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

To: Worswick who wrote (1454)1/23/1998 11:24:00 AM
From: tom  Read Replies (3) | Respond to of 9980
 
Thailand

- BEC World (TV company)
- Grammy (Music, Films & Radio production)
- Any of the electronics companies (KCE, Hana, KRP, Delta Electronics)

Indonesia

- Gulf Indonesia and Tambang Timah (but even this is pushing it)

Philippines

- San Miguel

Taiwan

- TSMC (Foundry service for fabless IC design houses - code TSM)

HSBC has a great franchise but will still have to make huge write-offs in 1998 + it still trades at a big premium to book value



To: Worswick who wrote (1454)1/23/1998 3:33:00 PM
From: Jyoti sharma  Read Replies (1) | Respond to of 9980
 
Worswick,

Sime Darby is a good pick. I own it. HSBC is a great bank. I will like to buy it at much lower prices. I am looking to companies which are really washed out. If you are looking at banks, consider Bangkok Bank ( BKKPF ).

Jyoti


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