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搜索引擎市場整體介紹 

搜索引擎或許是網絡時代最具創新意義的發明。沒有搜索引擎,在今天的快速增長的互聯網市場尋找相關的網站是極其困難的。 想想看,在全球二十多億網站中尋找目標市場是何等的困難——而如此衆多的網站數量正是搜索引擎成爲世界上利潤最大的行業之一的原因。  世界各地有很多搜索引擎,雖然大部分投資者只熟悉Google、雅虎以及一些本地搜索引擎—中國消費者所使用的主要的中文搜索引擎包括新浪,百度和搜狐。 在澳大利亞也有當地搜索引擎,最過去曾經有曇花一現的LookSmart—但最後因為業界壓力不得不退出市場改往其它方面發展。  

行業發展趨勢分析 Google仍處于領導地位 

Google對互聯網産業進行了徹底的革命,正如微軟對軟件産業進行的革命一樣。市場主要掌控在Google的手中,至少對以英語爲母語的互聯網市場而言是這樣。  其强大的搜索能力,以及其隨時進行的新産品和新業務真正將其轉變成一個世界上最知名的品牌,而不僅僅是在互聯網行業最知名的品牌。  但是,Google面臨的挑戰是非英語爲母語的市場,儘管在這些地區的業務也有所增長,它正在投入大量的資源,以增加其在新興市場上所占的市場份額。  目前Google在印度這個巨大電訊市場也佔有很大比例﹐因為印度的網路業還是以英文為主﹐這對公司是個重要市場﹐而在南美的西班亞語市場中也是擁有領先地位。 

中文搜索引擎崛起 

中文的搜索引擎發展迅速,原因很簡單,因爲在中國有超過100萬互聯網用戶,現在再加上諸如臺灣和香港等國家/地區已經接近100 %的互聯網普及率。中文現在是世界上最常用的網絡語言,而且和其它語言的差距今後很有可能繼續擴大。  

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IPO - Highlights April

Advanced Share Registry Limited

澳洲主要的證券註冊公司之一﹐在這個市場中﹐以上市的Computershare為全球最領先的公司﹐之後還有LINK ﹐還有Registries Limited, Advanced Share Registry Limited ﹐還有一些其他小型會計事務所所經營的公司。 這公司在過去幾年初色不少﹐特別是在西澳地區﹐不少新上市的資源公司都將業務託管給Advanced Share Registry ﹐由於規模較小﹐擁有不少客務服務上的優勢﹐還有成本上也佔有優勢﹐在整個業界中是個一個新興起的角色。

但這個行業在澳洲屬於飽和狀態﹐不過在亞洲還是個擁有前景﹐這行業的主要需求來自於上市公司將一切的和投資者的連繫外包如年度報表﹐分紅通知等﹐澳洲除了很少數公司外﹐基本上都是外包給以上公司。 

The Runge Group

是間1970年代就開始經營的資源工程顧問公司﹐成立以來擴充業務﹐現在業務包括工程顧問﹐資源用途軟件﹐現在是間跨國公司﹐擁有260名員工﹐對全球各地的礦業作出各類顧問服務。公司的軟件也成為資源公司所運用的重要產品。公司位於昆省﹐目前預計會在4月底﹐5月初時開始公開申請上市﹐融資目的主要是要集資來擴充市場。 這類公司在澳洲越來越多上市﹐主要是因為資源熱潮因素﹐工程服務目前在澳洲是個熱門行業﹐目前是供不應求的狀況﹐但資源熱潮不知還可以維持多久﹐而這個行業也越來越競爭﹐人才短缺﹐工資高漲更是這類行業的最大挑戰。資源計劃管理軟件這幾年來開始熱門﹐成為礦產在管理效率上的重要工具﹐澳洲在這方面擁有很大的優勢。 

APAC Coal Limited

APAC是新申請上市的資源公司﹐公司的新加坡Magnus Energy的附屬公司﹐Magnus Energy是間多元化的資源開採公司﹐並且擁有自己的勘探設備﹐公司的市值是$9000萬﹐屬於中等規模公司。APAC主要的資產會是位於印尼的兩個煤礦資產﹐

上市後﹐APAC的重點會是開發這兩大印尼的礦區﹐並期望可以儘早開始生產。目前印尼的煤礦受到重視﹐它擁有價格和地理上的優勢﹐加上印尼本身經濟恢復﹐對煤礦的內需也有增長趨勢。除了煤礦之外﹐在中長期﹐公司也期望能夠擴充在印尼的資源成為一家多元公司﹐以追求勘探亞太地區的資源為主的公司。

 

Snapshot: Sirtex Medical

SirTex Medical (SRX)  

這是家在2000年初期上市的公司﹐在上市初期時倍受注目﹐上市初期時股票直線上昇﹐是當年生化熱潮中表現出色的公司之一。公司的表現曾經引起不少海外公司的注意﹐而股價雖然之後隨著大勢回滑﹐但公司的研發進展迅速﹐目前已經成功的開始實行治療。 SRX的主要產品是SIR-Spheres MicrospheresSIR-Spheres Microspheres是一種新型的治療肝癌的方法。當肝部腫瘤通過外科手術無法去除時,使用公司産品可以將有針對性的體內放射療法直接作用于腫瘤。 這種治療方法叫做選擇性體內放射療法(Selective Internal Radiation Therapy),又稱SIRT。該技術使用數百萬個微小樹脂球(resin microspheres),樹脂球中含叫做釔-90放射性元素((Yttrium-90)SIR-Spheres微球體非常小,大小約爲32微米。 射綫是一種可有效摧毀腫瘤的介質,早已被廣泛用于癌症治療。

但由于人體器官對于輻射敏感,因此大量的輻射會嚴重影響或傷害患者。 SIR-Spheres微球體療法以及SIRT技術能將射綫準確定位于肝內腫瘤並將其摧毀,而不傷及正常健康組織。 這治療方法主要是用于無法開刀治療的肝癌病患﹐肝癌目前是亞洲地區最危機動癌症之一﹐特別是在中國﹐台灣﹐香港等地區。這是由於飲食問題還有過渡勞累等因素累積下來。

在這些地區﹐A型和B型肝炎的問題也很普遍﹐很多惡化導致癌症的形成。 也因此﹐SRX對亞太地區特別重視﹐不久前在台灣首次用技術治療了第一個台灣地區的病患﹐目前在澳洲還有歐洲也都有醫療人士受訓來運用這個特殊的治療方法。公司的股價表現平平﹐一直維持在因為主要股份由3大股東所控制﹐不過公司已經脫離了研發階段﹐但公司也會尋求將這科技運用到其它治療方面。在2月份的半年度財務報告顯示公司的上半年度收入上漲32%$1900多萬﹐盈利也上漲21%到超過$100萬﹐公司的財務有顯著的增長﹐是澳洲生化公司中另一個成功的例子。

 

Update: Western Areas

Western Area—日漸嶄露頭角的鎳礦商

當前價格$8.06市場資本值$1,344 million
52周最高價/最低價$3.80 to $8.24股利收益率N/A
P/EN/AP/B12.49
2009 EPS Forecast36.8 centsForward 2009 P/E21.92

 

 

 

 

鎳礦業界最近的併購案不斷﹐其中Jubilee Mines Limited (JBM)和Allegiance Mining Limited都已經遭到併購﹐這也讓澳洲的純鎳礦公司越來越少﹐西澳的WSA也因此倍受業界和投資者的注目。

WSA擁有幾個特色﹕

  • WSA擁有成本最低而含量最高(5-6%Ni)的澳洲鎳礦
  • WSA正計畫在未來3-4年內從至少三個獨立的礦山生産鎳礦
  • 增加其多樣性,規模和顯著的現金流量,成爲澳大利亞最大的獨立生産商;
  • 和全球的主要鎳生產公司已經擁有銷售合同﹐和Norilsk關係密切
  • 公司目標在2009年每年生產35000噸以上的鎳礦為目標
Read more...
 

Aussie Stock:Arasor International (ARR)

Arasor International (ASX: ARR) 

Current Price$0.80Market Capilization$91 million
52 Week Low / High$0.73 to $4.00Dividend YieldN/A
P/EN/AP/B1.01

Company Profile

Arasor International Limited (ARR) is a developer and provider of integrated optoelectronic and wireless solutions that drive greater bandwidth and richer content to consumers. It has a global customer base operating in the telecommunications and consumer optoelectronics industries. Optoelectronics deals with electronic devices for emitting, modulating, transmitting and sensing light signals.Arasor’s products are developed for telecommunication providers in the networking, wireless and consumer optoelectronics industries, increase the bandwidth and speed of wireless networks to ultimately deliver richer content and greater bandwidth to consumers.

By integrating a number of photonic technologies onto a single optoelectronic chip, the company provides cost and performance advantages to our customers, predominantly based in the growing wireless markets of China, India and the US as well as the global consumer optoelectronics market.

Founded in 2000 by recognised leaders in the optoelectronics industry, Arasor is listed on the Australian Stock Exchange in 2006.

Overview of the Company:

·         Arasor is headquartered in USA, but listed on ASX, it has operations in China, Japan, US and Australia.

·         The company develops and manufactures optoelectronic and wireless systems

·         Its products are unique for the telecommunication and consumer optoelectronic markets (such as the HDTV screens)

·         Its products are designed to deliver greater bandwidth and richer content to consumers

·         Current key customers include major Telcos in Asia and USOne of its key customers and strategic partneters is BSNL, India’s largest Government owned telecommunications provider, Arasor has recently shipped 327,000 wireless terminal units to ITI Limited, which is the hardware procurement arm of BSNL. India and China are the world’s 2 largest wireless telecommunication market, in many regions, wireless is the only available network, both Government and their respective Telcos have placed wireless development as a top priority to improve communications links.

Looking ahead, Arasor is also in progress in developing several key projects.

·         Acquisition of Xalted Network wireless business in India is a key strategy for Arasor to consolidate and expand its presence in India where the wireless infrastructure market is growing rapidly. The acquisition also provides Arasor a direct access to ITI Limited

 ·         Partnershing with Shanghai Open Labs for Interactive Media (Shanghai Open Lab) in interactive television trials. This trial commenced in 2007, where Arasor will develop an interactive TV remote based on laser technology, Arasor’s role is providing the hardware development and expertise.

Laser Based Displays

Laser display TVs offer significant advantages over Plasma and LCD TVs including:

 ·         Expanded color range: 200% of NTSC/HDTV

 ·         Brighter & more vibrant color (Instant on/off, No burn-in)

 ·         Easy to scale up in screen size

 ·         Half the manufacture price of same size plasma

 ·         Significantly longer life and decreased need for power Arasor's focus is to enable the optoelectronic solutions that drive laser-based displays for use in flat screen televisions and digital projectors. Arasor has expanded this business division and has set this as a major expansion strategy.

The company has recently acquired Novalux Corporation in developing these applications. Arasor's optical chip-set is used to generate the primary colors of red, green and blue, and create the laser light source.

Laser based displays offer significant benefits over traditional light bulb driven displays, the most striking of which is an increased visible color gamut which creates images with richer reds, blues and greens than existing television or lamp projector displays can offer.

Partnership with ZTE International

In January, Arasor International announced further update on its JV with ZTEI:This key joint venture is a key foundation for Arasor International to expand into the fast growing consumer markets in China and internationally.  

Furthermore, this deal also secured strategic support from China Development Bank to provide large scale financing. Arasor and ZTE International have established the joint venture to commercialise a wide range of laser based display applications including televisions, projectors and cellular phone applications.  

Laser technology will be at the heart of next generation lighting sources that will provide consumers with a full range of benefits including access to enhanced spectrum of colors, significantly lower power consumption, smaller sizes and overall product cost savings.   

According to the company, the Arasor/ZTEI joint venture will be the first entity in the world solely dedicated to the global deployment of applications based on laser display technology.  

This project has several phases: 

By the end of Phase 1, production volumes are intended to reach an annualised rate of 6 million laser sources and 2.4million light engines. A laser source requires 3 PPLN optical chips as well as 3 laser chips. With the recently announced acquisition of Novalux, Arasor has control of the value chain, path to market and capacity to finance the growth of the laser display market well into the next decade.   

The lasers are a platform technology for a variety of display products. These will include laser TVs for the home, miniature projectors embedded in your mobile phone, high power versions used for digital cinemas, lower power versions used for transportable pocket-sized projectors, and even head-up displays for automobiles.

Share Price Performance

In 2006, Arasor’s IPO has received a lot of attention, it was a stellar performer on ASX, issued at A$1.50 a share, the price reached as high as A$4.00 a share within 4 months, it is a best performing non-resources IPO.

However, current market volatility has also caused price correction in its shares, it is now trading in the $0.80 to $1.00 range despite of all the announcements and achievements it has made in the past 6 months.

Arasor International is one of the very few ASX listed companies that offer investors a path to the booming wireless telecommunication and potentially the massive consumer television market in China and India, its directors consist of experienced and technical experts – most of them are based in US or China. Its management has been involved in development of optoelectronics technologies for many decades.  

 
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