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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: pezz who wrote (24017)10/14/2002 11:49:02 PM
From: TobagoJack   of 74559
 
Hello Pezz, Today's Report: ships going down, bars blowing up, snipers shooting that way, deflation coming this way, still, but I bought the first 20-25% of ultimate intended holdings of ...

(a) China Shipping (hk.1138) at HK$ 1.51 for their berths and ships on the Yangtze River and along China's coast baby.boom.com.hk , and in US quote.bloomberg.com. )

(b) Hutchison (hk.13) at HK$ 43.6 for their ports and canals, but not 3G baby.boom.com.hk , and quote.bloomberg.com. and quote.bloomberg.com. )

(c) Shangri-la Hotels (hk.69) at HK$ 4.4 for their China hotels, but not their Indonesian and Philippines hotels (since they are WAT-WOTing) baby.boom.com.hk , and quote.bloomberg.com. and quote.bloomberg.com. )

and

(d) LuJiaZui (China Shanghai B-share 900932) at US$ 0.804 baby.boom.com.hk , or 600663 for domestic A shares baby.boom.com.hk ) for their land and property holdings.

Chugs, Jay

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