==> Achtung am 5.9.2000 Halbjahresergebnisse bei sema
"komisch, daß der Kurs steigt"!?
anbei ein Bloomberg-Auszug
London, Aug. 14 (Bloomberg) -- U.K. stocks rose, led by computer-related companies such as CMG Plc and Sema Group Plc as some investors bet that they were cheap relative to earnings potential.
The benchmark FT-SE 100 Index rose 35.4 points, or 0.6 percent, to 6419.9. Seven stocks advanced for every four that declined in the FT-SE All Share Index, which rose 14.94 points, or 0.5 percent, to 3089.57.
The FT-SE software and computer services industry group climbed 1.8 percent. A total of 327.4 billion pounds of FT-SE 100 shares were traded, 28 percent less than the six-month daily average.
``I think the software and computer-services companies will do well,'' said Henk Boom, who helps manage 2.25 billion euros ($2 billion) at Optimix Vermogensbeheer in Amsterdam and recently bought CMG, Sema and Misys Plc. ``Companies are now starting to come in to renew their contracts, and revenues will benefit.''
Sema, Europe's No. 2 computer-services company, rose 34p, or 3.2 percent, to 1,115. CMG, an Anglo-Dutch computer-services company, gained 21p, or 1.9 percent, to 1,111. Misys, the U.K.'s biggest provider of software to financial companies, rose 33p, or 4.8 percent, to 718.
Sema and CMG are among the 10 most expensive FT-SE 100 stocks in terms of the ratio of their share prices to forecast earnings this year. When that ratio is compared to expected five-year profit growth, though -- known as the PEG ratio -- these stocks are less expensive than some of their peers.
For example, while CMG trades at 82 times this year's expected earnings, its expected annual long-term growth rate is 33 percent, giving it a PEG ratio of 2.5. In contrast, though J Sainsbury Plc trades at just 17 times forecast profit, its projected growth rate of 4 percent gives a PEG of 4.2.
"komisch, daß der Kurs steigt"!?
anbei ein Bloomberg-Auszug
London, Aug. 14 (Bloomberg) -- U.K. stocks rose, led by computer-related companies such as CMG Plc and Sema Group Plc as some investors bet that they were cheap relative to earnings potential.
The benchmark FT-SE 100 Index rose 35.4 points, or 0.6 percent, to 6419.9. Seven stocks advanced for every four that declined in the FT-SE All Share Index, which rose 14.94 points, or 0.5 percent, to 3089.57.
The FT-SE software and computer services industry group climbed 1.8 percent. A total of 327.4 billion pounds of FT-SE 100 shares were traded, 28 percent less than the six-month daily average.
``I think the software and computer-services companies will do well,'' said Henk Boom, who helps manage 2.25 billion euros ($2 billion) at Optimix Vermogensbeheer in Amsterdam and recently bought CMG, Sema and Misys Plc. ``Companies are now starting to come in to renew their contracts, and revenues will benefit.''
Sema, Europe's No. 2 computer-services company, rose 34p, or 3.2 percent, to 1,115. CMG, an Anglo-Dutch computer-services company, gained 21p, or 1.9 percent, to 1,111. Misys, the U.K.'s biggest provider of software to financial companies, rose 33p, or 4.8 percent, to 718.
Sema and CMG are among the 10 most expensive FT-SE 100 stocks in terms of the ratio of their share prices to forecast earnings this year. When that ratio is compared to expected five-year profit growth, though -- known as the PEG ratio -- these stocks are less expensive than some of their peers.
For example, while CMG trades at 82 times this year's expected earnings, its expected annual long-term growth rate is 33 percent, giving it a PEG ratio of 2.5. In contrast, though J Sainsbury Plc trades at just 17 times forecast profit, its projected growth rate of 4 percent gives a PEG of 4.2.
