Company Articles

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SMD far too cheap with still good prospects in 2023.

Submitted by PaulRen on Fri, 16/12/2022 - 9:58am

Here are 2 postings made in our active member-only lounge December 2nd, 2022.

I still like SMD (8.60) this stock is now dirt cheap trading at a trailing p/e of only 5.5 with likely some continued dividends.  SMD did report 0.30 EPS in the 3Q. despite the near total drop off of Covit testing...

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TOG the top choice here of late, and clear winner.

Submitted by PaulRen on Thu, 10/11/2022 - 9:51am

“IF you can’t beat them, then don’t join them!" Part 2.  TOG the winner.

In my last member article, I made investor things very clear to you all:   “IF you can’t beat them, then don’t join them!  Here is what I view doing rational investor wise”. ...

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AUCT, a long favorite. Here is an update.

Submitted by PaulRen on Thu, 22/09/2022 - 9:47am

AUCT (9.90)  Union Auction has done well for us of late, increasing to around 10 Baht from 9 -just when world markets drop and the SET is overall boring. This company reports very clear financials, pays a high dividend, does not own any real hard assets and just increased its price, surely car...

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Remain super investor bullish on TOG (9.60), mid-long term.

Submitted by PaulRen on Thu, 15/09/2022 - 11:39am

Remain super bullish on TOG (9.60), for new reasons just learned. 

Even while we here have already done very well with this core choice since April 2020, my strong buy-view remains, here is why:   Besides aging demographics and habit changes (more reading-online by billions) there is another little reported mass change going on:  "THE...

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A new stock idea I would invest in -on any price correction.

Submitted by PaulRen on Sat, 10/09/2022 - 10:25am

Next week should be interesting for stock markets both here -and stemming from abroad.  For us, a new stock idea I would invest in on any price correction.

On the one hand there is a tremendous amount of bearish sentiment around. Reliable biz. sources confirm that huge amount of capital is just...

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Looks rather insignificant to a casual observer, but may not be.

Submitted by PaulRen on Thu, 30/06/2022 - 12:07pm
Sometimes we notice things which at first view seems insignificant, yet could well be.  Take an office higher level employee at a company which has been there for some years, yet earns (in Thailand) a relatively low salary. Surely he/she has some insights into how well or not the...
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Greetings from Zurich Switzerland, investor wise glad to be in select Thai stocks.

Submitted by PaulRen on Sun, 05/06/2022 - 8:44pm

Investor wise glad to be hiding it out in select Thai smaller cap stocks. Greetings from Zurich-city center Switzerland. The situation in EU and Switzerland is far more dire now, as they predict sharp increases in energy costs, across the board this coming winter, due to cutting off oil/gas...

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A rehash of PPM and why I still much like it, investor wise.

Submitted by PaulRen on Mon, 02/05/2022 - 10:57am

A rehash of PPM (4.12) and why I still much like it, investor wise.

Toward the end of last year, PPM’s MD and/or his rising son gave a solid interview in the Thai "Money Channel" and some other Thai biz newspaper stating how revenues would grow...

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Dividend record for STA/STGT over past 12 months, including last one.

Submitted by PaulRen on Sat, 05/03/2022 - 10:45am

Dividend record for both STA & STGT over past 12 months, including last one to be paid on May 6th 2022.

Below I show the exact tally of total dividends paid by STA over the past full 12 months, including the last one just announced -and to be...

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