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PUNCH International*

PUNCH International - gediversiviëerde Belgische Industriële groep - levering van complete systemen, services en verbruiksgoederen aan klanten in de sectoren: graphica, telematica, telemetrie. PUNCH International* . Employing > 3,400 people worldwide

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PUNCH International*

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  1. PUNCH International- gediversiviëerde Belgische Industriële groep- levering van complete systemen, services en verbruiksgoederen aan klanten in de sectoren: graphica, telematica, telemetrie.

  2. PUNCH International* Employing > 3,400 people worldwide Production facilities across Europe - Asia, - North and South America * 24 offices worlwide

  3. PUNch International 55 % 42 % Organisatie: 3 divisies: -Manufacturing services groups -Graphic solutions (Xeikon & Strobbe graphics)* -Wireless applications ** 3 % *(digital colour printing equipment - computer-to-plate technology) and basysPrint (computer-to-conventional-plate technology), ** coordinates the research and development activities of Advantra International (telemetry) and Acunia International (telematics).

  4. PUNCH International Who are we? Manufacturing: subcontracting and equipment production and engineering activities for the automotive, consumer electronics, agro-food and display industries worldwide Graphic solutions(march 2005) high-end digital colour printing systems, related software and consumables high quality prepress equipment and related software for offset printing in the commercial and newspaper sectors. Wireless applications (Punch Telematic): The division coordinates the research and development activities of Advantra International, Acunia International, and Wevada.

  5. PUNCH International

  6. PUNCH International Concurrenten Option -Ericson - Cisco systems Qualcom -Motorola -Corning incorporate

  7. Fundamentele analyse (1) PUNCH International Sales : > 142 milj* Andere 39milj Ebit : 36milj Ebitmarge: 25,4 % Netto courante winst 32 milj Cash flow 47 milj Prospectie sales dec 2005 230 milj *1st half year 2005 (stijging met 70 % tov 2004 zelfde periode

  8. PUNCH International Fundamentele analyse (2) Koers/winst verhouding 11.69 Koers/boekwaarde 1.65 Dividendenrendement none (2004) Marktkapitalisatie 170.217.319 Number of shares 2,164,238 Reference shareholders 53,2 % Public 46,8 % Nettowinst per aandeel 1ST half 04 1,71 1ST half 05 13,09

  9. PUNCH International Fundamentele analyse (3) manufacturing: CRT markt anticipatie :verschuiving naar automotive & machinebouw Assemblies : verschuiving assemblage nr industriële apparatuur Plastics: forse stijging vanaf 2006 : stijgende vraag automotive producten Punch Graphic Xeikon (digital graphic solutions): sterke groei in de usa Prepress activities van Strobbe graphics : hoger dan verwacht Wireless(Punch Telematic) Overname Weveda (mei 2005) moet zorgen voor groeistijging (reeds vruchten afgeworpen -besprekingen lopen mbt overname Nederlandse telematicabedrijf Industrial Control Systems (ICS) Bndeling tlematica activities in telematica cluser :transparantie

  10. PUNCH International Technische analyse (12 maanden) + 38 %

  11. PUNCH International Technische analyse (3 maanden)

  12. PUNCH International Technische analyse (1 maand)

  13. PUNCH International + 4,50 % + Z?50 % + 4,50 % + 4,50% Technische analyse (one day 31/1/06)

  14. PUNCH International + 1,67% + 1,67 % + 1, 67% + 1,67 % + 1,67% Technische analyse (one day 1/2/06) + 1,30 %

  15. PUNch International HOT News: -Sluiting Belgian plant Punch PlastX NV in Evergem Mexico (beperkt) en Slowakije* (jan 06) _Punch Telematix neemt het Franse Atimis over ** Actieradius van de telematicagroep breidt zich uit (9 jan2006) Punch sells its Chinese Jiin Hui operation is transferring the activities of its Chinese operation ‘Jiin Hui’ to LG Philips. (5 December 2005 –) *klassieke beeldbuizen: éénmalig velies 4 milj € Gerechtelijk akkoord LG philips displays ** ATI-Fleet, een softwareoplossing voor 'mobile workforce management'. * Min 750 employees

  16. PUNch International Varia 20 March 2006 Publication of year 2005 results 11 May 2006 Annual Report 2005 available 25 May 2006 General Meeting of Shareholders 2006 15 Sept 2006 Publication of half year results 2006

  17. PUNch International Conclusies diversificatie van activiteiten (automotive- graphics- wireless) K/W : 11,69 (in relatief stijgende sector) K/Boekw: 1,65 GT langere termijn positief (ZKT negatief)* Winstratio’s per aandeel fors gestegen Solvabiliteit 43% in juni 05 in vergelijking met 26,4% op 30 juni 2004. Opmerking: Aandeel lichtjes lager 30/1/2006 (press release sluiting fabriek Slowakije) maar stijgt sinds twee dagen forskoopsignaal?? (ook analisten)((keytrade: buy) Aandeel is nog relatief goedkoop Suggestie: aankoop voor met als doel: rendabele investering op middellange tot lange termijn *inmiddels blijkbaar achterhaald zie laatste koersdagen

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