Das wird auch noch ein Feuerwerk geben. Sag mir mal jemand, ob nun Sino.i oder China Online an PCC beteiligt ist. Werde dann auch diese nachkaufen.
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Welcher der beiden ist an PCC beteiligt: COL oder SINO.I ????
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Col hält (siehe unten) 190 mn Stück.
24.01.00 DAO HENG SECURITIES
COMPANY VISIT
China Online (383) SPEC BUY
$0.244
We believe the takeover of China Online (COL) by China Sci Tech, a company controlled by Stanley Ho, is likely to lead to a series of major corporate restructuring exercises which will refocus the group towards new PRC Internet and telecoms investments. The sale of a 32.8% stake to China Sci Tech becomes effective from 28 January. We expect COL's new management team might take the opportunity to spell out expansion plans then.
China Online (previously Star Telecom) had its origins as a handset distributor and was an early ISP player. However, the group soon acquired a series of assets, the most important being a stake in Pacific Century Cyberworks last year. The 200mn PCCW shares were reportedly acquired at below $8.00 a share. With PCCW's closing share price at $16.55 last Friday, the 200mn shares are currently worth $3.3bn.
In addition, the group has built up a cash pile of $700mn. Debt levels are believed to be negligible. Management said COL is a net lender to the interbank market. The large cash pile certainly suggests COL is well positioned to go on an acquisition spree for new telecoms and Internet investments in China and Hong Kong.
Other PRC projects that have been carried over from the previous management include an option to acquire a 35% interest in a CDMA network in Beijing and Shanghai and a 55:45 interest in a mobile handset distribution business in North and Northeastern China with Hikari Tsushin. The latter JV has 180 sales points and is said to be profitable. Preliminary discussions have begun regarding the potential expansion of the distribution network to 1,000 outlets.
Finally, COL is one of the two largest distributors of Nokia handsets in Hong Kong. COL represents the whole range of models. Management is talking with Nokia about setting up a separate service centre for its customers.
China Online (0383) BUY
$0.32
In contrast to PCCW's (+6.15%) recent outperformance, China Online's (COL) shares closed unchanged yesterday. Despite the recent disposal of 9.7mn PCCW shares, COL still has 190mn shares outstanding. Based on PCCW's closing price yesterday, we estimate the stake is worth $4.45bn or $0.48 per share. We reckon COL's stake in PCCW is therefore worth 50% more than its closing share price of $0.32.
If COL's other assets comprising an estimated $680mn in cash, a 10.5% stake in listed SHK&CO, the PRC handset distribution JV in China and the Nokia handset agency in Hong Kong are taken into account, COL appears to be hugely undervalued by the market.
mfg
hp
24.01.00 DAO HENG SECURITIES
COMPANY VISIT
China Online (383) SPEC BUY
$0.244
We believe the takeover of China Online (COL) by China Sci Tech, a company controlled by Stanley Ho, is likely to lead to a series of major corporate restructuring exercises which will refocus the group towards new PRC Internet and telecoms investments. The sale of a 32.8% stake to China Sci Tech becomes effective from 28 January. We expect COL's new management team might take the opportunity to spell out expansion plans then.
China Online (previously Star Telecom) had its origins as a handset distributor and was an early ISP player. However, the group soon acquired a series of assets, the most important being a stake in Pacific Century Cyberworks last year. The 200mn PCCW shares were reportedly acquired at below $8.00 a share. With PCCW's closing share price at $16.55 last Friday, the 200mn shares are currently worth $3.3bn.
In addition, the group has built up a cash pile of $700mn. Debt levels are believed to be negligible. Management said COL is a net lender to the interbank market. The large cash pile certainly suggests COL is well positioned to go on an acquisition spree for new telecoms and Internet investments in China and Hong Kong.
Other PRC projects that have been carried over from the previous management include an option to acquire a 35% interest in a CDMA network in Beijing and Shanghai and a 55:45 interest in a mobile handset distribution business in North and Northeastern China with Hikari Tsushin. The latter JV has 180 sales points and is said to be profitable. Preliminary discussions have begun regarding the potential expansion of the distribution network to 1,000 outlets.
Finally, COL is one of the two largest distributors of Nokia handsets in Hong Kong. COL represents the whole range of models. Management is talking with Nokia about setting up a separate service centre for its customers.
China Online (0383) BUY
$0.32
In contrast to PCCW's (+6.15%) recent outperformance, China Online's (COL) shares closed unchanged yesterday. Despite the recent disposal of 9.7mn PCCW shares, COL still has 190mn shares outstanding. Based on PCCW's closing price yesterday, we estimate the stake is worth $4.45bn or $0.48 per share. We reckon COL's stake in PCCW is therefore worth 50% more than its closing share price of $0.32.
If COL's other assets comprising an estimated $680mn in cash, a 10.5% stake in listed SHK&CO, the PRC handset distribution JV in China and the Nokia handset agency in Hong Kong are taken into account, COL appears to be hugely undervalued by the market.
mfg
hp
KORR: China Online trennt sich von 9,7 Mio Pacific Century CyberWorks Aktien
(Korrigiert wurde der letzte Satz: "Es gäbe noch keine Pläne für die Wiederanlage dieses Betrags in neue Projekte." rpt Projekte NICHT Probleme)
HONGKONG (dpa-AFX) - China Online (Bermuda) Ltd hat sich zwischen dem 3.Januar und 2.Februar von 9,7 Mio. Aktien der asiatischen Internetholding Pacific Century CyberWorks Ltd getrennt. Wie China Online am Dienstag mitteilte, sei ein Wechsel in der Geschäftsstrategie von Pacific Century Cyberworks der Grund für den Aktienverkauf gewesen. China Online stellte weitere Verkäufe von Cyberworks-Aktien in Aussicht.
Den Angaben zufolge hält China Online immer noch 190,3 Mio. CyberWorks-Aktien, was 2,1% des ausgegebenen Aktienkapitals entspricht. Der Aktienverkauf sei zu Preisen zwischen 16,0 und 20,1 HKD am offenen Markt erfolgt. Nach Kosten habe der Verkauf einen Erlös von 176,6 Mio. HKD erbracht. Es gäbe noch keine Pläne für die Wiederanlage dieses Betrags in neue Projekte./cs
info@dpa-AFX.de
(Korrigiert wurde der letzte Satz: "Es gäbe noch keine Pläne für die Wiederanlage dieses Betrags in neue Projekte." rpt Projekte NICHT Probleme)
HONGKONG (dpa-AFX) - China Online (Bermuda) Ltd hat sich zwischen dem 3.Januar und 2.Februar von 9,7 Mio. Aktien der asiatischen Internetholding Pacific Century CyberWorks Ltd getrennt. Wie China Online am Dienstag mitteilte, sei ein Wechsel in der Geschäftsstrategie von Pacific Century Cyberworks der Grund für den Aktienverkauf gewesen. China Online stellte weitere Verkäufe von Cyberworks-Aktien in Aussicht.
Den Angaben zufolge hält China Online immer noch 190,3 Mio. CyberWorks-Aktien, was 2,1% des ausgegebenen Aktienkapitals entspricht. Der Aktienverkauf sei zu Preisen zwischen 16,0 und 20,1 HKD am offenen Markt erfolgt. Nach Kosten habe der Verkauf einen Erlös von 176,6 Mio. HKD erbracht. Es gäbe noch keine Pläne für die Wiederanlage dieses Betrags in neue Projekte./cs
info@dpa-AFX.de
Nicht nur alleine der 2,1%-Anteil an PCC ist ausschlaggebend. Auch die restliche Strategie stimmt. Der Erlös des Verkaufs der 9,7 Millionen Aktien ist bereits verplant, um dies zu korrigieren. Allerdings wird noch nicht bekanntgegeben, worin dieses Geld investiert wird. COL wollte zunächst die PCC und C&W-Verhandung abwarten. Nachdem dies nun erledigt ist und PCC direkt noch einen Brikett in der form einer CMGI-Partnerschaft nachlegt, wird COL mit NEWS auch nicht mehr lange auf sich warten lassen. Dann geht der Kurs auf 0,07 / 0,08 !!
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