An obscure ZIM in Africa traded Down Under Message Board

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Gold/Mining/Energy : An obscure ZIM in Africa traded Down Under

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To: lisalisalisa who wrote (634)	1/14/2003 6:08:04 PM
From: TobagoJack	Read Replies (1) of 867

Hello LLL, I am tagging along with a delegation visiting HK, Beijing and Nanjing and have a full schedule of events to attend before back in HK on the 19th. Of the the symbols you mentioned, I own PTR on HK (857.hk) exchange, and CHL on NYSE. I also have shorted Put options on PTR. I think the two telecom companies are OK, but I prefer CHL because they have a big base of users and a relative mature network, growing by acquisition going forward. I am more enthusiastic on the oil/energy companies and less so on the auto company Brilliance. China will be flooded with car competitors and cars, so I figure it is better to stay with company that fills the cars with gas and makes the chemical/plastics that go in cars, rather than with companies that have to slug it out. Unhide the original post of this thread and tap on the links to Current Allocation and Current Watch List, you will see what I own in China/Hong Kong and what I am watching (incl. what I already own and are looking to add). I have provided Bloomberg links for those stocks that have a US ADR. Chugs, Jay

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