china dotcom es ist so weit - 500 Beiträge pro Seite

[abdulbaba]

es geht los zial 22 euro

[Leybold]

Stimmt!!.... Hat ja wohl auch lange genug gedauert. China ist wieder en vogue. Da ist noch viel drin. An der Nasdaq geht heute kräftig was ab.

Mal schaun, wie die schließen. Dann werd ich morgen noch mal 10000 Stck. kaufen.

[7clever]

@Leybold
warum nich 1000000 die 10000 fallen doch garnicht auf
Oder kaufst du auf XETRA, da du noch bis morgen warten musst

seven

[7clever]

ich hätte da noch 1600 Stk - kauf bei 3 EUR
wenn ich dir damit unter die Arme greifen kann...
werd ich sie morgen für dich in F. anbieten

seven

[7clever]

da wollen wir doch hoffen, dass unser
Leybold sich nicht die Finger verbrannt hat - bie 10000 Stk.




Last Trade: 11.71
Trade Time: 3:45PM ET
Change: -0.94 (-7.43%)
Prev Close: 12.65
Open: 12.48
Bid: 11.71 x 900
Ask: 11.72 x 3400


Day`s Range: 11.60 - 12.65
52wk Range: 2.61 - 14.87
Volume: 6,986,090
Avg Vol (3m): 4,229,136
Market Cap: 1.19B

[gODSMACk]

die gewinn und umsatz-dynamik ist eine wahre frechheit.1 cent drüber.
ich gehe davon aus,dass wir im roten bereich heute landen.

[gODSMACk]

selig sind die geistig armen..




2008
40-45

[gODSMACk]

auf 4 werden wir noch runter rauschen.dann werde ich mich auch wieder vollstecken.
wenn nicht,dann nicht.in den sommermonaten pasiert eh nicht viel.

ach,ich vergaß:
die china-zahlen werden übernächste woche sämtliche erwartungen schlagen und wir werden innerhalb einer woche wieder auf 10 sein

irgendetwas stimmt nicht mit dieser aktie

2008

40-55

bis bald

[gODSMACk]

das einzig positive ist,dass china bisher nicht ganz so hart abgestraft wurde wie die drei großen.

aber das kommt spätestens nach den zahlen.
believe me..

auf island noch die 7dollar.
wie lange noch?


2008
40-55

bis bald

[gODSMACk]

"nicht ganz so hart" natürlich in anführungsstrichen


2008

40-55

tschüss

[gODSMACk]

es geeeht los!billiger werden die nimmer!

das böse erwachen kommt nach den zahlen.

bei 4dollar kauf ich!!!

ansonsten bleib ich den sommer an der aussenlinie

[gODSMACk]

Immer ein besonders gutes zeichen für eine überragende qualität einer aktie sind die insider-verkäufe.

besonders vor den earnings weckt es gestärktes vertrauen.
wir können also davon aussgehen,dass china exorbitante zahlen liefern wird.
deshalb auch die weitsicht eines chairman oder officer.

vielleicht müssen die guten auch nur die malerrechnungen ihrer villen bezahlen.
das allerdings wäre auch ein plausibler grund.

INSIDER & RULE 144 TRANSACTIONS REPORTED
Date Insider Shares Transaction Value*

1-May-04 WIDDICOMBE, DANIEL
Officer 5,285 Planned Sale $43,9741

28-Apr-04 RAYMOND, CHIEN K.F.
Chairman 20,000 Planned Sale $170,0001

21-Apr-04 WIDDICOMBE, DANIEL
Officer 11,700 Planned Sale $105,3001

14-Apr-04 RAYMOND, CHIEN K.F.
Chairman 20,000 Planned Sale $170,0001

14-Apr-04 BRITT, THOMAS M. III
Director 5,000 Planned Sale $43,4001

1-Apr-04 WIDDICOMBE, DANIEL
Officer 5,285 Planned Sale $43,9741

1-Apr-04 WIDDICOMBE, DANIEL
Officer 209,250 Planned Sale $1,749,3001

17-Mar-04 CHU, NICOLA
144,900 Planned Sale $1,334,5291

17-Mar-04 WIDDICOMBE, DANIEL
Officer 11,700 Planned Sale $105,3001

16-Mar-04 WIDDICOMBE, DANIEL
Officer 1,250 Planned Sale $11,2501

10-Mar-04 RAYMOND, CHIEN K.F.
Chairman 20,000 Planned Sale $220,0001

1-Mar-04 WIDDICOMBE, DANIEL
Officer 365,625 Planned Sale $3,290,6251

25-Feb-04 CH`IEN, KUO FUNG R.
Chairman 20,000 Planned Sale $220,0001

25-Feb-04 CH`IEN, RAYMOND K.F.
Chairman 20,000 Planned Sale $220,0001

18-Feb-04 WIDDICOMBE, DANIEL
Officer 11,700 Planned Sale $100,7391

16-Feb-04 WIDDICOMBE, DANIEL
Officer 3,750 Planned Sale $33,7501

11-Feb-04 CH`IEN, KUO FUNG R.
Chairman 20,000 Planned Sale $220,0001

11-Feb-04 CH`IEN, RAYMOND K.F.
Chairman 20,000 Planned Sale $220,0001

1-Feb-04 WIDDICOMBE, DANIEL
Officer 337,500 Planned Sale $3,037,5001

28-Jan-04 CH`IEN, KUO FUNG R.
Chairman 20,000 Planned Sale $220,0001

28-Jan-04 CH`IEN, RAYMOND K.F.
Chairman 20,000 Planned Sale $220,0001

21-Jan-04 WIDDICOMBE, DANIEL
Officer 11,700 Planned Sale $100,7391

19-Jan-04 CHAN, STEVEN
Officer 34,900 Planned Sale $334,4601

16-Jan-04 WIDDICOMBE, DANIEL
Officer 1,250 Planned Sale $10,5001

16-Jan-04 WIDDICOMBE, DANIEL
Officer 3,750 Planned Sale $33,7501

3-Jan-04 WIDDICOMBE, DANIEL
Officer 337,500 Planned Sale $3,037,5001

3-Jan-04 CHAN, STEVEN
Officer 30,000 Planned Sale $364,5001

[gODSMACk]

hongkong.com mit Q-Zahlen
Hongkong 11.05.04 (www.asia-economy.de)

Heute veröffentlichte Hongkong.com (8006/KYG458691071) seine Zahlen für das erste Quartal ( 31. März ):

2004 2003

Revenue HK$63,211,000 vs HK$18,243,000
Net Profit 25,753,000 vs 8,041,000

Per Share
Earnings 0.006 vs 0.002
Quarter Div Omitted Omitted

Den Anlegern scheint das Ergebnis nicht groß zu interessieren. Nach einem anfänglichen leichtem Anstieg verliert die Aktie im Nachmittagshandel um 1,45 % auf 0,68 HK-$.

[gODSMACk]

Jason Brueschke of Pacific Growth Equities, who rates it outperform, estimates 2003 earnings at $13.4 million, or 13 cents a share, on sales of $87 million. And in 2004, he sees net profits of $37.7 million, or 36 cents, on $236 million.

Brueschke sees huge potential in both software and wireless.

He estimates that the 300 million wireless phone subscribers will jump to 500 million by 2007. Such fast growth justifies the stock`s rich p-e, he adds. With cash of $3.58 a share, a software business worth $10, and the phones $8, it`s a bargain, says Brueschke.

The company will spin off its wireless business soon. Patrick Lin of Primarius Capital, which owns shares, says the phone IPO could be priced at $5 to $8.


Lin says Chinadotcom is a way to play "companies with strong earnings growth in Asia."

unsere amerikanischen freunde sehen bis freitag schon wieder die 10dollar

na ja,wenigstens wird dort die meinung nicht minütlich gewechselt

[gODSMACk]

selten so einen "gesunden"abwärtstrend gesehen.bis der mal nach oben durchbrochen wird,hab ich weiße haare.da muß china schon sensationelle zahlen bringen,um hier einen umkehrtrend zu erreichen.

[gODSMACk]

Chinadotcom Cp

Last Price
6.3600

Net Change
-0.3100

Shares Matched
16,560

Orders Entered
127

Last Match Time
8:55:16.469
Market
NM

Previous Close
6.6700

Percent Change
-4.65%

Shares Entered
139,063

Open Orders
106

Last Order Time
8:55:01.153

mit anderen worten:es hat sich nichts,aber auch rein gar nichts geändert!!

aber unser augenmerk gilt weiter 2008.wir sind ja-im gegensatz zu den anderen börsianern-hellseher und unken 4jahre vorraus
zwischenzeitlich wird weiter geld versenkt.

wie heißt es so schön??
verliebe dich nie in eine aktie!

ich freue mich wieder auf kommentare wie:
"die instis decken sich ein".
"irgendetwas stimmt nicht mit der aktie".
"es hat kein sinn mehr,ich verkaufe den mist".
"china ist prima aufgestellt.schaut euch das mal an...
bis 2008 sind wir die 2.sap.ach,was schreib ich,die neue microsoft".

bei 4 steig ich ein und hole mir kurzfristige 100%

mai-juni 2004
4dollar

juli-august 2004
8dollar
danach rauscht es wieder runter..

bis bald

[gODSMACk]

wie schrieb doch kürzlich ein berühmter chinadotcomfan??

wir beobachten weiter den insti-anteil!
dann tun wir das doch mal!

http://thomson.finance.lycos.com/lycos/iwatch/cgi-bin/iw_tic…

[gODSMACk]

an relativ guten tagen machen sina/sohu und pacific das doppelte.
das alte spiel.
auch in der hinsicht hat sich nichts geändert

[gODSMACk]

kleine bestandaufnahme!

1.sina +8,06%
2.ntse +6,65%
3.sohu +5,01%


4.china+2,88%

das kommt mir irgendwie bekannt vor

aber wir glauben weiter ganz fest an

    2  0  0  8

!!!

[drkoop]

und verisign (VRSN) hat unseren JV-partner jamba gekauft.

gut gemacht die samwer brüder...

www.jamba.de

hilft uns bestimmt auch in USA Fuss zu fassen..



gruss thomas

[chinadotcom]

@ einziger im Board

Bist ja ein richtig kleiner Wadenbeißer geblieben. Vielleicht solltest Du Dich auch mal an den schönen Dingen des Lebens erfreuen. Nur pure Ironie macht doch auch keinen Spaß.

(Ich möchte keine Antwort darauf!!)

2008
40-55

[gaethje]

Chinadotcom: Your Internet Corporation Is Bloated And You Need A Diet
August 30, 2004



Posted by Perry Wu
What’s the first thing you think when you hear “Chinadotcom” (Nasdaq: China)? If you knew nothing about the company before, you might assume it was an Internet portal focused on China. But you’d be wrong. This company is much more than that. And that is the problem.

Chinadotcom, initially true to its name, started out as an Internet portal in 1996. By successfully capitalizing on its enviable URL name, China.com, and riding the Internet wave of the late 1990s, the company completed an IPO on NASDAQ in 1999 that raised US$86 million. Not satisfied, the company went back to the equity markets the following year and raised an additional US$304 million in 2000. For the coup de grace, the company then turned to Hong Kong investors on the Growth Enterprise Market in Hong Kong, and raised US$169 million.

So by the end of 2000, the company’s capital-raising days were complete and its hell-raising days were just beginning. At first, Chinadotcom stayed within its sphere of expertise by focusing on buying URLs that were complementary to its business, such as hongkong.com and taiwan.com. But by 2003, the company had thrown off the Internet portal yoke, and was buying dissimilar companies.

First came a database marketing business, then came a business management software business, then an IT consulting business, then an SMS (short messaging service) business, then a systems outsourcing business, then a CRM (customer relationship management) software business, and on, and on.

The company has now made around 11 different major acquisitions in the past three years (not including two pending acquisitions). Such an appetite would strain the stomach of even the most well-managed and experienced companies in the world. But Chinadotcom seems blithely confident of its strategy.

But really, what is the direct relationship between a vendor of CRM software and a web portal? Or, an SMS business and an IT consulting business? Individually, these might be good businesses but there is no real relationship among them. And if you chat with managers at these Chinadotcom subsidiary companies you will find that synergies among the businesses are not utilized effectively--they seem to operate in their own bubbles. Chinadotcom is spreading its expertise very thinly, and there is no semblance of a coherent strategy. This is a sure recipe for mismanagement.

In Chinadotcom’s defense, many of its acquisitions actually have real products, real customers, and real sales. And in many ways their businesses appear much more stable than the businesses of other China Internet darlings like Sohu (Nasdaq: Sohu) and Netease (Nasdaq: NTES). One of their companies, Pivotal, has a CRM software package that is used in the U.S. and the UK by such companies as Allied Capital, Visa International and the U.S. Federal Home Loan Bank. But it strains the imagination to think that Chinadotcom is devoting its full energy to its companies in the midst of its buying binge.

Chinadotcom is simply interested in buying, not managing, companies.

A diet is long overdue. Stop with the acquisitions, already. Could someone please make them stop and maybe buy them while the company still has assets to spare? Where’s KKR when you need them?

On the face of it, Chinadotcom’s current market value of US$450 million is only a 7% premium to its book value of US$421 million (per the company’s 30 June 2004 financials). And much of the company’s assets consist of high-grade debt of U.S. government-sponsored enterprises and international corporations. At first glance, that would seem to make the stock a good value.

But therein lies the trap. If management of the company continues to make unfocused acquisitions, then its cash position will only deteriorate further, and its book value accordingly. If it tries to raise new cash through rights offerings or other equity deals, that will only further dilute its shares.

And if the company ever gets around to seriously writing down some of its acquisitions to their true values, Chinadotcom`s book value could take a smack that would make the Chinese Olympic ping-pong team proud.

In my view of the world, a corporation can get away with owning so many different businesses only under two strategic scenarios:

1. Berkshire Hathaway Strategy: This is where Warren Buffett chooses companies that have such great management, great track records, and great profits that he considers them all "Rembrandts". He just buys a company, doesn`t mess with it, keeps existing management, and milks the cash.

2. GE Strategy: This is where GE has such a strong management infrastructure, sound systems integration ability, keen financial reporting and talented managers that it can integrate varying types of businesses and has a proven record of creating shareholder value by doing so.

If you are not utilizing the above two strategies then you better stick to buying companies that are basically the same as your existing business, otherwise there will be bad times ahead. Chinadotcom is not following either of the above two scenarios.

If you are running a public company, diversification is not your job. It`s the shareholders` job. If a shareholder buys into a portal company, but then decides he wants a business software company to diversify his portfolio, it`s the shareholder`s job to then buy into a business software company. It is not the portal company`s job to buy a business software company. Anybody who has been through an MBA program should have heard that First Commandment drilled into their heads multiple times. So in true pedantic style, let`s repeat: "If you are running a public company, diversification is not your job. It`s the shareholders` job."

Anyway, unless you are Berkshire or a GE, it is going to be really hard to pull off anyway. I challenge you to provide me with examples of publicly-traded companies that would contravene what I am saying as I would be interested at looking at them.

The trend is clear: Chinadotcom has managed to take the hundreds of millions of dollars raised in 2000 and has steadily depleted it. At December 31, 2001, before the company’s major binge-buying began, Chinadotcom’s cash and securities totaled US$483 million (cash plus available-for-sale securities plus restricted debt securities). By June of this year, the same number was US$279, a decrease of US$200 million in two and a half years.

And Chinadotocom provides no information for me or other investors to decide that Chinadotcom`s route is the best path to follow. There are no separate financial statements for the companies they have acquired. No cash flow, balance, or income statements can be found. Under SEC regulations, those forms are not required, but it would make sense for investors to see these documents so they can make sure that these are good acquisitions to go by. Just because gambler Mary Meeker suggests China is hot doesn`t mean we should blindly buy China technology stocks and believe their hype. (Quick note: Meeker is already headed for Failure Part II as many of the companies highlighted in her April 2004 China Tech report have bubble financials and poor service offerings. It seems her research team spent too much time listening to PR people and not enough time with their ears to the ground.)

So if the company wants to prove its case that it is making good acquisitions, they certainly do not show it. They are following the letter of the law, but this is not helping investors. The onus is on Chinadotcom to prove they are good acquisitions.

NewPalm illustrates this example very well. When Chinadotcom acquired NewPalm, many in the Chinese Internet industry snickered and rolled their eyes. NewPalm had a very short lifespan and was rumored to have a reputation for breaking contracts, losing money, and not fulfilling commitments with vendors. Their software applications were simplistic and their relationships with government entities were apparently nothing special. But an investor would never know these things because: a) many investors don`t work and live in a Chinese technology business world; and b) Chinadotcom did not provide separate financials for the company.

NewPalm suckered Chinadotcom into acquiring it, and Chinadotcom then yelled "You suckers!" to its investors. If you are investing in a European or North American company, its easier to get good information, news, and commentary on that company. But Chinese companies don`t have the same type of English-language information publicly available, so investors must "trust" the investor relations professionals at these companies for honest forecasts and background information. Investing in a Chinese publicly-traded company is like opening a fortune cookie and hoping that inside will be a slip of paper forecasting you with many riches. Or maybe it will just say you are destined to take a trip up a creek without a paddle.

In a fantasy world, shareholders of Chinadotcom could schedule a long vacation for the top management to keep the executives away from the "acquisition button". But we live in the real world so the market is justified in assigning a steadily lower value to Chinadotcom’s shares.

In spite of all this, the company is sure to be making noise in the months and years to come. Chinadotcom still has sizable reserves of cash and securities, and more importantly, its appetite for acquisition place it in the position of acquirer. This company is not about to fade away yet. We’ll be hearing plenty more from Chinadotcom.


--------------------------------------------------------------------------------
About the author:
Perry Wu is a writer and correspondent for ChinaTechNews.com and can be reached here at the site by visting www.chinatechnews.com/contact.php. Perry Wu does not hold or has ever held any positions, long or short, in any of the Chinese company securities mentioned in this article, including Chinadotcom, Sohu, and Netease. However he does currently own shares in Berkshire Hathaway, but not in GE. Though he owns a few GE household appliances.