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Non-Tech : Beijing YanHua Petrochemical (BYH) Taking Off
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To: Julius Wong who wrote (228)6/24/1999 9:09:00 AM
From: Bo Le  Read Replies (1) of 257
 
From asset valuation based point of view, both ZNH and CEA is way undervalued comparing with US based airlines. However, since debt for both ZNH and CEA is in US dollar, I like CEA better because 50% revenue of CEA is in US dollar so I think currency risk is smaller in CEA. At this time, I think it does not matter to have CEA or ZNH, they will all move up significantly in next 2 to 3 month. But if China RMB under pressure again (I don't see this happen), CEA should play better than ZNH. Just my two cents.

Bo
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