Asia Forum - Investment Ideas | Stock Discussion Forums

STOCKTALK

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
Asia Forum - Investment Ideas

An SI Board Since March 1998

Posts	SubjectMarks	Bans
23	6	0

Emcee: peter michaelson	Type: Unmoderated

Introduction Compact

To Asia Forum Participants -

I'm creating this subject (not a thread yet) in the hopes of expanding discussion of specific Asia investment ideas.

Let's discuss specific companies, stocks, ADR's, debt instruments and anything that has a ticker symbol and does the majority of its business within Asia.

To start things off, I am short SK Telecom ADR (SKM_NYSE) which seems to have a premium of 100% plus over the Korea Stock Exchange local value. They're solely in the cell phone and wireless business, which is probably an expendable expenditure for debt-laden Koreans. There is a thread on this security here at SI. (BTW, SK does not stand for South Korea)

Subject 14978

Please let us know your favorite current investments in Asia.

Thanks much.

Peter Michaelson

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
23	Peter look at where MF went in the late December period. It was at a 75% premi	Worswick	-	3/9/1998
22	Worswick: I am long TLK but short IF. An imperfect hedge. Why short EWM and	peter michaelson	-	3/9/1998
21	Further to shorting Japan: check out .... quote.yahoo.com Buckle your seat be	Worswick	-	3/9/1998
20	You are long TLK? Long? Amazing. Are you bulletproof did you say? Are you spe	Worswick	-	3/9/1998
19	Tom: At 12/31/97, 34.81% of IF's total assets were in cash - all USD, I th	peter michaelson	-	3/9/1998
18	How much cash does IF hold? I know that as of the end of Jan 1998 the Indone	tom	-	3/9/1998
17	Friends: A link to an on-going discussion of Indonesia and TLK-NYSE (ADR for I	peter michaelson	-	3/9/1998
16	Hi Worswick, Thanks for the link. Prof. Belitz's analysis of the situation	Joss	-	3/9/1998
15	Worswick: This puts one in mind of shorts. TTF-NYSE (Thai Fund) at a 60% prem	peter michaelson	-	3/9/1998
14	The esteemed Professor Beltz of the Hong Kong University faculty has the opinio	Worswick	-	3/9/1998
13	Stitch but particularly Tom...MTDEF (from Thailand, Mutual Fund Public Company	Worswick	-	3/9/1998
12	L.W., many thanks for the links. I should have mentioned those earlier. The SI	Stitch	-	3/9/1998
11	Tony, Peter; When I was typing out my last post I guess I should have been rea	Stitch	-	3/9/1998
10	Here are a few links to Sime Darby that might be of interest simenet.com j	Researcher	-	3/9/1998
9	Hey Stitch: What a company!! I'm still trying to digest the list of busin	peter michaelson	-	3/8/1998
8	Tony, Peter: Your questions are very appropriate and I am still seeking answer	Stitch	-	3/8/1998
7	Stitch- what are the circumstances that you will be looking for to cause you to	Tony van Werkhooven	-	3/8/1998
6	T-bone: I'm glad you posted. Any PE ratio et cetera on Tsingtao? What	peter michaelson	-	3/8/1998
5	Peter, thanks for bringing this to my attention. I have an interesting investme	t-bone	-	3/8/1998
4	Hey Stitch: Keep us posted on Sime Darby (is it SIDBY?). What sort of P/E rat	peter michaelson	-	3/8/1998
3	Peter, Congrats on opening this thread. I very much enjoy the discussions we ha	Stitch	-	3/7/1998
2	Steve: I have the Korean currency risk and systemic increase in valuation hedg	peter michaelson	-	3/5/1998
1	Hi Peter, My biggest concern with asian investments at this time is the curren	Joss	-	3/5/1998

Go to reply# or date (mm/dd/yy):