Monday, July 11, 2005

Speculating about speculation

Some time back I did a post about takeover candidates in the telco mutual annihilation sweepstakes, and identified a number of stocks which I thought might see a tailwind from this process. Here's an update on their performance as of 30 minutes ago, based on month-to-date performance in euro. Saunalahti was already the subject of speculation at the time I picked it, but has since received a trumping bid from Elisa. Ch-ching!

Company
Easynet : 5.4%
Freenet : 8.6%
Fastweb : -1.1%
Iliad : 1.5%
Nextgentel : 4.4%
Pipex : 8.9%
Saunalahti : 21.2%
Tiscali : 4.7%
Versatel : 1.1%
United Internet : 7.3%
Web.de : -1.1%
Average return : 5.5%
SXXP : 1.3%
SXKP : 0.7%

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