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More updates on previous selections and sour on Thai IPO".s

Submitted by PaulRen on Thu, 16/12/2004 - 2:49am

I review here a couple of more stocks which I mentioned favorably a few months back. Then I make some year end general comments and reviews --and turn sour on Thai IPO's.

"Never short a dull market"...the SET does have a long history of moving up during year end holidays.

Surely, since...

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Updates on two previous selections.

Submitted by PaulRen on Tue, 07/12/2004 - 3:30am

Today I share two timely updates on previous favorably mentioned selections.

One remains speculative but favorable, the other is more guarded as new competition is now brewing up. My aim is to selectively write-up more on previously mentioned ideas here, so stay tuned. Of course, the enthusiasm for our core selection of...

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CPF: A Historical Comparison

Submitted by PaulRen on Wed, 13/10/2004 - 9:19am

Things have been complicated in 2004 with the Chicken Flu problems. The event has only had a minimal effect on the revenues and earnings of this well diversified company. Still, the share price has dropped around 28% over the past 12 months. The possibility exists that the stock may be...

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STECON: A Historical Comparison

Submitted by PaulRen on Wed, 13/10/2004 - 3:55am

From an earlier article this week by Paul Renaud:

"Stecon is one stock which today got my attention again. It appears now oversold and should have a good upcoming year, after this year's temporary set back. As Mr. Thaksin gets re-elected, infrastructure projects will surge and Stecon should benefit. The...

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OGC: A Historical Comparison

Submitted by PaulRen on Tue, 12/10/2004 - 4:51am

Ocean Glass has been a favourite of Thaistocks.com. Recent stock price performance has been disappointing. There was positive news a couple months back when the company announced that it will be adding another glass furnace (they currenlty operate two furnaces). This is a fairly large and expensive project, but will...

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CFRESH: A Historical Comparison

Submitted by PaulRen on Mon, 11/10/2004 - 8:39am

Thaistocks.com rates CFRESH as a speculative buy on the basis that it may be oversold and that it may soon be recovering to sales and earnings levels of the past.

From a recent Kim Eng research report:

"Seafresh Industry (CFRESH) normalised profit rose 20% yoy in 2Q04 to...

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Adding back a top-notch infrastructure stock.

Submitted by PaulRen on Mon, 11/10/2004 - 2:55am

Stecon stock is down from the 18 to 22 Baht range earlier this year and lost about 20% in value since I removed it from the model portfolio, just a few months ago.  Today at 8.65 Baht, I would now add STECON back to a diversified portfolio of solid Thai stocks.

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DCC: A historical comparison

Submitted by PaulRen on Fri, 08/10/2004 - 8:05am

From a Kim Eng Research Report:

"The trend in 2004 and 2005 is expected to continue with growth, as the market in the provinces is very strong because ceramic tile is convenient and cheap. DCC concentrates sales through franchise factory outlets at 140 stores. These low cost outlets...

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KCE: A historical comparison

Submitted by PaulRen on Thu, 07/10/2004 - 3:41am

"Our core business is the production and distribution of custom, rigid Printed Circuit Boards (PCB), essentially electrically conductive circuits manufactured from an epoxy glass, copper clad laminate, under the KCE trademark. With continual technology development, our growing customer base has required us to produce more complex and sophisticated boards including...

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