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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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STA, my turnaround story.

Submitted by PaulRen on Mon, 09/09/2024 - 4:53pm

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....

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TOG remains my solid investor choice for rational individual investors!

Submitted by PaulRen on Fri, 16/08/2024 - 10:27am

Date: August 15, 2024

TOG reports another solid Quarter along -with impressive top-line growth in total revenues.

Here below is a summary what I was able to fish out of TOG’s latest financial statements, as released to the SET on August 14 2024 -for their...

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My big cap selection, GULF.

Submitted by PaulRen on Thu, 27/06/2024 - 4:42pm

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...

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AUCT, just reports impressive 1st Q. results -as did TOG the week before.

Submitted by PaulRen on Sun, 12/05/2024 - 10:20am

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...

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