Logica Terug naar discussie overzicht

HET LAATSTE NIEUWS DRAADJE VOOR L.O.G

1. [verwijderd] 18 juli 2007 21:25

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   En Getronics ook in de AEX.
   
   LogicaCMG "buy"
   
   Wednesday, July 18, 2007 4:53:09 AM ET
   Panmure Gordon & Co
   
   LONDON, July 18 (newratings.com) - Analyst George O’Connor of Panmure Gordon & Co maintains his "buy" rating on LogicaCMG (LOQ.ETR). The target price is set to 169p.
   
   In a research note published this morning, the analyst mentions that the company has provided a positive trading update, with no further deterioration in the UK operating results. LogicaCMG’s revenues in 1H grew to £1,520 million, representing 3.3% organic growth, the analyst says. The company’s organic revenue growth was robust in Europe, with +10% in France and Germany, +7% in Nordics and +8% in the Netherlands, Panmure Gordon & Co adds.
   
   
2. [verwijderd] 18 juli 2007 21:28

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   quote:

   voda schreef:

   Laatste nieuws : LOGICA zit in de AEX :-)
   
   AEX meest verhandelde fondsen
   
   
   AMSTERDAM (Dow Jones)--
   
   Volume Slot Verandering % Verandering
   
   ABN AMRO Hldg 17,825,482 _ 36.89_ Dn .11_ -0.30
   ASML Holdings 17,774,173 _ 21.05_ Dn .15_ -0.71
   Aegon 13,594,221 _ 13.91_ Dn .29_ -2.04
   Royal Dutch Shell 12,976,294 _ 30.05_ Dn .37_ -1.22
   ING Groep 10,801,552_ 32.81_ Dn .42_ -1.26
   Getronics 10,113,749 _ 5.32_ Dn 1.21_ -18.53
   Fortis 9,942,425 _ 29.70_ Dn .38_ -1.26
   KPN 9,308,386 _ 11.91_ Dn .20_ -1.65
   Ahold 8,228,694 _ 9.70_ Dn .10_ -1.02
   LogicaCMG 6,939,349 _ 2.30_ Up +0.06_ +2.68
   
   
   Prijzen in euro's
   
   Bron: Reuters Group PLC
   
   
   
   Dow Jones Nieuwsdienst; +31-20-5890270
   
   

   www.behr.nl/Beurs/aex2008.html
   
   Grt Peet
3. [verwijderd] 18 juli 2007 21:30

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   Logica seen as a takeover target
   
   LONDON (Thomson Financial) - LogicaCMG, the Anglo-Dutch computer services company, said IT services revenues increased 3.3 pct for the half year and said chief operating officer Jim McKenna would become interim chief executive after Martin Read's retirement in September.
   
   Logica said it was making progress in finding a successor to Read and its executive search team was working on a shortlist of candidates to replace Read who announced his early retirement in May days after a profit warning.
   
   Logica -- seen as a takeover target after Read's resignation announcement -- said revenue in the first half was 1.52 bln stg.
   
   The company kept its guidance for the full year unchanged and said it expected its UK business to return to growth in the second half of the year.
   
   Panmure Gordon's George O'Connor said the trading update was "positive" and would fuel takeover interest from private equity firms. He kept his 'buy' recommendation on the company.
   
   Logica repeated its forecast that the European IT services market will grow between 4 pct and 6 pct in 2007.
   
   It said adjusted operating profit will be weighted slightly towards the second half than the previous year, mainly due to a weak UK commercial sector in the first half and previously disclosed costs.
   
   Bridgewell Securities said the main challenge facing Logcia's new chief executive will be in expanding in "business process outsourcing" market, in suppliers run customers' IT, administrative and financial functions.
   
   Logica said its organic revenue growth for continuing business in the first half was above the market rate in the Nordics (7 pct), the Netherlands (8 pct), Germany (10 pct) and France (10 pct).
   
   UK revenues fell 9 pct, although within here there was 7 pct revenue growth in
4. [verwijderd] 19 juli 2007 19:09

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   European businesses miss out on potential savings worth 5 billion Euros in time and productivity in the field
   19 July 2007
   An inability to provide real-time asset information to engineers in the field, combined with a lack of flexibility to reschedule their work dynamically, could be costing European businesses 5 billion Euros each year¹, according to new pan-European research² from LogicaCMG launched today.
   
   LogicaCMG’s report has revealed that field service crews in the telecoms, utilities, transport and allied service industries spend over a third (39 per cent) of their time back at base or en route to jobs, and only 61 per cent of their time performing tasks in the field. By reducing travelling time and increasing productivity, companies with 500 field workers could achieve annual cost savings of almost 2 million Euros each.
   
   Survey respondents felt that remote access to real time information on the location and status of assets could solve the productivity problem. They believe that this would save 8 per cent of travelling time and increase overall productivity in the field by 9 per cent.
   
   There are big differences in productivity between the industry sectors analysed by the report. For example, European utility field service teams spend a lot more of their time (42 per cent) on non-productive tasks compared with telecommunications companies (34 per cent).
   
   The key conclusion from the study is therefore that two-way, real-time information on the location and status of assets, combined with the ability to dynamically schedule work in the field, leads to significant improvements in field force productivity and increased customer satisfaction. This is now possible based on the implementation of new communication and geospatial technologies, which allow organisations to exchange information on asset location in real-time.
   
   Nigel Spooner, Group Director for Enterprise Asset Management, LogicaCMG, explains what this means for the European field services industry: “This research highlights what is clearly a pressing problem for asset managers throughout Europe. We have a highly skilled workforce in place across the region which doesn’t yet have the means to carry out their work to the optimum levels of productivity. Information sharing is the key to solving this problem. By providing field service engineers with remote access to relevant information and giving managers the ability to reschedule work dynamically, LogicaCMG can help organisations to address this productivity gap.”
   
   The research shows that there are considerable differences in results between the industries that were surveyed. This further emphasises the overwhelming need to share best practice across different industry sectors in order to reduce the overall European productivity gap and compete more effectively with other parts of the world.
   
   The study also highlighted the top concerns of European field managers. An inability to reschedule workloads while engineers are on the move (80 per cent) was the highest frustration overall causing a negative impact on productivity and customer service. This issue was highest for field managers in utility companies (83 per cent) and lowest for those in road and rail (76 per cent). The inability to get real-time information to engineers was the biggest concern for airports (84 per cent) and improving customer information while at a call out was highest for utilities (84 per cent) and for telecommunications companies (86 per cent).
   
   Nigel Spooner concludes: “If organisations can maintain and make available to their engineers accurate, real-time information about the location and condition of assets this could reduce operational costs by 7 to 8.5 per cent – an amount that could make a significant difference to profits for what are essentially low margin businesses. The lack of accurate information in the field has an impact on customer service quality too. Respondents noted that their customers report poor service because they are not given information on the time needed to complete work and fix faults.”
   
   
5. [verwijderd] 19 juli 2007 19:23

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   GLG Partners meldt belang in Hagemeyer van 6,88% - WMZ
   Donderdag 19 Juli 2007 19:11
   
   AMSTERDAM (Dow Jones)--Het in Engeland gevestigde investeringsfonds GLG Partners ltd heeft een belang in Hagemeyer van 6,88%, blijkt uit een melding in het kader van de Wet Melding Zeggenschap in ter beurze genoteerde vennootschappen (WMZ).
   
   De meldingsplicht is ontstaan op 13 juli 2007.
   
   Het betreft de eerste melding van GPG in Hagemeyer.
   
   GPG Partners ontstond in 1995 als divisie van Lehman Brothers en is sinds 2000 zelfstandig. Het bedrijf beheert ruim $20 miljard aan vermogen.
   
   Door Archie van Riemsdijk,
   
   gr m.c
6. [verwijderd] 19 juli 2007 19:26

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   Verkeerd forum MC.
7. [verwijderd] 19 juli 2007 19:29

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   foutje sorry.
   Gr m.c
8. [verwijderd] 31 juli 2007 12:28

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   'Telco's gaan in ict onder druk van aandeelhouders'
   
   Telecomaanbieder KPN biedt ruim 1 miljard euro voor ict-dienstverlener Getronics, was het nieuws van gisteren. De omzetten in (mobiele) telefonie zijn tanend en om dit tegen te gaan nemen telecombedrijven steeds vaker ict-diensten op in hun portfolio. Een analyse van een trend.
   
   Waar komt die trend vandaan?
   E-mail op de telefoon, vanuit thuis inloggen op het bedrijfsnetwerk telecom en computertoepassingen lopen steeds meer in elkaar over. De uitbreiding van telecomaanbieders naar ict-diensten heeft te maken met een verandering van de markt, maar volgens Peter Vermeulen van IDC wordt de overstap van telecombedrijven naar ict-dienstverlening ook sterk aangedreven door aandeelhouders. "Om de aandeelhouders tevreden te houden moet ergens groei worden gerealiseerd. Dan kiest men voor ict." Vermeulen voorspelt dat de verwachtingen van aandeelhouders vaak te hoog zijn.
   
   Wat zijn valkuilen voor telco's op de ict-markt ?
   Een voorbeeld van een telco met succesvolle uitbreiding naar ict-dienstverlening is British Telecom. Het begon met vooral netwerkdiensten maar schuift steeds meer op naar geavanceerde diensten zoals outcourcing van de complete ict-afdeling. Peter Vermeulen: "Om succesvol te zijn is het belangrijk dat telecombedrijven eerst uitbreiden naar ict-diensten die met het netwerk te maken hebben. Daar hebben ze ervaring in. Bij andere ict-diensten zoals ontwikkeling en implementatie van software is het risico dat het misgaat door gebrek aan ervaring."
   
   Wat betekent de fusie tussen KPN en Getronics voor andere ict-dienstverleners als Ordina, Logica CMG, Capgemini?
   Vermeulen: "De genoemde andere ict-dienstverleners richten zich veel meer op internationale bedrijven. KPN is qua netwerk beperkt tot de lokale markt laten we zeggen de Benelux. Getronics wordt internationaal vooral gezien als een Nederlands bedrijf. Multinationals zullen kiezen voor internationale dienstverleners. De fusie van KPN en Getronics is vooral interessant voor het mkb. Kleine bedrijven kiezen voor het gemak van één aanbieder. Grote bedrijven zullen kiezen voor verschillende aanbieders, multisourcing."
   
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   gr m.c