Company Articles

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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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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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