Company Articles

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DEMCO, the truth on what happened at last revealed.

Submitted by PaulRen on Thu, 21/02/2019 - 2:58pm

At last through new facts coming out, on why but why, DEMCO kept delaying the final foundation repairs. A case of a falsified signature by an unrelated party.

Yesterday was an important truth revelation for us on DEMCO (3.06).  We now at last know the reality...

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Year end Article -with 2-3 key choices for 2019.

Submitted by PaulRen on Fri, 21/12/2018 - 4:38pm

Year end Article -with 2-3 key choices for 2019.

I think year 2019 will be an overall good year for Thai stocks and with 30 years of experience here,  the below 2-3 choices are my clear favorites. Of course proper diversification is always advocated.

...

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Bangkok finally gets its new green buses.

Submitted by PaulRen on Sat, 17/11/2018 - 11:36am

A smaller MAI listed Thai company with high corporate governance rating, gets the big contract.

The real problem with stock mutual funds nobody seems to mention is that these manage a large pool of funds, well beyond 100 mill. $ and often more.  This so makes it impossible...

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Insightfull Interview with CHO's CEO.

Submitted by PaulRen on Sat, 15/09/2018 - 10:55am

Currently there are only two companies on the Market for Alternative Investments (MAI) that have five star rating, one of which is CHO.  My view remains with a buy on CHO (1.21).

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PTTGC opportunity on the correction.

Submitted by PaulRen on Tue, 03/07/2018 - 4:14pm

PTTGC a low p/e high quality biggest cap with a 5-6% current dividend yield.  A place to hide out awaiting the Thai elections and if the Baht weakens vs. US$, its favorable to PTTGC earnings.

Member posting in our lounge are an important if not increasing important way I communicate...

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A broad recap of my stock selections, as of today.

Submitted by PaulRen on Sun, 29/10/2017 - 4:36pm

A broad short recap of my stock selections, as of today. The market seems bullish for all the right reasons.

Further below I review as I recall all the stocks I mentioned to any degree over the past year or so. This so to...

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MAJOR, time to get it back.

Submitted by PaulRen on Wed, 11/10/2017 - 9:56am

MAJOR (30.75) a favorite mid cap with high dividend.

As a high dividend yielding mid cap stock I like MAJOR (31) again.   Looks like 2018 will be a hot year for Hollywood blockbusters.  At least 15 Hollywood films should gross more than Bt100m next...

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CHO, the important update.

Submitted by PaulRen on Mon, 09/10/2017 - 10:22am

CHO (1.80)  CHO Thavee  Dollasien PLC,  big turnaround looks now on hand.

I am turning increasingly maximum bullish on CHO (1.80) as I gather and sense the turnaround is (at last) now firmly in place.  Early December 2016 I reviewed this company in some...

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Hospital Stocks Revisited, post their dire sell off.

Submitted by PaulRen on Fri, 26/05/2017 - 9:53am

Hospital Stocks Revisited, post their dire sell off lately.

The Health sector (hospitals) has much under performed the SET of late.  At their peak in January '17 or so I here pointed out that these gave me  vertigo -and I would stay away...

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