Company Articles

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Not all REIT’s are created equal!

Submitted by PaulRen on Thu, 01/09/2005 - 2:28am

Investors in new Thai REIT's here must be careful not to get into a possible long term "investor trap" of leased rather then owned properties.

Where the lease contract of properties held by a fund does not have a "sinking fund" provision. Some REIT’s long term lease rather then own...

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A review of my investment strategy, at mid-year.

Submitted by PaulRen on Wed, 06/07/2005 - 7:47am

Prime upper scale global real estate is in a bull market in select locations, which is most probably overextended in the US; but more like in the early to mid-cycle in various other desirable & select...

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Cooling down on Petrochemical stocks.

Submitted by PaulRen on Thu, 23/06/2005 - 4:05am

China is bringing on huge new capacity in this sector (namely ethylene) over the next few years, and far more then the country itself is in need of.  I think a similar situation is developing in Iran.  If oil prices peak, so will this sector. 

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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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