STA, a turnaround idea. (As first posted here July 29 2024).
STA (19.80) anticipates positive earnings momentum carry thru 2H this year supported by the recovery rubber demand and prices from countries ex-China, higher avg selling price yoy and delivery of rubber under new EUDR standard to EU clients....
The dominant reasons for the select biggest cap US tech stocks keep doing soo well is because these mega big caps own by far the most data which is what drives AI, "surveillance capitalism", now turbo charged! Along with needed very strong computing power...which mostly these own. Economies of...
AUCT (8.35) keeps reporting impressing & growing earnings results, yet again. AUCT (8.35) along with TOG (11.10) have for long been my last & final solid choices here. And remain so. I reviewed for members in our lounge TOG's 1Q. last week, see here: https://thaistocks.com/content/tog-first-q-2024-solid-report...
PPM (2.78) just now reports very strong 4Q earnings of over 65 mill. vs. 36 mill compared to previous 4 Q. Up + 91% up! Wow, so mgt. was right/credible to predict all along things would turn around! They sure have. "2,128.73% from the year earlier". PPM was alway here viewed...
Project Planning Service (PPS-0.39) is a company I followed/visited in the past and here viewed & wrote positively about -just before the Covit-19 breakout, in year 2019. I attended their extraordinary shareholder meeting that time where the shareholders overwhelmingly voted for this very upscale real-estate development project. Before...
I've been asked to summarize TOG's Business and plans, as TOG is and remains my top investor choice here:
TOG (11.20) manufactures and sells optical lenses that are classified as essential consumer products. Their state mission is to be a leading and sustainable manufacturer of optical lenses. Recognized globally for consistently...
AUCT/TOG both command my medium-term investor today reaffirmed strong buy view, with SICT remains my growth stock choice. AUCT is all domestic driven for all the good reasons we reviewed. TOG & SICT highly profitable export companies.