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Technology Stocks : Deswell Industries (DSWL) -- Ignore unavailable to you. Want to Upgrade?


To: kolo55 who wrote (654)4/16/1998 12:27:00 PM
From: j rector  Respond to of 1418
 
>>So it is important to understand why investors aren't
buying the "story" we stockholders have bought.

Paul, other HK stocks (various manuf indrstrys) listed on the NASDAQ:

NTAIF: PE (forward) of 5-10
DSWLF: PE (forward) of 5-7
RADAF: PE (forward) of 5-10
HIHOF: PE (foward) of 3-5

I'm sure there are others, but I really think 1) and 2) are the major
factors for DSWLF's low value. If and when the true story of DSWLF
is understood and/or the Asian flu subsides (maybe not for another
year?) we will see fair valuations.



To: kolo55 who wrote (654)4/16/1998 1:12:00 PM
From: David Seltzer  Read Replies (2) | Respond to of 1418
 
One of my concerns is and has been taxes mandated by China on foreign corporations.The taxes paid by Deswell,Nam Tai et al are neglible.Is this likely to change in the next few years? This issue involves politics and economics.

David