A solid DEMCO dinner with re-affirmation on the ending of their "black swan" set back. This choice having little correlation with anemic Thai economic recovery and so is a good portfolio fit.
Below is how I wanted to write BWG listed company, but the email shown at their web site, bwg@betterworldgreen.com , was returned on May 18th, "the address couldn't be found". I tried again a while later with the same result..also tried in vain to find another...
Another "curved ball" is thrown into the fast growing Thai Wind Energy Industry.
Last week a major surprise out of nowhere hit the Thai Wind Energy Industry here when a court ruled that so called "Sor Por Kor" land is intended for Agri use...
PPS (1.31) my advocated investor choice to benefit from the coming massive Thai Govt. infrastructure spending and then some.
For year 2017 one has to recognize the Thai economy will be primarily driven by government infrastructure spending. My recently new choice is Project...
First, an introduction to my investment theme for year 2017:
For next year 2017 I have identified 4 specific Thai listed companies while very different yet all have key elements in common. They are AUCT (9.60), CHO (1.65), DEMCO (7.25), SUSCO (3.40): 1) their solid/attractive...
Here is a quality company with high profit margins, high dividend yield which looks sustainable,no debt besides much cash on hand, while deriving all its revenues from outside Thailand.