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| Symbol | Sector | Return | Exposure | Trades | Last Trade | Status |
|---|---|---|---|---|---|---|
| TCL | Fixed Line Telecommunications | -4.18% | n/a | 14 | 09-Nov-07 | Prior Holding |
03-Nov-07
Videsh Sanchar Nigam Ltd
Holding Rationale for TCL.
Videsh Sanchar Nigam Ltd is a fast growing Indian telecom operator. I've been looking for an opportunity to get back in and I am betting that the lower acceleration band where the decline stopped on 1 November will hold. VSL's newest project is a $200 million investment in an intra-Asia submarine cable system that will link Singapore, Hong Kong and Japan with an additional connection to the Philippines and, potentially, Vietnam. VSL owns a collection of important assets and seems to have good focus.
Tagged Stocks: TCL
Posted at 16:52 in Holding Rationales | Permalink | Top
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