Letter to K. Chaiyaporn, research director of Bualuang Securities, regarding investor rationality on the case for DEMCO now, as viewed from an investor.
Below is what I just sent DEMCO's seniors. I think that unlike so many others here, this company knows how to properly use warrants and other shareholder enhancing tools, and so this private suggestion may be timely and already on their mind?
“Opinion of the Independent Financial Advisor”. Here is what it states and means and what we now all need to do, so to have some influence in clinching this deal.
It is very close in happening now -and we all can help make a difference.
Growth and consumption stocks favored. ETF's likely to well underperform, almost by definition. ETF's low commission funds which just track the index, but the indexes are not the new Asia.
A brief update on MAJOR (14.7) wich remains the major mid cap selection. Increased ticket prices to come, strong movie line-up and the opening of the Mega Living Mall shopping center on Bangla Road, soft opening on 11/11/2011 -are the key drivers to further strong profitability next year.
A new growth stock considered which I hope to visit shortly. The SET may back off a bit at which point I would nibble on TICON again; this after having rightfully walked away 3 years ago. TICON, UEC and UV are my new investor selections/ideas.
