Company Articles

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BANPU: A historical Comparison

Submitted by PaulRen on Wed, 06/10/2004 - 4:52am

From the Banpu website:

"The success and speed of Asia's future economic growth depends on an ever-increasing supply of affordable electric power. This, in turn, will necessitate access to cheap, plentiful and reliable sources of fuel for power generation. As Asia’s single most abundant energy resource, no one can deny...

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TIPCO: A historical comparison

Submitted by PaulRen on Tue, 05/10/2004 - 7:54am

TIPCO is another long time favorite of Thaistocks.com. The company produces top-quality juice products and is the industry market share leader in Thailand, as well as a leading exporter of Pineapples all over the world. 

Over the years Paul Renaud has made visits to the company and written many...

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MODERN: A historical comparison

Submitted by PaulRen on Mon, 04/10/2004 - 7:57am

Modern has been a long time favorite of Thaistocks.com, and will likely continue to be into the future.

The company has an attractive dividend yield of 8.5% and a realistic PE ratio of 10.3. Modern produces high quality office and residential furniture, the immediate sales outlook is positive according...

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A Past article of a large cap stock selection

Submitted by PaulRen on Mon, 04/10/2004 - 3:50am

This article is a past example of one of the large cap stocks we selected a long time ago and has remained a favorite still today...

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1.Mar.00 BANPU. AN ENERGY AND HIGH ASSET COMPANY
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AJ Plastics - A Historical Comparison

Submitted by PaulRen on Wed, 22/09/2004 - 8:25am

Thaistocks.com recently added a 5 year historical database of selected financial information for Thai shares between 1989 and 1993. The database can be used to compare some of your favourite stocks of today -with full historical numbers from the previous expansion period.

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Ticon, an upbeat update.

Submitted by PaulRen on Mon, 20/09/2004 - 7:42am

Here is an important update to a key growth stock selectin of ours, Ticon Industrial Connection Public Co.

Over the past 3 months 2.697 Mill shares have been sold by insiders. Over the same past 3 months, a huge 30.093 Mill. shares have been bought, by insiders.  If you exclude...

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Three interesting Thai stocks -at this time. Stock Watch.

Submitted by PaulRen on Fri, 20/08/2004 - 3:07am

We are very Thai stock market research driven!  Meaning, my principal aim here is to regularly & continually provide new/fresh investment ideas to members. While stock selection is just one aspect to successful investing, we consider good stock selection ideas among the key benefits on being a member at thaistocks.com.

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TIPCO - Annual Report Review

Submitted by PaulRen on Wed, 11/08/2004 - 7:14am

TIPCO’s annual report contains a lot more qualitative information and statements than other annual reports received so far. Despite the poor English, there is an obvious effort by TIPCO management to fully disclose as much information about the operations and strategies to its...

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A new speculative turnaround selection.

Submitted by PaulRen on Sun, 08/08/2004 - 5:03am

Seafresh Industry Public Company (CFRESH 3.28) got my attention again. 
Here is a more speculative stock selection whose fundamentals seem to be improving. This is due to lower US import taxes and the benefits from the weaker Baht vs.US$,  a recent reversal.

CFRESH is a major world exporter of tiger/prawn shrimps,...

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