PAN SINO - Nur ein Zock, oder steckt mehr dahinter

> Die Experten des Börsenbriefs " Emerging Markets Investor"
> empfehlen die Pan Sino-Aktie (ISIN KYG6891C1050/ WKN A0BKTN) zu kaufen

Und nun kommen eine Menge Zahlen, die ich nicht überprüfen kann. Tatsache ist, das die Aktie heute 25% zugelegt hat, was bei Kursen im Cent Bereich auch nicht besonders schwierig ist.

Mein Frage nun, stimmen die Zahlen und ist die Aktie eine gute Anlage, oder kaufen da zur Zeit nur ein paar Pusher ein?

Taos

www.hkgem.com/prices/e_default.htm  8260 oben eingeben
im April wollten sie 160 Millionen neue Aktien ausgeben,dann haben sie sich wohl entschieden lieber an die Hauptbörse zu gehen und von der GEM weg,aber das ist noch nicht genehmigt,sie sind oder wollen werden der wichtigate Player im Kokosnusshandel in Indonesien,na das ist doch mal was Neues!
In connection with the Proposed Withdrawal and the Proposed Introduction, the
Board proposes to seek the approval of the Shareholders of the relevant resolutions
relating to (among others) the Proposed Withdrawal, the proposed termination of the
existing share option scheme, the proposed adoption of the new share option scheme
and the general mandates to issue and repurchase Shares.If and when the Shares are listed on the Main
Board, you may be required to sign a new client agreement with your
stockbrokers.
Reasons for the Proposed Withdrawal and the Introduction
The Group is principally engaged in trading of cocoa beans in Indonesia. The Group
considers to diversify into cocoa processing operations and to expand its existing
cocoa beans trading operations. The Directors consider that the vertical integration of
cocoa beans trading and cocoa processing operations will allow the Group to further
establish itself as one of the leading players in the Indonesian cocoa industry. The
Group intends to expand into cocoa processing operations through organic growth or,
should the appropriate opportunity arise, through strategic merger or acquisition,
alliance or other forms of cooperation with partners who are complimentary to the
Group’s expansion strategy. No target has been identified at as the date of this
announcement.
Unaudited)       (Unaudited)
                                             Current Last Corresponding
                                              Period            Period
                                      from 01/01/2005   from 01/01/2004
                                        to 30/06/2005     to 30/06/2004
                                                $'000             $'000

Turnover                              :        268,665           220,966
Profit/(Loss) from Operations         :         60,802            57,008
Finance cost                          :              0                 0
Share of Profit/(Loss) of Associates  :            N/A               N/A
Share of Profit/(Loss) of Jointly
        Controlled Entites           :            N/A               N/A
Profit/(Loss) after Taxation & MI     :         40,730            38,337
% Change Over the Last Period         :          +6.24%
EPS / (LPS)
         Basic (in dollar)           :     HKD 0.0489        HKD 0.0479
         Diluted (in dollar)         :     HKD 0.0459        HKD 0.0449
Extraordinary (ETD) Gain/(Loss)       :            N/A               N/A
Profit (Loss) after ETD Items         :        40,730            38,337
2nd Quarter Dividends per Share       :            NIL               NIL
(specify if with other options)       :            N/A               N/A
B/C Dates for 2nd Quarter Dividends   :            N/A
Payable Date                          :            N/A
B/C Dates for (-) General Meeting     :            N/A
Other Distribution for Current Period :            NIL
B/C Dates for Other Distribution      :            N/A
                                      (bdi: both days inclusive)

For and on behalf of
Pan Sino International Holding Limited

Signature :
Name      : Rudi Zulfian
Title     : Director

Responsibility statement

The directors of the Company (the "Directors") as at the date hereof
hereby collectively and individually accept full responsibility for the
accuracy of the information contained in this results announcement form
(the "Information") and confirm, having made all reasonable inquiries,
that to the best of their knowledge and belief the Information are
accurate and complete in all material respects and not misleading and
that there are no other matters the omission of which would make the
Information herein inaccurate or misleading.The Directors acknowledge
that the Stock Exchange has no responsibility whatsoever with regard to
the Information and undertake to indemnify the Exchange against all
liability incurred and all losses suffered by the Exchange in connection
with or relating to the Information.

Remarks:
          §
The directors of the Company (the "Directors") as at the date hereof
hereby collectively and individually accept full responsibility for the
accuracy of the information contained in this results announcement form
(the "Information") and confirm, having made all reasonable inquiries,
that to the best of their knowledge and belief the Information are
accurate and complete in all material respects and not misleading and
that there are no other matters the omission of which would make the
Information herein inaccurate or misleading. The Directors acknowledge
that the Stock Exchange has no responsibility whatsoever with regard
to the Information and undertake to indemnify the Exchange against all
liability incurred and all losses suffered by the Exchange in
connection with or relating to the Information.
          §
1. Basis of Presentation and Accounting Policies
          §
These financial statements have been prepared in accordance with
accounting principles generally accepted in Hong Kong and comply
with accounting   standards issued by the Hong Kong  Institute of
Certified Public Accountants ("HKICPA") and are prepared under
the historical cost convention.
          §
In 2004, the HKICPA issued a number of new and revised Hong Kong
Accounting Standard and Hong Kong Financial Reporting standards
("HKFRS")  which are effective for accounting period beginning
on or after 1st January, 2005. The adoption of these HKFRS has no
material impact on the Group's results of operations and  financial
position.
          §
2 Turnover
          §
The Group is principally engaged in trading of cocoa beans.
Turnover represents the invoiced value of goods sold during the six
months ended 30th June, 2005.
          §
3.  Profit attributable to shareholders
          §
Profit attributable to shareholders for the six months ended 30 June
2005 is approximately HK$40,730,000.
          §
4. Earnings per share
          §
The calculation of the basic earnings per share is based on profit
attributable to shareholders for the six months ended 30th June 2005
of HK$40,730,000.00 (30th June, 2004: HK$38,337,000.00) and on
832,707,182 (30th June 2004: 800,000,000) shares in issue during
the period.
          §
The calculation of the diluted earnings per share is based on profit
attributable to shareholders for the three months ended 30th June
2005 of HK$40,730,000.00 (30th June, 2004: HK$38,337,000.00)
and on 886,467,182 (30th June 2004: 854,000,000) shares in issue during
the period.
          §
5. Migration to the Main Board

As detailed in the Company's announcement dated 12th July, 2005,
the Company is proposing to list its shares on the Main Board by way
of introduction (the "Proposed Introduction"). The Company has also
informed the Stock Exchange of its intention to voluntarily withdraw
the listing of the shares on GEM (the "Proposed Withdrawal") conditional
upon, amongst otherthings, the approval of the application for the
Proposed Introduction.The Company understands that there is no assurance
that permission will be obtained from the Stock Exchange for the
Proposed Withdrawal and the Proposed Introduction. The Company would
like all shareholders and potential investors to be aware that this
implementation is subjected to conditions set out and thus may
or may not become effective. Accordingly, the Proposed Withdrawal
and the Proposed Introduction may or may not proceed.
          §
6. Dividend

The Board does not recommend the payment of dividend for
the six months ended 30 June 2005 (2004: Nil).

nicht Kokosnuss pardon,waren zum Zeitpunkt der Einführung an der GEM schon der viertgrösste Trader von Kakoabohnen in Indonesien,die für die Herstelleung von Schokolade und Kakao benötigt werden

diese Infos habe ich auch schon bei wo: gefunden, das hört sich auch alles git an, nur warum ist der Kurs so weit unten? Und was tut sich da jetzt? Zock oder doch Substanz?

Taos

ist
futures.tradingcharts.com/charts/CCM.GIF" style="max-width:560px" >
oder hier?quotes.ino.com/exchanges/?c=food

JAKARTA, Aug 24 Asia Pulse - The Agriculture Ministry will encourage local exporters to export fermented or processed cacao, which are higher in value compared to unprocessed cacao, an official of the ministry said here Tuesday.

The Director General of Agricultural Produce Processing and Marketing, Djoko Said Damarjadi said, Indonesian cacao have mostly been exported in unprocessed form, which are usually low-priced and often caused a loss to the growers. "Therefore we have suggested the exporters to export fermented cacao," he said.

The price disparity between processed and raw cacao may reach up to US$180 per ton, Djoko said without elaborating.

In addition to exporting unprocessed cacao, especially to the United States, Indonesia has also been importing processed cacao with various price differentially, which means that it has wasted a large amount of foreign exchange, Djoko added.

Currently, Indonesian cacao production reached 450,000 tons per year, including 100,000 tons for export, but it has also imported some 40,000 tons of processed cacao per year.
"Indonesia, the world's third biggest cacao exporter after Ghana and the Ivory Coast, is however the only unprocessed cacao exporting country at the lowest price," he asserted.
Djoko said, in a bid to encourage processed cacao exports, the authority would need to provide higher price incentives to farmers so that they are willing to produce fermented cacao.

It should also give accreditation to traders and exporters.
A licence will not be issued to traders and exporters who refuse to buy the farmers' fermented cacao at a higher price.

Es scheint Fakt zu sein, das Pan Sino große Mengen von Kakao Bohnen produziert. Unverarbeiteten Kakao Bohnen bringen auf dem Weltmarkt nur einen schlechten Preis. Davon produziert Indonesien pro Jahr etwa 450,000 Tonnen, wovon rund 100,000 Tonnen exportiert werden.

Auf der anderen Seite aber, importiert Indonesien jedoch 40,000 Tonnen verarbeiteten Kakao zu einem sehr hohem Preis.

Annahme:
Würden jetzt die Kakao Bohnen im Land verarbeitet werden, bräuchte Indonesien nicht für teures Geld verarbeiteten Kakao importieren. Daraus ergibt sich: Es werden im Land Kapazitäten für die Kakao Aufbereitung gebraucht. Das würde den Gewinn deutlich erhöhen.

Ich habe keine Ahnung, wie diese Anlagen aussehen, oder was sie kosten, aber vermutlich dürfte mit recht geringem Aufwand eine deutlich höhere Wertschöpfung möglich sein.

Taos

wieder kaufkurse um einen zock zu machen, bzw langfristig sowieso der renner!!

jetzt wirklich wieder Kaufkurse? (aktuell 0,049 eur)
ausserdem (zwar auch nicht das erste mal das mnan das hört): www.orf.at

Kakao könnte teurer werden
Die Nachfrage nach dunkler Schokolade steigt. Droht ein Engpass?

Fette Milchschokolade ist out, dunkle Schokolade mit hochwertigen Kakaobestandteilen in - und auch gesünder.
Der Boom bei edler Schokolade mit einem Kakaoanteil von über 70 Prozent hat nicht nur edleren Marken wie Lindt und Hachez Auftrieb gebracht.

"Focus" beschwört Engpass

Das deutsche Magazin "Focus" befürchtet mit Verweis auf einen Brachenexperten einen Engpass bei Kakaobohnen. Die Nachfrage nach Kakaobohnen ist jedenfalls stark steigend.

Patrick de Maeseneire, Chef des weltgrößten Schokoladenverarbeiters Barry Callebaut (Sarotti, Jacques, Alprose), warnt schon seit Monaten vor einer Verknappung des Kakaoangebotes - bzw. indirekt vor steigenden Preisen.

"Mehr Nachfrage als Angebot"

"Wenn der Schokoladenkonsum auf den Märkten in Asien anzieht, dürfte langfristig, in etwa fünf bis zehn Jahren, die Nachfrage das Angebot übersteigen", rechnete de Maeseneire vor.

De Maeseneire rechnet damit, dass der Wandel der Essgewohnheiten den Verbrauch von Schokoladeprodukten vor allem in China, Indien und Indonesien um bis zu 25 Prozent steigen lassen könnte.

Der Engpass könnte Auswirkungen auf den Kakaoanbau haben, da neue Pflanzen frühestens nach fünf Jahren erstmals erntereife Kakaofrüchte tragen. Das würde die Preise für Kakao und Schokolade in die Höhe treiben.

Kein flexibler Markt

Auf der Angebotsseite ist der Kakaomarkt nicht elastisch genug, um auf Nachfrageerhöhungen reagieren zu können. Kakaobäume gedeihen zudem nur in einem engen Gürtel rund um den Äquator.

Der Preis je Tonne Kakaobohnen pendelt seit drei Jahren um 1.400 Euro. Die steigende Nachfrage könnte die Preise aber bald nach oben klettern lassen. 2002 war die Tonne Kakao deutlich teurer und kostete über 2.000 Euro.

Gut möglich, dass der größte Schokoladehersteller die Konsumenten auf steigende Preise vorbereiten will. Seine Engpasswarnung kommt nicht zum ersten Mal.