SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Tech Stock Options -- Ignore unavailable to you. Want to Upgrade?

To: j g cordes who wrote (36120)3/5/1998 9:31:00 PM
From: ViperChick Secret Agent 006.9  Respond to of 58727
 
Barron's Online -- November 10, 1997
Foreign Companies With High Asian
Exposure

Company
Recent
Price
P/E*
3-Month
Price
Change
Market
Value
(billions)
Revenues
From
Asia
Operating
Profits
From
Asia
British Airways
47
20
-26.96%
$32.6
17%
53%
Bulgari
21 1/2
35
2.60
1.6
37
37
Cable &
Wireless
17 9/10
NA
-26.70
5.3
48
66
Ericsson
6 2/10
35
-6.93
1.2
45
49
Four Seasons
34 7/10
46
2.45
1.1
42
43
Gucci
36 1/10
11
-48.73
2.2
43
44
Guinness
46 2/10
15
-4.49
17.8
17
25
Hermes Intl
65 9/10
27
-29.48
2.4
38
37
HSBC
237
3/10
12
-24.00
20.4
43
55
ICI
61 3/10
19
-1.31
11.1
24
29
LVMH
35 3/10
17
-36.28
15.1
35
34
Philips
78 7/10
14
-12.62
27.9
30
23
Placer Dome
15 4/10
51
-12.41
3.9
38
40
Rio Tinto
49 1/10
29
-16.72
4.0
48
48
Rolls Royce
18 2/10
NA
-4.44
3.4
30
30
Royal Dutch
54 1/10
20
-12.17
115.9
38
38
SGS-Thomson
76 4/10
18
-15.19
10.6
33
27
Standard
Chartered
Bank
11 1/10
11
-34.63
10.9
61
66
*Based on IBES forward earnings projections.
N/A-Not applicable
Source: Morgan Stanley Dean Witter



To: j g cordes who wrote (36120)3/5/1998 9:35:00 PM
From: Jerry Olson  Respond to of 58727
 
Jimmy Rest & refresh, there's ALWAYS Tomr...

Get hat wonderful brain of yours searching for the overvalued, high priced, potential short!!!!



To: j g cordes who wrote (36120)3/5/1998 10:41:00 PM
From: John Sikora  Read Replies (1) | Respond to of 58727
 
jim,

Too much TAVA... The Y2k sector took a bit of a hit as well but TAVA and SYNT bucked the trend. This will be IMO one of the few places to be long for the next few quarters...Good earnings visibility and the many will continue to blow out estimates...add a pinch of panic when all parties finally confess in $ amounts the real cost to remediate..I believe the Asian debacle combined with costs associated with the Y2k problem are a one-two punch that will make this an awful bad year to be long this market...My current put candidates/positions are AMAT XLNX STM ALTR IBM AOL. I'd love to see a bounce upward in some of these semi's before initiating puts but I'm not so sure the market will accomodate.

john


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News