REGENT PACIFIC - zu stark für den Handel - 500 Beiträge pro Seite

[ZOOMZOOM]

REGENT PACIFIC heute in Hongkong mittags vom Handel ausgesetzt, weil eine sensationelle Meldung anstand:
im Vorfeld hat der Wert bereits 37% zugelegt.

15:23 Regent Pacific (0575) proposed to develop Internet financing service in Korea


James Mellon, Chairman of Regent Pacific (0575), said in the press conference this morning that the company intended to develop Internet financing service in Korea including the Internet securities, banking and insurance services apart from life insurance,
and planned to spin off this business to list on Nasdaq in April and May this year. He anticipated that during the first year after the launch of the service would record a profit of USD 40 million.

[ZOOMZOOM]

der wert ist handelbar in frankfurt 90695818:

weitere meldung nach aussetzung:

John Templeton Foundation founder increase stakes in Regent Pacific

According to a source, Sir John Templeton, founder of John Templeton Foundation, has recently increased his stakes in Regent Pacific from the original 10% to 14%.

Analysts pointed out that the future development of Regent Pacific would focus on the investment on technology and the internet financial business in Hong Kong and South Korea respectively. Apart from this morning announcement that the company plans to spin-off its internet financial business in South Korea to Nasdaq, it is heard that the company also plans to spin-off its 77%-owned UK shopping website portal bigsave.com in the second quarter this year.

Regent Pacific suspended trading this noon. The company had rocketed more than 60%. Before suspension , the share price of the company was $2.2, up $0.6 or 37.5%.

(21/01/00)



Viel Spaß

ZoomZoom

[ZOOMZOOM]

Regent Pacific Plans to List Arm on Nasdaq

(575)
Jan 21,2000 - 15:13:34 HKT

vom chaiman gibts nun auch ein offizielles statement:


Regent Pacific Group (0575) said its subsidiary Regent Korea will be renamed Korea Online and will seek a listing status on Nasdaq.

Chairman Mr Jim Mellon said the group will focus on investment in Korea and Indonesia in the future. As there are only 11 insurers operating in Korea at the moment, the insurance market is still not yet fully developed. Furthermore, the penetration rate of the Internet is low. Therefore, he believed there is ample room for Korea Online to develop its online financial services in the country.
¡iQuamnet News¡j


--------------------------------------------------------------------------------

[ZOOMZOOM]

die aktie steht in Hongkong bei 2,2

was 0,28 euro entspricht

in frankfurt gibts ein angebotskurs für 0,26!!

also zuschlagen wenn ihr es in der verbleibenden zeit noch schafft.

[Neumax]

WOW

da hast du ja wieder was ausgegraben.

nasdaq listing im Marz April
das spült fett cash in die kasse


was hast du noch an infos?

erst mal besten dank für den tip

[Neumax]

grrr

schon wieder alle weg zu 0,26

nur noch nachfrage

[ZOOMZOOM]

hm

ich gebe noch 9000 stück raus
keine einzige mehr

[ZOOMZOOM]

quatsch 9000
es sind natürlich 90000

[Neumax]

leider nicht mehr geklappt

bin nur bei der comdirect
die hat keinen direkten draht zur börse
dauert nach F 15 minuten


aber danke

90000...?

wieviel hast du denn noch davon?
wo hast du die alle her?

neumax

[slash]

Bin in 11.98 zu 0,09 eingestiegen und dann nochmal bei 0,15.
Der Wert gehört zu meinen Favoriten im Depot.
Regent P. gilt als der "Flemming" der Emerging Markets.
Ich war überrascht, das der Kurs jetzt so abging. Trotzdem kein Grund zum Verkauf. Die E. M. sind im Kommen, also auch Regent.
Gruß slash

[ZOOMZOOM]

hi slash,

sehe das ganz genauso

ist für mich ein basisinvestment für die region
bin auch schon entsprechend lange drin

ich werde den thread morgen wieder mit infos füllen
unternehmnesportrait und so


heut ist noch wochenende

bis dann
ZoomZoom

[ZOOMZOOM]

moin,

weitere Meldung von REGENT PACIFIC vom SAmstag:


30%ige Gewinnsteigerung im nächsten Jahr



13:46 22-JAN-2000



Regent Pacific <0575.HK> confirms profits comments

HONG KONG, Jan 22 (Reuters) - Emerging markets investment house Regent Pacific Group Ltd confirmed on Saturday earlier comments by its chairman about the group`s future profits.

"The directors confirm, on the basis of unaudited financial information presently available...the group is budgeting a 30 percent increase in core operating profits to March 2001," it said in a statement.

"Based on current trading, the profits of the group before taxation for the six months ending 31 March 2000 are currently expected to be comparable to those of the first six months of the year up to 30 September 1999, which were US$47,017,000," it said. Trading in Regent Pacific shares was suspended late on Friday pending a statement about the company`s share price, which surged HK$0.60 or 37.5 percent to HK$2.20 before the suspension.

Chairman Jim Mellon told Reuters before the trading suspension the group expected pretax profit to rise 30 percent next year. "It will be US$130 million, up US$30 million from the level this year," he said after a news conference.

Trading in the shares would resume on Monday, the company said. ((Hong Kong Newsroom, [phone], fax [phone] [e-mail])) .

[ZOOMZOOM]

tag allerseits

ich erlaube mir dann mal, die story zusammenzufassen:

REGENT PAC ist eine iinvestment und Venture Capital Gesellschaft in Asien und Osteuropa.


Seit Fraitag gab es folgende NEWS:


1.Die koreanische Online Tochter (100%,Korea Online) kommt im März/April an die Nasdaq.

2.Die britische BIGSAVE.COM an der REGENT PAC 77% hält soll im Laufe des 2. Quartals ebenfalls an die Nasdaq gebracht werden (Konkurrenz für Amazon.com)

3.Desweiteren erhöhte eine bedeutende Investmentgesellschsft (Templeton) offiziel ihren Anteil an REGENT PAC von 10 auf 14%.

4.REGENT PAC rechnet mit einer 30% Gewinnsteigerung fürs Geschäftsjahr bis 3/01, gegenüber konstantem Gewinn in 99.


Die Gesellschaft hat ein Anlagevermögen von 1 Mrd. bei einem Gewinn von 100 Mil.
Sie ist schuldenfrei.

Nach einer Steigerung von 37% am Freitag hat der Kurs heute etwas Luft geholt (-6%)
Der Schlußkurs Deutschland Frankfurt/Berlin betrug am Freitag 0,26.
Das entspricht dem heutigen Hongkong Schluß.

2.05 HK$
umrechnung 7,8
0,263

Bei einem KGV von unter 3 (Angaben aus finet competition Analysis, der starken finanziellen Stellung, der Erfolge des Unternehmens in der Vergangenheit und der fixen Börsengänge der Internettöchter, halte ich die Aktie für fundamental unterbewertet.

Z.Zt. kaufen wenige große Broker die Anteile der vielen Verkäufer auf, dadurch scheint der Kurs nach unten sonst abgesichert zu sein.

Gruß ZoomZoom

[Neumax]

hi

danke für die infos


DER KURS IN BERLIN STEHT BEI 0,29
festgestellt 10:01:59

KANN MIR DAS BITTE MAL EINER ERKLÄREN????

in Hongkong gibt der Kurs etwas nach und hier...?!

Scheint echt ne klasse zu sein..., oder was?

[ZOOMZOOM]

keine Ahnung, Neumax

der Makler spinnt
weiß wohl nicht was der Kurs in Hongkong gemacht hat.

in Frankfurt haben wir realistische 0,26

ich rechne jurzfristig mit einer Konsolidierung.

mittelfristig sollte es aufwärts gehen.

[LIXI]

Warum wohl wird ein Aktie wohl vom haendel ausgesttz
???
wir sehen uns ende 200 wieder

[LIXI]

Regent Pacific <0575.HK> confirms profits
comments

HONG KONG, Jan 22 (Reuters) - Emerging markets
investment house Regent Pacific Group Ltd confirmed on
Saturday earlier comments by its chairman about the group`s future profits.

"The directors confirm, on the basis of unaudited financial information presently
available...the group is budgeting a 30 percent increase in core operating profits to March
2001," it said in a statement.

"Based on current trading, the profits of the group before taxation for the six months ending
31 March 2000 are currently expected to be comparable to those of the first six months of
the year up to 30 September 1999, which were US$47,017,000," it said. Trading in
Regent Pacific shares was suspended late on Friday pending a statement about the
company`s share price, which surged HK$0.60 or 37.5 percent to HK$2.20 before the
suspension.

Chairman Jim Mellon told Reuters before the trading suspension the group expected pretax
profit to rise 30 percent next year. "It will be US$130 million, up US$30 million from the
level this year," he said after a news conference.

Trading in the shares would resume on Monday, the company said. ((Hong Kong
Newsroom, [phone], fax [phone] [e-mail]))
.


Next News:
***GLANCE-Asia-Pacific news***
Previous News:
***GLANCE-Asia-Pacific news***





Cop

[LIXI]

jetzt sollzten mal einige über Tempelton nachdenken
!!!!
ob die wohl eine ausgiebige analyse gemacht haben

ich sage wenn Temüpletron kauft dann ......

[ZOOMZOOM]

hi lixi,

bist du der hurra-investor der mir 5000 stück zu 0,29 abgekauft hat?

ich betrieb den handel geraume Zeit mehr oder weniger alleine,
aber solche aufschläge wollte mir bisher keiner für meine mühen zugestehen.

aber viel glück damit.

ZoomZoom

[LIXI]

17500 zu 0,26
gelle

[Lukoilfan]

die fonds von regent laufen dank russland-boom uebrigens auch ganz gut.

hier ein beispiel:

http://finance.yahoo.com/q?s=EUROX&d=3m

[ValueSearcher]

Mich erinnert Regent sehr an die DBBH vor drei Jahren (als sie noch bei EUR 10 standen) - und das aus folgenden Gründen:

- beide Gesellschaften haben den gemeinsamen Background Osteuropa und agieren mehr oder weniger als Finanz-Holding.
- beide Gesellschaften zeichen sich durch ein starkes Management aus. Ich habe mal einen Research-Bericht von Hornblower-Fischer über Regent gelesen, worin es heißt: "Wir halten allerdings das professionelle Management für den wichtigsten Vermögenswert des Unternehmens".
- Das führt zum nächsten Punkt: Das Management beider Gesellschaften hatte bzw. hat erstklassige Verkäufer-Qualitäten und eine gute PR.
- Die DBBH hat ihr Know-How als Finanzdienstleister in den Wachstumsmarkt Internet transferiert und sich durch den IPO dieser Aktivitäten frühzeitig kapitalisiert - genau das macht Regent jetzt auch. Es gilt also die Analogie: net.ipo = Korea Online.

Wenn man schaut, dass die DBBH von EUR 5 auf zeitweise über EUR 200 anstieg, sollte ein Investment in Regent nicht schaden.

[Lukoilfan]

noch was positives in sachen fonds:

http://informer2.comdirect.de/de/detail/_pages/charts/main.h…

die provisionskasse sollte also klingeln!

[lynchy]

Das klingt ja fast zu schön um wahr zu sein. Schließlich ist Regent selbst jawohl garnicht so hoch bewertet, wenn man sich zumindest mal die Marktkaitalisierung im Vergleich zu dem möglichen Wert eines solchen Internetunternehmens ansieht. So wie ich die Regentjungs kenne (zugegebenermaßen eher aus der Presse) erscheinen sie mir recht agil und unternehmerisch. Zuzutrauen ist denen so ein Erfolg - zumal das Management - soweit ich informiert bin - ja auch recht erheblich am Unternehmen beteiligt ist. Die sonstigen Regentgeschäfte müssten ja eigentlich auch ganz gut laufen, wenn man sich die Börsenentwicklung in Asien ansieht. Weiß jemand mehr darüber, wie das Regentportfolio zur Zeit aussieht?

[twangzum]

Ich beschäftige mich schon seit einiger Zeit mit den Märkten Asiens. Der name Regent ist mir dabei immer nur positiv aufgefallen. Ich glaube, die Regent-Macher haben eine guten Riecher. Dabei investieren sie nicht nur in gelistete Titel, sondern auch in andere Projekte mit entsprechenden Zukunftschancen. Wer langfristig an die Region glaubt, muß Regent haben. Die Internetgeschichte ist dabei sicherlich mehr als nur ein nettes Zubrot.

[LIXI]

leute eile ist angesagt wir sind schon bei 0,31

ende 2000 bei ......

[ValueSearcher]

und es geht weiter: In New York notierte Regent Pacific am Freitag abend mit Schlußkurs 0,33 US$, das sind gerundet 0,34 Euro!!
Jetzt gehts los.

[LIXI]

bin mal auf nächste woche gespannt

[AbstrAktionist]

hk wacht auf (+17%) und deutschland......

17:20 18-FEB-2000
Regent <0575.HK> buys stake in electronic firm

HONG KONG, Feb 18 (Reuters) - Investment firm Regent Pacific Group said on Friday it had agreed to buy a minority stake in Digital View Ltd ahead of Digital View`s proposed Nasdaq listing in 2001. Regent Pacific also agreed to act as financial adviser to Digital View, which produces and develops interface controllers and other products related to LCD flat panel display products, it said in a statement.

The company did not disclose the size and value of the stake it would buy in Digital View. Digital View was expected to achieve US$10 million in sales with gross profits of US$4 million and net profits of more than US$1 million for 1999, Regent Pacific said. ((Hong Kong Newsroom [phone], Fax [phone] [e-mail])) .

[ZOOMZOOM]

schon von letzter woche:


Firm Visit: Regent Pacific (575)


Regent Pacific made an optimistic earnings projection in a lunch press briefing on 21 January, causing an abrupt suspension of its trading in the afternoon session. Julian Mayo, a Managing Director of the company will tell you why they are so upbeat on their future.


High Profile

Jim Mellon, the Chairman and Chief Executive of the locally listed fund house with specialties in emerging markets, has had a high profile. In a press conference he predicted that the company is going to earn US$100 million (HK$780 million, EPS of 85 HK cents) for the year ended March 2000 and could earn more than US$130 million (HK$1 billion, EPS of HK$1.1) for the next year.

With 22 years of experience in the fund management field and most of the time being at the top management of fund houses, like GT management Plc and Thornton Group, Mr Mellon should know that he is not supposed to be allowed to make profit forecasts, at least on public occasions.

The company has a history of being high profile. Shortly after it was listed on the local bourse in the troubled days between late 1997 and mid-1998, the company expressed publicly that it had sold the Hang Seng Index short in view of the negative prospects of the economy. In the same period the company also launched a failed and unfriendly general offer for HK-listed Pioneer Industries (224). Mayo said the assault was originally intended to be a PR and marketing stance, but the experience proved embarrassing.


Lesson from Russia

Mayo said the failure did not cost them much compared with the size of the company. What cost them dearly was the loss arising from trading Russian bonds. "We thought the risk of holding equities in Russian was increasing in 1998, so we tried to move our position to the Russian national bond market, a market supposed to be far safer. The default risk on the governmental level had been minimal, " Mayo said, "we were right to have sold the Russian shares, but the default of the Russian national debts was really unexpected."

The company lost US$50 million (HK$390 million) trading Russian bonds. "We had booked a huge profit from our investments in the Russian stock market. So overall we still made about US$10 million (HK$78 million) in the Russian markets." Mayo stressed that they did not gear up trading Russian bond and the company rode the tide well.


Bright Future

Undeniably, Regent Pacific entered the Russian market early and had made a fortune big enough to cover the loss in 1998. The company was also an early bird in the Korean market following the 97-98 Asian Crisis.

As early as May 1998 in the middle of the Crisis, Regent Pacific acquired an additional 19% ordinary shares and 13% preference shares in Daeyu Regent Securities Co Ltd. (DRS), a medium-sized Korean brokerage firm, for Won 44 billion (US$38 million). Following the acquisition, the company held a total of 64.3% and 43.7% of the ordinary shares and preference shares of DRS.

The company has managed to reap some of the profits (US$21 million, HK$160 million) during the six months ended September 1999 by reducing its stake in DRS from 64.3% to 38.4%.

Mayo said that the profit forecast made by the Chairman was only a rough estimate but insisted that it was not groundless. "DRS is now making US$10 million operating profit per month. Our US$1.2-billion funds under management has doubled, and most of them have been back in profit for a while, implying that we will be able to charge lucrative performance fees from the second half of the current year." The company charges their clients about 15% to 20% performance fees, depending on the nature of individual funds, in addition to 1-2% fund management fees.

In the good old days of the year 1996-97, over 70% of the company`s profit were from asset management fees. With the continuous rebound in the performance of the company`s funds under management, operating profit for the company will pick up quite substantially in the past six months and the coming 12 months.


Comitted to Korea and Bulgaria

The market capitalisation of Regent`s investments in Korea has expanded to US$150 million, accounting for two-thirds of the company`s assets. "We bought DRS at an average price of around Won 8,000 per share, but now the price has appreciated to Won 32,000," Mayo told Quamnet that the company is now holding about two-thirds of the shareholders` equity in Korea. With almost no debts, the company`s equity should be over US$200 million, up at least 50% from 30 September 1999`s US$130 million.

Regent is now holding DRS through its 60% owned Regent Korea Ltd., which has been renamed Korean Online just before the company applied for a separate listing on Nasdaq in the hope of raising US$117 million (HK$913 million) by selling 23% new shares to investors in the US. The IPO is expected to be launched in late February 2000. The main assets of Korean Online is its 64% stake in DRS, which in turn holds a 32% stake in Kyungsu Merchant Bank, wholly owned Regent Asset Management (Korea) and KSE Online. The price DRS paid for 25.75% stake in Kyungsu Merchant Bank was Won 54.1 billion (US$45.7 million) with another 6% of the bought in the market.

Mayo said the Bank could earn US$60 million in good times, implying a 3 times projected P/E based on their purchase price, although the Bank only earned US$2 million for the bad year ended March 1999.

The majority of the remaining one-third of the company`s asset is in Eastern Europe, and the hedge fund is especially bullish on Bulgaria. The company has spent US$14 million on the purchase of a department store in the capital city of Bulgaria. "We have transformed the asset from a retail operator into a landlord. The yield of the investment is expected to be 40% if the retail counters and the office spaces were all full let." Regent has just bought the Hasbro Bank of Bulgaria for US$23 million. The purchase price was said to be at a 40% discount to its book value and only two to three times its earnings.


Earnings Forecasts

At the projected IPO price, Regent Pacific`s stake in Korean Online will be worth about US$235 million (HK$1.8 billion). The NAV then will then be further expanded to US$300 million (HK$2.3 billion, NAV per share of HK$2.5).

The company`s return on equity reached almost 50% in the financial year ended March 1998. If this efficiency level is achieved in the coming years, on US$300 million net assets, the company may possibly earn at least US$100 million (HK$780 million, EPS of HK$0.85) in FY2001. If one bases on our more conservative estimated NAV at US$200 million and give the earnings some discount, the figures will still be an attractive US$70 million (HK$550 million, EPS: HK$0.6). At the current price of HK$2.35, the company is valued at 4 times projected P/E in 2001.

The share at the current price should be an interesting investment, but the management is sometimes over aggressive and on one can guarantee that they will not make any mistakes in the future, especially as it is very prominently represented in Korea and Bulgaria. The stock, however, can be very rewarding if everything goes right, and so it is suitable for the adventurous investors who can accept higher risks in the hope of a higher return.

[LIXI]

bitte mal auuf deutsch danken

[LIXI]

am fretiag ging es richtig los jetzt bei 0,38
in hongkong schon bei 0,42

bin mal auf den montag gespannt