Company Articles

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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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Bank stocks waking up.

Submitted by PaulRen on Mon, 19/04/2004 - 1:08am

After lagging for years, the Thai Bank shares have probably gotten a wake-up call.

Today, I recognize that this sector has some merrit. I here mention my 3 selections as well as chose a new Broker/Finance stock which I now like.

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Annual Report Review: MACO

Submitted by PaulRen on Thu, 25/03/2004 - 9:49pm

Company: Master Ad Public Company

Ticker Symbol: MACO (MAI Exchange)

Website: www.masterad.com

MACO"s annual report was one of the first reports delivered to the Thaistocks.com. The report itself is well designed with a nice lay out and graphics, as one would expect from an advertising company.

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A new stock purchase idea which I rate highly.

Submitted by PaulRen on Mon, 15/03/2004 - 7:23pm

TCB is a manufacturer and distributor of carbon black, which is a material used in tire and ink industries. The company was listed on the SET in August of 1990 and had the status of sleeping beauty. It then woke up, and soared to 38. Currently at the nicely corrected...

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On one growth and one high income stock

Submitted by PaulRen on Mon, 01/03/2004 - 7:48pm

Several of our growth stocks have reported good to excellent 4 Quarter earnings. TYCN, HMPRO, MACO remain 3 favorite growth companies which are leaders in diverse industries whose stock prices still seem too cheap to me.

As of just now I favor these most. Today I chose to write...

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TGP reports solid earnings due to the Thai construction boom.

Submitted by PaulRen on Sun, 15/02/2004 - 8:44pm

During stock market bull markets fast earnings acceleration often gets a premium valuation. This is why I have recently included some fast earnings growers to my model portfolios and select choices.

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Ticon, an update

Submitted by PaulRen on Tue, 10/02/2004 - 10:08pm

What is perhaps underappreciated by various broker reports is that Ticon leases most of its factories. Hence over time this firm is accumulating lots of good real estate locations in its land bank. Its land inventory is so increasing and certainly not depreciating in value.

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A new quality growth stock pick for our growth stock model.

Submitted by PaulRen on Thu, 05/02/2004 - 12:28am

TYCN is now cheapest pick in this industry. There are 628 million shares outstanding and the foreign limit is 100%, hence this company, at the stock price of 16.5, has a market cap of over 10 billion Baht.

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