Telebras (TBH) & Brazil Message Board

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Strategies & Market Trends : Telebras (TBH) & Brazil

TBH 0.956

-0.1%

Nov 25 3:59 PM EST

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To: Doug Chin who wrote (1240)	3/18/1998 9:44:00 PM
From: Tony van Werkhooven	Read Replies (1) of 22640

Doug, my first reaction to your post was that your PE assumption was way to high. Now consider the following: SYMBOL P/E TDP 13.2 TL 19.2 TEO 24.3 TAR 19.9 TMX 16.4 Now, I would say that your assumption of 20 is somewhat to high. Other positives of this company after privatization are: 1. acceleration of installed fixed line base 2. potential for cost reductions 3. more focussed companies- easier to analyze and predict results If we use TMX as a proxie, one could come up with 250 as a reasonable value. This would not be giving credit to potential earning acceleration after privatization. Doug, this is an interesting exercise- how do we refine this? In any event, this confirms that we have a long upward ride ahead of us. Tony

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