Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: energyplay who wrote (24180)	10/14/2002 3:45:20 AM
From: TobagoJack	Read Replies (1) of 74559

Hi energyplay, tourism in these parts will most likely drop in overall number and shift in location/focus, from Indonesia and Philippines, to Thailand and China, maybe also Vietnam/Burma. I do not have a feel for Malaysia yet. Shangri-la Hotels' business will be hurt, though should still be OK because most of their hotels are in China, and of the ones in SE Asia, most are city center business hotels that would recover quickly if we ever get done with WAT-WOT, unless not, which would not surprise me. shangri-la.com I suppose it all depends on our eventual purchase price of the shares, and on whether any of the properties get a direct hit after we buy in. In the mean nasty time, we can ghoulishly follow this counter and see if it falls to the 52 week low: 160.254.123.37 and at some point buy the entirety of this class of shares: 160.254.123.37 I am watching Brazil, Venezuela, Japan and keeping track of Argentina. Chugs, Jay

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