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Most 1Q. '08 earnings reports released, my comments on some.

Submitted by PaulRen on Thu, 15/05/2008 - 9:36am

Here are some comments on the 1Q. earnings reports which have been released so far. This should help members assess and re-evaluate with my input on some winners and dissapointers, to date. Remember one quarter does not make a year.

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MBAX (3), my contrarian play.

Submitted by PaulRen on Wed, 16/01/2008 - 5:05am

For those investors who now want to take a bit of a contrarian view on the US$ currency and global oil prices -and so think the selling on this stock price is overdone why not take a look at MBAX, around 3 Baht just now.

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Letter to SVI’s Investor Relations officer.

Submitted by PaulRen on Wed, 14/11/2007 - 3:10am

SVI PUBLIC COMPANY LIMITED (SVI 1.40)  is confusing to investors. But not due to fundementals, as these appear bright. But due to this H &Q fund, which owns a huge & majority chunk of their stock and potentially selling more into the open market?   This is creating uncertainty and holding the stock price...

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SNC vs. TRC, a critical comparison.

Submitted by PaulRen on Thu, 08/11/2007 - 2:34am

SNC is planning a formidable road show next week. No question this stock/company is on the go. But how does it compare to my winning selection for long, TRC? Here I address this question with a gloves-off approach.

While I like the SNC story, I am starting to ask if...

PaulRen's picture

SNC vs. TRC, a critical comparison.

Submitted by PaulRen on Thu, 08/11/2007 - 2:34am

SNC is planning a formidable road show next week. No question this stock/company is on the go. But how does it compare to my winning selection for long, TRC? Here I address this question with a gloves-off approach.

While I like the SNC story, I am starting to ask if...

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Insider Selling on TIES.

Submitted by PaulRen on Wed, 07/11/2007 - 8:16am

An open letter to  Khun Terapol Temsuk, Executive Director, TIES, Thai Industrial Engineering Service Public Co.  Where while the company prospects going into next year appear bright, yet the insiders keep selling so to increase the free float.

TIES told me yesterday,  is increasingly optimistic it can increase the aveage...

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Demco, act two.

Submitted by PaulRen on Fri, 26/10/2007 - 11:52am

Demco, act two, now get it back on this price correction as I like their expansion plans. I believe the time has come to get it back....

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SAT, fundementals support still higher stock price.

Submitted by PaulRen on Wed, 24/10/2007 - 10:27pm

SAT remains one of my top 3 Thai stock picks despite its impressive price rise since I visited this company in February 2008. 

In addition SAT is a near pure play on the explosive growth being experienced in the Gulf state regions of the Middle-East.

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At reasonble p/e in a desirably industry & growing.

Submitted by PaulRen on Thu, 23/08/2007 - 3:35am

Earnings are growing and the stock is at a reasonable p/e, in the near future a desirably industry.  Here is a member update on SYNTEC (0.98) one of my core picks in the construction related industry.

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