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Strategies & Market Trends : Telebras (TBH) & Brazil -- Ignore unavailable to you. Want to Upgrade?


To: Steve Fancy who wrote (22474)9/16/2001 10:42:56 AM
From: Z Analyzer  Respond to of 22640
 
Marketguide shows TNE priced at 1.1 x revenues, .93 x book and 2.8 x cash flow. It also shows that revenue growth (obviously including inflation) in the last year was 37% in reals. Also, a market cap of 3.7 bil. and only .27 debt/equity.
Looking at Telmex, TEF, Tel New Zealand or US fixed line companies makes this look very cheap.
Does anyone know of any other phone companies (esp fixed line) which are as cheap? Would the other companies in TBH be likely to be relatively as cheap compared to their international peers?



To: Steve Fancy who wrote (22474)9/16/2001 12:39:45 PM
From: Z Analyzer  Read Replies (1) | Respond to of 22640
 
Am I correct in remembering that in the privitization of Telebras, various phone companies paid the equivalent of about $250 per share for their controlling interests? (And on Monday we'll be at about 15% of that level!) Does anyone recall the per share equivalent figure for Tel Norte?