Alstom
Die Risc Group ist in Berlin noch notiert . Am besten an der Euronext kaufen . Und die Handelsvolumen sind schon O.K. in Paris , so unbekannt sind die drüben nicht .
Die Hi Media wird in Französichen Foren als die neue Alstom umschwärmt .
Hier die Links zu den Aktien an der Euronext
http://www.euronext.com/trader/summarizedmarket/...nCode=FR0004038248
http://www.euronext.com/trader/summarizedmarket/...nCode=FR0000075988
http://www.euronext.com/trader/summarizedmarket/...nCode=BMG988431240
Optionen
| Boardmail an "_mo_" |
Wertpapier: Alstom |
Chirac's Trip To India (Bloomberg)
Feb. 16 (Bloomberg) -- French President Jacques Chirac,
visiting New Delhi next week, may find his call for increased trade
overshadowed by the uproar over Indian businessman Lakshmi Mittal's
attempt to take over a European steel maker.
Chirac is seeking to sell more French goods to the world's
second most populous nation while European governments try to repel
the $23.7 billion hostile bid by Mittal Steel Co. for Luxembourg-
based Arcelor SA.
``If the bid was to be vetoed politically, then the question
would be: why should India buy things from France?'' said B.G.
Verghese, an analyst at the Center for Policy Research in New Delhi
in an interview Feb. 9.
India offers just what France needs: A fast-growing market
hungry for airplanes, power plants, and highways. The French trade
deficit ballooned to a record last year as demand slumped in
Europe, destination for 65 percent of French overseas sales. India
buys less than 0.5 percent of French exports.
``India is an enormous country with great growth potential: we
have to go there,'' said Alexandre Bourgeois, an economist at
Natexis Banques Populaires in Paris in an interview Feb. 9. ``Until
now, India has been a rather weak trade partner for France, where
exports are very focused on the euro zone and growth is much
weaker. It makes sense to go for growth.''
Chirac's last visit to India was in 1998. The five-day trip to
Asia starting tomorrow and encompassing stops in Bangkok and New
Delhi will be his first long-haul journey since the 73-year-old
president was hospitalized in September with a hematoma. He'll be
accompanied by around 30 French executives.
Contrasting Growth
Also on the agenda will be World Trade Organization disputes
over reducing farm subsidies, tariffs and foreign investment
restrictions. Developing nations led by India and Brazil are
demanding the European Union and U.S. cut farm subsidies before
they offer easier access to their industrial markets. France is the
EU's largest agricultural producer.
India's central bank said Jan. 25 that growth in the year
ending March 31 may reach 8 percent. The French economy expanded
1.4 percent in 2005, the national statistics agency Insee said Feb.
10.
As the Indian economy grows, so does its appetite for imports.
In the first six months of 2005, India bought 700 million euros
($840 million) of French goods, up 28.9 percent from a year
earlier.
Mittal's bid for Arcelor, created in 2002, when France's
Usinor SA acquired Arbed SA of Luxembourg and Aceralia Corporacion
Siderurgica SA of Spain, is worth 28 times more these purchases and
prompted an outcry among French politicians and business leaders.
Indian Trade Minister Kamal Nath said Feb. 1 he was concerned about
the French reaction.
`Values, Culture'
Arcelor's French Chief Executive Officer Guy Dolle likened the
company owned by Mittal, who rented three French palaces including
Versailles for the $69 million wedding of his daughter Vanisha in
2004, to ``eau de Cologne'' in comparison to the ``perfume''
produced by Arcelor. Mittal is known for producing basic steel
while Arcelor has focused on higher-end products.
Dolle said Arcelor doesn't share the ``values'' and
``culture'' of Mittal Steel, whose headquarters are in the Dutch
city of Rotterdam.
Luxembourg introduced a takeover law Feb. 7 that would help
the company repel the Mittal bid. French Finance Minister Thierry
Breton, who'll accompany Chirac to India, has retreated from
initial criticism of the proposal, which he first called ``badly
prepared.'' In an interview Feb. 7, he said that ``shareholders
must decide.'' French Industry Minister Francois Loos on Feb. 1
said France ``opposed'' the takeover.
`Totally Wrong'
French Trade Minister Christine Lagarde said the European
opposition to the bid was being misinterpreted.
``The jumble that's being made of India against France is
totally wrong,'' she said in an interview. ``If a misunderstanding
remains, during the trip during which I am accompanying the
president, I'll seek to dissipate it.''
France isn't the only country competing for India's attention.
Chirac is visiting before U.S. President George W. Bush, who's
scheduled to arrive in India in the first week of March, India's
Foreign Secretary Shyam Saran says.
``That Chirac's visit comes before Bush's provides France with
a chance to preempt the U.S. on business deals,'' said N. Bhaskara
Rao, chairman of the Centre for Media Studies, a New Delhi-based
policy research group.
Chirac and Indian Prime Minister Manmohan Singh pledged Sept.
12 to double trade between their two countries in five years. That
was just days after Indian Airlines Ltd. won government approval to
buy 43 planes from Airbus SAS, based in Toulouse in southern
France, for $2.2 billion.
Airbus, which is competing for Indian orders with Boeing Co.,
said a year ago India may buy up to 400 planes by 2019 as economic
growth stokes demand for air travel.
Alstom, Thales
Chirac and Singh last year promised more cooperation in
energy, transport and defense, leading to possible contracts for
French engineering company Alstom SA and Thales SA, Europe's
largest defense-electronics company.
India needs to raise its electricity generating capacity by
nearly 60 percent by 2010 to 200,000 megawatts to meet demand.
India will award contracts for building five power plants, each
with the capacity to generate 4,000 megawatts of electricity, by
Dec. 31, Power Secretary R.V. Shahi said Jan. 27.
Alstom, based in Paris, which builds power stations that
generate a fifth of the world's electricity, said July 8 it will
expand its Indian operations by setting up a research center there.
`Key Country'
``India is a key country for us,'' said Severine Gagneraud, a
spokeswoman for Alstom Jan. 13. The company booked 500 million
euros in orders from India in its latest fiscal year, mostly in
power stations and related equipment, she said.
Paris-based Areva SA, the world's biggest maker of nuclear
reactors, is currently prevented from selling plants to India
because the country hasn't signed the nuclear non-proliferation
treaty.
Singh said last year that India would be willing to separate
its military and civil nuclear facilities and impose safeguards
required by the International Atomic Energy Agency, moves intended
to ease the way for western nations to drop bans on nuclear-
technology exports to the country.
--With reporting by Nicolas Johnson and Sandrine Rastello in Paris
and Cherian Thomas in New Delhi. Editor: Hertling (egb).
Unter anderem ist der Algerische Transportminister seit gestern , bis morgen zu Besuch in Frankreich mit seiner Delegation , unteranderm steht eine Besichtigung der Alstom Werke auf dem Programm .
Der PDG der Algerischen SNTF ( Bahn )ist auch in der Delegation .
Anscheinend wollen die Algerier in Algier ein Metro bauen .
Optionen
| Boardmail an "_mo_" |
Wertpapier: Alstom |
Schließlich haben der Franz und der Bernie ja etwas Gemeinsames:
Beide sind KAISER.
Gell.
Das ist doch was, oder?
Frommi
zum analysieren empfohlen hatte haben die mir glatt zurück geschrieben
daß dieser Wert hoch spekulativ sei und daß es zu Riskant sei in diesem Wert
zu investieren.
So ganz unrecht haben die ja nicht gehabt, denn hoch ist dieser Wert auf jeden Fall.
Und er steigt noch höher.
;-))))
17/2/2006
China plans to invest 20 billion dollars in railways in eastern province
China plans to invest at least 160 billion yuan (20 billion U.S. dollars) in building railways in eastern Zhejiang Province in the coming five years, provincial officials report.
Economic powerhouse Zhejiang reached a deal last month with the Ministry of Railways to share the investment of between 160 billion yuan and 180 billion yuan (22.5 million dollars), according to the officials with the development and reform commission and the government of the province.
"Zhejiang aims to have a modern railway network in five years, which enables a passenger to travel from the capital Hangzhou to any other city in the province within three hours," an official said.
Zhejiang plans to build 800 km and renovate 500 km of railways by 2010, the official said.
The Ningbo-Hangzhou-Nanjing line will start construction this year and will allow speeds of 250-300 km per hour, while the high-speed line from Hangzhou to Shanghai is under preparation.
There are 10 trunk and extension lines in the province, with a total mileage of 1,212 km. Every one million people in Zhejiang have 26.7 km of railways, less than half of the national average.
Source: Xinhua
Optionen
| Boardmail an "_mo_" |
Wertpapier: Alstom |
ich lese schon lange mit und wollte nun mal was wissen:
Ist euch ebenfalls aufgefallen, dass sich das Nachfrage-Angebots-Verhältnis auf Xetra in den letzten Tagen zum Positiven gewendet hat? Sprich mehr Nachfrage als Angebot. Oder täuscht das und es ist nur eine "Tages- /Wochenschwankung"?
MfG Spekulatius
Chirac, who arrived in Bangkok Friday for his first state visit, met with Thaksin for talks on a range of issues, including increasing French business investments in Thailand.
"I told the prime minister that we would like to see French entrepreneurs become among the preferred partners of the Thai authorities," Chirac said in a speech before the Franco-Thai Chamber of Commerce.
He had told Thaksin that France could be Thailand's gateway to European markets.
"I believe, and France believes that Thailand is indeed a privileged partner, a privileged partner with France and through France with Europe," he said.
Chirac brought with him 30 top French business leaders, including those from Airbus, engineering conglomerate Alstom and retail giant Carrefour, as both sides agreed to work towards boosting two-way investments to two billion dollars.
France is Thailand's third-biggest European investor after Britain and Germany, and bilateral trade rose 37 percent year-on-year to 3.3 billion dollars in 2005.
In 2004 the two countries signed an action plan to boost business and political cooperation, and French companies are now on the hunt for contracts in Thailand's massive 44-billion-dollar public works programme -- especially for mass transit, water and defence, diplomats said.
"Obviously, we are interested in participating in the future projects, we definitely intend to play a role in the development of the railway infrastructure," Patrick Kron, CEO of Alstom, told AFP.
Thaksin has also called for more French investment in the country, saying: "Thailand has a great potential for French companies to invest here, not just for the domestic or the neighbouring markets, but for the region as well."
There was room for French automotive companies to expand their presence in Thailand, which was the 14th largest carmaker in 2005 with 1.14 million autos produced, he added.
Optionen
| Boardmail an "_mo_" |
Wertpapier: Alstom |
BANGKOK (Dow Jones)--French President Jacques Chirac Saturday urged the government to choose French companies as preferred partners for a planned THB1.8-trillion-worth of "mega" infrastructure projects, the Bangkok Post reported.
The president also made clear France's interest in the new mass-transit project planned for Bangkok, saying that he hoped the project would become a "flagship of cooperation" between the two countries, according to the paper, which quoted the French president at the first France-Thailand economic summit.
French companies have provided transport solutions to many large cities, including Alstom S.A. (1022047.FR) in Shanghai and Singapore, Chirac said.
Alstom was represented at a Jan. 26 briefing in Bangkok on planned infrastructure projects hosted by Prime Minister Thaksin Shinawatra. It was among around 400 investors interested in the Bangkok mass transit project, which consists of 10 rail lines to be built underground and aboveground, according to the Bangkok Post.
Transportation is one of the four sectors President Chirac highlighted, as well as energy, urban planning, and water and waste management, according the paper.
Newspaper Web sites: www.bangkokpost.com
Optionen
| Boardmail an "_mo_" |
Wertpapier: Alstom |
REL, ALSTOM LIKELY TO GET GUJARAT ORDER (valued at Rs1,700 crore to build a 300-megawatt powerstation in Suarat)
02/21/2006 02:17:27 AM EST
INDIA BUSINESS INSIGHT
A consortium of Reliance Energy Ltd and Alstom is expected to bag the contract for building a 300-megawatt power station for Gujarat Industries Power Company Ltd. The lignite-based plant will be set up in Surat at a cost of Rs1,700 crore and is slated to be completed by 2009. The plant will increase the generation capacity of the company to 850 MW. The contract will be finalised before the end of Feb 2006.
Source : Financial Times Information Limited
Optionen
| Boardmail an "_mo_" |
Wertpapier: Alstom |
February 22, 2006 - ALSTOM has won a contract to supply a 215MW steam turbine generator for the Afam VI combined-cycle power plant being constructed at Port Harcourt, Nigeria, just two months after winning the contract to supply three gas turbines.
ALSTOM will supply the 215MW two-casing steam turbine generator and auxiliary equipment to the Korean EPC-contractor Daewoo E&C Co. Ltd, in charge of the engineering, procurement and construction for the end customer Shell Petroleum Development Company (SPDC).
The commercial operation of the combined-cycle power plant is scheduled for summer 2008.
ALSTOM will deliver the steam turbine generator within 13 months. The short delivery time, the reliability of the product and an innovative sideward exhaust solution which reduces the cost of the civil works were key winning points for ALSTOM.
Guy Chardon, Senior Vice President of ALSTOM’s Turbomachines Group, said: “Our competitivity and expertise in the design and supply of steam turbine/generator sets, either as part of a turnkey plant or as separate equipment, was a key factor for us in winning this contract.”
ALSTOM sets the benchmark for innovative, environmentally friendly technologies in the world of power and rail transport infrastructure. ALSTOM built the fastest train and the highest capacity automated metro in the world, and provides turnkey integrated power plant solutions and associated services for a wide variety of energy sources, including hydro, gas and coal. The Group employs 69,000 people in 70 countries, and had sales of €15.8 billion in 2004/05.
Optionen
| Boardmail an "_mo_" |
Wertpapier: Alstom |
Frommi
25.2.06
der Dow den Widerstand vom April 2005 gebrochen. Der dient jetzt erst mal als Unterstützung. Außerdem bewegt sich der Dow jetzt im 7. Jahr (!) seitwärts -
nämlich seit 1999. In der Zwischenzeit haben die Unternehmen aber gewaltige
Gewinne eingefahren. Entsprechend hat sich der Dow -trotz Stillstand- verbilligt. Ungefähre Größenordnung: 50%.
Da die Europäer dabei sind, die Schere zu den USA (wieder) zu schließen, sehen
die US-Anleger wieder Luft, um den alten Abstand wieder herzustellen.
Das bedeutet: eher steigende US-Börsen.
Abgesehen davon dürfte das den Kurs von ALSTOM nicht besonders beeinflussen.
in ienem Seitwärtskanal bewegt, den er nur für kurze Zeit nach unten ver-
lassen hat. Dabei wird dem Dow oft unterstellt, er sei seit Anfang 2003
kräftig gestiegen. Das stimmt aber nur eingeschränkt: die Aufwärtsbewegung
seit 2003 hat lediglich eine äquvalente Abwärtsbewegung ausgeglichen.
PER SALDO ist nichts passiert; der Dow steht immer noch da, wo er seit 7
Jahren steht und wo er in diesen Jahren überwiegend gestanden hat.
Nur die Anleger, die Anfang 2003 gekauft haben, sind im Plus. Alle übrigen
sind dick im Minus; denn sie haben nicht nur keinen Zuwachs erzielt, sondern
jedes Jahr noch rund 4-5% verloren (kapitalisiert und inflationiert gerechnet).
Damit fehlt eine wichtige Voraussetzung für eine Groß-Korrektur von 10%:
nämlich ein breiter und kräftiger Anstieg mit entsprechenden Gewinnen, die
es zu sichern und zu realisieren gilt.
h.gif
Aber nun zum eigentlichen Inhalt dieses Threads: Alstom steigt wieder und ich kanns fast gar nicht fassen - v.a. weil mittlerweile jedes % von Alstom mir gleich mehrere Prozentchen verschafft Juhu Juhu Juhu ;)
Verkaufslimit mit etwas über 75 EUR eingegeben und hoffe, dass es aufgeht. Aber keine Angst, ich werde nicht den ganzen Bestand verkaufen (etwa 75%), nicht das der Verkaufsdruck zu hoch wird und ich eure Performance verderbe.
Auf die Kommentare von Onkel Bernie müssen wir leider bis Mittwoch verzichten.
Schätze mal er wird sich mit einem güldenen Becher unters Düsseldorfer Narrenvolk gemischt haben und sich gelegentlich einen ordentlichen Schluck daraus gönnen.
mfg
bb
Ne meinte weil mein Einstiegskurs recht niedrig ist verschafft mir jetzt jedes % mehr als eben nur was der Kurs steigt.
Was soll's - mich freut's. Vielleicht das Vorbild fürs Neue Deutschland...;-)
Frommi
Rechnung zu tragen und das Kursziel angehoben. Interessant ist, was er sonst
noch über ALSTOM, SIEMENS & Co. schreibt, denn bestätigt mich in dem, was
ich kürzlich hier geschrieben habe: die Kraftwerksbauer sind derzeit DIE Story
der Zukunft; und zwar auf lange Sicht.
Hier der Auszug aus der heutigen AB-Daily:
"Nachtrag zum Energiekrieg in Europa: Lassen Sie es sein. Hier ist nichts mehr
zu verdienen. Ich empfehle Ihnen einen anderen Denkansatz, der der Hausse in
den Energietiteln unmittelbar folgen wird.
Investieren Sie in die, die bezahlt werden und nicht in die, die bezahlen.
Einfacher ausgedrückt:
Die riesige Energielücke erfordert riesige Investitionen. In Turbinen, in Kesseln,
in Transformatoren etc., und sogar Bush gab schon die Linie vor: Die Amerikaner benötigen 150 neue Atomkraftwerke. Das Ganze in 40 Jahren, aber legen Sie
diese Zahlen plus Europa und China bzw. Asien ruhig auf die Jahre um. Dann
wissen Sie, was für Investitionen nötig sind und wer diese baut. Das ist ein
neuer Trend, der allerdings nicht ganz leicht zu erfassen sein wird. Für mich wird dasein äußerst interessantes Thema der nächsten Monate. Das gilt dann aller-
dings auch von A bis Z, nämlich von ALSTOM über ABB bis SIEMENS, um die
Größten zu nennen. Deshalb ist SIEMENS aus deutscher Sicht der interessanteste Trendwert.
Kann SIEMENS eine zweite E.ON-Aktie werden? Das vielleicht nicht, aber 125 E.
waren schon einmal die Spitze vor 6 Jahren. Ich habe in den letzten Wochen
bereits getrommelt. ALSTOM erreichte gestern eine neue Spitze mit 73 E. und ABB
mit 16,80 CHF, so daß ich die Ziele auf 80 E. bzw. 19/20 CHF anhebe."