Company Articles

PaulRen's picture

AUCT/TOG both my medium term investor strong buy view. SICT-growth stock.

Submitted by PaulRen on Fri, 10/11/2023 - 7:16pm

AUCT/TOG both command my medium-term investor today reaffirmed strong buy view, with SICT remains my growth stock choice.  AUCT is all domestic driven for all the good reasons we reviewed.  TOG & SICT highly profitable export companies.  

PaulRen's picture

SET lethargy continues, while my 2 favored ones' are holding up.

Submitted by PaulRen on Thu, 09/11/2023 - 9:57am

SET market lethargy continues in good part due to lack of needed reforms, while my 2 favored ones' are holding up.

Since the start of this year I here have voiced dire concern and so a cautious view on Thai stocks in general.  For some time since, and well...

PaulRen's picture

Remain TOG (12.20) Thai Optical Group bullish, Master report-part 2.

Submitted by PaulRen on Tue, 19/09/2023 - 9:58am

TOG (12) stock is under-owned and under-analyzed by any brokers here.  This along with its high dividends and weak Baht beneficary -and so not likely to tumble on any speculative or market downdraft!

PaulRen's picture

TOG (12) Thai Optical Group bullish. Here is my comprehensive report on why.

Submitted by PaulRen on Tue, 12/09/2023 - 11:36am

Year 2024 looks like product expansion for TOG, at higher profit margins, yet with no share dilution.  Benefiting from Baht weakness.

We listened carefully to the SET Oppt. Day, TOG presentation on September 1.  Duly noting how unlike many other listed companies, TOG has given regular such shareholder...

PaulRen's picture

BJCHI, a turnaround story.

Submitted by PaulRen on Tue, 22/08/2023 - 10:48am

BJCHI (1.40) is a quality company I now want to rate with a buy view. Call BJCHI, my turnaround story.  I followed & visited then in the long past, then oil prices collapsed and other set backs saw this stock drop from 2.50, 4-5 years ago, to currently 1.40. Looks bottomed out to me.   (Back...

PaulRen's picture

SNC Former, very large manufacturer in the Thai A/C industry here.

Submitted by PaulRen on Mon, 31/07/2023 - 4:05pm

Here is a near pure play, as I see it, on the increased need to cool dwellings/hotels down near everywhere due to global warming. "Thailand is the second largest exporter of A/C in the world.” An A/C renaissance in the making, even while I realize this is not helpful on global climate change.

PaulRen's picture

FSMART at currently 10.20, looks like a strong buy!

Submitted by PaulRen on Tue, 14/03/2023 - 9:48am

FSMART currently at 10.20 Baht looks like a strong buy to me and here is why.  To follow up my previous article on this solid, quality & growth stock a "Thai domestic play", with a decent dividend yield -and bright future.    Here is an important follow-up article to the one...

PaulRen's picture

TOG, a high growth/high dividend -besides defensive choice.

Submitted by PaulRen on Wed, 01/03/2023 - 9:51am

TOG, full 2022 year earnings report.  Thai Optical Group is a core stock choice here first written up at 6.2 Baht, some 3 years ago.  

(As here first published to members-only, on 16 Feb 2023 - 4:40pm)

TOG (9.50) late yesterday reported stellar 4 Q. and full 2022 year earnings results. ...

PaulRen's picture

KTBS on TOG -way off on his estimates!

Submitted by PaulRen on Sat, 18/02/2023 - 10:12am

Look at KTBS broker on TOG buy recommendation back in December 2021, so way off on his estimates.

Look at the below research report from broker KTBS, published in December of 2021, when TOG (9.45) was trading at 9 Baht back then and with this analyst having a...

Pages