Company Articles

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BBL, not giving up.

Submitted by PaulRen on Wed, 13/05/2020 - 11:01am

BBL (95.5) has been a laggard in my otherwise SET outperforming model portfolio.

Its one of 2 large cap stocks I there included. The other one being PTTGC (41.25) which has bounced back nicely despite reporting a 1 Q. large loss. I am not giving up...

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Temporary set back in Sabina sales/profit.

Submitted by PaulRen on Fri, 03/04/2020 - 3:39pm

SABINA(17) Earnings will suffer some in the 1st Q and more so in 2Q, before sharp recovery beyond. (an update).

The company sees relatively little impact from CV19 in the 1Q. 2020.  Revenue is expected to slide to around 720 Baht mn (-11% QoQ, -7% YoY), pressured by...

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TTCL, an update.

Submitted by PaulRen on Wed, 01/04/2020 - 3:28pm

Some updates on TTCL, a fallen angel.

TTCL (2.32) is a mid sized capitalized company I liked in the distant past, then worl oil prices fell which resulted in unexpected heavy new competition from major global oil companies which were looking to use their assets by...

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CHO in doldrums, like so many.

Submitted by PaulRen on Sat, 02/11/2019 - 10:14am

CHO is an example and there are so many more like this.

There is a long and short answer for why CHO, as just one example, has seen such poor price deterioration.   I've explained this horror in various macro ways at my site before, while...

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Letter to PPS. Join-in

Submitted by PaulRen on Tue, 24/09/2019 - 11:31am

Letter below send to PPS today submitted via there IR email given at their web site.  Here: ir@pps.co.th

I share this here in good faith, as I am always loyal to you the members so write them as well, encouraged, as I hear other shareholders are rising...

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A micro choice capitalizing on a major macro global evolvement.

Submitted by PaulRen on Thu, 05/09/2019 - 9:34am

One of the contentious issues of our times is the tremendous rise of inequality.

This is not just a US phenomena but worldwide in both developed and developing economies.  The US as usual has the best statistics on such broad societal changes. While the rich know...

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PPS Yamu outstanding location

Submitted by PaulRen on Wed, 07/08/2019 - 9:57am

PPS proposed land acquisition in Yamu.  Best of Phuket.

Here below you can see a Google Map snapshot of the PPS proposed 24.5 Rai  Yamu, Phuket land acquisition which will be ratified by the PPS board by mid August.   (1 Rai is 1600 sqmeters).  The company...

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My earnings model-projection going forward for PPS.

Submitted by PaulRen on Mon, 29/07/2019 - 5:20pm

Here is my own earnings model/projection going forward for PPS (0.80),  post closely following and now fully understanding what they plan to do.  Remember from my just last member article, PPS will purchase the entire Cape Yamu, Phuket peninsula land and then immediately start selling 9 highest end...

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More older people then ever living longer then ever.

Submitted by PaulRen on Sat, 20/04/2019 - 11:59am

More older people living longer then ever. The baby boomers reality is a double economic whammy.  Low % income, along with high cost of living is making it difficult to a dignified existence in developed countries. Seeking alternative lifestyles -here so is the next high growth emerging industry...

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