Company Articles

PaulRen's picture

STA/STGT -an update on why I am hanging in there.

Submitted by PaulRen on Tue, 14/09/2021 - 2:39pm

STA/STGT an update on why I am hanging in there. In few words: very likely extremely high dividend yield while awaiting a rebound.

While their price decrease is concerning/disappointing I remain of the view to hold on, as combined these 2 stocks should dividend yield some 3 times the...

PaulRen's picture

NYT, new export stock idea. I view it as a buy.

Submitted by PaulRen on Wed, 07/07/2021 - 9:53am

New investor purchase view here on NYT for the reasons as here summarized for members.

NYT (4.58) is my new choice as exporter. Benefiting from the buoyant exports of cars which is becoming more and more impressive while having nothing to do with Thai economic or tourism malaise.

While I...

PaulRen's picture

TOG, company visit through their SET Oppt Day presentation on June 17.

Submitted by PaulRen on Fri, 18/06/2021 - 9:52am

TOG (6.00) remains a favored small cap here. This company is a long established dominant exporter of glass/lenses increasingly benefiting from 4 distinct events. Massive new on-line time in key markets, aging demographics besides massive govt. handouts, wearing glasses is no longer the stigma -in fact increasingly a fashion statement by many. 

After listening to...

PaulRen's picture

TOG, explosive earnings report/strong buy view.

Submitted by PaulRen on Thu, 06/05/2021 - 11:58am

I view TOG 5.90 as a high growth/high dividend company again, at the right time and stock price. TOG is a long established leader in what it does.

I know this is a quality company from visiting them in the past when I had a good impression while members benefited....

PaulRen's picture

NOBLE, a new strong buy view with very high dividend.

Submitted by PaulRen on Tue, 20/04/2021 - 9:53am

I currently like as a new idea NOBLE (8.60) allot. It was at 8.40 when I first table pounded on it. I think its a strong buy.

NOBLE is a leading property company which had a big change of mgt. not long ago and then overtook...

PaulRen's picture

Consider STGT vs. TopGlove.

Submitted by PaulRen on Thu, 01/04/2021 - 9:37am

Consider STGT vs. TopGlove.

STGT now has a number of key enhancers at present, which TopGlove does not it seems. Realize, STGT only hedges about 40% of its currency exposure. The company so will benefit from any further Baht vs. US$ weakness, as the Baht currency is/remains under pressure -due...

PaulRen's picture

DIF, worth considering for high tax free 8.30% yield.

Submitted by PaulRen on Mon, 22/02/2021 - 9:17am

DIF, worth considering for high tax free 8.30% yield, which is actually a touch more as its paid-out Quarterly.

DIF (12.60) is an interesting high Quarterly income investor opportunity, in my view.  This is the Digital Telecom fund which in recent quarters paid 0.261 Baht...

PaulRen's picture

STGT the favoured Thai stock -well removed from Thai economic malaise.

Submitted by PaulRen on Sat, 21/11/2020 - 11:19am

STGT is now my favored Thai quality, ample liquid trading, high growth stock -well removed from the Thai economy/politics/tourism/middle income trap.

Thai STGT (72) just now trades at a current p/e of around 16, yet its earnings keep (and will keep) soaring going forward as it...

PaulRen's picture

Investor thoughts today, on a rainy day.

Submitted by PaulRen on Thu, 15/10/2020 - 9:35am

Select buy ideas on any further SET sell off, if you dare on a rainy day.

I expect the market to panic down some more today on the new increased political heat. The market is already very low and to a good extend discounts many unknowns...

Pages