Company Articles

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AJ - Annual Report Review

Submitted by PaulRen on Tue, 08/06/2004 - 4:13am

We recently received the 2003 annual report from A.J. Plastics at the Thaistocks.com office. A.J. produces clear, flexible packaging materials for items such as food, snacks, garment bags, adhesive tape and other products. AJ is a company we visited back in December. The company"s stock price has not performed well...

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Annual Report Review: BH

Submitted by PaulRen on Mon, 07/06/2004 - 3:43am

The 2003 Bumrungrad Hospital (BH) annual report opens up with 16 glossy full page pictures of customer testimonials. This is a rather unique and impressive opening for an annual report. For those unaware, BH is a first class private health care provider that operates a 554 bed hospital in central...

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Property Stock Selections.

Submitted by PaulRen on Tue, 25/05/2004 - 2:40am

While I have voiced some concern about the shipping industry, I have no major worries about our choices in the chemical and property sector. I feel the chemical sector is not near a peak yet and the property sector vastly oversold.   The property sector got trashed with ...

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VNG - Annual Report Review

Submitted by PaulRen on Tue, 18/05/2004 - 9:18am

Company: Vanachai Group Public Company

Ticker Symbol: VNG

Share Price: 10 baht

Website: www.vanachai.com

Overall, the company"s performance was slightly affected in 2003 by the higher prices of raw materials. Despite this, the company"s revenues continued to climb as the company reached full capacity in 2003. Large...

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KWH - Annual Report review

Submitted by PaulRen on Mon, 17/05/2004 - 5:50am

Company: Wilk & Hoeglund Public Company

Ticker Symbol: KWH

Share Price: 2.22 baht

Website: www.wilk-hoeglund.com

Overall, the annual report was well designed and easy to read. The company was very outgoing in revealing the negative results in 2003 by not burying them somewhere in the back of...

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KCE - Annual Report Review

Submitted by PaulRen on Tue, 11/05/2004 - 7:45am

Company: KCE Electronics

Ticker Symbol: KCE

Website: www.kce-hq.com

KCE"s annual report arrived at the Thaistocks.com office in the form of a photocopied booklet. Thaistocks.com is already quite familiar with KCE, having visited its factory and Managing Director in Bangkok in December 2003.

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Update on two buy selections.

Submitted by PaulRen on Fri, 07/05/2004 - 2:33am

BCP and TYCN are two key growth selections which I brought to your attention this year.

Both are or will be reporting excellent first quarter earnings. TYCN is a growth stock with a good dividend yield.  BCP is a convincing recovery story which should also yield impressive dividends, staring next year.  I...

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A sold off big cap at a good valuation.

Submitted by PaulRen on Sat, 01/05/2004 - 9:33am

The Charoen Pokphand  (CPF, 3.68)   stock price is probably now over-sold (along with many SET stocks) and after avoiding CPF for many months here;  in my view,  it now deserves accumulation again. At a current low stock price below 3.70 its a good play on China...

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A growth stock at a very reasonable valuation.

Submitted by PaulRen on Wed, 28/04/2004 - 3:10am

April 30 2004, marks the 7 year anniversary of Thaistocks.com.  on this important day I wish to share with all members more views on my top growth stock pick going forward.

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