Company Articles

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MAJOR, remains a favored mid cap.

MAJOR (29) An update due to opportunity.

MAJOR CINEPLEX GROUP PUBLIC COMPANY LIMITED (MAJOR, 29 Baht) is and remains one of my key mid cap selection (the other one being TTCL) for some time.  It just dropped in price recently no doubt due to...

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TPCH, a new model portfolio selection.

TPCH, a new model portfolio selection.

TPCH (14.60) is the largest beneficiary of next growth phase in green power as the only listed pure-play biomass power plant operator, TPCH could see the strongest earnings growth among its peers; thanks to both existing...

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Addressing DEMCO's colorful history.

A short walk down memory lane on the lively long rise and fall of DEMCO, only to likely rise again. Thank you for asking.

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Anatormy of DCON #W2, post the XR date./Revised

DCON Warrants#2 around 0.58 Baht appear to be a better value now then the stock at 1.01 Baht -and here is why.   As always all comments or rebuttals are welcome.
 
DCON(1.01) has published the following (see link below) regarding their capital increase on the reasons for.  ...
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DEMCO, short review and update.

DEMCO, the short review and update.

Nusa Power was in the news last week reportedly seeking to buy all K. Padej WEH shares.  But a day after the SEC send them a requirement for more information on this transaction to be submitted on...

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WHABT new property fund coming.

WHA whose common stock I like and here selected/posted with a double position recently,  is now coming out with a new property fund.  The symbol is WHABT a new quality office property fund -likely coming at the end of this...

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Update on a property stock choice.

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

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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.

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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.

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