Diskussionsforum der stw-boerse: Auslandswerte: Auslandsdepot: neu auf der watchlist: Maverick Tubes, MVK
mib - Mittwoch, 2. Mai 2001 - 21:58
Maverick Tubes (MVK) ist wieder auf 22.55 U$ zurueckgekommen nachdem die hervorragenden Zahlen MVK (zu) schnell auf 26 $ katapultiert hatten.

Im folgenden mal ein paar Infos von den lieben Analysten von DBAB:

Wednesday April 18, 2:58 pm Eastern Time

Press Release
SOURCE: Deutsche Banc Alex. Brown

Maverick Tube Corporation - Deutsche Banc Alex. Brown's Arvind Sanger Initiates Research Coverage

NEW YORK, April 18 /PRNewswire/ -- Deutsche Banc Alex. Brown analyst Arvind Sanger launched coverage on shares of Maverick Tube Corporation (NYSE: MVK - news; $26.00) with a BUY investment rating. Maverick is the largest producer of welded Oil Country Tubular Goods (OCTG) in North America.

According to Sanger, ``Maverick is an attractively valued earnings growth story with a strong cyclical recovery and some consolidation benefits ahead of it.''

The following key points also support Sanger's positive opinion of the stock:

-- The demand for Maverick's OTCG products continues to improve in North

-- Pricing expected to improve.

-- An increase in international activity will benefit Maverick.

-- Access to the Canadian market through the Prudential Steel acquisition

-- Other tubular businesses are still in early stages of recovery.

-- Valuation is compelling.

Sanger's 12-month price target is $33 or 13x his 2002 EPS earnings estimate of $2.50.

Deutsche Banc Alex. Brown represents the Investment Banking activities of Deutsche Banc Alex. Brown Inc. (US) and Deutsche Bank Securities Ltd. (Canada). Deutsche Banc Alex. Brown and Deutsche Bank Securities Ltd. are subsidiaries of Deutsche Bank AG. With assets of about Euro 940 billion and more than 98,000 employees, Deutsche Bank offers its clients unparalleled financial services throughout the world in over 60 countries. It ranks among the leaders in asset management, capital markets, corporate finance, custody, cash management and private banking. Deutsche Bank is organised in two customer-oriented Groups: ``Corporate and Investment Bank'' (CIB) and ``Private Clients and Asset Management'' (PCAM). The keys to the Bank's success remain constant: customer focus, the spirit of innovation, a broad range of product skills combined with technological power and financial strength delivered by highly skilled professionals.

Maverick Tub Corporation is optionable.

Information herein is believed to be reliable and has been obtained from sources believed to be reliable, but its accuracy and completeness cannot be guaranteed. Opinions, estimates, and projections constitute our judgement and are subject to change without notice. This publication is provided to you for information purposes only and is not intended as an offer or solicitation for the sale of any financial instrument. Deutsche Banc Alex. Brown Inc. and its affiliates worldwide, may hold a position or act as market maker in the financial instruments of any issuer discussed herein or act as advisor or lender to such issuer. Transactions should be executed through a Deutsche Bank entity in the client's home jurisdiction unless otherwise permitted by law. Deutsche Banc Alex. Brown Inc. is a member of NYSE and NASD. Copyright 2001 Deutsche Banc Alex. Brown Inc.

SOURCE: Deutsche Banc Alex. Brown

mib - Donnerstag, 3. Mai 2001 - 02:12
zu MVK:

MVK ist tatsaechlich eine Kombination von value+growth:

in 2000 hat MVK 0.79 U$ verdient, fuer 2001 werden 1.85 U$ erwartet und fuer 2002 sogar 2.45 U$. Da sich keine Gruende fuer eine verringerte Nachfrage nach MVK's Produkten abzeichent (eher im Gegenteil), sind idese Zahlen realistisch. Der Kurs steht heute bei 22.70 U$, was einem KGV01e von 12.3 und einem KGV02e von 9.3 entspricht.

Gruss - Mib

mib - Freitag, 4. Mai 2001 - 18:45
MVK heute bisher +6% - die will unbedingt jemand zu diesem Preis haben - das Sonderangebot war offensichtlich schnell vergriffen!


mib - Mittwoch, 30. Mai 2001 - 23:48
und heute fuer das Auslandsdepot vorsichtig eingestiegen

mib - Freitag, 1. Juni 2001 - 21:13
14:48 ET Maverick Tube (MVK): 23.45 -0.70: Though stock is drifting lower today, in sympathy with the oil services group, Briefing.com remains very bullish on MVK - especially over the short- to intermediate-term... The big theme in the market over the next several weeks will be earnings warnings... In fact, traders have spent the past few days reducing exposure to stocks/groups that they think are at risk to earnings warnings... Some of this money will return to the sidelines... But some of it will be put to work in stocks considered immune from warnings... Briefing.com contends that MVK is one such stock... MVK manufactures the steel tubing used in oil wells... It also makes the tubing used to transport natural gas/oil... With the oil business booming, and the Administration calling for increased domestic drilling, MVK is well positioned to deliver strong earnings growth for at least the next few quarters... Street currently expects company to earn $0.38 in the current quarter, up from $0.18 in the year-ago period... Equally as important, analysts have been raising their estimates over the past couple of months - often an indication of a positive earnings surprise... For FY01, MVK projected to earn $1.94 (+146%), with earnings growing to $2.56 (+32%) in FY02... In other words, MVK offers investors the opportunity to buy superior growth with little earnings risk at a discounted price - not a bad combination... Initial resistance is in the 26.5 area, with penetration setting up an intermediate-term run at 30+. -- Robert Walberg, Briefing.com

Diskussionsforum der stw-boerse: Auslandswerte: Auslandsdepot: neu auf der watchlist: Maverick Tubes, MVK
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