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


To: MGV who wrote (7128)8/26/1998 12:30:00 PM
From: djane  Read Replies (2) | Respond to of 22640
 
Wilby (Oppenheimer Funds) just pounded the table for Telebras and Latin American banks on CNBC. TBH is "extremely attractive" at 4-5 PE. Mobile cellular growth will be unaffected by Russian problems. Sao Paolo cellular carrier now at 5 times EBITDA ("unheard of") with 20-30% growth.