ASIA INFO RESOURCES - Bodenbildung beendet; es duftet nach Rebound !!!! - 500 Beiträge pro Seite

[tradestocker]

Hallo,...
während asiatische HighTechs die letzten Tage mehr oder weniger heftig verloren, hat sich ASIA INFO RESOURCES (WKN: 391395)erstaunlich robust gehalten;
auch heute schlossen sie unverändert;
und nun schaut euch mal den Chart an ;
der Wert hat bei 12 cents definitiv seinen Boden gefunden, und die nächsten Tage steht ein wunderschöner Rebound hervor;
die mickrigen 55 Mio. Marktkapitalisierung lassen eine Verfünffachung noch in diesem Jahr nicht unwahrscheinlich erscheinen;

und das genialste : weil sich AIR bisher am GEM als erste reinrassige I-Net-Company nicht der Augfmerksamkeit erfreuen durfte, wie es sich für einen solchen Wert geziemt, erwägt nun der vorstand eventuell ein Duallisting an der Nasdaq in den kommenden Monaten.
Text und Quelle anbei

schätze, dass man sich auf diesem Niveau getrost ein paar ins Depot legen sollte...

Servus
Tradestocker



nachzulesen unter www.zyber.de , dort auf AIR

Asian Information Resources - AIR ist der erste, am GEM (GrowthEnterpriseMarket) gelistete Internet-Wert.
Air ist Internet-Contentprovider, erstellt Webseiten (z.B. Website von SIIC) und ist im e-commerce Bereich tätig.



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Our mission is to become the leader in providing business information on Greater China. Since 1994, AIR develops strategic alliances and local partnerships to distribute authoritative business information via the Internet.

____AIR also offers Internet solutions services to the business communities. Our services include Internet business consulting, web site development and maintenance, software application reselling and Internet management and marketing. .

____In the booming world of e-commerce, AIR also aims to become a leading player by leveraging our strengths in collecting, processing and distributing information as well as our technical ability to implement Internet projects and solutions.

____We look forward with anticipation and excitement to a bright and dynamic future in this new information technology era.


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Der Website von AIR entnommen.


Asian Info Resources: The GEM’s First Internet Stock Suffers Investor Apathy
http://www.chinaonline.com/issues/internet_policy/currentnew…
By Lester J. Gesteland
ChinaOnline News
(1/3/2000) When Asian Information Resources (Holdings) Ltd. announced on December 6 that it was planning to raise money on Hong Kong’s nascent Growth Enterprise Market, investors reacted as if it was the latest hot Internet offering on the Nasdaq.

By December 13 the twelve million shares to be publicly traded were subscribed 394 times over. The 108 mln shares sold to professional and institutional investors were popular as well. They were oversubscribed 59 times.

AIR’s shares started to be openly traded on the GEM December 16 at HK$1.25 (US 16¢) per share. Investors, clamoring to buy, drove the price up to HK$1.60 (US 20.6¢) a share.

And that’s when the fun came to an end. For some reason, shareholders began dumping their shares and the stock ended the day at HK$1.18 (US 15¢) a share.

For most initial public offerings, such a performance would be deemed acceptable, even positive. After all, the company was able to raise HK$135 mln (US$17.4 mln).

But for an Internet stock, for "the first Internet company to list on the GEM" (as the company describes itself), the offering was quite lousy, especially if you compare it with recent IPOs like China.com (which rose three hundred percent in value the first day of trading) and VA Linux (rose more than 700% on first day).

And things have only gotten worse for AIR since. As of the end of trading on January 3, the share price was down to HK$0.99 (US 13¢), falling 5% in the new year’s first day of trading.

So what happened? Is AIR that much worse than other Internet stocks? Or is there something wrong with the GEM?

AIR: An Internet Pioneer Tied To China

AIR’s credentials are impressive enough. Started in 1994, the company specializes in providing Internet content, Internet solutions (helping customers launch web sites, offer services online, etc.) and ecommerce assistance (launching, setting up ecommerce businesses).

Many of the company staff (including C.M. Chan, the managing director) are drawn from a group that worked to develop "Law On-Line," a project to provide Hong Kong legal information on the Internet.

Since that first project – which was paid for by a grant from the Hong Kong government and was done in cooperation with a local university – the company has entered into agreements with several large organizations, such as China’s Xinhua News Agency, the All China Marketing Research Co., Ltd., and International Data Group (IDG) to provide sophisticated information retrieval services on China over the Internet.

AIR has also joined forces with Advantage Mortgage Services Ltd., i-Textile On-line Co. Ltd. and BuyCollection.com Ltd. to sell products and services over the Internet.

The company has yet to turn a profit (it posted a net loss of HK$1 mln or US$129,000 in the first seven months of 1999), but then again neither has Amazon.com.

"Our core businesses are online content and ecommerce," C.M. Chan, AIR managing director, told ChinaOnline.

Chan sees the year 2000 as a "critical" year for AIR to engage with business interests in China. "2000 is the last year companies will be able to position themselves with respect to ecommerce in China," he said.

"It’s a critical year because you’re going to see alliances taking place between all sorts of companies: mobile phone companies, banks, high-tech firms, etc." Chan stated.

"We have some investments in China that are going to lead to project launches this year," he said.

An Internet company with this background, strategic vision and leadership would have positive prospects, one would think.

At least as good as those of China.com, a company that didn’t offer much of anything when it went public (accept for its impressive Nasdaq ticker CHINA) and was capitalized at US$3.78 bln as of December 23.

So why hasn’t AIR done better on the stock market?

Chan attributes it to the slow trading season and uninformed investors. "Institutional investors [who trade most of the shares] are not active right now," Chan said.

He also pointed out that "Many local investors do not understand Internet companies."

Surely AIR could have helped matters by choosing a better, more Internet-company sounding name. Maybe "AIR.com," for example?

Chan may be wrong of course. It may simply be the lack of interest in the GEM altogether.

Investors are certainly taking a keen interest in tech stocks listed on the Stock Exchange of Hong Kong (SEHK).

On January 3, for example, investors poured money into tech stocks on the SEHK after their Y2K fears were proven unwarranted. The Hang Seng index rose 2.6%.

At the same time, the average share price of companies listed on the GEM – Hong Kong’s so-called "high technology board" – fell an average of six percent.

So it may not be AIR’s fault at all that its share price has been sliding since it listed.

Chan is obviously not happy with the performance of his stock. He hinted that AIR may have contingency plans to improve the situation.

"Ecommerce is a very strong, core part of our business," he said, "but we think it’s something we should spin off as a separate business."

"If so, we plan to list it, hopefully on the Nasdaq," Chan told ChinaOnline.

[Jones Dow]

es ist von einem spin-off die Rede, welches dann an der Nasdaq gelistet werden soll.
profitiert man dann auch als AIR-Aktionär?

[tradestocker]

yo, sorry, natürlich ein etwaiger spin-off;
wie man bei so einer Geschichte als Aktionär profitiert, hat man ja bspw. bei 3com-PALM gesehen

[Milchmaedchen]

ein etwaiger Nasdaq-Gang wär natürlich toll;
auch wenns erst in einem Jahr soweit ist; kurse bei heute 12 cents können sich da ja nur verzehnfachen

bis dahin

[VentureVega]

hallo,
der Boden wurde jetzt bei 0,10-0,11 definitiv gefunden;
kein rückschlagsrisiko mehr;
hab mich bis zur Halskrause eingedeckt; und werde es nicht bereuen;
hier schlummer ein wahres Gold-Babe