Company Articles

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Earlier write-up on STA

Submitted by PaulRen on Sun, 01/03/1998 - 12:00am

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

Submitted by PaulRen on Sun, 15/02/1998 - 12:00am


Super Agri- Thailand '98

 

 

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

Submitted by PaulRen on Sun, 01/02/1998 - 12:00am

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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Bat-3K (13.5)

Submitted by PaulRen on Thu, 15/01/1998 - 12:00am

Jan 15, 1998

BAT-3K

The original article from Subscribers' Version
(opens in a new browser window, just close it to return)

We wish to share with all our viewers another one of our recommendations from the past. Thai Storage Battery, or Bat-3k...
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More on Agri-and Food stocks

Submitted by PaulRen on Mon, 15/12/1997 - 12:00am

December 15, 1997 More on Agri-and Food Stocks

...
"Thailand's strength lies in the factthat it is a food-surplus country that is notlikely to be engulfed by the inflationary flames caused by the sharp plunge in the local currency."
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Super Agri "98!

Submitted by PaulRen on Mon, 15/12/1997 - 12:00am
 

15th of December 1997

Super Agri- Thailand '98 

December 14th, 1997

Thailand is one of the few net food exporters in the world and in fact, the 5th largest global food producer. As in past history, this will be the one...

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Recommendations revisited

Submitted by PaulRen on Mon, 01/12/1997 - 12:00am

1st of December 1997

Recommendations revisited

November 29, 1997

Our subscribers would note that we now have a bias toward certain food and agri- stocks and we are in the process of adding more in this sector. We believe some of these food shares will do very...

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Agri-and Food stocks shine through the gloom.

Submitted by PaulRen on Mon, 01/12/1997 - 12:00am

November 28, 1997

Agri- and Food stocks shine through the gloom.

Here is an update on our original article called:"Defensive stocks in a cautious environment, food for thought". As first published on June 15th 1997.

"The depreciation of the Baht has benefited the profits of the company...

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President Rice - update

Submitted by PaulRen on Sat, 15/11/1997 - 12:00am

Update, President Rice (27)
- a market leader in one of Thailand" s strongest export sectors.

I recently re-visited one of my favorites.

President Rice is a well-managed defensive food company exporting a much value added product in a large scale. Besides, PR is the domestic market leader...

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