Company Articles

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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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Three new growth stocks for this year and next.

Submitted by PaulRen on Tue, 10/04/2007 - 6:20am

Here are 2 new stock ideas I now like and a previous selection, then left behind, and now at lower prices added back to my radar screen of favored choices.

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Maximum bullish on SAT, my earnings model and more.

Submitted by PaulRen on Sun, 11/03/2007 - 11:25am

After the previous related member article, I here now articulate & reflect on SAT earnings projection going forward and come away maximum bullish on this selection at the current market price of around 10.  After reading my macro reasons on this accelerating growth industry, review here my various micro reasons...

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Global automobile manufacturing is ever more about managing suppliers.

Submitted by PaulRen on Sat, 10/03/2007 - 9:42am

Today I want to review some larger macro reasons why SAT's industry is a prominent and likely fast growing one, and yet how many still don't understand why this is so. Global automobile manufacturing is ever more about intimately managing, co-creating and working with suppliers *** Post recent stock markets...

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Updates on two previous chosen picks.

Submitted by PaulRen on Thu, 22/02/2007 - 4:58am

An update on two stocks I visited last year and came away with buy views. One worked out well increasing some 70% UMS, the other is lagging by some 10%, TOG. After the recent UMS announcements, I calculate the fair market value of UMS, post the XA date.

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High Growth, low p/e, noble large shareholders.

Submitted by PaulRen on Wed, 04/10/2006 - 5:24am

Here is one of oldest firms on the SET listed back in August of 1976, 30 years ago! A look back shows that its average p/e from year 1984 to 1993 was a high 22.

At a p/e today in the mid single digit ( & below book value)...

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