Company Articles

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PPS Yamu outstanding location

Submitted by PaulRen on Wed, 07/08/2019 - 9:57am

PPS proposed land acquisition in Yamu.  Best of Phuket.

Here below you can see a Google Map snapshot of the PPS proposed 24.5 Rai  Yamu, Phuket land acquisition which will be ratified by the PPS board by mid August.   (1 Rai is 1600 sqmeters).  The company...

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My earnings model-projection going forward for PPS.

Submitted by PaulRen on Mon, 29/07/2019 - 5:20pm

Here is my own earnings model/projection going forward for PPS (0.80),  post closely following and now fully understanding what they plan to do.  Remember from my just last member article, PPS will purchase the entire Cape Yamu, Phuket peninsula land and then immediately start selling 9 highest end...

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More older people then ever living longer then ever.

Submitted by PaulRen on Sat, 20/04/2019 - 11:59am

More older people living longer then ever. The baby boomers reality is a double economic whammy.  Low % income, along with high cost of living is making it difficult to a dignified existence in developed countries. Seeking alternative lifestyles -here so is the next high growth emerging industry...

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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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