Company Articles

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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.

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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...

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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. ...

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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...

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BRR, a commodity & climate change play.

Submitted by PaulRen on Tue, 07/02/2023 - 11:13am

BRR(7.95) I like this stock now as its a major Sugar producer and will benefit from India's sugar shortfall this year.  India is by far the worlds' biggest sugar producer. Global sugar prices hit a 6 year high at end of January '23.  BRR already reported 1.14 Baht in EPS for the first 9...

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SAT is one if not the highest reliable dividend payers here.

Submitted by PaulRen on Sun, 05/02/2023 - 11:38am

Recently I identified for our contributing members at least 7 high dividend stocks, in different industries, to be favored here into 2023.  High dividend stocks are a more prudent investment way, as they have an "invisible hand" underneath it, in paying high current income should there be a market...

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High dividend paying Thai stocks/ My silver pick for the longer run.

Submitted by PaulRen on Tue, 31/01/2023 - 4:25pm

We are entering the high dividend paying period -for select Thai stocks.  Silver pick for the long run.

With interest rates still very low (6 month term deposits at Thai banks paying at most 1.25%, per year) one can easily generate 5 times more by owning...

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Addressing laggards. STA/STGT

Submitted by PaulRen on Thu, 26/01/2023 - 3:51pm

STA/STGT have both been big laggards due to the near complete recovery of Covit -and at the very same time way-over production expansion by Top Glove in Malaysia, the world's biggest protective glove producer...where there now is a continued global surplus along with dropping prices! I so for long not cover these stocks -nor have followed up.   Realize, TOP Glove share...

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FSMART (12.30) is a quality Thai domestic play back on my list.

Submitted by PaulRen on Mon, 19/12/2022 - 2:30pm

FSMART (12.30) is a quality Thai domestic play growth and dividend stock -with a good reputation. Posted at 2:25PM today. Its recent stock price drop is overdone in my view.  I rate it an accumulate buy!  I follow FSMART for some 3 years, visited them in person in the past, wrote it up as a...

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