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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (3021)	1/14/1998 8:36:00 AM
From: Jyoti sharma	Read Replies (3) of 78625

Hi Paul, Now that the worst in Asia seems to be over I will like to post some value ideas from SE Asia, I expect a return of 50-100% this year. Bangkok Bank BKKPF closed $ 1.50 Siam Darby SIDBY closed $ 0.75 Philippine FPF $ 6.00 Korea fund KF $ 7.25 Indosat IIT $ 14.00 Cheungkong CHEUY $ 4.875 All the stocks picked are considered blue chips in their countries. KF is trading at a premium of roughly 25%. I see these stocks to benefit from the bounce back in their oversold markets as well as recovery in their currencies. The biggest risk IMO is of China devaluing its currency. In two years I expect return of over 100%. Relative to US market all these markets are inexpensive. I would appreciate other views including risks in this portfolio. Best wishes Jyoti

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