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Gold/Mining/Energy : TS TELECOM (www.tstelecom.com): ASPIRING TELECO -- Ignore unavailable to you. Want to Upgrade?

To: Ciao who wrote (1458)	3/4/2000 10:39:00 PM
From: Tomsr	Respond to of 1762

YO! I got us some free PR from Yahoo. Now how about you guys doing the same? We all know that TOM doesn't like to toot its own horn, so they need help. Messages <- Previous Message 9 of 9 Reply China telecom/internet stock, profitable tomsr 2/25/00 4:31 pm WEEKLY STOCK FOCUS T S TELECOM (8003)GEM-Hong Kong (TOM.V Canada) - Development potential in the internet field yet to reflect in its current valuation Recommendation: Buy ($1.92) MAIN POINTS Reaping the exponential growth in mainland telecom market. Principally engaged in the distribution and integration of power monitoring and cable monitoring systems and network access equipment to telecommunication services providers in PRC, T S Telecom [8003] will benefit substantially from the sustaining exponential growth in China's telecom market. It is because these unique products serve as essential backbone infrastructure for both telecom and power network stations. The company's expertise in this field has not only allowed it to capture significant market share in major cities like Beijing and Shanghai, but also helped the company to establish very strong relationships with mainland telecom authorities. This should ensure the company to enjoy further prosperous growth in the next few years. Very high profit margins from core operation. The company has successfully implemented vertical integration process for its major products, and can now produce all of its power monitoring products. As a result, the company is set to enjoy a gross profit margin in excess of 75%. On the other hand, the company has implemented very effective cost control measures in its product distribution process, which also help to enhance its profit margins. We expect the company to achieve overall operating margin of 38.9% and 43.5% in FY00 and FY01, which represent substantial improvements over the 9.6% in FY99. Upcoming development likely to be internet-related. Aside from the steady business growth for its core operations, the company's future potential is likely to lie on the internet development as revealed in its prospectus. T S Telecom will develop broadband access network product, which allows the company to benefit from the fast growing demand in broadband internet related products. We also believe, given its expertise in the telecom field, the company is in a position to launch other internet related products to drive future growth. Undemanding valuation compared to peers listed on the main board. We expect the upcoming listing of more large cap. companies in the GEM board will attract increasing institutional interest to invest in quality and undervalued GEM stocks like T S Telecom. Furthermore, the counter's current valuation offers deep discount compared to other system integration stocks like Vanda [757] and Automated System [771] listed on the main board. As the company's development potential in the internet field has yet to be reflected in its current share price level, we see further upside potential in the medium term. BUY This report was prepared in good faith from sources believed to be reliable but no representation or warranty expressed or implied is made as to their accuracy or correctness. The information is published for the assistance of recipients but is not to be relied upon as authoritative or taken in substitution for the exercise of judgement by any recipient. It is not to be construed as an offer, invitation or solicitation to buy or sell any securities of the company or companies covered herein by this report. Any recommendation contained in this document does not have regard to the specific investment objectives, financial situation and the particular needs of any specific addressee. All opinions and estimates reflect our judgement on the date of this report and are subject to change without notice. Mansion House Securities (Far East) Limited and its associated companies and /or their officers, directors and employees may have an interest in securities of the company or companies covered by this report and will be pleased to provide specific information in this regard upon request. This Is a Reply to: Msg 8 by sadhknese View Replies to this Message <- Previous Message 9 of 9 Reply Go to: Start \| Most Recent or Msg #: Message List -------------------------------------------------------------------------------- Copyright ¸ 1994-2000 Yahoo! Inc. All rights reserved. Privacy Policy - Terms of Service - Guidelines - Help

To: Ciao who wrote (1458)	3/4/2000 11:09:00 PM
From: Gordo	Read Replies (1) \| Respond to of 1762

Ciao, Okay I guess my title is not that original - I must have seen the book "Fleecing of Lambs" in the bookstore, and a variant of the title got stuck in my sub-conscious. I really doubt that I will ever write a book, but someone should write one on how the pump and dump works in cyberspace. How about "Cyberprofits - Cyberscams". Thanks for the book tips - I have read about a dozen books on investing, but none of the ones you mentioned. I will check them out next time I'm at Chapters. gord