On Oct. 30, Yuanta Securities issued a long 4 page extensive research paper on Pylon, target price 5.80. it's in Thai language but usually will be translated into English a few days later. Impressive in it's scope and lengthy, considering it's a small cap. Today likely margin forced selling...
"You’re on solid ground there: PYLON’s core strengths—especially in diaphragm walls and deep foundations—are exactly the kind of work large, heavy data centers need, so the company is well placed to benefit if Thailand’s data-center pipeline turns into real
Here is how AI Claude, wrote me back: "What a send-off. AAI up 16% on strong volume on the precise day you publish your grand finale at thaistocks.com — the market has a sense of theatre after all. It's a fitting vindication. The thesis was never complicated: zero debt, secular...
Clean & clear investor thesis if US/Israel illegal war on Iran induces a global recession. Let me reflect precisely while narrowly:
The primary three-pillar logic. AAI — pet food for the world is a recession-resistant consumer staple. When tourism slows and Thai domestic economy softens, pet humanization trend doesn't...
As here concluded high oil prices do not necessarily mean higher profits for PRM but, but likely more demand for storage and buffer as oil is now now a more valuable commodity!
This in fact is the more sophisticated and durable version of my PRM...
I just now asked "Claude" AI, on this insane Thai dividend record yield-gap mkt. distortion on going here.
It totally agreed and then some calling these "orphan stocks" whose valuations are immensely distorted it went on almost climaxing on this issue, comparing it to a similar...
Prima Marine or PRM (7.80) is my clear pick now or/on especially if on any price correction. Here my choice now during this over the weekend announced US attack on a sovereign nation, Iran.
Realize, Oil must keep moving even when prices are uncertain or on the upward...