ALSTOM bitte um Einschätzung
Habe ich gerade bei boursier.com gefunden, aber leider ist der Rest der Nachricht verschlüsselt!
Ich sage euch was ich denke es geht los mit der Spekulation!
Stuttgart schon 0,62!
boursier.com
Fonds Monségur Europe: Haben sich auf europäische unterbewertete "billige" Titel spezialisiert und Alstom ist mit 4,1 % die grösste Position.
10/01/2005 - 16h20
Selon nos informations, les gérants du fonds Monségur Europe, un fonds de valeurs européennes bénéficiant des meilleures perspectives de croissance des bénéfices et dont la valorisation est raisonnable (process de gestion dit "GARP", pour "Growth At Reasonnable Price"), se sont renforcés courant décembre dernier sur Lagardere, Air France mais aussi sur le dossier Alstom. Les derniers achats opérés par ce fonds ont d'ailleurs fait du titre Alstom la 1ère pondération de ce fonds avec 4,1% de l'encours, devant Lagardere (3,9%) et Suez (3,8%).
Habt ihr dazu eine Meinung oder kennt ihr das Pappier etwas näher, was da dran sein soll???
Es werden sogar schon Wetten abgeschlossen!
VG Sylvester
Nur man weiss auch nie ob das auch so stimmt!
Ich habe auch das Gefühl, dass bald der Zug abfährt, aber zum Glück bin ich mal mit einer Possition drin!
Eigentlich ist Alstom nun gut überschaubar, weil die 12 Monate sind ja auch relativ schnell vorbei!
Eigentlich ist ja alles eine Spekulation und wir wissen alle, dass Alstom ihren Weg machen wird, nur kann sein, dass aber nicht alle dabei sind und das ist doch fatal!
ALso wenn ich drin bin, bleibe ich drin und fertig!
Alstom May Say Third-Quarter Orders Rose 11%, Helped by China
Jan. 10 (Bloomberg) -- Alstom SA, the French manufacturer rescued from near bankruptcy, may say fiscal third-quarter orders rose 11 percent, helped by more than 1 billion euros ($1.3 billion) in contracts for trains and power equipment in China.
Orders probably climbed to 4.4 billion euros in the three months through December from 4 billion euros a year earlier, according to the median estimate of nine analysts surveyed by Bloomberg. Paris-based Alstom announces orders and sales Jan. 13.
Chief Executive Officer Patrick Kron, 51, is counting on new and more profitable business to propel Alstom's recovery from near collapse. Clients are coming back to the maker of power stations and the TGV and Eurostar high-speed trains after having stayed away on concern the company might go out of business.
``What is really crucial is: How profitable are these contracts?'' said Roberto Brasca, head of equities for Anima SpA in Milan, which manages $8.5 billion, including Alstom stock.
Shares in Alstom have risen 94 percent from their record low of 31 cents on Aug. 11. The stock is still down more than 98 percent from when it began trading in June 1998.
Of 22 analysts who follow Alstom, 10 recommend buying the stock, seven have hold recommendations and five advise investors to sell, according to Bloomberg data.
Alstom spokesman Gilles Tourvieille declined to comment before the orders announcement. Alstom, which had a first-half loss of 315 million euros, is scheduled to report full-year earnings in May.
New York Subway
The company has built power stations that supply a fifth of the world's electricity and it has made two-thirds of the world's high-speed trains. Its subway trains transport commuters in Paris, London, New York and Singapore, and its shipyards built the Queen Mary 2, the world's biggest cruise liner.
In October, Kron was among executives who traveled with French President Jacques Chirac to China, where Alstom booked orders for locomotives, trains and power equipment. The company has 300 million euros to 500 million euros in China sales each year and Kron aims to double that within two years, he said during the trip.
``Orders we know have been coming in: the question is what quality,'' said James Stettler, an analyst at Dresdner Kleinwort Wasserstein in London. He rates Alstom stock ``reduce.''
Other contracts announced in the quarter include a 700 million-euro GT26 heavy-duty power station in Thailand.
Survival Concerns
The GT26 is the model responsible for Alstom's near bankruptcy in 2003. A fault that led to cracks on turbine blades and other parts led to more than 4 billion euros in expenses for repairs and legal compensation. At the time, prospective clients were more concerned about Alstom's survival than the equipment they were considering, Kron said when presenting earnings last year.
Kron, who became chief executive in January 2003 and was paid 1.6 million euros by Alstom in the latest year, is cutting about 10,000 jobs to trim costs and selling assets to raise cash, whittling Alstom down to a company with about 15 billion euros in sales from one that had almost 25 billion euros in revenue four years ago. Debt stood at 2.4 billion euros at Sept. 30.
The debt isn't rated by Moody's Investors Service, Standard & Poor's or Fitch Ratings.
Power Plants
Kron is pitching for new contracts in the $135 billion global market for power equipment as European and U.S. utilities refurbish older plants and as developing countries such as China build new power stations to meet the increasing energy needs of growing, richer populations. The pattern of upgrading older systems and building new ones is similar for trains, where Alstom ranks No. 2 worldwide behind Bombardier Inc. of Canada.
``Based on orders announced during the quarter, we expect another quarter of high order intake,'' Andreas Willi, an analyst at JPMorgan Chase & Co. in London, said in a preview note. He rates the stock ``underweight.''
To contact the reporter on this story:
Nicolas Johnson in Paris nicojohnson@bloomberg.net.
To contact the editor responsible for this story:
Richard Vines at rvines@bloomberg.net.
Last Updated: January 9, 2005 19:27 EST
Aber ich habe momentan ein sehr gutes Gefühl was Alstom angeht.
Ich denke die Zahlen und Aussichten werden gut sein.
Sehr gut wäre ja wohl übertrieben.
Sollten die Zahlen nicht mindestens gut sein, werde ich mich von meinen Alstom trennen.
Ich wollte mindestens 1 Jahr warten, 1 viertel ist schon um, und dann negative Zahlen würden dann für das Jahr gesehen auch nichts mehr bringen.
Aber es wird anderst kommen als gedacht, und ich werde Alstom halten müssen. ;-)))
Alleine um beim Verkauf meiner Anteile in so 9-12 Monaten das Gesicht von "Anti" zu sehen. Sehe ich zwar eh nicht, aber seinen Glückwunsch werde ich dann annehmen.
Wenn ich mit Sylvester dann eine Sause mache, werde ich das dann ebenfalls dem Anti unter die Nase reiben. ;-)))
Aber mal sehen vielleicht gehe ich bis am Mittwoch voll rein, da ich glaube dass die Zahlen gut werden!
Wir wollen ja schließlich die ganze Nacht Champus trinken und kein Selters!!!Oder???::::)
VG Sylvester
China to use rail contract as carrot
Kazumasa Higashi Yomiuri Shimbun Correspondent
The construction of a 12,000-kilometer high-speed railway network throughout China at a cost of more than 10 trillion yen will begin this year, and is scheduled for completion in 2020.
In addition to the railway lines linking Wuhan, Hubei Province, and Guangzhou, Guangdong Province, on which trains will travel at 300 kph, China also plans to invite companies to tender bids to supply high-speed trains for the new system.
This is a great opportunity for Japan, which has a consortium of six companies hoping to enter a bid, but the Chinese government seems likely to use the project as a diplomatic card.
The fate of the consortium, therefore, will continue to hang in the balance.
On Jan. 20, China's Railway Ministry will receive international tenders for technical consulting services for three sections--Wuhan to Guangzhou; Zhengzhou, Henan Province, to Xian, Shanxi Province; and Beijing to Tianjin, on which construction begins this year.
Japan Railway Technical Service is expected to submit a bid.
Of the three sections, the sections through Wuhan and Zhengzhou will be designed to accommodate speeds of 350 kph so trains can travel at 300 kph, a speed similar to that of the fastest Shinkansen bullet train.
In January, China's State Council, which is similar to the Japanese Cabinet, approved the plan to build the railway network, under which four systems would link the country's south and north and another four would link its east and west.
The three sections comprise the first stage of construction.
The Beijing-Shanghai high-speed railway project, for which Japanese, German and French leaders have tried to help companies from their countries win contracts, was incorporated as part of the national project, but the Beijing-Shanghai system was not selected for construction this time.
According to sources close to the Japanese consortium, it will be difficult for the Chinese government to make a decision based on political considerations with the three countries involved.
"The Chinese government had no choice but to incorporate the Beijing-Shanghai system into the project," the sources said.
According to sources close to the Chinese government, the Railway Ministry plans to invite companies' bids to provide trains capable of speeds of 250 kph to 300 kph as early as summer.
The Japanese consortium, which includes Kawasaki Heavy Industries, Ltd., Mitsubishi Corp. and Hitachi, Ltd., is expected to tender a bid with the upgraded version of the Shinkansen Hayate train.
The Japanese consortium's rivals are German industrial giant Siemens AG, which sells high speed InterCity Express trains, and Alstom SA, a leading French industrial firm that markets TGV trains.
The three undoubtedly will compete fiercely for the contract.
Last year, Alstom and the Japanese consortium won a contract to provide 480 coaches to form 60 trains capable of running at 200 kph for a plan to speed up existing lines under a different project.
Most of the coaches' specifications were those of the Hayate train.
An employee of one of the six Japanese firms said the consortium was confident in winning the next tender.
On Dec. 28, Chinese Vice Foreign Minister Wu Dawei told the Japan-China New Century Association, a suprapartisan group headed by House of Representative member Otohiko Endo, that the trains proposed by the Japanese consortium had met China's requirements.
"But the current chill in China-Japan relations has put an end to the consortium's efforts," he said.
Xu Jialu, vice chairman of the Standing Committee of the National People's Congress, said he realized that the Shinkansen train was good for the Beijing-Shanghai project. "I can push for the the Shinkansen train if Japan changes its political approach," he said.
Prime Minister Junichiro Koizumi's visits to Yasukuni Shrine irritated China, as did the government issuing a tourist visa to Taiwan's former President Lee Ten-hui, and controversy concerning its territorial claim to the Senkaku islands.
The vice chairman's remark, therefore, is regarded as a call on the Japanese government to make political concessions, while China uses the high-speed railway project as a carrot.
Siemens, which was said to be the top contender for the bid to supply trains for China's existing railways, was not allowed to take part in the bidding.
The reason remains unknown, but a Japanese company employee believes the German firm upset the Chinese government.
The Japanese consortium could make the same mistake too. The Japan-China relationship is said to be economically hot and politically cool.
Bids, which are judged on quality and price, can be used by China as a political card. It remains unknown whether the Japanese consortium can overcome the difficulties.
Wenn wir eine Sause machen, musst du dir um den Champus keine Gedanken machen, den zahle ich ja.
Und ich bin voll investiert. Mein Depot ist zur Zeit mit 80% Alstom bestückt.
Und selbst bei einem Kurs von 0,40 Cent, reicht es noch für Selters.
Also mache dir um den Champus keine Gedanken, mache dir lieber Gedanken ob du nun noch reingehst oder nicht.
Die momentane Lage ist sehr sehr ruhig!
Ist das die Ruhe vor dem Sturm im possitiven Sinne????
Eigentlich hat man seid den letzten Zahlen im November nicht mehr viel gehört von Krone etc.....
Denke und glaube wirklich an eine sehr gute Überraschung!
In so 45 Stunden wissen wir mehr!
VG Sylvester
Ist doch eine schöne Lady, oder?
Man müsste nur noch wissen, ist es eine Blonde, Brünette, Schwarze?
Oder man sagt egal, hauptsache ich habe mein Spaß mit ihr. ;-)))
Überlegen?
Wie stark wird sie steigen bei "Guten News"?
Und wo steht sie heute?
Und warum gehen viele nun rein?
Warum die ganze Zeit keine Meldungen?
Weil morgen der GROßE Tag? Alles auf einmal, als immer nur Scheibchenweise?
Fragen über Fragen.
Ich denke es wird zumindest nichts negatives sein.
Morgen nochmals schauen!
Die Dame ist noch eine Jungfrau die erst noch so richtig aufblühen muss und das geht leider nur mit mir::::::::::::)
Zuvor waren es nur 2 Sterne und das Risiko auch auf sehr hoch !!! gehabt!
Kann man bei unserem Inspektor eine Ableitung treffen???::)
Dass das Risiko hoch ist wissen wir alle ja, aber 5 Sterne ist mal nicht schlecht!
Mein Gefühl wird immer besser dass nun alles ganz anders kommt und wir vielleicht ganz schnell die 0,75 sehen können!
Aber ich möchte mich nicht auf meinen Optimismuss verlassen, der kann ja auch falsch liegen!
VG Sylvester
Niemand da im ALstom Thread??
In 2 Tagen kommen die Zahlen und niemand kümmerts!
VG Sylvester
Gruss, Kralle
Optionen
| Boardmail an "Kralle" |
Wertpapier: ALSTOM S.A. EO |
Geschätzter Auftragswert liegt über 1 Mrd. Euro.