Sun Development.


Softbank director Junichi Goto confirmed the two companies would "have a future
relationship", but would not comment further.

Mr Kitao indicated that Chinadotcom and its locally listed subsidiary Hongkong.com
would become strategic partners in its new "Net-trans" venture.

"They`re very interested in this venture," Mr Kitao said.

He said retail business would be the first they would move on-line. Softbank is expected
today to announce five new tie-ups with companies in Hong Kong and around the region.

[spielboy]

ich frage mich die ganze zeit, warum kauft softbank ne textilfirma??
die wollen doch angeblich ne bank bzw, investmentunternehmen draus machen!!??
sollen etwa die ganzen weber, schneider, textilmitarbeiter als banker oder finanzberater umgeschult werden???
hm, dann hätten die doch ne ganz andere firma kaufen können, die mehr mit investment zu tun hat als ne textilfrma!!??
habe selbst genug aktien zu nem hohen kurs eingekauft,naja mal sehen!!
irgend jemand eine idee?

so long

[bitnapper]

Ein Softbanksprecher erklärte in einer älteren Meldung, daß es billiger
sei eine niedrig notierte Nicht-Internet Holding zu kaufen und umzuwandeln,
als eine Holding mit Internet Firmen. So war es dann auch wenn man sich
anschaut zu welchem Kurs die Softbank ihre 61% bekommen hat...

Peter

[magento]

Genau! Und Ihr bezahlt immer noch HK$ 10,00 pro Aktie = ca. Euro 1,25 obwohl Softbank nur rund 0,10 HK$ pro Aktie bezahlt hat. Die Beteiligung über die gerade gesprochen wird ist überigens ein 20% Aktientausch mit der Lai Sun Development einem relativ großen Immobilienentwickler in HK. Was das mit Internetinvetsments zu tun haben soll kann sich jeder selber überlegen. An dieser Stelle verweise ich auch noch mal an meine früher Postings unter "Cheung Wah jetzt wirds düster"! Viel Spaß beim long bleiben!

[bruno.m]

Folgende News habe ich bei Bloomberg entdeckt.
-------------------------------------------------------------


Malaysia`s Digi Sells 3 Percent Stake to Japan`s Softbank Corp
By Eugene Tang
Malaysia`s Digi Sells 3 Percent Stake to Japan`s Softbank Corp

Kuala Lumpur, March 10 (Bloomberg) -- Vincent Tan Chee Yioun,
one of Malaysia`s richest property developers, said he`ll sell 3
percent of his stake in Digi Swisscom Bhd., the country`s third-
biggest cellular phone company, to Japan`s Softbank Corp.

Softbank, Asia`s biggest Internet investor, will pay for its
Digi purchase by issuing shares of Cheung Wah Development Company
Ltd., a garment maker that`s publicly traded in Hong Kong. Digi
and Softbank didn`t say how many Cheung Wah shares will be issued.
````I am personally very pleased with the participation of
Softbank and the confidence that they have in Digi and in
Malaysia,`` Tan said in a press release. ``Softbank will further
enable new and high tech products and services to be introduced in
our network.``

Like other Malaysian companies, Digi is rushing to embrace
the Internet, in the hope that the popularity of the World Wide
Web will increase the number of users for its phone network. This
week, Digi has proposed to rename itself Digi.com Bhd., and
unveiled a plan to let customers access the Internet through their
cellular phones.

The company`s biggest shareholders include Telenor AS, Norway
largest phone company, with 30 percent, and Digi Chairman Vincent
Tan with a 21.2 percent stake held through another company.

Digi`s shares were halted today. Yesterday, they rose 40 sen,
or 5.1 percent, to 8.30 ringgit. The stock has risen 6 percent in
the past two days.