Und weil Levke 2002 so schön hinter mir gelandet ist: Everybody gets a second chance babe!
You can get it if you really want, but you must try... try and try...
SAP OS Put - 737185 - 70.0 / 18.03.2004 (COBA) (YZDB) - 1,57/1,59 - 12,5% Altana Zerti Short - 654715 - 77.0 / 19.03.04 (CEN) (VZJN) - 3,54/3,59 - 12,5% Apollo Group - 898968 - APO.FSE - 25% Harmony Gold Mining - 851267 - HAM1.FSE - 25% Qiao Xing Universal Telephone - 923407 - QXU.FSE ?25%
Ein Wort an Boxenbauer, bezüglich der Umsatzvolumen von 10.000 ? täglich:
Weder die Apple (geschweige denn Apollo) noch irgend ein Zertifikat oder Optionsschein mit Laufzeit bis 2004 werden in Deutschland mit dem geforderten Umsätzen gehandelt. Ich erlaube mir deswegen über diese Regelung hinwegzusehen, zumal die interessantesten Werte dann herausfallen würden.
Begründungen:
SAP wird von den Amis schneller aus dem Markt gedrängt werden als wir uns vorstellen können. Es ist kein günstiges Short-Zertifikat mit einer Laufzeit bis 2004 zu finden, deshalb der OS-Put.
SAP
Altana, gehört mit SAP zu den überbewertetsten Aktien im Dax. Leider gibt es momentan nichts besseres zum Shorten als ein Zeritifikat mit Basis von 77 ?. Richtig lohnen tut sich das nicht, aber 10-30% könnte der schon bringen in einem Jahr.
Altana
Apollo Aufwärtstrend seit drei Jahren, was will man mehr?
Apollo Group, Inc. provides higher education to working adults. The Company operates through its subsidiaries, The University of Phoenix, Inc., Institute for Professional Development, The College for Financial Planning Institutes Corporation and Western International University, Inc. The Company offers its programs and services at 65 campuses and 111 learning centers in 37 states, Puerto Rico and Vancouver, British Columbia. Apollo's combined degree enrolment increased to approximately 157,800, as of August 31, 2002, from approximately 71,400 as of August 31, 1998.
Apollo
Harmony Gold Mining Statt eines Dow Puts eine Goldminenaktie. Relativ gute Umsätze in Frankfurt. Die Aktie hat relativ kleine Volatilität und nicht so heissgelaufen wie z.B. Royal Gold (RGLD).
Harmony Gold Mining Company is engaged in gold mining and related activities in South Africa and Canada; exploration, mineral and participation rights in South Africa and elsewhere in Africa. For the fiscal year ended 6/30/02, revenues increased 30% to $765 million. Net income totalled $164 million, up from $15 million. Revenues reflect an increase in gold production. Earnings also reflect the inclusion of a $58 million gain on listed investments.
HGM
Kein Depot ohne China-Wert.
Zur Auswahl standen Netease (NTES), der beste Performer (heissgelaufen m.M) an der Nasdaq
Netease.com, Inc. is an Internet technology company in China providing Chinese language-based online services centered around three core services: content, community and e-commerce.
Netease Stox Dude kann ja mal übersetzen :-)
Sohu
Sohu.com Inc. is an Internet portal in China. The Company's portal consists of sophisticated Chinese language Web navigational and search capabilities, 15 main content channels, Web-based communications and community services, and a platform for e-commerce and short messaging services. Each of Sohu.com's interest-specific main channels contains multi-level sub-channels that cover a comprehensive range of topics, including news, business, entertainment, sports and careers. The Company also offers free Web-based e-mail. Sohu.com offers a universal registration system, whereby a user that has registered for its e-mail service is automatically registered for its chat, bulletin board, instant messaging and other services. The Company's portal attracts consumers and merchants alike. Key features include proprietary Web navigational and search capabilities that reflect the cultural characteristics and thinking and viewing habits of the People's Republic of China (PRC) Internet users.
SOHU
Asiainfo
AsiaInfo Holdings, Inc. is a provider of telecommunications network integration and management solutions in China. The Company's software products and network services enable its customers to build, maintain, operate, manage and continuously improve their Internet and telecommunications infrastructure. The Company organizes its combined network services and software product offerings into four solutions: network infrastructure solutions, operation support system solutions, service application solutions and network security solutions.
ASIA
Gewählt, weil gute Chancen auf Kurssteigerungen Xing ist Hardware für Internet und Telefonie in China:
Qiao Xing Universal Telephone, Inc. is principally engaged in the design, manufacture and sale of telecommunication terminals and equipment in the People's Republic of China, including primarily in house corded and cordless telephone sets under the trademark of Qiao Xing. Presently, the Company is producing and selling 170 corded models and 23 cordless models. In October 1997, the Company introduced the smart card telephones, which is the first of many special function corded telephones that it expects to develop and introduce to the market. In the first quarter of 1998, the Company developed and introduced caller ID display telephones and coin operated telephones. The Company developed the digital cordless phone in 1999, and introduced digitally enhanced cordless telephones (DECT) in 2000. In 2002, the Company commenced production of GSM phones.
Xing
MfG
© Eastrich
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