Company Articles

PaulRen's picture

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...

PaulRen's picture

Investor thoughts today, on a rainy day.

Select buy ideas on any further SET sell off, if you dare on a rainy day.

I expect the market to panic down some more today on the new increased political heat. The market is already very low and to a good extend discounts many unknowns...

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ITEL, interesting growth stock at reasonable valuation.

ITEL, interesting growth stock at reasonable valuation during at present more dire times.

I like ITEL at current prices of around 2.88 just now. This hard working company last month signed a data service contract of late with KTB worth Bt 165m this lifted its backlog...

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AUCT, the winner.

Post its 2Q earnings release on Aug 8th,  UNION AUCTION PUBLIC (AUCT) showed us why I was max. bullish on this selections for many months already.

Here over the past few months I very favorably mentioned to contributing members AUCT (9.40) more than any other stock, even refusing...

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PPS delays 1Q. reporting due to CV19

 

PPS (0.46) will not be reporting 1Q. financial statements due to the CV19 until end of July 2020, and as is well explained informing the SET in time and with the additional letter/information given there yesterday.  Here is the link:

http://pps.listedcompany.com/newsroom/150520202009190088E.pdf     ...

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BBL, not giving up.

BBL (95.5) has been a laggard in my otherwise SET outperforming model portfolio.

Its one of 2 large cap stocks I there included. The other one being PTTGC (41.25) which has bounced back nicely despite reporting a 1 Q. large loss. I am not giving up...

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Temporary set back in Sabina sales/profit.

SABINA(17) Earnings will suffer some in the 1st Q and more so in 2Q, before sharp recovery beyond. (an update).

The company sees relatively little impact from CV19 in the 1Q. 2020.  Revenue is expected to slide to around 720 Baht mn (-11% QoQ, -7% YoY), pressured by...

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TTCL, an update.

Some updates on TTCL, a fallen angel.

TTCL (2.32) is a mid sized capitalized company I liked in the distant past, then worl oil prices fell which resulted in unexpected heavy new competition from major global oil companies which were looking to use their assets by...

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