Company Articles

PaulRen's picture

ITEL, interesting growth stock at reasonable valuation.

Submitted by PaulRen on Thu, 20/08/2020 - 3:15pm

ITEL, interesting growth stock at reasonable valuation during at present more dire times.

I like ITEL at current prices of around 2.88 just now. This hard working company last month signed a data service contract of late with KTB worth Bt 165m this lifted its backlog...

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AUCT, the winner.

Submitted by PaulRen on Sat, 08/08/2020 - 10:45am

Post its 2Q earnings release on Aug 8th,  UNION AUCTION PUBLIC (AUCT) showed us why I was max. bullish on this selections for many months already.

Here over the past few months I very favorably mentioned to contributing members AUCT (9.40) more than any other stock, even refusing...

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PPS delays 1Q. reporting due to CV19

Submitted by PaulRen on Sat, 16/05/2020 - 10:05am

 

PPS (0.46) will not be reporting 1Q. financial statements due to the CV19 until end of July 2020, and as is well explained informing the SET in time and with the additional letter/information given there yesterday.  Here is the link:

http://pps.listedcompany.com/newsroom/150520202009190088E.pdf     ...

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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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