Guten Morgen!
Es gibt mal wieder was zu COL:
We believe last night's rate hike should cause some of the listed companies to dispose part of listed investments at hefty gain to boost their cash holdings. Previously, we have already mentioned the attractive discount in both China Online (383) and Playmates Toys (635), with their respective holdings in PCCW (1186) and Harbour Ring (715). For China Online, rumors have suggested that the company disposed some shares yesterday that prompted PCCW stock to drop to its lowest level since the merger deal with CWHKT was announced. On the other hand, as revealed in the table below, the discount to its fair value is rather small in Playmates case. We believe this is mainly attributed to the market's bullish view toward the prospects of Harbour Ring given its very strong shareholder background of US based Internet Capital Group, Hutchison (13) and Li Ka Shing's trust fund. This also means Harbour Ring should be one of the closely watched stock on tech stocks rebound.
Quelle: www.finet.com.hk/cgi-bin/research/...cgi?name=20000322_mkt_osk
mfg
hp
Es gibt mal wieder was zu COL:
We believe last night's rate hike should cause some of the listed companies to dispose part of listed investments at hefty gain to boost their cash holdings. Previously, we have already mentioned the attractive discount in both China Online (383) and Playmates Toys (635), with their respective holdings in PCCW (1186) and Harbour Ring (715). For China Online, rumors have suggested that the company disposed some shares yesterday that prompted PCCW stock to drop to its lowest level since the merger deal with CWHKT was announced. On the other hand, as revealed in the table below, the discount to its fair value is rather small in Playmates case. We believe this is mainly attributed to the market's bullish view toward the prospects of Harbour Ring given its very strong shareholder background of US based Internet Capital Group, Hutchison (13) and Li Ka Shing's trust fund. This also means Harbour Ring should be one of the closely watched stock on tech stocks rebound.
Quelle: www.finet.com.hk/cgi-bin/research/...cgi?name=20000322_mkt_osk
mfg
hp