Company Articles

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Investor perception.

Submitted by PaulRen on Thu, 07/11/2013 - 10:11am

Here are some things I reflected recently -and came to my own conclusion.

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Another high growth stock -at a tame valuation in a defensive sector.

Submitted by PaulRen on Thu, 17/10/2013 - 5:06am

PTG (4.10) is yet another high growth stock in a stable and defensive industry and as with other choices, removed from more volatile sectors. Which may have more exposure to over-leveraged developed countries.  I am today adding this company to my current...

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Summer doldrums or trading the trading range.

Submitted by PaulRen on Sun, 28/07/2013 - 10:00am

The SET may well be stuck in a trading range for some more weeks. Take a holiday or consider a more pro-active stand by trying to trade the DEMCO warrants #5 and #6.  Here is some dissection on warrants trading.

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DEMCO's Valuation Matrix.

Submitted by PaulRen on Sat, 29/06/2013 - 3:38am

Analysis example from the past.  The valuation matrix on DEMCO (7.30) remains far too low.  This so as based on the company's, past record & regular "SET Opportunity Day" presentations.  Increased...

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DEMCO, valuation of its rights offering package.

Submitted by PaulRen on Wed, 19/06/2013 - 2:00pm

Here I go through an actual example and conclude/show that the right offereing package should be subscribed as the market price now is around 9.65 -and post the free warrants adjustement and their estimated value, the average cost price for the rights offereing new shares',  is more like 9...

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DEMCO at a critical junction.

Submitted by PaulRen on Tue, 18/06/2013 - 11:24am

DEMCO probabaly needs all our support now. Here is the latest -days before their important rights offering.

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On DEMCO's upcoming rights offering.

Submitted by PaulRen on Sun, 12/05/2013 - 8:34am

Here I answer some questions raised by members in our lounge of late and then some, regarding DEMCO's (15.90) upcoming rights offering; the likely pricing of their new warrants and not least, why I remain ubeat.

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DEMCO the success story and then some.

Submitted by PaulRen on Thu, 02/05/2013 - 6:13am

No hugs and no claps of much, just an impressive company continuing on its success story.  Today DEMCO is the class act. But you would never know it from reading the local or international press, or watching the "Discovery Chanel".

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Electricity shortages looming. Pure Plays.

Submitted by PaulRen on Fri, 22/02/2013 - 2:55am

Here are some updates on my clearly stated favorite which now is getting lots of deserved news attention. This due to the reality of Thai electric shortages to come, that is, unless this is addressed far more. 

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