ASIEN der Markt der Zukunft! - 500 Beiträge pro Seite

[Mos Def]

Hi alle zusammen!
Es dürfte jedem klar sein wie schnell die Internet- und Telekommunikationsbranche wächst und da es z.B. in China bereits 2005 mehr Internetzugänge geben soll als in den USA ist sicherlich Asien einer der interessantesten Märkte für die nächsten paar Jahre. Da es zum Teil sehr schwer ist als nicht Profi richtiges Stock Picking zu betreiben und genügend Infos über asiatische Werte einzuhohlen wäre es gut wenn wir in diesem Thread Empfehlungen sammeln könnten damit jeder einen guten Überblick über die besten Werte in Fernost bekommt. Ich selbst bin momentan nur mit zwei Werten in Asien investiert.

Pacific century cyberworks: zu 1,17 bekommen
Timeless software: zu 0,39 bekommen

Was wißt ihr über folgende Werte und wie schätzt ihr sie ein.
Sino-I.com (am Freitag bei 0,13 ist das die Kursexplosion?)
China online (zu 0,04 ein kauf?)
Korea Thrunet ( der reinrassige Korea-Internetwert)
Founder (chinesischer Medien- und Internetwert)

Was gibt es sonst noch so gutes in Korea?
Soll nämlich die siebtgrösste Internet-Nation der Welt sein?
Wäre gut wenn ein paar gute Beiträge zustande kommen und nicht nur die Aktien aus den anderen Asien-Threads erwähnt werden. Danke!
Immer locker bleiben! Mos Def

[Lukoilfan]

ueber das zukunftspotential des internet business in asien/korea sollten wir uns einig sein. generell sehe ich nur das problem, dass die wenigen gelisteten werte zu viel kapital auf sich konzentrieren und daher zu teuer sind. einzige ausnahme scheint mir da regent pacific - zumindest noch solange bis das nasdaq listing erfolgt:

Regent Pacific Plans to List Arm on Nasdaq

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

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.

INTERVIEW-Regent goes from Russia to the
Internet

By David Chance LONDON, Jan 26 (Reuters) - Hong
Kong investment firm Regent Pacific Group Ltd <0575.HK> has put Russian woes behind
and is now concentrating on direct investment in financial services and the Internet,
Chairman Peter Everington said in an interview.

Regent will launch an online platform for share trading, banking and insurance in South
Korea in April, based on its acquisitions of distressed financial service companies.

"If you see what Direct Line was able to do in the UK, the opportunity exists to do that in
Korea, except that the competition is limited," Etherington said on Wednesday.

The company`s shares have jumped over 50 percent in under a week and now stand at
HK$2.45 compared with HK$1.60 last Thursday.

"The reason why Regent`s share price is rising is that all of this has been explained,"
Etherington said. Regent, which owns bank and non-life insurers in Korea, aims to buy out
fund manager Daehan Investment Trust Co (DITC) once it has been restructured and
bailed out by the government.

Everington said he had financial backing from the State of Wisconsin pension fund, which
owns 20 percent of Internet venture Korea Online and 10 percent of Regent itself.

"They have indicated too that if we are able to buy DITC, they would be good for $100
million," Everington said. Regent`s financial services plans do not stop in Asia, although the
region accounts for 70 percent of its operations, but the company is also expanding in
Eastern Europe, where it has bought a Bulgarian bank. "We have four or five projects
going, we are assembling a regional banking business and there are great opportunities in
real estate," Everington said. REGENT NOT A NET NEOPHYTE Everington said that
Regent was no newcomer to the net, having two years experience and noted its founder
Jim Mellon has an online "shopping mall" which will go public in a $400 million offering in
two to three months time. Regent itself has an online fixed odds betting service on the
Internet, exbet.com, which has reversed into a listed Canadian company International
Pursuit Corp .

It also has stakes in Educentre and an Asian incubational investment house Tech Pacific, in
which Japan`s Softbank also has a stake. Everington denied however that the net was the
new Russia, whose 1998 financial crisis forced Regent into a radical restructuring when its
investments in bond markets became worth just one twentieth of their value after Russia
defaulted and devalued its currency.

"Our mistake in Russia was that Russia stole from us in very short order," Everington said.
"The Internet as a trend is absolutely sound. The real question is whether you can make any
money out of it. We have been doing so now for two years," he added. ((David Chance,
London Capital Markets [phone] email [e-mail])) .