Company Articles

PaulRen's picture

DEMCO's Valuation Matrix.

Analysis example from the past.  The valuation matrix on DEMCO (7.30) remains far too low.  This so as based on the company's, past record & regular "SET Opportunity Day" presentations.  Increased...

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DEMCO, valuation of its rights offering package.

Here I go through an actual example and conclude/show that the right offereing package should be subscribed as the market price now is around 9.65 -and post the free warrants adjustement and their estimated value, the average cost price for the rights offereing new shares',  is more like 9...

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DEMCO at a critical junction.

DEMCO probabaly needs all our support now. Here is the latest -days before their important rights offering.

PaulRen's picture

On DEMCO's upcoming rights offering.

Here I answer some questions raised by members in our lounge of late and then some, regarding DEMCO's (15.90) upcoming rights offering; the likely pricing of their new warrants and not least, why I remain ubeat.

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DEMCO the success story and then some.

No hugs and no claps of much, just an impressive company continuing on its success story.  Today DEMCO is the class act. But you would never know it from reading the local or international press, or watching the "Discovery Chanel".

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Electricity shortages looming. Pure Plays.

Here are some updates on my clearly stated favorite which now is getting lots of deserved news attention. This due to the reality of Thai electric shortages to come, that is, unless this is addressed far more. 

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QTC, warming up to this new choice.

Here is my reasoning -which I fished out of their recent notes to their financial statements- on why I think QTC may have some legs.

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Do not let the noise take away the gist.

DEMCO speaks. The market and the analysts listen.  The year ends on an up note and 2013 still looks good as of this moment.  Here is a short review on some of my thoughts, as 2012 is coming to a close.

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TRT dissapoints, out she goes.

Here I make some changes to the model portfolio and share some of my reasons for it. It is always a risky task to take a loss and then move it into another stock -as there is a chance of a double mystake.

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