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    Hikari Tsushin ........... 150 Euro langfristig..... (Seite 13)

    eröffnet am 15.09.03 12:08:51 von
    neuester Beitrag 17.08.23 17:02:46 von
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     Ja Nein
      Avatar
      schrieb am 09.09.17 19:15:00
      Beitrag Nr. 1.019 ()
      Antwort auf Beitrag Nr.: 55.704.129 von Schwarzstorch am 09.09.17 13:13:50Vielen Dank für die gute Info lieber Schwarzstorch- gibt es eine Aufstellung über diese Positionen im Fund-
      lg
      hbc002
      Avatar
      schrieb am 09.09.17 13:13:50
      Beitrag Nr. 1.018 ()
      http://www.nasdaq.com/article/hikari-tsushin-inc-buys-fortiv…

      interessant finde ich dass fast 50% des Depots von Hikari Berkshire ausmachen.
      1 Antwort
      Avatar
      schrieb am 04.09.17 15:03:10
      Beitrag Nr. 1.017 ()
      Antwort auf Beitrag Nr.: 55.662.006 von hbc002 am 04.09.17 12:21:46Danke für die Info. Hinsichtlich des Marktumfeldes hat man ja gestern gesehen. Korea hat den Markt nach unten gezogen.
      Avatar
      schrieb am 04.09.17 12:21:46
      Beitrag Nr. 1.016 ()
      Antwort auf Beitrag Nr.: 55.657.266 von heath am 03.09.17 15:06:31Nach meiner Berechnung sollte der Kurs bei 238 stehen- bin mir nicht sicher, da mein Handy so große Zahlen nicht berechnen kann.
      Jetzt gehen wir sicher Richtung 140-150, da der Präsi weiter aufstocken wird. Der Norweg. Staatsfund ist auch eingestiegen.
      Die Jap Nationalbank kauft auch jap. Aktien auf.
      Also, wenn man mich fragt, sind das sehr gute Zeichen um den Kurs nach oben zu ziehen.Allerdings sollte das Marktumfeld auch mitspielen.
      lg
      hbc002
      1 Antwort
      Avatar
      schrieb am 03.09.17 15:06:31
      Beitrag Nr. 1.015 ()
      Antwort auf Beitrag Nr.: 55.632.893 von mr11x am 30.08.17 23:18:36Der Artikel klingt ja viel versprechend. Wie viele wäre der Aktienwert bei 50 Milliarden?
      2 Antworten

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      schrieb am 30.08.17 23:55:21
      Beitrag Nr. 1.014 ()
      Antwort auf Beitrag Nr.: 55.547.358 von hbc-002 am 17.08.17 21:21:32Hikari Tsushin- da ist noch einiges zu erwarten. Der Shigetha hat kein Stück verkauft - er sammelt noch weiter ein.
      Also dabei bleiben und auf noch höhere Kurse warten. Die Investmentsparte läuft wie verrückt.
      lg
      hbc002
      Avatar
      schrieb am 30.08.17 23:18:36
      Beitrag Nr. 1.013 ()
      Antwort auf Beitrag Nr.: 55.547.358 von hbc-002 am 17.08.17 21:21:32
      Recommended by Business / Corporate

      Yasumitsu Shigeta rekindles markets’ love for resurgent Hikari Tsushin

      by Takashi Nakamichi

      Bloomberg Aug 30, 2017

      Before earnings disasters caused Hikari Tsushin Inc. shares to sink 99 percent in 2000, the firm’s founder and chairman, Yasumitsu Shigeta, was once among the world’s richest people. Almost two decades later some investors are looking again at the Japanese company, and recent market moves suggest they like what they see.

      Shares of the office-equipment seller have jumped 24 percent this year to their highest value since 2000, outperforming the Topix stock index’s 5 percent gain. Three of four analysts surveyed by Bloomberg have a buy recommendation on the equity. In the bond market, Hikari Tsushin sold its longest-ever notes this month, and the issuance amount was increased due to strong investor demand.

      Shigeta’s company has come a long way. A darling of the stock market in the 1990s, Hikari Tsushin was considered one of Japan’s promising new firms along with peers such as SoftBank, until it faced a crisis in 2000: Its stock sank as its mobile phone sales business unexpectedly lost money. Now the market is bullish once again toward the seller of everything from copiers to office water servers to mobiles, as equity investors cheer its rising profits and regular shareholder payouts while bond buyers appreciate the extra yields on its notes.

      Hikari Tsushin is “a very exciting stock from our perspective,” said Richard Kaye, a portfolio adviser at a Japan unit of Comgest Global Investors S.A.S., which has about $100 million invested in the company’s stock. The shares are cheap, the company’s business model is attractive and the firm is growing steadily, according to Kaye.

      Hikari Tsushin’s net income climbed to ¥39 billion ($358 million) in the fiscal year to March 31, from ¥7.8 billion five years earlier. Kaye expects the firm’s annual net profit to break above ¥50 billion in the coming five years. The earnings recovery follows years of restructuring, which involved the company closing mobile-phone retail outlets while it expanded sales to corporate clients, including office automation, and also started selling insurance.

      It’s a “quite good company,” according to Akihisa Motonishi, a chief analyst at Japan Credit Rating Agency Ltd. He said the company has shifted its sales strategy in the past five years or so from getting a single payment on each product sold, to receiving small monthly commissions as long as the user keeps using the product, which has stabilized its earnings.

      The outlook wasn’t always so bright. As the dot-com bubble collapsed and a boom in mobile-phone sales stalled, the company posted a net loss of ¥56.4 billion in the year through August 2001, and lost money over the next two fiscal years.

      Hikari Tsushin’s credit rating was cut to junk in 2000 by Japan’s Rating & Investment Information Inc., which also cited the firm’s reliance on internet shares and related companies for its financing.

      The company began aggressive restructuring that within a few years started to pay off. It returned to a net profit in fiscal 2003, and its income grew from there.

      Shigeta, whose net worth was $39.45 billion in February 2000, now has $4.3 billion, according to the Bloomberg Billionaires Index.

      For some investors, Hikari Tsushin’s past turmoil is an obstacle. Tokyo-based Asahi Life Asset Management is one of those — it doesn’t own any of the firm’s bonds.

      “We deal with funds that are very public,” said Yoshihiro Nakatani, senior fund manager at the firm, which oversees ¥993.1 billion. “We must be a little careful about investing in issuers with seemingly high reputation risks.”

      Overly aggressive sales practices at the group could also pose risks for investors, according to Yuta Ishinoda, a senior analyst at Rating & Investment.

      In 2015, the Ministry of Internal Affairs and Communications twice warned Hi-Bit Inc., a Tokyo-based fiber-optic internet services provider unit of Hikari Tsushin, about its sales methods. It said at the time there were “inappropriate” solicitations, such as customers not being made aware that their service contracts were being changed. The ministry declined to comment on whether the firm has improved its operations since then.

      Hikari Tsushin “needs to take care of this sort of thing, since if there are any big problems in this area, it could lose customers, and there’s also the risk it will be ordered to suspend operations,” Ishinoda said.

      A Hikari Tsushin spokesman declined to comment on moves in the markets or the risks mentioned by analysts. The firm is improving its operations at Hi-Bit in line with authorities’ intentions, said a spokeswoman, who asked not to be identified due to company policy.

      The bond market appears to be brushing off those risks. Investors rushed to buy Hikari Tsushin’s 10-year bonds, whose 1.78 percent coupon was the highest offered for a regular yen straight note since April 2016. There was twice as much in orders for the debt as the amount offered, even after the company raised the issuance amount to ¥40 billion from its initially planned ¥10 billion, according to people familiar with the transactions.

      A business model like that of Hikari Tsushin, which relies on sales agents, may make sense for a maturing economy like Japan, according to Mariko Watanabe, an analyst at UBS Group AG in Tokyo.

      “We’re in an age when everyone has a mobile phone,” she said. “If you want your customer to buy one more mobile, you need those agents’ marketing and sales know-how.”
      3 Antworten
      Avatar
      schrieb am 17.08.17 21:21:32
      Beitrag Nr. 1.012 ()
      Antwort auf Beitrag Nr.: 55.538.787 von mr11x am 16.08.17 20:06:39Wie sind die Zahlen zu werten,der Kurs hat wieder ein neues Jh gemacht. Für mich ist es schwer zum nach vollziehen. Die Shops werden ja von Mitarbeiter gegen miete betrieben, dass bedeutet die Risiken werden geringer -ist es so?
      lg
      hbc002
      5 Antworten
      Avatar
      schrieb am 16.08.17 20:06:39
      Beitrag Nr. 1.011 ()
      Antwort auf Beitrag Nr.: 55.530.600 von mr11x am 15.08.17 20:10:09ir von hikari tsushin hat zumindest bei meinen anfragen in der regel reagiert
      weil ich nichts aktuelles gefunden habe, habe ich die vom August 2016 verlinkt, damit ich sie später schneller finde beim vergleichen
      6 Antworten
      Avatar
      schrieb am 16.08.17 10:42:42
      Beitrag Nr. 1.010 ()
      Antwort auf Beitrag Nr.: 55.530.600 von mr11x am 15.08.17 20:10:09Hi mr11x,
      Hikari hat heute wieder ein neues JH gemacht. Danke für das Zahlenwerk in engl.. Habe auf der Webseite nur die Jap Präs. gefunden. Sodann IR angeschrieben, dass sie die engl Version auf die Webseite stellen sollen.
      Wo bist du an das ZMaterial gekommen.
      LG
      hbc002
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      Hikari Tsushin ........... 150 Euro langfristig.....