Company Articles

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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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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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