China Mobile: Netease, Sohu und Sina - 500 Beiträge pro Seite

[kebab]

China Mobile: Netease, Sohu und Sina
Hongkong 15.09.03 (www.asia-economy.de) (AFX-ASIA)

China Mobile Telecommunications Corp owes more than 100 mln yuan to service providers (SPs), the 21st Century Business Herald reported.

The newspaper said the debt includes 50 or 60 mln yuan owed to NetEase. com Inc (NASDAQ NTES), more than 40 mln yuan to Sohu.com (NASDAQ SOHU) and about 50 mln yuan to Sina.com (NASDAQ SINA).

China Mobile has purposely postponed payment to all its SPs pending an investigation, as it discovered that some SPs have commercial relationship with pornographic websites, the report said. But the paper did not identify which SPs were engaged in such activity.

China Mobile has not decided how to punish these SPs, as many are overseas-listed companies. If the penalty is slight, it might not be effective, and if it is severe, the SPs` reputation and share prices might be affected, it said.

According to the newspaper, however, China Mobile is also trying to keep its SPs to prevent China United Telecommunications Corp and China Telecommunications Corp from grabbing them.

The newspaper said China Mobile signed strategic agreements with major SPs earlier this month, including NetEase and Tom.com (HK 8001), for exclusive partnership.

It quoted an analyst as saying China Mobile`s management policies toward SPs will decide the performance of its other wireless data businesses.

The analyst said the wireless data business is an important tool for China Mobile to increase its monthly average revenue per user.

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15.09.03 (il)

China Mobile: Netease, Sohu und Sina

[kebab]

Investor Alert SINA CORP
12.09.03 (www.asia-economy.de)

SINA CORP has posted a new event to its investor relations calendar:

Event: SINA CORP at Credit Suisse First Boston Asian Technology Conference
Date: 9/16/2003 12:20:00 AM ET (9/16 12:20 PM local time in Taipei)

Event: SINA CORP Shareholders Meeting
Date: 9/25/2003 10:00:00 PM ET (9/26 10:00 AM local time in Shanghai)

Event: SINA CORP at JPMorgan Asia Conference
Date: 9/29/2003

12.09.03 (il)

[kebab]

Risiken bei Sina.com, Sohu.com und Netease.com
Hong Kong (asia-economy.de) Nachdem sich die Aktien der "Drei" von ihren 12 Monatstiefs inzwischen um den Faktor 20-35 verlfielfacht haben kommen immer mehr Zweifel an der Nachhaltigkeit dieser Bewegung auf. Seit ihren Höchstkursen Mitte Juli liegen die Aktien mit 14-27 % im Minus. Obwohl sich das Geschäft mit China Portalen prächtig entwickelt gibt es mittlerweile doch einige Risiken, die wir bereits am letzten Freitag in einem Spezialreport angerissen haben. Vor allem liegt der Kurszuwachs weit über dem Wachstum im Geschäft. Aus einer offensichtlichen Unterbewertung wurde so innerhalb weniger Monate eine offensichtliche Überbewertung.

Inwieweit es die Portale schaffen ihre Wachstumsprognosen zu erfüllen und in die Bewertungen hineinzuwachsen, ohne dass es zu starken Kursverkusten kommt bleibt abzuwarten. Dennoch gibt es einige Fragezeichen hinsichtlich der zukünftigen Entwicklung.

So ist die derzeitige Stärke dieser Portale zugleich auch ihr größter Schwachpunkt. Denn aufgrund der Fokussierung auf Mobilfunkkunden konnten die Portale ihre Abhängigkeit von Internetwerbeeinnahmen und Verkäufen mindern. Mobilfunkkunden sind Margenträchtiger und zahlen mitunter Unsummen um Unterwegs von SMS und kleinen Spielen abgelenkt zu werden. Doch gibt es hier im Vergleich zum Internet einen großen Unterschied. So sind die Mobilfunknetze keinesfalls frei für jeden Anbieter zugänglich, denn die Betreiber versuchen durch Milliardeninvestitionen ihre eigenen Standards durchzusetzen um einen Wettbewerbsvorteil zu erhalten.

Der Zugriff auf die Infrastruktur ist damit im Gegensatz zum "liberalen freien" Internet nur beschränkt. Jede SMS, jede Transaktion und für jede Telefonminute müssen von den Portalen bei den Mobilfunkoligopolisten China Unicom und China Mobile eingekauft werden. Diese können die Einkaufspreise jederzeit anheben. Derzeit erhalten die großen Mobilfunkanbieter gerade einmal 15 % der Portalumsätze. Die Bruttomargen liegen damit bei allen "Drei" bei rund 80 %. Ein Zustand der nach Meinung vieler Analysten nicht haltbar sein wird.

Wenngleich die in der letzten Woche angekündigten Einschränkungen des SMS-Dienstes unter dem Vorwand des Schutzes vor Sexanbietern getan wurde, zeigt es doch auf in welcher Abhängigkleit sich die Portale befinden. (al)

[kebab]

China Cable and Communication Signs Letter of Intent With SINA Group Company To Provide Web-Based Interactive Multimedia Programming

Partnering for Future Cooperation

HONG KONG, Sep 24, 2003 /PRNewswire-FirstCall via COMTEX/ -- Based on the recent press release announcing the agreement to acquire Beijing Haidian Cable TV Network from the largest shareholder of SINA Corporation on Aug 27, 2003, and on September 24, 2003, China Cable and Communication, Inc. (OTC Bulletin Board: CCCI), a leading China-based Cable TV company, and Beijing Sina Internet Information Services Co., Ltd., a subsidiary of SINA Corporation (Nasdaq: SINA), a leading online media company and value-added information service provider for China and for global Chinese communities, announced today the signing of a letter of intent to jointly make available web-based interactive multimedia programming content to Sina`s subscribers.

Under the terms of the letter of intent, China Cable will provide the web- based broadband interactive video transmission platform in addition to content from CCCI ventures, including Boading Pascali Broadband World, Fuijian Broadband TV, Haidian Online, and Broadcast Online. Beijing Sina Internet Information Services is responsible for providing content for SINA`s web sites as well as for marketing for the interactive content to its more than 66 million worldwide registered users. The monthly service fee for the new cooperative service is fixed tentatively at RMB30 (approximately $3.61) per each CCCI venture`s content. SINA currently possess the largest Chinese portal user base in the world.

Closing of the transaction is subject to negotiation and execution of a definitive agreement.

"We look forward to working with this subsidiary of SINA Corporation on what we anticipate to become a very profitable venture," stated Gareth Tang, the Chairman of China Cable and Communication. "The market growth of broadband Internet access and additional new services from the cable industry will only enhance the ability for our online web sites to escalate in importance. We look forward to continuing to provide the growing market for Chinese subscribers with unique products and services."

About China Cable and Communication

China Cable and Communication, Inc. is a China-based Cable TV company. Through its British Virgin Island subsidiary, the Company is the first foreign company to own and operate a cable television network in China. The Company owns a 49% interest in Baoding Pascali Cable Television Network through a license that allows the Company to make additional investments in PRC networks.

Located 85 miles south of Beijing, the network has more than 200,000 subscribers within a population of 10 million, and currently offers 39 channels within the Baoding city limits and eight additional channels to outer areas in the Baoding metropolitan area. It transmits in both analog and digital over its fiber optic network and through 22 substations. With its fiber optic network, Baoding network is capable of transmitting 37 analog television programs, six digital signals and one FM music program. In addition to its cable television transmission services, Baoding network offers Internet access, and anticipates that it will be able to offer value added services such as broadband Internet access, virtual private network and bulk data transmission services by the end of 2003.

In addition to its favorable advantage in access to foreign capital, China Cable and Communication is well positioned as a foreign investor approved by The State Administration of Radio, Film and Television ("SARFT"), China`s national regulatory authority for the broadcasting industry, to own interests in and provide operational management support to cable television networks in the People`s Republic Of China (PRC). China Cable and Communication, Inc. trades in the United States, under the ticker symbol CCCI, in order to provide U.S. investors with the opportunity to invest in PRC cable television networks.

About SINA

SINA Corporation (Nasdaq: SINA) is a leading online media company and value-added information service ("VAS") provider for China and for global Chinese communities. With a branded network of localized web sites targeting Greater China and overseas Chinese, SINA operates three major business lines including SINA.com (online media and entertainment service), SINA Online (consumer fee-based online and wireless VAS) and SINA.net (small and medium- sized enterprises VAS), providing an array of services including online portals, premium email, wireless short messaging, virtual ISP, search, classified information, online games, e-commerce, e-learning and enterprise e-solutions.

The forward-looking statements contained herein are subject to certain risks and uncertainties that could cause actual results to differ materially from those reflected in the forward-looking statements. Readers are cautioned not to place undue reliance on these forward-looking statements, which reflect management`s analysis only as of the date hereof. The company undertakes no obligation to publicly revise these forward-looking statements to reflect events or circumstances that arise after the date thereof. Readers should carefully review the risks described in other documents the company files from time to time with the Securities and Exchange Commission, including the Annual Report on Form 10-KSB for the fiscal year ended October 31, 2002, as well as the Quarterly Reports and Current Reports on Form 8-K by the company.

SOURCE China Cable and Communication, Inc.

George Raney, Director of China Cable and Communication, Inc.,
[phone]; or Jeffrey Friedland, [phone], or Dara Podber,
[phone], both of Friedland Capital Inc., for China Cable and
Communication, Inc.
(CCCI SINA)


Copyright (C) 2003 PR Newswire. All rights reserved.

[kebab]

SINA
Sina Corporation Nasdaq-NM


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SINA to Present at the Eighth Annual JP Morgan Asia Conference

SHANGHAI, China, Sep 29, 2003 /PRNewswire via COMTEX/ -- SINA Corporation (Nasdaq: SINA), a leading online media company and value-added information service provider for China and for global Chinese communities, today announced that it is scheduled to present at the Eighth Annual JP Morgan Asia Conference in New York, Tuesday, September 30, 2003. Hurst Lin, the Company`s Chief Operating Officer, will be presenting.

Date: Tuesday, September 30, 2003
Time: 3:00 PM - 3:30 PM ET
Place: New York Palace, New York, NY

About SINA

SINA Corporation (FKA: SINA.com) (Nasdaq: SINA) is a leading online media company and value-added information service ("VAS") provider for China and for global Chinese communities. With a branded network of localized web sites targeting Greater China and overseas Chinese, SINA operates three major business lines including SINA.com (online media and entertainment service), SINA Online (consumer fee-based online and wireless VAS) and SINA.net (small and medium-sized enterprises VAS), providing an array of services including online portals, premium email, wireless short messaging, virtual ISP, search, classified information, online games, e-commerce, e-learning and enterprise e-solutions.

Safe Harbor Statement

This announcement may contain forward-looking statements. SINA may also make written or oral forward-looking statements in our periodic reports to the Securities and Exchange commission on forms 10-K, 10-Q, 8-K, etc., in its annual report to shareholders, in its proxy statements, in its offering circulars and prospectuses, in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements about our beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. 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, SINA`s historical losses, its limited operating history, the uncertain regulatory landscape in the People`s Republic of China, fluctuations in quarterly operating results, the Company`s reliance on wireless short messaging service and online advertising sales for a majority of its revenues, the Company`s reliance on mobile operators in China to provide wireless short messaging service, any failure to successfully develop and introduce new products and any failure to successfully integrate acquired businesses. Further information regarding these and other risks is included in SINA`s Annual Report on Form 10-K for the period ended December 31, 2002 and its recent reports on Form 10-Q as well as in its other filings with the Securities and Exchange Commission.

SOURCE SINA Corporation

Chen Fu, Investor Relations of SINA Corporation, [phone]
ext. 6089, or [e-mail]; or Denise Roche of The Ruth Group,
[phone], or [e-mail]

http://www.SINA.com


Copyright (C) 2003 PR Newswire. All rights reserved

[pokibeloki]

SINA, SOHU und NETEASE sind völlig überbewertet. Wenn man deren Marktkapitalisierungen berechnet, kommt man auf astronomische Werte von über 1 Mrd USD!!!!
Einfach Anzahl der Aktien und Aktienkurs multiplizieren, schon staunt man.