SIIC Environment Holdings Ltd
WKN: A140KC / ISIN: SG1BI7000000Asia Water nächster Renner
| eröffnet am: | 27.09.05 14:05 von: | RoulettProfi |
| neuester Beitrag: | 29.11.07 16:30 von: | Joschi307 |
| Anzahl Beiträge: | 74 | |
| Leser gesamt: | 37768 | |
| davon Heute: | 6 | |
bewertet mit 5 Sternen |
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Einschätzung " In Wasseraufbereitung ist man nicht schlecht investiert"
ARTIKEL ZU SHIFT VON HYFLUX IN ASIA WATER VON AFX SINGAPORE
Please see below an article confirming our view: Some Singapore water stocks are great companies, but with PE-Ratios of 25x or 30x, they are overvalued, while the small, fast growing niche players are ridiculously undervalued, especially Asia Water with its PE of about 5x, good growth, and a leading position in an interesting niche.
No wonder that a certain arbitrage process has started. The result could be convergence of the big stocks down to PE 18-20x and the small ones rise to about 13-15x.
Such an adjustment would cause Asia water to rise about 3 times.
Out of the 2 stocks mentioned in the article below, we prefer Asia Water Technologies over the other " small guy" , Darco, because AWT is not only cheaper, but also has more competence (AWT is successful in several technologically challenging areas, while Darco is only active in wastewater treatment).
STOCK ALERT - Singapore's Asia Water, Darco up as investors switch from Hyflux
SINGAPORE (XFN-ASIA) - Smaller capitalized Asia Water Technology Ltd and Darco Water Technologies Ltd were sharply higher as investors appear to be switching out of Hyflux Ltd and buying other water sector stocks, dealers said.
Hyflux has fallen over 7 pct this week after its chief executive officer, Olivia Lum, sold 12 mln shares in the company and key shareholder 2G Capital unloaded 15 mln shares. The price at which the shares were sold was not disclosed but market sources said the shares were sold at 3.45 sgd each in a deal handled by JP Morgan.
" Investors could be switching from Hyflux to the other water plays," Westcomb Financial analyst Irvine Chiam said. Chiam, who has a " sell" rating on Hyflux, covers Asia Water which he said is benefiting from increased investments in electricity generation facilities in China. He has a " buy" rating on Asia Water with a fair value of 0.45 sgd.
Meanwhile, Darco Water said yesterday that it is confident that its joint venture water project in Deqing in China will be completed in the first quarter of 2006, after a two-year delay. The project is expected to generate annual revenues of 4-5 mln sgd.
Asia Water was up 0.02 sgd or 5.88 pct at 0.36 with 1.73 mln shares while Darco Water added 0.01 sgd or 4.88 pct at 0.215 on 217,000 shares. Hyflux was down 0.04 sgd or 1.17 pct at 3.38 on volume of 808,000 shares.
(1 usd = 1.68 sgd)
http://finance.yahoo.com/q?s=5GB.SI&d=t
Grüsse, Fonti
oneyearmovavg5GB.jpg (verkleinert auf 68%)
und dann das entsprechende Attachmnet anklicken
hoffe ich habe Helfen können
penski
DJ Singapore Asia Water Invests In CNY960M China Water Project
15.03.07 12:27:00- APIN
SINGAPORE (Dow Jones)--Singapore's Asia Water Technology Ltd. (5GB.SG) said
Thursday it will take part in a CNY960 million water project in Huaibei city in
Anhui province in China.
In a statement, Asia Water said its China subsidiary will take a 15% stake in
a venture formed with two business partners.
The venture called Linhuan Water Services Co. Ltd. has a capital of CNY200
million.
Asia Water said the "build-own-operate" water project will provide up to 76.3
million tons of water per year to the Linhuan Industrial Park in Huaibei city.
Linhuan Water services will start charging fees once the project is completed
in March 2009.
-By Vladimir Guevarra, Dow Jones Newswires; +65 6415 4155;
vladimir.guevarra@dowjones.com
(END) Dow Jones Newswires
15-03-07 1127GMT
Copyright (c) 2007 Dow Jones & Company, Inc.
Asia Water Tech (SG1Q81923795)
Die Chinesen nehmen es möglicherweise mit dem Umweltschutz nicht so ernst, wie unsere (selbsternannten) Turbo-Ökos in Europa.
Viel Spaß bei Deiner Entscheidung!
Also, bin praktisch den ganzen April in Übersee und gebe dem Wasser noch einmal eine Chance.
Resignation Of Executive Director
The Board of Directors of Asia Water Technology Ltd. (the "Company") would like to announce the resignation of Mr Sha Guangwen as an Executive Director of the Company with immediate effect.
By Order of the Board
Asia Water Technology Ltd.
Auswirkungen hat. Mit Resignation bezeichnet man in Singapore oder eben auch in China, wenn jemand nicht ganz freiwillig aus der Geschäftsleitung zurücktritt. Letzteres ist natürlich meine Meinung.
Nachfolgend die Umschreibung von Mr SHA GUANGWEN:
Executive Director
Sha Guangwen is one of our Executive
Directors and was appointed to our Board
on 26 November 2002. He is responsible for
the fund-raising and investment activities of
our Company. Mr. Sha was an investment
and risk management consultant. He is
also an Non-Executive Director of Devotion
Eco-Thermal Limited, a company listed on
the SGX-ST. On 22 February 2006, he was
appointed as Independent Director in Asia
Power Corporation Limited, a company
listed on the SGX-ST. In the course of his
investment and consultation work, Mr.
Sha was appointed by various companies
to oversee their operations namely as
General Manager with Hainan Aisino
Investment Co., Ltd, General Manager
with Heilongjiang Longdian Investment
Co., Ltd, Deputy General Manager and
subsequently General Manager of
Yangpu Tianhe Taifu Investment Co., Ltd and
Chief Executive Officer of Hainan Bingang
Real Estate Investment Co., Ltd. As at the
Latest Practicable Date, Mr. Sha no longer
holds any executive roles in these companies.
Mr. Sha holds degrees in Economics from
Heilongjiang University of Commerce and in
Literature from Harbin Normal University in
1995 and 1991 respectively.
17
2006
ASIA WATER TECHNOLOGY LTD
Annual Report
Steht im soeben veröffentlichten Jahresbericht 2006 von Asia Water. Dieser Bericht scheint mir recht gut zu sein, habe aber die 125 Seiten noch nicht abschliessend gelesen und ausgewertet.