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Ticon ramblings" and a new 4th model portolio addition.

Submitted by PaulRen on Sat, 11/06/2005 - 5:03am

I have recently changed my view on Ticon from a "strong buy view below 10", to now a "buy view", at the current price of 9.70.  Read here why.  I still prominently feature Ticon in my model portfolio giving it a full 50% weighing with the other 50% going into...

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Three new selections to my current model portfolio.

Submitted by PaulRen on Mon, 06/06/2005 - 2:39am

With the SET in a probable bottoming process, I now chose to go out on a limb and add three new ideas to my model portfolio. TCB, SE-ED and SEAFCO. Here is why. Today marks the first time I alter my previously advocated sole selection, since last October 27 "04.

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Shipping stocks sink and an analysis stink.

Submitted by PaulRen on Wed, 25/05/2005 - 9:47am

Shipping stocks take a dire hit. I for one here stated for some time to avoid them; despite most all brokers here being bullish on this sector.

I had a chance recently to review some of the English equity research of National Finance NFS (NatSEC) on Ticon and again am amazed on...

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HMPRO, take profits.

Submitted by PaulRen on Tue, 10/05/2005 - 3:38am

With HMPRO's stock price at least 50% above as compared to a year ago, when I favorably wrote about this selection, I am now getting more cautious and today here note so.

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Rojana’s outstanding warrants.

Submitted by PaulRen on Tue, 05/04/2005 - 2:16am

Rojana (6.85) is  now rated as a "strong buy" in my view, evenwhile it does have close to 300 million warrants outstanding.  This was not mentioned in a favorable Bangkok Post write-up on Monday, April 4th  -and yet is worthy of some attention and understanding.

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Refusing to get sidetracked.

Submitted by PaulRen on Tue, 15/03/2005 - 2:52am

As I see it,  investing in Ticon common shares is more then just “owning one stock”.  It is an indirect property ownership in over 150 factories in 11 different industrial zones, all around Bangkok.  Short of a huge & broad market sell off,  it is difficult to see what exactly the realistic risks...

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A Thai Broker’s reasoning, examined.

Submitted by PaulRen on Mon, 28/02/2005 - 2:46am

Here are some research notes  from  "NATSEC Sec"., a local brokerage house" s reasoning.  Just look at their thinking on why they now advocate a "sell" on Ticon. 

Then ask yourself what other, below average broker research, comes your way, regularly?  I then give some of my own reasoning between...

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Ticon reports impressive earnings and a nice interim dividends.

Submitted by PaulRen on Thu, 24/02/2005 - 4:25am

TICON reported a net profit of 290 million Baht (0.57 per share) up 40% yoy for 2004. TICON also announced a final dividend of 0.30 (Interim of 0.2 or total of Bt0.5, yield of 4.3% for year 2004). The XD date is on March 4 -and the payment of 0.30 is set for April 12 2005. Happy Songkran!

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With Ticon up 75% what is one to do now?

Submitted by PaulRen on Wed, 09/02/2005 - 10:04am

With Ticon up 75% what is one to do now?  Well, that depends what kind of investor you are and how early and how much you got a hold of my favorite sole choice here, since October last year.

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