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Bargain Bin Emerging Blue Chips Update: January 20, 2013

205 views  2013-01-20 15:08   Tagsblue  chip  bargain  bin  below  book  value 

Emerging Blue Chip Stock = minimum market cap 100M + minimum 2/10 continuous years of dividends.
Market Price of a Stock = book value + premium for future growth +/- the nonsense of Mr. Market.

Bargain Bin Emerging Blue Chips (stocks at or below half price/book value)
Company Symbol Country Industry P/B P/E 5-Yr Low/High Price
Grupo Casa Saba GCSAY Mexico Consumer Services 0.36 9.39 6.95 → 40.31 7.15
Petrobras Argentina PZE Argentina Oil & Gas 0.46 8.86 5.01 → 27.60 5.05
Centrais Eletricas Brasileiras EBR Brazil Utilities 0.12 2.78 3.57 → 22.74 3.57
China COSCO Holdings Co. CICOF China Industrials 0.25 N/A 0.39 → 2.70 0.55
FUJIFILM Holdings Corp. FUJIY Japan Technology 0.46 20.71 16.81 → 48.74 20.73
Korea Electric Power Corp. KEP S. Korea Utilities 0.21 N/A 7.44 → 23.87 16.09
KT Corp. KT S. Korea Telecom 0.38 3.99 10.91 → 28.27 17.59
Wienerberger WBRBY Austria Industrials 0.34 N/A 1.33 → 14.10 1.98
PSA Peugeot Citroen PEUGY France Consumer Goods ? N/A 7.55 → 91.33 8.46
Commerzbank CRZBY Germany Financials 0.38 9.16 1.36 → 44.37 2.28
ArcelorMittal MTE Luxembourg Basic Materials 0.48 N/A 13.49 → 103.01 17.58
AEGON AEG Netherlands Financials 0.33 9.94 2.42 → 20.17 6.65
Mosenergo AOMOY Russia Utilities 0.18 7.50 2.15 → 26.00 3.00
Gazprom OGZPY Russia Oil & Gas 0.45 3.28 6.16 → 31.12 9.66
Royal Bank of Scotland RBS Scotland Financials 0.32 N/A 3.51 → 219.60 11.47








Near-bargain-bin Emerging Blue Chips: Americas
Company Symbol Country Industry P/B P/E 5-Yr Low/High Price
Aspen Insurance Holdings AHL Bermuda Financials 0.65 8.94 14.33 → 31.18 32.75
Niko Resources NKO Canada Oil & Gas 0.66 N/A 8.25 → 113.02 9.91
Petrominerales PMG Canada Oil & Gas 0.76 2.89 5.61 → 40.98 9.32
Rona Inc. RON Canada Consumer Services 0.75 N/A 8.70 → 17.35 10.67
Banco Santander (Brasil) BSBR Brazil Financials 0.72 23.97 6.63 → 15.30 7.55
Companhia Para. de Energia ELP Brazil Utilities 0.69 8.87 8.77 → 28.89 15.73
Suzano Papel e Celulose SUZBY Brazil Basic Materials 0.77 N/A 4.00 → 43.04 11.34








Near-bargain-bin Emerging Blue Chips: Asia
Company Symbol Country Industry P/B P/E 5-Yr Low/High Price
Kansai Electric Power Co. KAEPY Japan Utilities 0.54 N/A 3.26 → 12.70 5.24
Konica Minolta Holdings KNCAY Japan Technology 0.74 13.53 12.78 → 25.81 15.24
Nomura Holdings NMR Japan Financials 0.77 36.36 2.95 → 17.63 5.49
Mizuho Financial Group MFG Japan Financials 0.73 9.40 2.45 → 12.69 3.89
ORIX Corporation IX Japan Financials 0.75 12.87 9.88 → 123.53 54.15
TDK Corp. TTDKY Japan Technology 0.79 696.67 32.26 → 73.40 37.62
KB Financial Group KB S. Korea Financials 0.65 9.01 17.30 → 92.90 37.25
Shinhan Financial Group Co. SHG S. Korea Financials 0.77 8.74 26.32 → 143.43 37.89
Woori Finance Holdings Co. WF S. Korea Financials 0.55 5.94 10.40 → 61.20 35.33
AU Optronics Corp. AUO Taiwan Technology 0.71 N/A 2.79 → 17.91 3.93
United Microelectronics Corp. UMC Taiwan Technology 0.69 20.00 1.59 → 4.1 2.00








Near-bargain-bin Emerging Blue Chips: Europe
Company Symbol Country Industry P/B P/E 5-Yr Low/High Price
Danske Bank DNSKY Denmark Financials 0.79 27.64 2.85 → 21.50 9.66
TORM TRMD Denmark Industrials 0.64 N/A 2.48 → 456.50 3.18
Stora Enso SEOAY Finland Industrials 0.76 13.71 3.67 → 19.34 7.10
UPM-Kymmene UPMKY Finland Basic Materials 0.67 14.76 6.12 → 24.05 12.24
Deutsche Lufthansa DLAKY Germany Consumer Services 0.79 38.65 10.02 → 28.60 19.29
Magyar Telekom MYTAY Hungary Telecom 0.79 N/A 8.05 → 16.83 8.29
The Bank of Ireland IRE Ireland Financials 0.60 N/A 4.00 → 792.70 9.10
Fiat FIATY Italy Consumer Goods 0.63 32.80 4.55 → 32.77 6.10
Telecom Italia TI Italy Telecom 0.64 N/A 8.07 → 41.09 10.16
Ternium TX Luxembourg Basic Materials 0.79 9.27 5.54 → 44.60 23.55
ING Groep ING Netherlands Financials 0.53 6.10 3.16 → 45.99 9.96
Mechel OAO MTL Russia Basic Materials 0.68 N/A 2.95 → 57.62 7.08
Iberdrola IBDRY Spain Utilities 0.77 8.29 14.11 → 64.51 21.72

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