ChinaDepot - 500 Beiträge pro Seite

[MaxAG]

@all
Ich veruche hier ein langfristiges Technologie Depot zusammenzustellen,
das bis zum Jahr 2010 eine Steigerung von ca. 1000 Prozent schaffen sollte! In ca. 8 Jahren eine Verzehnfachung.

Das wäre eine Steigerung von ca. 40 Prozent pro Jahr

Das Depot wird ca. 8-10 Werte umfassen und hautsächlich
aus Technologie Aktien aus dem asiatischen Raum (inbesondere China) bestehen

Der Plan umfasst ein Startkapital von 30 000 €
Bis ins Jahr 2010 sollte sich das Kapital auf bis 300 000 € erhöhen.

Ich werde Regelmäßig über News aus diesen Werten berichten.

Mit folgendem Depot wird gestartet.


Euro/Dollar Kurs 1,264
(Schlusskurse von gestern)

100 Sina zu 41,50$
= 4150$ = 3 283 €

200 Sohu zu 26,67$
= 5334$ = 4 220 €

500 Xing zu 11,90$
= 5950$ = 4 707 €

500 Bonso zu 6,63$
= 3315$ = 2 623 €

300 China.com zu 11,05
= 3315$ = 2 623 €

10000 Genesis Technology zu 0,335
= 3350$ = 2 650 €

8000 Hartcourt zu 0,545
= 4360$ = 3 450 €

500 Sify zu 6,21$
= 3105$ = 2 456 €



Depotwert 26012 €
Cash 3988 €

[bluemax999]

wenn das nicht ein wenig spekulativ und ein sehr wenig china lastig ist - woher nimmst du die gewissheit ueber einen nachhaltigen aufschwung in china?

viel glueck
bluemax999

[Fattony]

ich schick einen konkurenzwert ins rennen:

tele atlas ta6 927101

die machen die karten für navi systeme, haben nur einen ernsthaften konkurenten und sind seit jahren am investieren in ihre karten, haben daher die für europa hochwertigsten aufzeichnungen.

schlußkurs gestern 5,00
d.h. 50,00€ bis 2010, traue ich dem wert locker zu, aber nur wenn sie marktführer bleiben...

[nasdy]

ich hab auch noch welche: 786748, 929449

[Kanimaro]

MaxAG,

zunächst wünsche ich Dir viel Glück, aber eine kleinliche Frage habe ich da noch:

Willst Du nun eine Verzehnfachung oder eine Steigerung um 1000 % (eine Verelffachung)

Der große Held wärst Du so oder so, aber um schon vorher ernst genommen zu werden, sollte man so Sachen vermeiden

Grüße

Kanimaro

[MaxAG]

Ein kleiner Überblick:

Sina
Umsatz Q4/2003 = 38,3 Mio$ +20% zum Vorquartal
Gewinn Q4/2003 = 9,3 Mio$
Aktienanzal= 48,361 Mio
MarketCap= 2000 Mio$
KGV = 54

Sohu
Umsatz Q4/2003 = 24,6 Mio$ +11% zum Vorquartal
Gewinn Q4/2003 = 11,6 Mio$
Aktienanzahl = 35,995 Mio
MarketCap= 962 Mio$
KGV = 21

China
Umsatz Q3/2003 = 24,43 Mio$ +14% zum Vorquartal
Gewinn Q3/2003 = 6,09 Mio$
Aktienanzahl = 101,296 Mio
MarketCap = 1119 Mio$
KGV = 46

Sify
Umsatz Q4/2003 = 15,62 Mio$ +7% zum Vorquartal
Gewinn Q4/2003 = 0,97 Mio$
Aktienanzahl 33,835 Mio
MarketCap = 210 Mio$
KGV = 53

Genesis Tech
Umsatz Q4/2003 = 6,57 Mio$ +25% zum Vorjahr
Verlust Q4/2003 = 0,14 Mio$
Aktienanzahl = 37,35 Mio
MarketCap = 12,5 Mio$
KGV = Negativ

Hartcourt
Umsatz Q3/2003 = 33,66 Mio$ +20% zum Vorquartal
Gewinn Q3/2003 = 0,5 Mio$
Aktienanzahl = 170 Mio
MarketCap = 85,35 Mio
KGV = 43

Xing
Umsatz2003(e)= 400 Mio$
Gewinn2003(e)= 24 Mio$
Aktienanzahl = 15,538 Mio
MarketCap = 185 Mio$
KGV(e)= 8

Bonso
Umsatz Q4/2003 = 17,26 Mio$ -18% zum Vorquartal
Gewinn Q4/2003 = 0,6 Mio$
Aktienanzahl = 5,529 Mio
MarketCap = 36,66 Mio$
KGV= 15

[MaxAG]

@Kanimaro
klar du hast recht
ich meine natürlich eine Verelffachung als 1000%

@bluemax999
spekulative Werte ja, die aber trozdem günstig bewertet sind. Ohne Risiko gibts aber auch keine 1000%.
Dann nehm ich mir ein Sparbuch, das ist sicher.

[Fattony]

Der Plan umfasst ein Startkapital von 30 000 €
Bis ins Jahr 2010 sollte sich das Kapital auf bis 300 000 € erhöhen.
dann müßte es aber auch 330 000 € heißen.

SORRY

[MaxAG]

China.com

...bald stehen Quratalszahlen an


chinadotcom Q4 and Full Year 2003 Review and Earnings Conference Call set for February 26th, 5:30 p.m. EST

Hong Kong February 20, 2004 chinadotcom corporation (NASDAQ - CHINA), a leading integrated enterprise software and mobile applications company in China and internationally, will hold its quarterly conference call to discuss December quarter and full year 2003 results and 2004 outlook on Thursday, February 26, 2004, at 5:30 p.m. Eastern Standard Time (February 27, 2004, at 6:30 a.m. Hong Kong Time).

[MaxAG]

Xing

CECT, one of Qiao Xing Universal Telephone, Inc¡¯s subsidiary today(Feb. 25 2004) announced: In 2003,CECT fulfilled sales target and expects positive result despite the tragic impact of SARS.

Sales target of CECT for 2004 is revenue of US$540M or RMB4.5B, representing about 5% to 8% market share in China.

[fiddi9]

Max,

träumen darf jeder

MFG
fiddi

[MaxAG]

Hartcourt

Hartcourt meldet strategische Uebernahme einer IT Dienstleistung
Los Angeles (ots) - Hartcourt Companies, Inc. (OTC Bulletin Board: HRCT,
Frankfurt: 900009), www.hartcourt.com gaben heute bekannt, dass sie eine definitive Vereinbarung fuer eine Mehrheitsbeteiligung von Shanghai Computer ServiceNet Co., Ltd, ein fuehrender und unabhaengiger IT Dienstleistungsanbieter in Shanghai/China, erworben haben.

Der Gesamtkaufpreis betraegt in etwa US$2,5 Millionen und wird sowohl Bar wie auch mit „restricted shares“ bezahlt.

Diese Akquisition ist fuer Hartcourt‘s rasant wachsendes IT Vertriebsnetzwerk sehr wichtig.

Die Verwendung von ServiceNet Ressourcen bringt ausserdem einen bedeutenden Wettbewerbsvorteil fuer Hartcourt’s Beteiligungen. Dadurch sind sie in der Lage den Kundendienst zu verbessern, Markenware zu entwickeln und in neue Marktsegmente zu expandieren. Die Hohe Gewinnmarge des IT Dienstleistungssektor ist ein weiterer attraktiver und lukrativer Bereich, in dem Hartcourt plant die Investitionen zu steigern.

ServiceNet wurde im Jahre 2000 gegruendet und bietet eine grosse Auswahl an IT Dienstleistungen zu zahlreichen internationalen Firmen in China, wie beispielsweise HP, Dell, Philips, Toshiba, Sony, Samsung, Seagate. Diese Dienstleistungen beinhalten Servicezentren, Dienstleistungen vor Ort, Hardware Unterstuetzung, Systembetreuung usw. Ihr Dienstleistungsnetzwerk bedeckt 15 bedeutende Staedte in China, wie beispielsweise Shanghai, Guangzhou, Xiamen, Hangzhou, Xi`an, Shenzhen, and Kunming. Sie hat ueber 200 Ingenieure und ihr Nettoeinkommen im Jahr 2003 belief sich auf US$4,6 Millionen mit einer Nettogewinnspanne von ueber 20%. ServiceNet erwartet sein Dienstleistungsangebot und den Wirtschaftsraum deutlich zu verbessern und im Jahr 2004 im Norden Chinas zu expandieren.

[MaxAG]

Chinadepot

Kauf von 15 000 Proview International Holding
zu 0,198€ in Berlin
Kaufpreis 2970 €



Aktuelles Depot
100 Sina
200 Sohu
500 Xing
500 Bonso
300 China
500 Sify
8000 Hartcourt
10000 Genesis
15000 Proview
-------------------
Cash 1018 €

[Kanimaro]

Max,

ich finde es gut, daß Du scheinbar für viele Infos zu Deinen Werten sorgen willst (wirst ?)

Wenn dann trotz nur Verzehnfachung in den nächsten Jahren ein informativer Chinat. steht ist uns (und Dir) doch auch geholfen.

Ich werd öfter mal vorbeischauen

MfG

Kanimaro

[MaxAG]

China.com


Q4/2002 Umsatz:14,560Mio$ Gewinn:1,172Mio$ Marge: 8,0%
Q1/2003 Umsatz:15,425Mio$ Gewinn:1,310Mio$ Marge: 8,5%
Q2/2003 Umsatz:21,486Mio$ Gewinn:4,078Mio$ Marge: 19,0%
Q3/2003 Umsatz:24,426Mio$ Gewinn:6,090Mio$ Marge: 24,9%

Bisherige Umsatz-Steigerungsraten zum Vorquartal:
Q1/2003 = 6%
Q2/2003 = 40%
Q3/2003 = 14%
Q4/2003 = ???

[Tulipe]

von Proview habe ich schon lange nichts mehr gehoert. Wann gibt es Zahlen ?

Gruss
Tulipe

[MaxAG]

Institutional Holdings

Sina----57,1%
Sohu----52,2%
Sify-----1,8%
Xing-----3,6%
China-----9,6%
Bnso-----10,8%
Gtec-----0,1%

über Hartcourt und Proview hab ich leider keine Daten
über den InstiAnteil

[MaxAG]

Sowei ich weiß, meldet Proview keine Quartalszahlen

Das Wirtschaftsjahr endet bei Proview Ende Juni

Den letzten Jahresbericht gibts im PDF-Format bei:
http://202.66.146.82/listco/hk/proview/annual/2003/res.pdf

[MaxAG]

Proview International Holdings

Im Jahr 2003 kam der Jahresbericht Ende Oktober raus!

[MaxAG]

Nachfolgend einige Charts von den Depotwerten


Xing 1Jahr





Sina 1Jahr





Sohu 1.Jahr





China 1.Jahr





Sify 1.Jahr





Genesis Tech 1.Jahr





Hartcourt 1.Jahr





Proview 1.Jahr





Bonso 1.Jahr

[bluemax999]

max ag, du gibst dir ja viel muehe, weiter so

bluemax999

[MaxAG]

News bei Sohu

BEIJING, Feb. 26 /PRNewswire-FirstCall/ -- SOHU.COM Inc. , China``s leading online media, communications, commerce and mobile value-added services company, and NEC (China) Co., Ltd, one of the world``s leading solutions providers for broadband networking and mobile Internet, today announced an exclusive agreement to bring copyrighted wireless ringtones on the Chinese market and pledged further cooperation in the Internet broadband content and wireless content business.

SOHU.COM and NEC are joining forces to expand the new business of building mobile phone value-added services in China based on NEC``s experience with wireless Internet in other markets and SOHU``s brand strength and reach within the fast-expanding Internet and wireless consumer market. Under the terms of the agreement, NEC will introduce unique copyrighted ringtones in China that mobile phone users can download from the SOHU SMS and MMS channels, and transmit to their mobile phones by the wireless carriers China Mobile and China Unicom. These ringtones include renowned Japanese pop songs, J-POP and J-WAVE that already have a strong fan base among Chinese youth. The two companies plan to expand into additional wireless value-added services areas as well as online broadband content in the future.

With over 250 million mobile phone users, China has already become the biggest cell phone market in the world. China``s discerning consumers demand the highest quality wireless value-added content and services to enhance the entertainment value of their mobile devices. SOHU SMS (http://sms.sohu.com/) is a top value-added services provider in China working closely with the mobile carriers and cell phone manufacturers to bring the best-of-breed entertainment services, comprising of over 300 products, to Chinese consumers. In MMS services, SOHU has emerged as a market leader, continuously developing products and services for MMS (http://mms.sohu.com/) as well as for other 2.5G applications, such as Interactive Voice Response (IVR), WAP and K-Java, including exclusively branded content from the Walt Disney Internet Group.

Demand for quality interactive online content is rising as more Internet users in China are connecting via broadband services. By the end of 2003, 10.7 million out of 80 million Internet users had subscribed to online broadband services offered by China``s fixed line telecom operators (China Telecom, China Netcom and China Railcom). The current growth trend of broadband services is expected to continue in coming years. Catering to this growing user base of broadband services, SOHU is expanding content offerings for broadband use, including the launch of a new Music Channel for broadband in January of 2004.

````SOHU is pleased to cooperate with NEC, a leading global content partner. The expression ``Content is King`` applies in particular to MMS and other 2.5G applications. Exclusive branded and copyrighted products will help differentiate SOHU from the competition in wireless value-added services. By bringing the exciting Japanese music world into people``s handsets we believe SOHU and NEC will further promote Chinese wireless value added business among consumers,```` Mr. Victor Koo, COO of SOHU.COM, said.

````China is the focal point of our corporate strategy because of the tremendous opportunities the largest mobile communications market in the world and second largest Internet population in the word is offering companies like NEC. Chinese consumers are quick adopters of new technology, so we hope these unique ringtones will be well received by them. We trust we have embarked on a win-win strategic partnership with SOHU``s capable management team to achieve our goals in the promising China market,```` Mr. Norihiko Kunishima, Associate Senior Vice President of NEC Corporation, said.

Safe Harbor Statement

This company``s announcement contains forward-looking statements. It is currently expected the Business Outlook will not be updated until the release of SOHU``s next quarterly earnings announcement; however, SOHU reserves the right to update its Business Outlook at any time for any reason. We 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 our annual report to shareholders, in our proxy statements, in press releases and other written materials and in oral statements made by our officers, directors or employees to third parties. Statements that are not historical facts, including statements about our beliefs and expectations, are forward-looking statements. These statements are based on current plans, estimates and projections, and therefore you should not place undue reliance on them.

Forward-looking statements involve inherent risks and uncertainties. We caution you that 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, SOHU``s historical and possible future losses, limited operating history, uncertain regulatory landscape in the People``s Republic of China, fluctuations in quarterly operating results, and the company``s reliance on online advertising sales, e-subscriptions (most of which are collected from a few mobile telecom operators) and e-commerce for its revenues. Further information regarding these and other risks is included in SOHU``s Annual Report on Form 10K for the year ended December 31, 2002, Quarterly Report on Form 10Q for the quarter ended September 30, 2003 and other filings with the Securities and Exchange Commission

[BarnyXXL]

@ max:

Du machst Dir sehr viel Mühe. Guter Thread!!

Ich schau ab und zu mal vorbei und geb meinen Senf dazu !

Gruß Barny

[MaxAG]

InstiAnteil (etwas genauer)

Sina------57,26%
Sohu-----52,26%
Bonso---10,77%
China------9,63%
Xing--------3,58%
Sify---------1,78%
Gtec-------0,11%

[MaxAG]

News bei Xing

CECT Promises More Outstanding Performances for 2004 Building on the Fundamental Improvements of 2003 And Further Cooperation With Communication Leaders



HUIZHOU, Guangdong, China, Feb. 26 /Xinhua-PRNewswire/ -- Qiao Xing Universal Telephone, Inc. (Nasdaq: XING) today announced that its subsidiary, CEC Telecom (¡°CECT¡±), has incorporated a joint venture with Taiwan¡¯s biggest mobile producer, BenQ, aiming to capture the vast mobile phone market in China.

Taking advantages of CECT¡¯s two mobile licenses and BenQ¡¯s distinctive expertise in R&D, the JV is engaged in the R&D and manufacture of mobile communications products. Founded on 13 January 2004, BenQ CECT is based in Suzhou Hi-tech Industrial District in Jiangsu Province.

As the largest mobile producer in Taiwan, BenQ is ranked No. 13 among the global top IT100, and it is also a leading company in the R&D of high-end mobile phones. BenQ is already a well-known IT brand in China.

¡°After the acquisition by Qiao Xing, CECT has not only remarkably strengthened its R&D capabilities, but also successfully co-operated with world renowned mobile producers like Mitac,¡± said Mr. Zhi Yang, Chairman of CECT. ¡°Forming this JV with BenQ is a big step in the right direction for CECT in 2004.

Mr. WU Ruilin, Chairman of XING, also welcomes this cooperation project. ¡° Our joining effort is expected to further improve the R & D expertise of CECT and thus strengthen its lead in the domestic high-end mobile phone R&D field,¡± said Mr. Wu.

¡°Prior to XING¡¯s acquisition of CECT in February 2003, the company was still in its infant stage in terms of R&D, marketing and manufacturing,¡± continued Mr. Wu. ¡°In less than one year, CECT has developed three manufacturing bases from what was originally just one; CECT successfully developed China¡¯s first generation of SmartPhone and the first female mobile; CECT¡¯s distribution network covers nearly all provinces in China and has fulfilled its sales target despite the tragic impact of SARS.

¡°In 2003, CECT paved a solid foundation for its future development in marketing, R&D and manufacturing,¡± added Mr. Wu. ¡°In 2004,CECT would achieve more outstanding performance.¡±

Mr. Wu Zhi Yang also expressed his confidence as saying, ¡°CECT¡¯s targeted sales quantity for 2004 is 3.5 million units of mobile phones, to capture more than 5% market share in domestic mobile markets.¡±

About BenQ

BenQ is ranked among the Top 100 IT companies in the world by Business Week magazine and is the world¡¯s second-largest manufacturer of LCD displays. Formerly Acer Communications & Multimedia, the name BenQ was adopted in December 2001 to reflect BenQ¡¯s motto ¡® Bring Enjoyment and Quality to Life.¡¯ BenQ¡¯s product lines are managed by four business groups: Imaging Network, Digital Media, Network Display and Networking & Communications (GSM/GPRS/CDMA/CDMA2000 mobile phones, wireless PDAs, wireless modules).

For more information about BenQ, please visit http://www.BenQ.COM .

About Qiao Xing Universal Telephone, Inc

In August 1995, Qiao Xing Universal Telephone, Inc. became one of the largest and first telephone manufacturers in China to receive the ISO9001 Quality System Accreditation award. The Company currently produces over 200 models of corded and cordless telephones and distributes such products through an extensive network of more than 3,500 retail stores throughout China. In May 2002, Qiao Xing¡¯s 80 percent owned subsidiary Qiao Xing Mobile Communication Co., Ltd. Acquired a 65 percent interest in CEC Telecom Ltd (CECT), which was formally approved by all the necessary government authorities on 8 Feb 2003. For more details, please visit www.cosun-xing.com.

Forward-looking statements

This release contains certain forward-looking statements concerning recent and future economic performance and the plans and objectives of management for future operations. These forward-looking statements can be identified by the use of such words as "project," "expect" and "anticipate," and variations of such words. Such forward-looking information involves risks and uncertainties that include, but not limited to, those relating to economical, political, legal and social conditions in the People¡¯s Republic of China, dependence upon key management personnel, competition, material factors relating to the operations of the business, and domestic and global economic conditions.

[MaxAG]

[MaxAG]

Sohu News von #22 (deutsche Kurzfassung)

Sohu.com und die China-Tochter der japanischen NEC Inc. haben ein exklusives Lizenzabkommen geschlossen, dass die Bereitstellung von urheberrechtlich geschützten Handy-Klingeltönen für den chinesischen Markt vorsieht. Eine Ausweitung der Zusammenarbeit auf die Bereiche Internet-Breitband und Mobilfunk-Content sei denkbar, so die Partner.

[MaxAG]

Zahlen von China.com

HONG KONG, Feb. 26 /PRNewswire-FirstCall/ -- chinadotcom corporation (Nasdaq: CHINA; http://www.corp.china.com/), a leading integrated enterprise software and mobile applications company in China and internationally, today announced its financial results for the fourth quarter and full year ending December 31, 2003 under US GAAP. 2003 revenues from continuing operations including from acquired entities were US$89.4 million as compared to US$44.0 million in 2002, an increase of 103%. Gross profit in 2003 increased by 154% to US$41.3 million as compared to US$16.2 million in 2002. Gross margin in 2003 was 46% as compared to 37% in 2002. Operating cash earnings in 2003 were US$7.3 million as compared to a loss of US$10.6 million in 2002. Net profit in 2003 was US$15.5 million as compared to a net loss in 2002 of US$18.2 million. 2003 overall earnings per share was US$0.15 as compared to a loss per share of US$0.18 in 2002.

Q4 2003 revenues from continuing operations rose by 20% to US$29.3 million from US$24.4 million in Q3 2003. For Q4 2003, gross profit in Q4 2003 was US$15.0 million, up 27% from US$11.8 million in Q3 2003 and gross margin was 51%, up from 48% in Q3 2003. Operating cash earnings (defined as gross profit minus selling, general and administrative expenses) rose 48% to US$3.7 million in Q4 2003 from US$2.5 million in Q3 2003. As a result of the new acquisitions in 2003, additional employment compensation expense of US$1.2 million and amortization of intangible assets of US$2.3 million were recorded in Q4 2003, resulting in a 71% decrease in operating income to US$0.5 million as compared to US$1.7 million in Q3 2003. As a result, net earnings in Q4 2003 were US$4.0 million, down 34% compared to Q3, and earnings per share decreased quarter over quarter from US$0.06 in Q3 2003 to US$0.04 in Q4 2003.

Adjusting on a quarterly basis through 2003 for the employment compensation expense and intangible asset amortization from new acquisitions, and excluding the proceeds from the disposal of treasury instruments and other adjustments, recurrent operating profit from continuing operations in Q4 2003 would have increased 94% to US$2.2 million, up from US$1.1 million in Q3 2003. Reflecting these adjustments, net income from continuing operations would have risen 10% to US$4.1 million in Q4 2003, up from US$3.8 million in Q3 2003.

"This quarter we posted our fifth consecutive US GAAP profit, which reflects improvement in the guided financial metrics of revenues, gross margins and operating cash flows, and the efficiencies gained through the successful integration of our recent acquisitions," said Chief Financial Officer Daniel Widdicombe. "We will continue executing on those acquisitions that can deliver sustainable high-margin and recurrent revenues while enabling us to achieve our growth strategy in China and internationally."

The company``s balance sheet at December 31, 2003 showed net cash and cash equivalents of US$342 million and 101.6 million common shares outstanding.

"2003 was a record year for chinadotcom as we posted our first full year of US GAAP profit. The company saw significant improvement in our financial metrics during the year; operations grew and we continued to gain market share," said CEO Peter Yip. "We have transformed ourselves into a leading, China-based, profitable enterprise software and mobile applications company."

Yip continued, "We are pleased to have successfully acquired Pivotal. The acquisition marks a milestone in the history of chinadotcom and over the coming year, we will focus our efforts on realizing cost synergies from acquisitions such as Pivotal and driving cross selling opportunities throughout our pending combined customer base of over 3,200 enterprises. I look to 2004 with great enthusiasm as the company drives integration, and builds long term organic revenue growth and profit opportunities in China and internationally."

[MaxAG]

China.com

Toller Umsatzwachstum!
Satte 20% von Q3/2003 auf Q4/2003
von 24,4Mio$ auf 29,3Mio$

Nachbörslich ein schönes Plus von ca 5%

Meiner Meinung gute Zahlen

weiter so...

[MaxAG]

News bei Sina

SINA to Acquire a Leading Mobile Value-added Service Provider
¡¡¡¡Acquisition Will Add Two Million Paying Subscribers and Further Solidify SINA¡¯s leadership in the mobile value-added service market in China

¡¡¡¡Shanghai, China.--(Xinhua/PR Newswire)¡ªFebruary 27 2004--SINA Corporation (Nasdaq:SINA), a leading online media company and value-added information service provider for China and for global Chinese communities, announced today that it has entered into a definitive agreement to acquire Crillion Corp, one of the leading mobile valued-added service providers in China. The acquisition will add two million paying subscribers to SINA and further solidify SINA¡¯s leadership position in China mobile value-added service market.

¡¡¡¡Based in Shenzhen, Crillion works with job centers around China to provide job referrals via wireless short messaging service (¡°SMS¡±) to a large number of job seekers in China. Building upon this customer base, Crillion has created various popular SMS based mobile communities with members paying between US$0.70 and US$1.00 on a monthly basis. In 2003, Crillion generated approximately US$10.5 million in revenues and US$4.4 million in net income.

¡¡¡¡The rapid economic development in China in recent years has created a large pool of job seekers. According to a report by issued by China¡¯s National Bureau of Statistics, based on the 2000 census, China has a total migrant population of over 121 million. A large majority of this population represents job seekers who have relocated to more prosperous cities in search of job opportunities.

¡¡¡¡"Over the past year, Crillion has targeted the job seeking market and rapidly established itself as the clear leader in this demographic segment," said Wang Yan, CEO of SINA. "This acquisition will allow SINA to expand into new market segments and further solidifies our leadership position in the mobile value-added service market in China.¡±

¡¡¡¡SINA will pay approximately US$17.9 million in cash and SINA shares as the first installment upon closing and with the rest paid out on an earn-out basis over the next 2 years. The subsequent earn-out payments after the first installment will be paid out roughly on a 1.5 to 2 times 2004 and 2005 earnings basis respectively, provided that Crillion¡¯s pretax net income for 2004 and 2005 is over US$6.7 million and US$13.3 million, respectively. The total consideration has a cap of US$125 million, of which, 60% will be paid in cash and the remaining in SINA shares.

¡¡¡¡The transaction is subject to customary closing conditions including regulatory approvals and is expected to close no later than the second quarter of 2004.

[MaxAG]

#30 nochmals auf Deutsch

27.02.2004 / 16:51
Sina kauft ein

Sina Corp. (Nasdaq: SINA; WKN: 929917): Das chinesische Internetportal Sina.com gab am Freitag die Übernahme von Crillion bekannt, einem Anbieter von mobilen Mehrwertdiensten. Durch die Akquisition werde Sina zwei Mio. neue Kunden gewinnen und die Position im chinesischen Markt ausbauen.

Sina wird ungefähr 17,9 Mio. US-Dollar in Geld und Aktien für Crillion ausgeben. Weiteres Geld soll als Earn-Out ausgezahlt werden, falls Crillion in den nächsten zwei Jahren bestimmte Ziele erreicht. Sollte Crillion im laufenden Jahr einen Gewinn vor Steuern von 6,7 Mio. Dollar und im nächsten Jahr von 13,3 Mio. Dollar erzielen, werden sich die ehemaligen Gesellschafter über einen Kaufpreis von insgesamt 125 Mio. US-Dollar freuen können. Sechzig Prozent der Summe soll in Bar bezahlt werden, der verbleibende Anteil in Sina-Aktien.


Das in der Sonderwirtschaftszone Shenzhen beheimatete Unternehmen Crillion arbeitet mit Arbeitsämtern in ganz China zusammen und meldet offene Stellen über SMS-Nachrichten. Crillions Kunden zahlen zwischen 0,70 und 1,00 US-Dollar monatlich für den Jobsuche-Dienst. Im vergangenen Jahr setzte der Mobilfunkanbieter rund 10,5 Mio. US-Dollar um und erwirtschaftete einen Nettogewinn in Höhe von 4,4 Mio. Dollar.


Der Markt für Crillions Jobsuche-Dienst ist groß. Laut dem chinesischen Statistikamt ziehen in China 121 Mio. Menschen auf der Suche nach einem Arbeitsplatz durch das Land. Der Hauptteil der Jobsuchenden sind vom Land in die Städte gezogen, wo sie mit besseren Jobs rechnen. (jwd)

[hainholz]

Hi all
schönen Sonntag von Hain

Gerade in dem neuesten Börse- Online am lesen.
Dabei einen interessanten Bericht gefunden.

Es geht um die globale Strategie in der Einschätzung von
Jim O´Neill,seines Zeichens Chefvolkswirt von Goldman-Sachs.
Frage Börse-Online:Wenn Sie Ihren globalen Ausblick zusammenfassen,welche ist dann die optimale Anlagestrategie?
Antwort O`Neill: Asiatische Aktien und Währungen.Die Region entwickelt sich zum dominierenden Wirtschaftszentrum.In etwa drei Jahren wird jedes dieser Länder einschließlich Japan mehr nach China exportieren als in die USA.Und 2050 wird CHINA die USA als größte Wirtschaftsmacht verdrängt haben,danach folgt INDIEN und dann erst Japan.
Wenn wir Recht behalten,wird Europa in 50 Jahren zum wirtschaftlichen Zwerg geschrumpft sein.

Ich glaub da liegst du im Trend mit deinem Depot!
Aber schau Dir auch mal Neolink an.
Nur so als kleiner Tip.
Viel Glück weiterhin.

[MaxAG]

Chinadepot Erste Zwischenbilanz

100 Sina 44,18$ (+6,5%) = 4418$

200 Sohu 28,12$ (+5,4%) = 5624$

500 Xing 13,11$ (+10,2%)= 6555$

500 Bonso 6,99$ (+5,4%) = 3495$

300 China 11,50$ (+4,0%) = 3450$

10000 Gtec 0,33$ (-1,5%) = 3330$

8000 Hrct 0,53$ (-2,8%) = 4250$

500 Sify 6,27$ (+1,0%) = 3135$

15000 Proview 0,20 (+1,0%) = 3000€
---------------------------------------------------------------------
Dollarwerte 34 257$ €/$(1,249) = 27 428€
Eurowerte = 3000 €
------------------------------------------------------------------
Depotwert = 30 428 €
Cash = 1018 €
-------------------------------------------------------------------
Gesamt = 31 446 ( +4,82%)

Ziel = 330 000 € (+1000%)
fehlen noch 949,4%

[boerseaugsburg]

der INST anteil bei CHINA ist in den letzten tagen von 9,60 auf 16,80 % gestiegen...

[MaxAG]

@boerseaugsburg

Richtig!

Aktie-------------INST aktuell----------------INST vom Mittwoch
Sina------------------57,24%-----------------------57,26%
Sohu-----------------52,24%-----------------------52,26%
China------------ ---16,81%-------------------------9,63%
Bonso---------------10,77%-----------------------10,42%
Xing--------------------3,58%--------------- ---------3,58%
Sify----------------------1,78%------------------------1,78%
Gtec------------ --------0,11%------------------------0,11%

[MaxAG]

#34 Berichtigung

Bonso aktuell 10,42%
Bonso am Mittwoch 10,77%

und nicht umgekehrt

[boerseaugsburg]

hi MAX,

ich habe nur drei werte:

XINA - 600 shares

CHINA - 2410 shares

SIFY - reduziert auf 300 shares

der anteil der INSTIS bei einer CHINA mit 16,80 % ist ok.

[MaxAG]

News bei China

HONG KONG, March 2 /PRNewswire-FirstCall/ -- chinadotcom corporation (Nasdaq: CHINA; website: http://www.corp.china.com/), a leading integrated enterprise software and mobile applications company in China and internationally, today announced that a subsidiary of its mobile and portal unit, hongkong.com Corporation ("hongkong.com") completed its strategic investment in a profitable Beijing-based online games company, Beijing 17game Network Technology Co. Ltd ("17game").

"Following the announcement of our strategic investment in 17game on February 12, 2004, we are pleased to see the progress made with the completion of the transaction within two weeks time," said John Xiao, CEO of hongkong.com. "As online game revenues in China are expected to reach US$1.5 billion annually by 2008, 17game provides a roll-out platform for our expansion in the high growth online games sector in China. In addition, leveraging the existing vertical online game channel of our http://www.china.com/ portal and our strong distribution network with the mobile operators, particularly at the provincial level, the strategic investment in 17game should enable us to expand our online gaming business using our scalable platform."

17game has a track record in launching and distributing successful online games in the China market. Currently, 17game operates an online game which is considered by an IT magazine in PRC to be one of the top 10 online games in the China market and is expected to launch a new online game, Yulgang, this year. It also plans to add another online game to its portfolio that was ranked within the top five online games by a Korean online game magazine in the Korean online games market, in terms of total aggregate play-time, among all commercialized online games and online games in testing phases. 17game has a well-established distribution network across China for the games it licenses, including Internet cafes, software distributors, bookstores and department stores.

The contemplated transaction is expected to enable hongkong.com to ultimately acquire a controlling position in 17game over time with consideration to be paid on an earn-out formula based on a single digit earnings multiple over the next two years.

[cometh]

Der ganze Scheiss hier erübrigt sich ohnehin, da sich 2010 eh keine Sau mehr an diesen verdammten Thread erinnern kann.

[MaxAG]

#38 nochmals auf Deutsch

Chinadotcom Corp. (WKN: 924123): Der chinesische Software-Konzern Chinadotcom gab heute bekannt, dass das Tochterunternehmen Hongkong.com Corp. seine strategische Investition in 17game Network Technology Co. Ltd. abgeschlossen hat. Das in Beijing ansässige Unternehmen 17game stellt ein Onlineportal für Kunden zur Verfügung und bietet darauf Onlinespiele an.
Die Investition wurde am zwölften Februar 2004 bekannt gegeben und man seie jetzt mit den Fortschritten der schnellen Abwicklung innerhalb von zwei Wochen sehr zufrieden. Nachdem die Umsätze mit Onlinespielen in China bis 2008 auf 1,5 Milliarden US-Dollar geschätzt werden, hat man mit 17game nun eine Plattform, um die Ausbreitung in den Wachstumsmarkt von Onlinespielen in China durchzusetzen. Chinadotcom möchte durch die Transaktion eine kontrollierende Position in 17game einnehmen.

17games beschreibt eine Erfolgsstory in Veröffentlichung und Vertrieb von Onlinespielen in China. Es wird derzeit ein Spiel betrieben, das zu den 10 besten in China gehören soll und dieses Jahr wird bereits ein weiteres Spiel anlaufen. 17game besitzt eine gut funktionierende Infrastruktur. (mha)

[MaxAG]

News bei China

HONG KONG, March 3 /PRNewswire-FirstCall/ -- chinadotcom corporation (Nasdaq: CHINA; http://www.corp.china.com/)," target="_blank" rel="nofollow ugc noopener">http://www.corp.china.com/), a leading integrated enterprise software and mobile applications company in China and internationally, announced that the company is presenting today at the "Straight Talk on Software" investor conference hosted by Fulcrum Global Partners in New York. chinadotcom has scheduled one-on-one investor meetings after the conference. The conference will highlight approximately 20 enterprise software companies.

Once available from the organizer, chinadotcom``s presentation will be posted on the corporate website at http://www.corp.china.com/ under Investor Relations.

[MaxAG]

Mal ein kleiner Überblick über Sify



-----------------------------Umsatz-----------------Gewinn--------------Umsatzsteigerung
Q1/2003

[MaxAG]

Sorry für den Fehler

..die letzten Quartale von Sify


04-06/2003
Umsatz 12,953 Mio$
Verlus 4,465 Mio$

07-09/2003
Umsatz 14,499 Mio$
Verlust 1,852 Mio$

10-12/2003
Umsatz 15,62 Mio$
Gewinn 0,97 Mio$

[MaxAG]

Sina purchases SMS operator
(Xinhua)
Updated: 2004-03-04 16:26

Sina Corporation, a leading Chinese online media company and information service provider, will purchase a mobile phone short message service (SMS) operator in South China, Sina sources said.

"Sina has entered into a definitive agreement to acquire Crillion Corp, one of the leading mobile value-added service providers in China. The acquisition will add two million paying subscribers to Sina and further solidify Sina`s dominant position" in China`s mobile phone service market, said a statement issued by Sina, which is listed on the NASDAQ stock market in New York.

The statement said Sina would pay a maximum of US$125 million for the company in installments, 60 percent in cash and the rest in Sina shares.

Sina would first pay approximately US$17.9 million in cash and Sina shares as the first installment by mid-2004. The rest would be paid out over the next two years provided that Crillion`s pre-tax net income for 2004 and 2005 was over US$6.7 million and US$13.3 million, respectively.

Based in Shenzhen, Crillion works with job centers around China to provide job referrals via SMS to job seekers. It generated around US$10.5 million of revenue and US$4.4 million of net income in 2003 on the basis of 2 million paying subscribers.

China`s 277 million mobile phone users are fond of using SMS for its low cost and convenience. It`s estimated that more than 15.6 billion short messages were sent in China in January 2004, 91.2 percent more than a year earlier.

Sina and other Internet portal sites get paid each time a mobile user downloads information or games from their sites, using short message service.

[MaxAG]

Insti:

------------Aktuell----------Vorwoche
Sina-------57,19%-------------57,24%
Sohu-------51,40%-------------52,24%
China------16,81%-------------10,12%
Bonso------10,42%-------------10,42%
Xing----------3,70%--------------3,58%
Sify-----------1,78%--------------1,78%
Gtec---------0,11%--------------0,11%

[MaxAG]

News bei Sohu

Montag, 8. März 2004 | 11:08 Uhr [Artikel versenden] [Artikel drucken] [zurück]

Sohu.com ernennt neuen CFO

Das chinesische Internet-Medienunternehmen Sohu.com Inc. gab am Montag bekannt, dass es Carol Yu mit sofortiger Wirkung zum neuen CFO ernannt hat. Yu tritt damit die Nachfolge von Derek Palaschuk an.

Yu ist ein Certified Public Accountant aus Hong Kong und hat zehn Jahre lang für Arthur Andersen in Hong Kong und Beijing gearbeitet. Sie war Geschäftsführerin der Wirtschaftsprüfungsgesellschaft Arthur Andersen-Hua Qiang, einem Joint Venture von Arthur Andersen und dem chinesischen Finanzministerium. Zudem war Frau Yu als Senior Vice President Investment Banking für die Donaldson Lufkin & Jenrette Securities Corp. in Hong Kong tätig.

Die Aktie von Sohu.com schloss am Freitag an der NASDAQ bei 28,49 Dollar (+1,14 Prozent).

[MaxAG]

Neuigkeiten von/über Xing vom 31.März

HUIZHOU, Guangdong, China, March 31 /Xinhua-PRNewswire/ -- Qiao Xing Universal Telephone, Inc. announced today that it will enter the core technology field of mobile communications by jointly developing GSM terminal core chips with an overseas mobile communications terminal technology R&D company.

Qiao Xing Universal, relying on the influence of Qiao Xing Group (one of China``s Top 500 companies), and the growing reputation of it``s subsidiary, CEC Telecom Ltd. (CECT), has attracted a number of high-tech companies with strong R&D capabilities, to cooperate, aiming to increase the company``s chances of success in one of the world``s most competitive mobile markets, in terms of the number of mobile manufacturers and production costs.

Qiao Xing Mobile Communication Co., Ltd., subsidiary of Qiao Xing Universal, signed a letter of intent with an overseas mobile communications R&D and manufacturing enterprise on March 30, 2004, with the aim to develop quality, low-cost GSM terminal core chips to satisfy current demands in the China market. This overseas enterprise already has in place the required technology and R&D capacities to produce such low-cost GSM terminal core chips.

This new partnership will solve the issue that China``s mobile manufacturers are in need of, but not accessible to, low-cost GSM terminal core chips.

Mr. Wu Ruilin, chairman of Qiao Xing Universal, will follow the progress of this project to its end. It is scheduled that the first batch of GSM terminal core chips will be manufactured, for trial purposes, by CECT. Through the cooperation, Qiao Xing Universal``s subsidiaries, like CECT, will be independent from overseas manufacturers on GSM terminal core chip technology. Products from these subsidiaries will thus become more competitive in the mobile communications terminal product market. The cooperation will also pave the way

News vom 15.März

HUIZHOU, Guangdong, China, March 15 /Xinhua-PRNewswire/ -- Qiao Xing Universal Telephone, Inc. announced today that it expects sales and profits of its subsidiary, Huizhou Qiao Xing Communication Industry, Ltd (QXCI), to increase dramatically in 2004 due to the launching of various new products and the improvement of the existing fixed-line telephone business.

The new products launched in 2004 include the following: 1. The Personal Handyphone System (PHS) products. The targeted sales of such products for 2004 is 600,000 units; 2. The self-developed ADSL products. QXCI expects to sell about 600,000 units of ADSL products in 2004; 3. Fax machine sales will increase to 100,000 units; and 4. WuXianTong (Wireless Fixed Telephone) products, which are becoming very popular in the market. QXCI expects to capture at least 20% of the market share in 2004.

Mr. Wu Ruilin, Chairman of XING, commented, "In 2003, QXCI``s fixed-line phone business saw dramatic developments. Across China, QXCI has increased its number of sales outlets to around 5,000, and successfully penetrated the major value-added communication products markets in 18 provinces and cities. On the international front, QXCI has actively cooperated with overseas telecommunications distributors in Southeast Asia, Europe, North and South America, leading to a doubling of its export volume in 2003. Furthermore, it is estimated that Qiao Xing was ranked first in terms of sales volume of fixed-line phones in China in 2003."

"Looking forward, we are confident in QXCI``s performance for 2004. Additional revenue of RMB400m is projected to come from the new products launched. At the same time, a 40% increase in sales quantity of the fixed- line telephones in the domestic market and a doubling of export quantity is expected." Mr. Wu concluded

[MaxAG]

Analysteneinschätzung zu Sohu und Sina im März

Goldman Sachs zu Sina, Sohu, Netease
New York 17.03.04 (www.asia-economy.de)

newratings.com veröffentlichte heute die Einstufung von Goldman Sachs zu:

Sina.com - "in-line" rating. The target price is set to $42.
Sohu.com - "in-line" rating. The target price is set to $31.
Netease.com - "in-line" rating. The target price is set to $56

[MaxAG]

Halbjahreszahlen bei Proview

Hongkong: Proview Int. Hld. - HJ-Zahlen
Hongkong 24.03.04 (www.asia-economy.de)

Proview International Holdings Ltd. ( 0334 / BMG7283A1036 ) hat seine Halbjahreszahlen ( 31. Dezember ) bekannt gegeben:

2003 2002

Revenue HK$4,328,363,000 vs HK$3,355,770,000
Net Profit 109,992,000 vs 73,276,000

Per Share
Earnings 0.172 vs 0.115
Half-Yr Div 0.028 vs 0.017


Darauffolgende Analystenschätzung

Hongkong: Proview Int. Hld. ``upgrades``
Hongkong 26.03.04 (www.asia-economy.de)

Nachdem Proview International Holdings Ltd. ( 0334 / BMG7283A1036 ) vor zwei Tagen seine Halbjahreszahlen bekannt gab ( wir berichteten ) geht es mit dem Kurs aufwärts.
Heute meldete sich Kim Eng zu Wort und hebt den fairen Preis von 2,85 auf 2,97 HK-$ an und sieht den Wert als attraktiv an.
ING Financial Markets spricht ein ``buy`` aus mit einem 12 Monate Kurs Ziel von 2,90 HK-$.

[MaxAG]

InstiAnteil am 31.März

----------------Aktuell--------vor 3 Wochen
Sina-------54,35%--------57,19%
Sohu-------49,89%--------51,40%
China------10,12%--------10,11%
Bonso------10,42%--------10,42%
Xing--------3,70%---------3,70%
Sify--------1,78%---------1,78%
Gtec--------0,11%---------0,11%

[MaxAG]

So, lange nichts mehr geschrieben!

Der Absturz der Chinnets seit Deptobeginn war schon
heftig. Doch an den Fundamentaldaten hat sich nix
geändert!

Nochmals ein Überblick über den Instianteil bei
den Werten.

---------------------Aktuell-----------31.März
Sina--------62,01%--------54,35%
Sohu--------47,69%--------49,89%
China-------12,90%--------10,20%
Bonso-------11,94%--------10,42%
Xing--------4,24%---------3,70%
Sify--------6,41%---------1,78%
Gtec--------0,11%---------0,11%

Außer bei Sohu ist überall teils ein deutlicher Anstieg
des Instianteils zu sehen.

[MaxAG]

Auch nicht schlecht die Entwicklung der Klickraten!

Aktuell Sina bei 115,60 Millionen



Sohu bei 100,20 Millionen



China bei 15,55 Millionen

[nocherts]

nun rumpelts aber im depot

[MaxAG]

Sina


MarketCap:
1,43 Mrd Dollar

----------------Umsatz:----------Umsatzsteigerung
Q1/03-------18,11 Mio$
Q2/03-------25,99 Mio$------44%
Q3/03-------31,91 Mio$------23%
Q4/03-------38,27 Mio$------20%
Q1/04-------41,40 Mio$------8%
Q2/04(e)---49,0 Mio$------18%



Gesamkapital: -------------------289,90 Mio$
Gesamtverbindlichkeiten: ----130,39 Mio$


Gesamtjahr2003
Umsatz: 114,0 Mio$
Gewinn: 31,4 Mio$

Gesamtjahr2004(e)
Umsatz: 220 Mio$
Gewinn: 80 Mio$
KGV04(e): 18


Instianteil auf Höchststand bei 62,01 %

Klickraten erreichen nahezu wöchentlich neue Höchststände
Aktuell bei 115,60 Mio (siehe unten)

[MaxAG]

Katastrophal nur die Entwicklung des Depots:

Jedoch bin ich langfristig voll überzeugt.


Depot akutell ca. Minus 30%

[MaxAG]

InstiaAnteil schnellt in die Höhe!

Sina bei 62,64%
Sohu bei 51,41%
Sify bei 6,93%
China bei 12,64%


Deutlicher Rückgang bei Xing

Xing bei 1,55%

[MaxAG]

InstiAnteil

Sina 63,99%
Sohu 53,23%
China 13,02%
Sify 6,81%
Xing 1,59%
Bnso 11,65%
Gtec 0,11%

[MaxAG]

Mal ein kleinen Vergleich der täglichen Pageviews
Global Top 500:

1. Yahoo.com --------- 5 298 Mio
2. Msn.com ------------ 2 066 Mio
3. Sina.cn -------------- 1 576 Mio
4. Google.com---------1 011 Mio
5. 163.com(Ntes)------ 966 Mio
7. Sohu.com------------ 916 Mio
9. Baidu.com----------- 790 Mio
23. China.com ---------160 Mio

tolle Pageviewzahlen bei folgenden Seiten

19. Chinaren.com (von Sohu)------- 245 Mio
24. Sina.com.hk (von Sina)---------- 160 Mio
33. 17173.com (von Sohu)---------- 108 Mio
211. focus.cn (von Sohu)------------ 22 Mio
423. sina.com.tw (von Sina)--------- 13 Mio

[MaxAG]

InstiAnteil

Sina 66,70
Sohu 53,95
China 12,81
Sify 6,81
Xing 1,59
Bnso 11,65
gtec 0,11

[biglebovsky]

@MaxAG

sehr guter thread. Bin zwar nur Leser, aber in fast alle Werte investiert. Würde mich freuen wenn Du ihn regelmäßig weiterführst.


Gruss
biglebovsky

[Boersenkrieger]

Schade daß der Thread eingeschlafen ist

Nicht aufgeben MaxAG !! Der Sommer war hart, aber es wird auch wieder besser...

[asiate]

Hey

@Boersenkrieger

nicht nur der Thread, anscheinend das ganze WO-Asienforum scheint zu einzuschlafen

bis dann

[MaxAG]

hi@all

Hatte leider versäumt, den Threads zu aktualiesieren!
War ein harter Sommer!

Das Depot ist leider nicht mehr aktuell!
Da bis auf Proview (blieb ohne Stoppkurs in mein Depot)
alle Werte unter meine Stoppkurse fielen
und verkauft wurden mit im Schnitt 20% Verlust.
In einige Werte stieg ich wieder neu ein und hatte
so die 20% Verlust wieder ausgeglichen.

Ich kann ja gerne weitermachen, und das Depot neu
aufstellen, hab allerdings auch andere Werte mit an
Bord!

Wieder mit im Depot ist
Sina KK 28$
Sohu KK 18$
Xing KK 8,50$

Neu im Depot sind:
Netease KK48
Magnum Hunter Resources KK12,50
Kos Pharma KK38$
Nastech Pharmaceutical KK13,50$
Viisage KK7$

1550 Xing zu 8,50$ = 13 175$
50 Netease zu 48,0$ = 2 400$
50 KosPharma zu 38,0$ = 1 900$
100 Sina zu 28$ = 2 800$
100 Sohu zu 18$ = 1 800$
200 Magnum zu 12,30$ = 2 460$
150 Nastech zu 13,30$ = 1 995$
400 Viisage zu 7,00$ = 2 800$
10 000 Proview zu 0,25€ = 2 500 € (3225$)

Gesamtwert 29 330$ (€kurs 1,28) 22915 € + 2500 € = 25 414 €

Depotanteil:
Xing: 41,8%
Sina: 11,2%
Visg: 8,3%
MHR: 7,7%
Ntes:7,6%
Kosp: 6,6%
Nstk: 6,3%
Prov: 5,3%
Sohu: 5,1%

PS: Es ist nicht zu empfehlen einen Wert wie Xing
so überzugewichten! Das ist nur ein Auszug eines meiner Depots (risikoreiches Wachstumsdepot)
und stellt keine Kauf und Verkaufsempfehlung da!

[MaxAG]

Die letzten Quartalszahlen von Kos Pharma:

Kos Pharmaceuticals hat im dritten Quartal 2004 einen Gewinn von $42,7 Mio bzw 94 Cents je Aktie erzielt. Im vergleichbaren Vorjahreszeitraum erwirtschaftete das Unternehmen einen Gewinn von $14,7 Mio bzw 37 Cents je Aktie. Die Erlöse sind aufgrund der Übernahme von Azmacort und einer Kooperation mit Takeda um 79% auf $131,9 Mio stark gestiegen. Die durchschnittlichen Analystenschätzungen lagen bei einem Gewinn von 74 Cents und Erlösen von $126,5 Mio.

Wie das Unternehmen am Mittwoch weiter mitteilte, wird für das Gesamtjahr mit einem Gewinn von $3 je Aktie und Erlösen von $490 Mio gerechnet. Jene Prognose liegt über den Analystenschätzungen von Thomson First Call bei $2,69 je Aktie und Erlösen von $477,4 Mio.


Aktueller Kurs: 44,32$
MarketCap: 1,664 Mrd$
Gewinn je Aktie in 2004(e)= 3,00$
KGV: 15

[MaxAG]

Update Nastech Pharmaceutical Company Inc.: Buy

Die Analysten von Needham & Co bewerten in ihrer Analyse vom Montag, 1. November 2004 die Aktie von Nastech Pharmaceutical (Nachrichten) Inc. neu mit dem Rating "Buy". Das Kursziel für die Aktie liegt momentan bei 18 $.

[MaxAG]

News bei Sina und Netease


Sina (NASDAQ: SINA) and Netease (NASDAQ: NTES) jointly announced that they would expand the capacity of their respective free email boxes to 1.5 Gigabytes.

This is the first time that the two companies have initiated such a cooperative move.

What is perhaps more interesting is that the companies` announcement also pointed out some improper email behaviors of certain enterprises. For example, the companies said that some unnamed Internet companies in China provide false capacity expansions that allow too much spam through their systems.

Though they were not directly named, Sohu, MSN and Yahoo are the other three largest email providers in China. None of these companies have issued responses.

[MaxAG]

News von gestern bei Sina

11.11.2004 16:53:
DataLogic International Announces Agreement With SINA Corporation to Market VoIP Phones

IRVINE, Calif., Nov. 11 /PRNewswire-FirstCall/ -- DataLogic International (Nachrichten), (OTC Bulletin Board: DLGI; Berlin, Frankfurt Stock Exchange: 779612) a technology and professional services company providing a wide range of consulting services, telecommunications products such as VoIP equipment, and GPS vehicle tracking devices, today announced that its wholly owned subsidiary, IPN Communications, Inc. (IPN), signed an agreement to market VoIP phones with SINA Corporation , a leading online media company and value-added information service provider for China and for global Chinese communities.

Under the terms of the strategic partnership agreement, SINA will provide a marketing portal and retail web exposure for IPN`s VoIP phones and phone systems. This agreement constitutes the first of the global strategic alliances to be implemented under DataLogic`s recently announced initiative to enter the consumer VoIP Market. Since this initiative was announced on September 22, 2004, IPN has become a wholly owned subsidiary of DataLogic and will provide all of the retail support for this initiative.

SINA`s website attracts millions of visitors and focuses its content on items of interest to individuals in Greater China and to the Chinese community overseas. SINA has 115.5 million registered users worldwide, and is one of the most recognized Internet brand names in China and among global Chinese. In 2003, SINA was ranked number one by the Chinese Academy of Social Sciences as the most frequently visited website in China.

"Our goal in engaging with SINA in this partnership is to provide mutually beneficial products and services to SINA`s customers," said Keith Nguyen, president of DataLogic International. "This is our first foray into the retail VoIP market and the community that SINA serves through its many web sites is the ideal target market for us."

[MaxAG]

Tolle Quartalszahlen bei Magnum Hunter
(ein Auszug davon)

Magnum Hunter reported net income of $19.0 million ($0.22 per diluted share), after taxes, for the three months ended September 30, 2004, an increase of 184% as compared to net income of $6.7 million ($0.10 per diluted share), after taxes, for the three months ended September 30, 2003. During the third quarter of 2004, Magnum Hunter recorded a non-cash expense of $12.3 million (pre-tax) associated with the redemption of $105.0 million of the Company`s 9.6% Senior Notes during August 2004. The tax adjusted cost resultant from the redemption was $0.09 per fully-diluted share.

Beginning June 1, 2003, Magnum Hunter has been expensing the fair market value of stock options newly granted, modified or settled pursuant to FASB issued SFAS No. 123, and as allowed under the prospective method of SFAS No. 148. For the three months ended September 30, 2004, the Company recorded non-cash employee incentive compensation expense of $369 thousand, which is reflected in the company`s increased general and administrative expenses. The tax adjusted cost for this expense was less than $0.01 per diluted share for the three months ended September 30, 2004.

Total revenues for the third quarter of 2004 were $128.5 million, an increase of 56% over revenues of $82.6 million reported during the third quarter of 2003. Magnum Hunter reported an operating profit of $52.3 million during the third quarter of 2004. This represented a 147% increase over the similar period in 2003. Production lifting costs were $0.73 per Mcfe during the three months ended September 30, 2004. Based on management`s current estimate of growth in daily production in the range of 6% - 12% during 2004, Magnum Hunter anticipates production lifting costs to average in the $0.75 to $0.80 per Mcfe produced range for fiscal 2004.

[MaxAG]

Analystenmeinung zu Viisage Technology:

Rating-Update:

Die Analysten von Roth Capital bewerten die Aktie von Viisage Technology (ISIN US92675K1060/ WKN 903748) nach wie vor mit "strong buy". Das Kursziel liege bei 13 USD.

[MaxAG]

Tolle Aussichten für Netease

08.11.2004 13:07:
Lehman: NetEase wird 2005 um 88% wachsen

Lehman Brothers haben am Montagmorgen die Online-Games-Gruppe NetEase (Nachrichten) von „equal-weight“ auf „overweight“ aufgestuft und die Aktie mit einem Kursziel auf Sicht von 12 Monaten von $60 versehen. „Wir gehen davon aus, dass die Online-Games-Division von NetEase im nächsten Jahr um 88% auf $74 Millionen wachsen wird“, so die Analyse am Montag. Wachstumstreiber seien u.a. die Spiele FlyForFun, Datang und ein 3D-Spiel.

[MaxAG]

Noch in diesem Monat Zahlen bei Xing

04.11.2004 16:08:
Qiao Xing Universal to Release Certain Key Financial Data for the Nine Months Ended September 30, 2004 This Month

HUIZHOU, Guangdong, China, Nov. 4 /Xinhua-PRNewswire/ -- Qiao Xing Universal Telephone (Nachrichten) announced today that it expects to release, within this month, certain key financial data for the nine months ended September 30, 2004.

Mr. Wu Rui Lin, Chairman of XING, said, ``We understand that investors are avid for information about the Company, especially that of a financial nature, on which they base, to a large extent, their investment decisions.

``As a foreign issuer we are not required to provide quarterly financial information, and when we do so voluntarily, we are not bound by any time frame as imposed by the SEC on domestic issuers.

``As quarterly financial information does not benefit from the rigor of external audits, it behooves us to take extra care in its preparation to ensure that it is free from material misstatement or omission. Management`s assertions about the operational performance, as expressed in the financial information, must not be allowed to be based on vague impressions but rather on verifiable facts and figures that it may take time to obtain.

``The preparation of the financial information for the nine months ended September 30, 2004 is progressing smoothly. We expect to release certain key financial data this month.``

[MaxAG]

Sina

laut durchschittlicher Analystenschätzung:
Gewinn in 2004= 1,22$/Aktie
Gewinn in 2005= 1,43$/Aktie

Wachstum 18%

Aktueller Kurs: 38$
KGV04= 31
KGV05= 26

[MaxAG]

Sohu

laut Analystenschätzungen:
Gewinn in 2004= 0,91$/Aktie
Gewinn in 2005= 0,94$/Aktie

Aktueller Kurs: ca. 18$
KGV04= 20
KGV05= 19

[MaxAG]

Netease

laut Analysten:
Gewinn in 2004= 1,56$/Aktie
Gewinn in 2005= 2,13$/Aktie

Akt. Kurs: 51$
KGV04= 33
KGV05= 24

[MaxAG]

Xing

laut eines Analysten:

Gewinn in 2004= 0,81$/Aktie
Gewinn in 2005= 1,21$/Aktie

Akt. Kurs= 9$
KGV04= 11
KGV05= 7,5

[MaxAG]

Magnum Hunter

die höchste Analystenschätzung:

Gewinn in 2004= 1,39$/Aktie
Gewinn in 2005= 1,76$/Aktie

Akt. Kurs= 13$

KGV04= 9,4
KGV05= 7,4

die Durschnittliche Analystenschätzung beträgt
für 2004= 1,21$
für 2005= 1,19$

hier sehen viele einen Rückgang der Gewinn
evtl. Platz für positive Überraschungen!??

[MaxAG]

Viisage Technology

Laut Analysten
Verlust in 2004= 0,04$/Aktie
Gewinn in 2005= 0,11$/Aktie

Akt. Kurs= 7$
KGV04= negativ
KGV05= 63

Wachstumsrate: 350%

[MaxAG]

Kos Pharma

Analystenschätzung:
Gewinn in 2004= 3,03
Gewinn in 2005= 3,32

Kurs: 44$
KGV04= 14,5
KGV05= 13,2

[MaxAG]

Börsenwert:

Sina-----1 911 Mio$
Kosp-----1 664 Mio$
Ntes-----1 587 Mio$
Mhr-------1 134 Mio$
Sohu-------630 Mio$
Visg-------302 Mio$
Nstk-------192 Mio$
Xing-------152 Mio$

[MaxAG]

Instianteil:

Mhr-----78,24%
Sina----60,28%
Sohu----51,44%
Kosp----35,66%
Ntes----30,61%
Nstk----17,43%
Visg----13,51%
Xing-----3,94%

[MaxAG]

12.11.2004 16:29:
Qiao Xing Universal Launches New-Generation Internet Phones to Satisfy the Increasing Demand in China and Overseas

HUIZHOU, Guangdong, China, Nov. 12 /Xinhua-PRNewswire/ -- Qiao Xing Universal Telephone (Nachrichten) a leading player in indoor phones and one of the fastest growing mobile phone manufactures in China announced today that a first shipment of new-generation VoIP phones (internet phones) would commence this month within the framework of a cooperative arrangement recently entered into with a VoIP service provider in the United States.

Mr. Wu Rui Lin, Chairman of XING, said, "The VoIP market is fast growing. Recently, the quality and reliability of VoIP technology has improved to the point that it offers phone users a valid alternative to phone calls using standard phones via the traditional, public-switched telephone network (PSTN). Government authorities in charge of the telecommunications industry, recognizing this technological progress, provide timely support by setting up regulatory frameworks for the orderly development of the VoIP technology. More and more VoIP service providers enter into the market seeing the business opportunity that this turn of events brings.

"According to Juniper Research in the USA, the VoIP market is forecast to be by 2009 a US$32 billion one, which will represent about 12% of entire telephony market. The China market for VoIP should follow this trend of significant growth. Moreover, as a developing country, the demand for cheap telephone service by her inhabitants should be higher than that of their counter-parts in developed countries.

"We develop this rapidly expanding market of VoIP phones from a position of strength. In the local market, VoIP phones, like XING`s other indoor phones products, are marketed under the `COSUN` brand, which is well known in China. The VoIP products benefit from the instant recognition the brand brings. In the overseas markets, XING already supplies a number of major players in the industry including Bellsouth, Wal-Mart, Doro and Binatone, many of whom have established working relationships with VoIP service providers.

"We are currently working on setting up cooperative arrangements with a number of VoIP service providers, both local and overseas. When, as forecast, a large number of indoor phone users switch from traditional standard phones to VoIP phones, we will have been well positioned to take full advantage. When that happens, the yearly sales revenue from VoIP phones for XING can be as high as US$20 million."

About VoIP

VoIP (voice over IP-- that is, voice delivered using the Internet Protocol) is a term used in IP telephony for a set of facilities for managing the delivery of voice information using the Internet Protocol (IP). In general, this means sending voice information in digital form in discrete packets rather than in the traditional circuit-committed protocols of the public switched telephone network (PSTN). A major advantage of VoIP and Internet telephony is that it avoids the tolls charged by ordinary telephone service.

VoIP applications can generally be used with a simple microphone and computer speakers, but IP telephones or VoIP boxes can also be used, providing an experience identical to normal telephoning.