Company Articles

PaulRen's picture

Property sector likely to emerge as the new SET leader for the rest of 2021.

NOBLE and ORI are 2 solid property related firms with shrewd growth prospects, low p/e’s, high current dividends -in a sector which should lead the SET for the balance of this year.  But both are far more than just plain vanilla property developers!

NOBLE (6.60) was...

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STA/STGT -an update on why I am hanging in there.

STA/STGT an update on why I am hanging in there. In one word, very likely extremely high dividend yield while awaiting a rebound.

While their price decrease is concerning/disappointing I remain of the view to hold on, as combined these 2 stocks should dividend yield some 3...

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NYT, new export stock idea. I view it as a buy.

New investor purchase view here on NYT for the reasons as here summarized for members.

NYT (4.58) is my new choice as exporter. Benefiting from the buoyant exports of cars which is becoming more and more impressive while having nothing to do with Thai economic or tourism malaise.

While I...

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TOG, company visit through their SET Oppt Day presentation on June 17.

TOG remains a favored small cap here. This company is a long established dominant exporter of glass/lenses increasingly benefiting from 4 distinct events. Massive new on-line time in key markets, aging demographics besides massive govt. handouts, wearing glasses is no longer the stigma -in fact increasingly a fashion statement by many. 

After listening to their...

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TOG, explosive earnings report/strong buy view.

I view TOG 5.90 as a high growth/high dividend company again, at the right time and stock price. TOG is a long established leader in what it does.

I know this is a quality company from visiting them in the past when I had a good impression while members benefited....

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NOBLE, a new strong buy view with very high dividend.

I currently like as a new idea NOBLE (8.60) allot. It was at 8.40 when I first table pounded on it. I think its a strong buy.

NOBLE is a leading property company which had a big change of mgt. not long ago and then overtook...

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Consider STGT vs. TopGlove.

Consider STGT vs. TopGlove.

STGT now has a number of key enhancers at present, which TopGlove does not it seems. Realize, STGT only hedges about 40% of its currency exposure. The company so will benefit from any further Baht vs. US$ weakness, as the Baht currency is/remains under pressure -due...

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DIF, worth considering for high tax free 8.30% yield.

DIF, worth considering for high tax free 8.30% yield, which is actually a touch more as its paid-out Quarterly.

DIF (12.60) is an interesting high Quarterly income investor opportunity, in my view.  This is the Digital Telecom fund which in recent quarters paid 0.261 Baht...

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STGT the favoured Thai stock -well removed from Thai economic malaise.

STGT is now my favored Thai quality, ample liquid trading, high growth stock -well removed from the Thai economy/politics/tourism/middle income trap.

Thai STGT (72) just now trades at a current p/e of around 16, yet its earnings keep (and will keep) soaring going forward as it...

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