Company Articles

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AUCT, a long favorite. Here is an update.

Submitted by PaulRen on Thu, 22/09/2022 - 9:47am

AUCT (9.90)  Union Auction has done well for us of late, increasing to around 10 Baht from 9 -just when world markets drop and the SET is overall boring. This company reports very clear financials, pays a high dividend, does not own any real hard assets and just increased its price, surely car...

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Remain super investor bullish on TOG (9.60), mid-long term.

Submitted by PaulRen on Thu, 15/09/2022 - 11:39am

Remain super bullish on TOG (9.60), for new reasons just learned. 

Even while we here have already done very well with this core choice since April 2020, my strong buy-view remains, here is why:   Besides aging demographics and habit changes (more reading-online by billions) there is another little reported mass change going on:  "THE...

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A new stock idea I would invest in -on any price correction.

Submitted by PaulRen on Sat, 10/09/2022 - 10:25am

Next week should be interesting for stock markets both here -and stemming from abroad.  For us, a new stock idea I would invest in on any price correction.

On the one hand there is a tremendous amount of bearish sentiment around. Reliable biz. sources confirm that huge amount of capital is just...

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Looks rather insignificant to a casual observer, but may not be.

Submitted by PaulRen on Thu, 30/06/2022 - 12:07pm
Sometimes we notice things which at first view seems insignificant, yet could well be.  Take an office higher level employee at a company which has been there for some years, yet earns (in Thailand) a relatively low salary. Surely he/she has some insights into how well or not the...
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Greetings from Zurich Switzerland, investor wise glad to be in select Thai stocks.

Submitted by PaulRen on Sun, 05/06/2022 - 8:44pm

Investor wise glad to be hiding it out in select Thai smaller cap stocks. Greetings from Zurich-city center Switzerland. The situation in EU and Switzerland is far more dire now, as they predict sharp increases in energy costs, across the board this coming winter, due to cutting off oil/gas...

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A rehash of PPM and why I still much like it, investor wise.

Submitted by PaulRen on Mon, 02/05/2022 - 10:57am

A rehash of PPM (4.12) and why I still much like it, investor wise.

Toward the end of last year, PPM’s MD and/or his rising son gave a solid interview in the Thai "Money Channel" and some other Thai biz newspaper stating how revenues would grow...

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Dividend record for STA/STGT over past 12 months, including last one.

Submitted by PaulRen on Sat, 05/03/2022 - 10:45am

Dividend record for both STA & STGT over past 12 months, including last one to be paid on May 6th 2022.

Below I show the exact tally of total dividends paid by STA over the past full 12 months, including the last one just announced -and to be...

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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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