Company Articles

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Bank stocks waking up.

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

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.

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

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.

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

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.

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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A blue chip stock is not necessarily a blue chip in Thailand.

In most developed countries' stock markets blue chip shares, which are the large cap companies, are less volatile and most often have lower equity valuation and higher dividend yields then growth stocks. No, not in Thailand. Here on the SET large cap shares remain often the most volatile besides have...

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What to do with RATCH?

We posted a broker report explaining how to handle the situation with RATCH in our downloads section a couple of days ago.  For those of you who haven't read this report yet, please click HERE to download the pdf file or go to our DOWNLOADS section for...

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