Company Articles

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President Rice - update

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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WFC - Run or Walk, but buy this stock!

"Run or walk, but buy this stock!"

WFC (12 Baht per share)
Wongpaitoon Footwear. Textile Sector.

 This is the major - licensed - Reebok athletic sport shoe manufacturer in the country. Established in 1988 and listed on the stock in July of 1993. Historically, WFC...
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SE-Education Public Co., Ltd.

SE-Education Public Company Limited (SE-ED 26).

SE-ED is a leading local publisher in the field of computers and electronics related subjects. This S.E.T. listed company publishes textbooks and 7 different journals. Currently the revenues consists of publication sales (82 %), advertising (1.2 %) and book distribution...

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Two Winners - TUF and PR

Thai Union Frozen Products, (TUF 21.5)

TUF, Thai Union Frozen Products, July 01 '97, at the then market price of 21 Baht per share. Currently TUF is up 80%, in 3 months. While TUF may consolidate in price, we still like it.

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Recommended stocks: Singer (Thailand) PCL

SINGER Thailand PUBLIC Co. Ltd. (Singer 61).

Here is a company operating over 100 years in Thailand providing a basic product and high standard service. With over 320 stores nationwide it will be among the first beneficiary of domestic economic stability, expected in 1998. At half the market average...

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Figures added in article "On the High-Charge Ladder"

Thai Storage Battery Plc (30).
Thailand: On the high-Charge ladder.
 Thai Storage Battery Plc (30). Stock symbol: BAT-3K (Beta correlation to the S.E.T is 0.56 for Bat-3k, as of August 11 '97)

Here is a company with a strong balance sheet and which is just now even increasing it's...

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S&J no longer recommended buy.

New information on S&J (35)

We want to alert all our subscribers and readers that I have just now removed S & J (35) from our buy list.

Although we want to closely follow this company, I feel that for now, it's better to "watch and see", rather than...

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Thanulux, notes on Annual Report "96 (23.5 Baht).

 President Mr. Boonsithi Chockwatana writes in the latest annual report:

"Despite the sluggish economics during the 1996-year, the company" s management was well prepared for a changeable environment: including reinforce its product position in the market, develop its products to be more competitive in the global market, develop its...

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Defensive stocks in a cautious environment. Food for thought!

This month's release is an earlier article from June 15th. Originally published June 14, 1997 for our subscribers.

Any slow or sudden depreciation of the Baht would make earnings per share rise on these. Most importantly -at this juncture- these companies have a proven record of paying out a high...

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