Company Articles

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Defensive stocks in a cautious environment. Food for thought!

This month's release is an earlier article from June 15th. Originally published June 14, 1997 for our subscribers.

Any slow or sudden depreciation of the Baht would make earnings per share rise on these. Most importantly -at this juncture- these companies have a proven record of paying out a high...

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Thanulux, a value investment (30 Baht). - with high current dividends, in Asia

Thanulux (30), last 4 Qr."s trailing p/e of 3.7.

Here is a conservative company which is benefiting from the new "yuppie"s" in Thailand and Asia. A few years back this company" stock price was over 120 Baht a share, as so many other smaller Thai companies, completely forgotten,...

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S & J International Enterprises Ltd.(36 Baht). Long term buy.

S & J International Enterprises Ltd. is the largest "pure" cosmetics company in Thailand. 18 years old and with some 700 employees, it is part of the Saha Pattana Inter-Holding Company Group, who partially own 18 other listed Thai companies. SPIC owns 15 % of S & J's stock and...

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S&J International Enterprises Ltd.

Asia is foremost the story of the gradual but relentless lifting of some 2 billion rural Asians out of poverty over the next 20 years. Over the next 2 decades, Asia will produce the fastest rise in incomes, for the biggest number of people, the earth has ever seen.
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Thai Union Frozen Products, (TUF 21.5)

"Thailand is one of the largest foodproducers in the World, but you wouldnever know about this just from lookingat the local Stock Market!".

Paul A. Renaud.

paulren's picture

Defensive stocks in a cautious environment. Food for thought!

" Despite the unsolved economic problems and the falling Stock Exchange of Thailand, Morgan Stanley, Dean Witter and Securities One Plc. have optimistic views on small and medium sized stocks which are strong enough to weather the difficult period." The Nation Newspaper, (Business section) June 14th , 1997

What...

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