Company Articles

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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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Two growth stocks with attractive attributes got our attention going into year 2007.

Submitted by PaulRen on Mon, 19/07/2004 - 5:08am

Which two stocks have the following key attributes?

* Strong and reputable management teams, which also own a large percentage of the outstanding shares.

* Market leaders in the niche of their industries, which are growing faster than the other segments in the same industry.

* Less dependent on foreign markets,

...

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More on HomePro...

Submitted by PaulRen on Wed, 23/06/2004 - 7:31am

HomePro plans to aggressively expand in the upcoming years by increasing its total number of stores to 30 within 4-5 years. Management believes that 30 stores will be a saturation point for the market. The company already has plans to open up four new stores in the second half of...

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TCB - Annual Report Review

Submitted by PaulRen on Fri, 11/06/2004 - 8:01am

The 2003 annual report for Thai Carbon Black (TCB) was delivered on a cd-rom to the Thaistocks.com research office. For those of you unfamiliar with TCB, they produce a carbon black compound mainly for use in the automobile tire and rubber industry. Carbon black is produced in an oil furnace...

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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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