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UKEM, an update

Here is the UKEM (.84) upbeat update which today renewed my interest through this updated understanding on their reported progress.

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Latest from more visits and strategy with the SET at 900.

Just back from more company visits but it was un-exciting.  My latest new ideas stated here, and a re-afirmation on the current top choices.  In bull markets high growth companies's shares can outperform value investing.

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CRANE accumulate buy view in place for some time.

CRANE has been a stock pointed out from time to time and I never gave up.  On my recent list of recent laggards its one of the favored, at current prices.  Here I review what my strategy has been and why I remain CRANE bullish.  It may well have awoken...

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Value of upcoming new DEMCO, free warrants.

Anatomy on the upcoming DEMCO new freely issued warrants, to shareholders on record on July 30.

Here I show how I tabulate my own easy math on the value of the upcoming 2 new free warrants...and where I...

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Demco, more updates.

Here are some more timely updates on this key/core selection which is going XD tomorrow, April 2,  at 0.15 Baht per share. The dividend will likely more then tripple this year in addition to more free warrants issued to existing shareholders by mid year.

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TLUXE is for aqua food with earnings on the rise again.

Here is an old favored walked away long ago, but now back on my radar screen. A re-rating of the sector which appears already to be happening.

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My best choice for year 2010.

Here is solid choice I want to firmly mention again.  Historically companies in this sector do well early in the recovery cycle.  And if the global and Thai economic recovery is slow, as is possible, we very likely get a high dividend in the interim. A perceived top choice going into next...

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LVT, taking profits is my viewpoint.

LVT was a stock I followed and viewed favorably since the beginning of this year.  I spend much effort analysing this selection for members.  A few days ago I walked away when it soared to a high of 2.90, and promptly posted this view to our member lounge.

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Siam Gas, up for new markets at the right time.

Here is a large cap selection I am tune on with a buy view going into the current SET correction.  High dividend yield, buying back its own stock and supplying gas for the transportation industry.

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