Company Articles

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"I don"t eat feather meat of no kind"

...
16.Sep.98 EVALUATION
"I don't eat feather meat of no kind"
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Bargains of the Century now ripe for picking

 

Version: 1st of September 1998

Bargains of this Century now ripe for picking!

Many smaller and medium sized listed stocks in SE Asia are trading at lowest single digit trailing last 4 Q. p/e's. These often have stated dividend payouts...

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New Purchase Recommendation

Capetronic International (Thailand) PCL(4.70 Baht per share)

Thai stock market symbol "CAPE"

There are 268 million shares out. Earnings in 1997 were 731 million baht; 76 million baht in first quarter. The 4th quarter '97 accounted for most of calendar 1997 operating profit.

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S & J International - an analysis

Version: 15th of July 1998

S & J International (10)- an analysis.


The below article was originally released to our subscribers at July 15th 1997.

S & J International Enterprises Ltd., Bangkok, Thailand.(36 Baht). Long term buy recommendation.

S &...

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Run or Walk but buy this Stock - ThaiStocks has gone through a general overhaul

Version: 15th of May 1998

Run or Walk but buy this stock - WFC (12).

WFC is a SET listed company we wrote up for our subscribers last November 1, 1997. While the stock has not moved in price and while we think management is just average in overall...

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Two favorites re-recommended

 

Version: 15th of March 1998

Two favorites re-recommended.

Subscribers issue March 15th '98. No need to look for "second best" when these two stocks here much re-visited, are my clear favorites. I keep recommend buy on PR and STA....

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Earlier write-up on STA

Originally 3rd of January 1998

January 01, 1998

New Purchase recommendation: Here is a company which is dominant in its business. Almost all of its products are exported. STA is a huge beneficiary of a weaker Baht. As stated to our subscribers in my just previous writtings, thaistocks.com...

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Super Agri Thailand "98


Super Agri- Thailand '98

 

 

This article originally appeared in Subscribers' Version December 15th, 1997
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New Purchase Recommendations

Version: 1st of February 1998

New Purchase Recommendations

January 27, 1998

Below is a list of interesting smaller companies I like. I would own all 4 of these and so replace TUF from the model portfolio. The recommendation is to "buy them all equally". Combine them...

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