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....
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...
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...
"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."
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...
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...
