Company Articles

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My latest highest yield solid pick -with ample share trading volume.

Submitted by PaulRen on Thu, 28/08/2025 - 10:21am

 I now like PRIMA MARINE PUBLIC COMPANY LIMITED (PRM, 6.00). The company described itself as follows:

"The Company Group provides one-stop services of shipment and floating storage units of crude oil, refined oil products, and liquefied petrochemicals to the customers upon customer demands and provides services of Offshore Support Vessel

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View getting FSMART back.

Submitted by PaulRen on Thu, 14/08/2025 - 5:08pm

FSMART, a quality company, was a fallen angel I walked away from long ago. Today at it's well sold of price at 5.85, my view is getting it back.

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My choice for a quality REIT pick -for high income and possible appreciation.

Submitted by PaulRen on Wed, 23/07/2025 - 11:26am

My new choice on a high quality, high dividend REIT pick for high income seeking more prudent investors. (Yielding 28 times more then plain vanilla Thai Bank Savings deposit yields.)

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SET index and select stocks likely bottomed out now, in my view.

Submitted by PaulRen on Thu, 19/06/2025 - 10:25am

The SET index likely bottoming-out now, in my view. Here is my pick today on this mkt. bottom-call, as I see it. Mideast tension are high for sure, but gold prices are not hitting new highs.  Thai politics are bad, but its priced in the mkt. already.    Of course as always...

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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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