Company Articles

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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...

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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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BEC, a new larger cap buy view.

Submitted by PaulRen on Wed, 25/07/2007 - 8:51am

Here is a new large cap idea I wish to bring to our members attention as the SET is flirting near 900.

Given the now clearer political direction and the anticipated Thai general election by year end, ad spending should continue to recover in...

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Ties, a new small cap selection on the go.

Submitted by PaulRen on Thu, 28/06/2007 - 5:30am

Here is another small cap idea I would rate with a buy view. Same old story of seeming good growth, cheap p/e, desirable industry and decent dividend yield well above the SET average.  Ties (2.92)

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Ticon, a short update

Submitted by PaulRen on Thu, 28/06/2007 - 3:50am

Ticon, the success continues. Here is a short update -and an explanation on the TFUND's recent dividend performance.

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SPALI, a mispricing of the Warrants?

Submitted by PaulRen on Sat, 28/04/2007 - 11:16am

SPALI-W3 (1.90)  seem undervalued to me.  SPALI' s key insiders insiders have been selling the common shares in April, so to buy the warrants.  SPALI-W3.

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