Company Articles

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An interim update. Quality companies with high dividends.

Submitted by PaulRen on Mon, 12/05/2025 - 9:35am

Here is an interim update. Quality companies with ultra high dividends was/is the right place to be if you are in Thailand as a longer term investor. While US stocks took a tumble as here sensed. Accumulate China ETF stocks, is in place since early 2024.  A global de-dollarization is...

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TOG reports solid 4 Q. and so full year 2024, as expected.

Submitted by PaulRen on Sat, 01/03/2025 - 11:14am

Total revenues soared in calendar year 2024 to 3.51 Bill., as compared to 3.01 Bill. Baht for year 2023 -itself a new record revenue-year back then.  2024 hence saw a 16.5% revenue, "top-line", increase last year.  Impressive as in the past tame top-line growth was concerned, by some analysts.   EBIT (earnings before interest, deprecation and taxes) shows record...

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Buriram Sugar, go wonder.

Submitted by PaulRen on Wed, 26/02/2025 - 10:34am

Buriram Sugar (BRR, 4.42) reported outstanding earnings for 2024, to a new all time record.  From 557.72 in 2023 to 1,034.08 for calender year 2024, or from 0.69 Baht per share to 1.27 in 2025.   It just announced a dividend of 0.50 Baht, or so on the current stock price just now of 4.42 Baht, this comes...

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Watching insider-transactions on a few key stocks worth holding as a group.

Submitted by PaulRen on Fri, 07/02/2025 - 9:35am

I can't help but notice lots of insider buying lately on STA (14.50), which to me looks way over-sold.  I tried to paste them all here but it was gargled-up, you can search for it easily at this link, as well as any other:   https://market.sec.or.th/public/idisc/en/r59

TOG,...

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TOG, my most important update!

Submitted by PaulRen on Sat, 21/12/2024 - 9:40am

TOG (10) Buy view very much maintained.  An  important update.

The utilization rate of new the Rx lenses’ expansion earlier this year is now already at 85%, which just started & test runs conducted in the Q. 1 of 2024. This due to very...

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The year in review -and a turnaround stock I now favor.

Submitted by PaulRen on Sat, 14/12/2024 - 9:36am

A short review of the year past -and a turnaround stock I now favor.

As this Thai stocks turbulent year ends, I take some credit for having made fewer but nevertheless some good investor calls, even during this under-reported bear market here.  This so, post expressing...

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TOG, Thai Optical Group, keeps growing -worldwide.

Submitted by PaulRen on Fri, 15/11/2024 - 10:25am

TOG (10) buy view maintained.  Post looking at their 3Q '24 just released a couple of days ago.   TOG 3 Q. are not as down as it looks at first view.  Notable, depreciation expense increased to 154.9 mill. vs. 72.9 mill.,  FX loss due to strong Baht 3 Q (but now tamed) was...

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AIT highest dividend payor on the SET.

Submitted by PaulRen on Tue, 12/11/2024 - 9:26am

AIT (4.42) is and remains one of my high dividend core stock selection here.  In fact, AIT is probably the highest dividend payer on the SET, just slightly above 7%.  AIT keeps reporting increased earnings and its last (3Q) being, up 24% vs. last year same Q. It just announced its earnings late last...

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My investor theme during these dire times.

Submitted by PaulRen on Fri, 20/09/2024 - 9:58am

In the US one gets around 4-5% in savings' accounts in their Banks, slightly more if  you save in a Money Market fund. In the US you get around 1- 2.5% in dividends from stocks (yes, more on Oil stocks and selective property funds, but that is another story).  In Thailand bank...

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