Company Articles

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BCPG (12.90) for green energy/energy storage and more.

Submitted by PaulRen on Thu, 17/02/2022 - 11:44am

BCPG (12.90) a model portfolio selection here in the green energy/energy storage and more...a likely  "hidden" gem, but may take some time to fruition. Hence my view is more like an accumulate buy, for longer term.  The hidden gem part is their mega Laos wind energy partake,  BCPG already does biz. in Laos.  Here is BCPG new release today,  "Investment in Lao PDR’s electricity business". ...

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PPM, the sun is shinning.

Submitted by PaulRen on Thu, 27/01/2022 - 9:58am

Mentioned here just days ago I now view PPM (3.06) with a strong buy opinion. Solar time has come and SolarPPM has the right/best solution/products and stock to own.  Within a few short years I read just about every factory/warehouse and more will have some kind of solar system in place, along with...

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PPM, glad to have caught it early today.

Submitted by PaulRen on Tue, 18/01/2022 - 4:42pm

Regarding my new high growth stock idea, PPM (3.68)  as here posted early this morning in our lounge.

This morning at 10:17 AM, I posted the following in our Member-Lounge, “Timely Ideas”.  Here is a follow up, at 4:30 PM, as the stock had a formidable 8.2% rise today. Just...

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TOG (8.30) 3Q. earnings report.

Submitted by PaulRen on Thu, 11/11/2021 - 9:55am

TOG (8.30) 3Q. earnings reported late yesterday.    THAI OPTICAL GROUP PUBLIC COMPANY LIMITED

TOG, a prominent model portfolio selection into 2022 reported a solid but less then 2Q. earnings performance late yesterday. Rather then taking time rehearsing all the numbers etc, pls. take a look at their professional management...

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STA/STGT highest dividend paying Thai stocks.

Submitted by PaulRen on Tue, 09/11/2021 - 9:55am

STA/STGT highest dividend paying Thai stocks and likely to remain so in 2022.

STA (30.50) and STGT (27.25)  are 2 model portfolio selections which I refused to give up on due to my strongest conviction on continued very high dividends!  While their stock prices dropped sharply...

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Property sector likely to emerge as the new SET leader for the rest of 2021.

Submitted by PaulRen on Mon, 20/09/2021 - 10:30am

NOBLE and ORI are 2 solid property related firms with shrewd growth prospects, low p/e’s, high current dividends -in a sector which should lead the SET for the balance of this year.  But both are far more than just plain vanilla property developers!

NOBLE (6.60) was...

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STA/STGT -an update on why I am hanging in there.

Submitted by PaulRen on Tue, 14/09/2021 - 2:39pm

STA/STGT an update on why I am hanging in there. In few words: very likely extremely high dividend yield while awaiting a rebound.

While their price decrease is concerning/disappointing I remain of the view to hold on, as combined these 2 stocks should dividend yield some 3 times the...

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NYT, new export stock idea. I view it as a buy.

Submitted by PaulRen on Wed, 07/07/2021 - 9:53am

New investor purchase view here on NYT for the reasons as here summarized for members.

NYT (4.58) is my new choice as exporter. Benefiting from the buoyant exports of cars which is becoming more and more impressive while having nothing to do with Thai economic or tourism malaise.

While I...

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TOG, company visit through their SET Oppt Day presentation on June 17.

Submitted by PaulRen on Fri, 18/06/2021 - 9:52am

TOG (6.00) remains a favored small cap here. This company is a long established dominant exporter of glass/lenses increasingly benefiting from 4 distinct events. Massive new on-line time in key markets, aging demographics besides massive govt. handouts, wearing glasses is no longer the stigma -in fact increasingly a fashion statement by many. 

After listening to...

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