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Strategies & Market Trends : Thailand -- Ignore unavailable to you. Want to Upgrade?

To: Heretic who wrote (304)	10/29/1997 1:54:00 AM
From: Tom	Read Replies (1) \| Respond to of 457

East Asian economies contribution to bottom line small? Maybe not. If investment managers, like one I know of at "a major brokerage house," use an EastAsian nation's GNP growth as a factor to mitigate that economy's high corporate multiples (GNP=5.50% EastA Corp P/E=28.0 28/5.50=5.09, therefor SEA Corp. mitigated P/E=5.09); then what's the chance that an analysis of revenues a U.S. enterprise receives from an EastAsian nation is factored by a similar slight of hand? Could be more built-in to a U.S. company's forward multiple than many would realize. Especially, when it conducts a recordable percentage of it's business with non-Japan EastAsia.