Thursday, May 17, 2007

2. Czech Blue chips

ZENTIVA (weight at 5%) - Czech farmaceutical company, generic producer. Making acquisitions in Croatia, Turkey. Also possible target for acquisition.

UNIPETROL (4%) - Chemical company focused on crude oil processing. Acquired by polish PKN Orlen. Extremely low P/E ratio 6.

PHILIP MORRIS (2%) - High dividend yield stock (7%). Loosing market share which reflects also stock price.

ORCO (3%) - Developers group. IPO from the last year. Compny is expanding all over the Europe, mainly eastern part.High growing stock.


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