Company Articles

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

Submitted by PaulRen on Sun, 25/01/2004 - 2:51am

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?

Submitted by PaulRen on Fri, 09/01/2004 - 1:24am

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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Thai Airways dips below 50

Submitted by PaulRen on Tue, 02/12/2003 - 12:39am

THAI Airways also introduced a no thrills low price travel airline in the region, but they will only have a 49% stake and so it seems insignificant.  Too little too late. Here is my own updated view on THAI (48.5).  RATCH (37.5)...

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Stecon got my attention again.

Submitted by PaulRen on Wed, 19/11/2003 - 10:35pm

After the SET sell off, Stecon" s stock price looks firm to me, there are good reasons why.

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A flip flop of MODERN and AJ.

Submitted by PaulRen on Mon, 17/11/2003 - 11:59pm

Here we give a short review on 3 Quarter earnings impression by AJ and MODERN. One dissapointed and the other was impressive, showing again why to always diversify your stock holdings.

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