Company Articles

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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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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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