Company Articles

paulren's picture

Update on a property stock choice.

Charn Issara, an update. Trading volume in their shares more active of late.

paulren's picture

TRC, get it back.


TRC (1.80) is back on my list as it should have never left there. I expect solid earnings and dividend growth over the next few years. Its my Potash and Rail/infrastructure pick combined.

paulren's picture

A new long term buy recommendation.

Here is a quality company which has not moved in price for months. The industry saw some contraction last year but with both Thai and USA economies on the rebound its probably a good accumulate buy stock with lower then SET market risk.

paulren's picture

Hang in there and move forward. Part 2

The Thai market has done a nice price consolidation job in the past 3-4 months of 2014, after a formidable and justified rise before.  I still think the next market trend will resolve itself on the upside.  As always global risks & opportunities prevail.

paulren's picture

TRC, I like it again.

TRC a new model portfolio choice, for some very simple reasons.

paulren's picture

DEMCO, should they take their WEH profit or not?

DEMCO has been a core featured stock here for some 5-6 years. Its share price as been at time volatile but increased during this from some 3-4 Baht back then to now over 16.  Currently the company must be asking an important question, as they are sitting on a...

paulren's picture

DEMCO, to now take profits or not?

Its far more difficult if not impossible- to call topping price; as markets often act in upward chaotic ways before it eventually capitulates. So be prudent rather then over greedy. Look for a likely further explosion in volume to give us...

paulren's picture

TTCL, an old name revisited.

TTCL was a stock I viewed favorably a few years back, this after 2 in person visits with them.  It was a good choice, moved up and I stated here to take good profits. Only to see it move much higher....

paulren's picture

DEMCO's mishap on restatement of earnings.

DEMCO's mishap on restatement of earnings has understandably confused some investors and others which do not follow this company carefully, but my conviction remains in tact. Even while I recognize its a setback, looking back.  Attending the annual meeting.

Pages