Company Articles

PaulRen's picture

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

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...

PaulRen's picture

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

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...

PaulRen's picture

TOG, explosive earnings report/strong buy view.

I view TOG 5.90 as a high growth/high dividend company again, at the right time and stock price. TOG is a long established leader in what it does.

I know this is a quality company from visiting them in the past when I had a good impression while members benefited....

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NOBLE, a new strong buy view with very high dividend.

I currently like as a new idea NOBLE (8.60) allot. It was at 8.40 when I first table pounded on it. I think its a strong buy.

NOBLE is a leading property company which had a big change of mgt. not long ago and then overtook...

PaulRen's picture

Consider STGT vs. TopGlove.

Consider STGT vs. TopGlove.

STGT now has a number of key enhancers at present, which TopGlove does not it seems. Realize, STGT only hedges about 40% of its currency exposure. The company so will benefit from any further Baht vs. US$ weakness, as the Baht currency is/remains under pressure -due...

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DIF, worth considering for high tax free 8.30% yield.

DIF, worth considering for high tax free 8.30% yield, which is actually a touch more as its paid-out Quarterly.

DIF (12.60) is an interesting high Quarterly income investor opportunity, in my view.  This is the Digital Telecom fund which in recent quarters paid 0.261 Baht...

PaulRen's picture

STGT the favoured Thai stock -well removed from Thai economic malaise.

STGT is now my favored Thai quality, ample liquid trading, high growth stock -well removed from the Thai economy/politics/tourism/middle income trap.

Thai STGT (72) just now trades at a current p/e of around 16, yet its earnings keep (and will keep) soaring going forward as it...

PaulRen's picture

Investor thoughts today, on a rainy day.

Select buy ideas on any further SET sell off, if you dare on a rainy day.

I expect the market to panic down some more today on the new increased political heat. The market is already very low and to a good extend discounts many unknowns...

PaulRen's picture

ITEL, interesting growth stock at reasonable valuation.

ITEL, interesting growth stock at reasonable valuation during at present more dire times.

I like ITEL at current prices of around 2.88 just now. This hard working company last month signed a data service contract of late with KTB worth Bt 165m this lifted its backlog...