Company Articles

PaulRen's picture

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...

PaulRen's picture

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).

PaulRen's picture

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...

PaulRen's picture

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...

PaulRen's picture

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...

PaulRen's picture

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...

PaulRen's picture

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...

PaulRen's picture

Anatomy on finding a screaming buy and evolving why.

Submitted by PaulRen on Thu, 16/03/2017 - 9:54am

Anatomy on finding a winner stock, at the right price. (9.54 AM March 16th)

Charn Issara Development  (CI, 1.80) is a company I visited in late 2014 and came away with a sense that over the next few years many of its projects would transfer ownership and...

PaulRen's picture

Ah those Hospital stocks in Thailand.

Submitted by PaulRen on Mon, 20/02/2017 - 10:36am

Some cars are better then others for sure, but are they worth double or more the price?  Similar thinking should be attributed to Thai Hospital Stocks.

Hospital shares have been touted by the Thai broker community for some time, especially recently.  Post nice upward...

Pages