Company Articles

paulren's picture

PTTGC opportunity on the correction.

PTTGC a low p/e high quality biggest cap with a 5-6% current dividend yield.  A place to hide out awaiting the Thai elections and if the Baht weakens vs. US$, its favorable to PTTGC earnings.

Member posting in our lounge are an important if not increasing important way I communicate...

paulren's picture

A broad recap of my stock selections, as of today.

A broad short recap of my stock selections, as of today. The market seems bullish for all the right reasons.

Further below I review as I recall all the stocks I mentioned to any degree over the past year or so. This so to...

paulren's picture

MAJOR, time to get it back.

MAJOR (30.75) a favorite mid cap with high dividend.

As a high dividend yielding mid cap stock I like MAJOR (31) again.   Looks like 2018 will be a hot year for Hollywood blockbusters.  At least 15 Hollywood films should gross more than Bt100m next...

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CHO, the important update.

CHO (1.80)  CHO Thavee  Dollasien PLC,  big turnaround looks now on hand.

I am turning increasingly maximum bullish on CHO (1.80) as I gather and sense the turnaround is (at last) now firmly in place.  Early December 2016 I reviewed this company in some...

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Hospital Stocks Revisited, post their dire sell off.

Hospital Stocks Revisited, post their dire sell off lately.

The Health sector (hospitals) has much under performed the SET of late.  At their peak in January '17 or so I here pointed out that these gave me  vertigo -and I would stay away...

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Anatomy on finding a screaming buy and evolving why.

Anatomy on finding a winner stock, at the right price. (9.54 AM March 16th)

Charn Issara Development  (CI, 1.80) is a company I visited in late 2014 and came away with a sense that over the next few years many of its projects would transfer ownership and...

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Ah those Hospital stocks in Thailand.

Some cars are better then others for sure, but are they worth double or more the price?  Similar thinking should be attributed to Thai Hospital Stocks.

Hospital shares have been touted by the Thai broker community for some time, especially recently.  Post nice upward...

paulren's picture

If you can’t beat them, join them. The new Ticon = strong buy.

"If you can’t beat them, join them".   Ticon (16.70) will secure the leader position in ASEAN industrial property development.

In late October of 2005,  I here turned "maximum bullish" on Ticon stating my fullest strongest buy view ever.  Advocating loading up on...

paulren's picture

SUSCO, a strong buy in my view.

SUSCO a new idea with a stronger buy opinion.

SUSCO (3.06) has seen its share price correct by more than 15% over the past two weeks following a nice 10x Q. increase in YoY earnings growth.  In the third quarter of 2016, this company had sales...

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