PACIFICNET (PACT) - eine unentdeckte Wachstumsperle - 500 Beiträge pro Seite

[tui66]

Heute wurden prima Quartalszahlen vermeldet. Die Aussichten sind ebenso klasse.

Starkes Wachstum ,auch durch Zukäufe, wird den Kurs nach oben bringen. Die Kundenliste ist erste Sahne.

Ebenso gibt es große Shortpositionen.

Warum kennt die hier niemand?

PacificNet Inc. through its subsidiaries, invests in and operates companies that provide outsourcing and value-added services (VAS) and solutions in China, such as call centers, telemarketing, customer relationship management (CRM), business process outsourcing (BPO) and software development outsourcing, interactive voice response (IVR), mobile applications, and sales and distribution of telecom products and services. PacificNet`s clients include telecom operators, banks, insurance, travel, marketing and service companies, as well as telecom consumers, in Greater China. Clients include China Telecom, China Netcom, China Mobile, China Unicom, PCCW, Hutchison Telecom, CSL, SmarTone, Sunday, Swire Travel, Coca-Cola, A.S. Watson Group, SONY, Samsung, TNT Express, Huawei, TCL, Dun & Bradstreet, Altruist Financial, American Express, Bank of China, DBS, Hong Kong Government and Hongkong Post.

[tui66]

Pressemitteilung von heute:

PacificNet Reports Record First Quarter 2005 Results

2005-05-16 18:14

Company To Discuss Results and Outlook at 8:30 am Eastern Time Today

HONG KONG--(BUSINESS WIRE)--May 16, 2005--PacificNet Inc. (Nasdaq:PACT ), a leading provider of customer relationship management (CRM), call center, interactive voice response (IVR) services, value-added services (VAS), and business process outsourcing (BPO) services in Greater China reported record results for the first quarter ended March 31, 2005.

PacificNet`s management team will host a conference call to discuss the results will follow at 8:30 am ET on Monday. The conference call is open to the public and may be accessed by calling [phone] or [phone] and entering PIN: 6316752. For those unable to attend the conference call live, an archive of the call will be available for 30 days. The replay numbers are [phone] or [phone]. Please use conference ID 6316752.

First Quarter 2005 Highlights (in US dollars)

* Quarterly revenues of $9,133,000 represented an increase of 161% as compared to $3,502,000 from Q1 2004. This exceeded the Company`s revenue projection of between $8.5 and $9 million.
* Quarterly net earnings of $415,000, or $0.042 per share, represented an increase of 194% as compared to net income of $141,000, from Q1 2004. This exceeded the Company`s earnings projection of between $300,000 and $400,000, or about $0.03 to $0.04 per share.
* Quarterly operating profit of $797,000 increased 97% as compared to operating profit of $405,000 from Q1 2004.
* Quarterly gross profit was $1,650,000, an increase of 32% as compared to $1,249,000 from Q1 2004.
* Revenues of $3,064,000, $1,330,000, and $4,676,000; and Operating profit of $239,000, $580,000, and $129,000 were generated from the Company`s three business units: (1) Outsourcing Business, (2) VAS Business, and (3) Communications Distribution Business, respectively.
* Traditionally, the first quarter from January to March is a low season due to the long Lunar New Year holiday in China. Revenue and income from operations tends to be higher in the fourth quarter due to year-end holiday promotions.
* These results were consistent with the guidance the Company provided in a news release on April 19, 2005.
* Continued profitability in each of the acquired subsidiaries: YueShen, Epro, Linkhead, Smartime, and Clickcom.

2005 Business Outlook

The Company reiterated its 2005 full-year guidance today. It expects:

* Total revenues will be between $45 and $50 million.
* Net income will be between $2.8 and $4.2 million, or about $0.25 to $0.38 per share.
* For Q2 2005, Total revenues will be between $10.5 and $12 million.
* For Q2 2005, Net income will be between $550,000 and $700,000, or about $0.05 to $0.06 per share.
* PacificNet`s strategy in 2005 is to capture market share and top-line growth in the VAS and IVR market in China while enhancing profit margins.
* The Company expects continued revenue and profit growth in 2005 through organic growth and accretive acquisitions in the VAS and IVR market in China.

"Despite a seasonally slow period, we were able to report another strong quarter of results, which was our fifth consecutive profitable quarter," said Tony Tong, Chairman of PacificNet. "We continue to win business from high-profile Chinese and multinational companies conducting business in China. All of our business units remain strong, and we continue to focus on penetrating the CRM and VAS/IVR markets through organic growth and via acquisition. With business activity increasing across all of our units, we are excited about the prospects for the Company in the coming quarters. We believe that our fundamentals are stronger than ever and that market opportunities for sustainable growth and profitability in China`s CRM and VAS sector are vast."

Recent Acquisitions in China`s VAS Market

Recently, the Company expanded its operations by acquiring entities that operate as service providers in the VAS & IVR industries, which have grown rapidly in China in recent years.

Guangzhou 3G Information Technology Co. Ltd.

On March 30, 2005 the Company entered into an agreement to acquire a controlling interest in Guangzhou 3G Information Technology Co., Ltd. ("Guangzhou 3G" aka "Sunroom", www.vs366.com). This acquisition is expected to help expand PacificNet`s value-added service coverage to all of China through Guangzhou 3G`s experienced operation team of 285 staff and sales offices in 26 provinces in China including Guangdong, Guangxi, Hubei, Hunan, Jiangsu, Zhejiang, Shanghai, Henan, Anhui, Yunnan, Gansu, Ningxia, Inner Mongolia, Guizhou, Tianjin, Qinghai, Hainan, Heilongjiang, Shanxi, Shandong, Chongqing, Jiangxi, Beijing, Hebei, Liaoning, and Jilin. Guangzhou 3G is one of the largest value-added telecom and information services providers in China with both voice (IVR and call center) and data (SMS, MMS, WAP, JAVA, GPRS) connection to the four major telecom operators: China Mobile, China Unicom, China Telecom, and China Netcom, covering both mobile and fixed-line networks. The acquisition was completed in April upon receipt of the required business license and approval from the local government.

About PacificNet

PacificNet Inc. (www.PacificNet.com; NASDAQ:PACT - News), through its subsidiaries, invests in and operates companies that provide Outsourcing and Value-Added Services (VAS) in China, such as call centers, telemarketing, CRM, business process outsourcing (BPO), interactive voice response (IVR), mobile applications, and communications product distribution services. PacificNet`s clients include the leading telecom operators, banks, insurance, travel, marketing, and business services companies, and telecom consumers, in Greater China. PacificNet`s corporate clients include China Telecom, Netcom, China Mobile, Unicom, PCCW, Hutchison Telecom, Coca-Cola, Bell24, SONY, Samsung, TCL, Huawei, TNT Express, American Express, Citibank, Bank of China, DBS, Hong Kong Government, and Hongkong Post. PacificNet is headquartered in Minneapolis USA and Hong Kong employs over 1,200 staff in its various subsidiaries throughout China with offices in Hong Kong, Beijing, Shenzhen, Guangzhou, Macau, Guangdong, Guangxi, Hubei, Hunan, Jiangsu, Zhejiang, Shanghai, Henan, Anhui, Yunnan, Gansu, Ningxia, Inner Mongolia, Guizhou, Tianjin, Qinghai, Hainan, Heilongjiang, Shanxi, Chongqing, Jiangxi, Hebei, Liaoning, and Jilin.

PacificNet`s operations include the following three groups:

* (1) Outsourcing Services: including Business Process Outsourcing (BPO), CRM, call center, IT Outsourcing (ITO) and software development services. PacificNet`s Outsourcing Services Group includes the following subsidiaries: PacificNet Epro, Smartime (aka Soluteck Shenzhen), and PacificNet Solutions.
* (2) Value-Added Telecom Services (VAS): including Interactive Voice Response (IVR), SMS and related VAS. PacificNet`s VAS Group includes the following subsidiaries: Linkhead, Clickcom, and Guangzhou 3G (aka Sunroom)
* (3) Communication Products Distribution Services Group: including calling cards, GSM/CDMA/XiaoLingTong products, and multimedia self-service entertainment kiosks. This group includes the following subsidiaries: PacificNet Communications Limited, Yueshen, and Cheer Era.

PACIFICNET INC. AND SUBSIDIARIES
Consolidated Statements of Operations
(Unaudited. In thousands of United States dollars, except earnings
per share and share amounts)

Three Months
Ended March 31,
---------------
2005 2004
------- -------
Revenues $9,133 $3,502
------- -------
Cost of Revenues (7,483) (2,253)
------- -------
Gross Profit 1,650 1,249
Selling, General and Administrative expenses (853) (777)
Depreciation and amortization (43) (67)
Provision for written off of fixed assets -- --
------- -------
Profit from Operations 797 405
Interest Income (45) 3
Sundry income 138 61
------- -------
Profit Before Income Taxes, Minority Interest and
Discontinued Operations 890 469
Provision for income taxes (24) --
Share of loss of associated companies (8) --
------- -------
Minority Interests (443) (328)
------- -------
Profit before Discontinued Operations 415 141
------- -------
Loss from Discontinued Operations -- --
Net Profit Available to Common Stockholders $415 $141
------- -------
Basic Earnings Per Common Share:
Net Earnings $0.04 $0.02

Safe Harbor Statement

This Company`s announcement contains forward-looking statements. We may also make written or oral forward-looking statements in our periodic reports to the SEC on Forms 10-K, 10-Q, 8-K, etc., in our annual report to shareholders, in our proxy statements, in press releases and other written materials and in oral statements made by our officers, directors or employees to third parties. Statements that are not historical facts, including statements about our beliefs and expectations, are forward-looking statements. These statements are based on current plans, estimates and projections, and therefore you should not place undue reliance on them.

Forward-looking statements involve inherent risks and uncertainties. We caution you that a number of important factors could cause actual results to differ materially from those contained in any forward-looking statement. Potential risks and uncertainties include, but are not limited to, PacificNet`s historical and possible future losses, limited operating history, uncertain regulatory landscape in China, fluctuations in quarterly operating results. Further information regarding these and other risks is included in PacificNet`s Form 10K and other filings with the SEC.
Contact:

PacificNet Inc.
Jacob Lakhany, 605-229-6678
Email: [e-mail]
or
CEOcast, Inc. for PacificNet
Ed Lewis, 212-732-4300

[rudi66tennis]

Anfang November war diese "Perle" noch für 2$ zu haben!!!



Nur wer einen an der Waffel hat bleibt hier bei 8,7$ drin und steigt ein!!!


Die fallen auch wieder!!!

[tui66]

klar gab es die auch für 2 dollar. ich hatte zu dem zeitpunkt auch eine position. damals war die situation eine andere, vieles bzgl. des wachstums beruhte auf spekulation.

Heute wissen wir mehr. Mehrere quartale hintereinander wurde das wachstum bestätgt. die zukäufe tragen zum wachstum bei, ebenso wächst man organisch.

Ich denke mit dem heutigen handelsvolumen fliegen die daytrader, spekulanten und sonstige krzfr. orientierte raus.
Bei den Umsätzen kaufen sicher nicht welche, die was an der waffel haben! Die aktien wandern in großem stil in feste hände, es werden auch institutionelle einsteigen - das alles soll mir recht sein.

Die shortseller werden ein übriges dazu tun. ich kann mir durchaus vorstellen, dass wir krzfr. die 14/15 dollar sehen. war bei clickcommerce vor ein paar wochen änlich.

Mittlerweile 2,4 mio stück gehandelt, das 4fache des durchschnittlichen Handelsvolumes.. und jetzt ist die mittagspause vorbei. mal sehen ob wir die 9 dollar packen..