Polish ADR's


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Profiles for 46 companies in Poland from Wright Investors' Service:
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Issue CUSIP Exchange Symbol Ratio*
BANK HANDLOWY W WARSZAWIE 144A 062502109 144A BKWWYP 1: 1
BIG BANK GDANSKI 144A 055466106 144A BBIGYP 1: 15
EXBUD S.A. - 144A 30064T106 144A EXBUD 1: 1
KGHM POLSKA MIEDZ S.A. 144A 48245W103 144A KGGPP 1: 2
MOSTOSTAL EXPORT CORP. 619716103 OTC MECOY 1: 1
PROKOM SOFTWARE 144A 743394108 144A PRKMYP 2: 1
STALEXPORT 144A 852561208 144A STXAYP 1: 1
TELEKOMUNIKACJA POLSKA SA 144A 87943D108 144A TKMJYP 1: 1
UNIVERSAL S.A. 91380R109 OTC UVSFY 1: 2

* Ratio: You'll probably notice a significant difference in price of the stock, traded as an ADR and on its home exchange. You can easily calculate an over- or undervaluation (and, of course, a fair valuation). All you need is the ratio of ADR to stock, as listed in the table above, and the exchange rate of the US-Dollar to this country's currency. The following, generalized example explains how to calculate.
On June 26, 1998, the Swiss ADR Sulzer Medica, with a ratio of 10:1, was priced USD 24 7/8. In Zurich, its home exchange, Sulzer traded at 379 Swiss Francs. The Dollar/Franc - Exchange rate was 1.526 (1 Dollar buys 1.526 Swiss Francs). Now we can calculate: Multiply the price in Dollar with the ratio (10): 24 7/8 x 10=USD 248.75. With other words, ten ADR's equal one share of Sulzer Medica and will cost you $248.75 (excluding transaction costs). Now you multiply this Dollar-amount with the exchange rate: $248.75 x 1.526=SFR 379.59. The ADR has been valued fair.
The Bank of New York offers free software, which does all the calculation.