Company Articles

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My best choice for year 2010.

Submitted by PaulRen on Fri, 11/12/2009 - 3:30am

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.

Submitted by PaulRen on Fri, 02/10/2009 - 2:49am

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.

Submitted by PaulRen on Mon, 28/09/2009 - 9:38am

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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UEC, remains a top choice in a growth sector.

Submitted by PaulRen on Thu, 24/09/2009 - 5:35am

UEC's chairman sells some shares, so I met up with him to ask why. Here is what I found out -and more.

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UKEM and TRT, 2 stocks on the focus list.

Submitted by PaulRen on Mon, 21/09/2009 - 3:55am

TRT, UKEM and LVT, a short review but not a comparison.  Unlike LVT,  many companies feel and say:  "investors ever value this and its good for the stock price".

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UMS, back with a stronger buy view.

Submitted by PaulRen on Mon, 24/08/2009 - 3:44am

UMS (13)  a company I was an early bird on in year 2006 has proved itself in a big way since.  Today with the stock price well off its peaking around 40 last year, I want to be back. This stock seems to follow the price of global energy, which...

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A short review post 2Q earnings reports

Submitted by PaulRen on Tue, 18/08/2009 - 2:40am

I am hanging in there on the correction and getting ready for more company visits next week. 

Usually I tell companies I visit that I operate under the international standard, which is straight forward and direct -and that if I get mislead or misinformed, despite my good effort...

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DEMCO's wind project is taking off.

Submitted by PaulRen on Fri, 07/08/2009 - 3:28am

DEMCO's wind project is taking off and bigger then first anticipated, as is reported in the press today.

Demco will be the co-developer and contractor of the projects, in charge of land clearing, wind-turbine installation, power-plant construction and the transmission grid. The value of the three-year contract is expected to...

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LVT's stock exchange reporting is inconsistent?

Submitted by PaulRen on Fri, 24/07/2009 - 2:29am

LVT' business is briks but their reporting to shareholders are confusing.  Here is how one member saw it:   "Yes, it is bizarre.  Perhaps it's constitutional curmudgeonliness, or calculated.  I don't know but their communication skills (or will) stink. Still, LVT is undervalued..."

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