The just newly updated shareholder list of LVT reveals some positives, in that the seller is known to me and not of concern, while the prinicipals in the company actually increased their exposure.
Non-Thai nationals should now convert their LVT shares, into Foreign held shares. As after this being filled-up last month, just now some are available again, and there is no downside and some advantages.
What is all the fuss about GLOW (19.2) ? I took a quick look and did not get very excited. Perhaps I am missing something? But to me it looks like just another reasonably valued Thai stocks in a sector (electric/steam/energy) likely to slow down this year. To me GLOW fails...
Here is an e-mail just sent to the founder of LVT asking to clarify the confusion on their latest dividend declaratoin which was only on company earnings, not consolidated earnings as in the past. March 9th is your chance to come ask some questions and see LVT's presentation, at the "Opportunity Day"...
The next big boom industry is clean/green across the board! From energy savings, to less pollution to reduction of being held hostage by less then open and even some rogue oil producing countries. I predict it will be a huge new industry where in time the next bubble will eventually brew....
