Company Articles

PaulRen's picture

CHO in doldrums, like so many.

CHO is an example and there are so many more like this.

There is a long and short answer for why CHO, as just one example, has seen such poor price deterioration.   I've explained this horror in various macro ways at my site before, while...

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Letter to PPS. Join-in

Letter below send to PPS today submitted via there IR email given at their web site.  Here:

I share this here in good faith, as I am always loyal to you the members so write them as well, encouraged, as I hear other shareholders are rising...

PaulRen's picture

A micro choice capitalizing on a major macro global evolvement.

One of the contentious issues of our times is the tremendous rise of inequality.

This is not just a US phenomena but worldwide in both developed and developing economies.  The US as usual has the best statistics on such broad societal changes. While the rich know...

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PPS Yamu outstanding location

PPS proposed land acquisition in Yamu.  Best of Phuket.

Here below you can see a Google Map snapshot of the PPS proposed 24.5 Rai  Yamu, Phuket land acquisition which will be ratified by the PPS board by mid August.   (1 Rai is 1600 sqmeters).  The company...

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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...

PaulRen's picture

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.


PaulRen's picture

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...