Telebras (TBH) & Brazil Message Board

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Strategies & Market Trends : Telebras (TBH) & Brazil

TBH 0.450

+3.0%

Feb 2 3:56 PM EST

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To: Steve Fancy who wrote (1541)	4/8/1998 8:13:00 PM
From: Mike	Read Replies (1) of 22640

Steve & mbjr, Analysts have said that after TBR, PTBRY (Petrobras)will be the next leader of the Brazilian stock market. I have my doubts? I think the Telecom industry will continue to be strong for the next few years. Recently,I have traded Ericsson which has followed TBR on its ups and downs. Other sectors to watch are the Electric Utilities, which are in the process of being Privatised. Cesp-is the one I like and it has good short term upside potential. Also the Steel stocks, they are in the process of correction after a recent rally where some went up 80%.They took a beating in Oct. & Jan.. Analysts say that earnings will continue to improve this year. Who to watch: Tubarao, Nacional & Cosipa. Yes we could start a thread, lets discuss and try to come up with a mover, I am sure the others can help.But it may not be as successful as TBR. Regards Mike

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