Company Articles

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My earnings model-projection going forward for PPS.

Here is my own earnings model/projection going forward for PPS (0.80),  post closely following and now fully understanding what they plan to do.  Remember from my just last member article, PPS will purchase the entire Cape Yamu, Phuket peninsula land and then immediately start selling 9 highest end...

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More older people then ever living longer then ever.

More older people living longer then ever. The baby boomers reality is a double economic whammy.  Low % income, along with high cost of living is making it difficult to a dignified existence in developed countries. Seeking alternative lifestyles -here so is the next high growth emerging industry...

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DEMCO, the truth on what happened at last revealed.

At last through new facts coming out, on why but why, DEMCO kept delaying the final foundation repairs. A case of a falsified signature by an unrelated party.

Yesterday was an important truth revelation for us on DEMCO (3.06).  We now at last know the reality...

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Year end Article -with 2-3 key choices for 2019.

Year end Article -with 2-3 key choices for 2019.

I think year 2019 will be an overall good year for Thai stocks and with 30 years of experience here,  the below 2-3 choices are my clear favorites. Of course proper diversification is always advocated.

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Bangkok finally gets its new green buses.

A smaller MAI listed Thai company with high corporate governance rating, gets the big contract.

The real problem with stock mutual funds nobody seems to mention is that these manage a large pool of funds, well beyond 100 mill. $ and often more.  This so makes it impossible...

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Insightfull Interview with CHO's CEO.

Currently there are only two companies on the Market for Alternative Investments (MAI) that have five star rating, one of which is CHO.  My view remains with a buy on CHO (1.21).

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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...

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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...

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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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