Company Articles

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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...

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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...

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If you can’t beat them, join them. The new Ticon = strong buy.

Submitted by PaulRen on Mon, 19/12/2016 - 11:03am

"If you can’t beat them, join them".   Ticon (16.70) will secure the leader position in ASEAN industrial property development.

In late October of 2005,  I here turned "maximum bullish" on Ticon stating my fullest strongest buy view ever.  Advocating loading up on...

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SUSCO, a strong buy in my view.

Submitted by PaulRen on Wed, 16/11/2016 - 5:03pm

SUSCO a new idea with a stronger buy opinion.

SUSCO (3.06) has seen its share price correct by more than 15% over the past two weeks following a nice 10x Q. increase in YoY earnings growth.  In the third quarter of 2016, this company had sales...

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Just 3 example companies which will likely outperform the SET.

Submitted by PaulRen on Tue, 27/09/2016 - 3:13pm

Three brief summaries' on example companies here which likely no institutional funds own, yet represent the true and real Thailand.

Here below I today decided to share with all our free registered users a short write-up on just 3 companies I currently like and...
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Interim company comments/updates on some choices.

Submitted by PaulRen on Wed, 24/08/2016 - 10:34am

TASCO and BJCHI disappoints so far but am willing to stick with them.  TPCH a recent star. AUCT a new growth stock pick.  BWG remains a firm choice. MAJOR and CI a buy on this correction.

I was probably swayed too optimistic on TASCO(24.70)...

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Sharing of a posting today to our active contributing member-lounge.

Submitted by PaulRen on Tue, 31/05/2016 - 9:50am

From a posting today to our active member lounge. Here is an example of what non contributing-members miss out.

BWG (1.96) keeps rising to another new high yesterday on huge volume.. as I expected and here re-affirmed all along this month.  Now up 30%...

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MAJOR, remains a favored mid cap.

Submitted by PaulRen on Thu, 21/01/2016 - 10:23am

MAJOR (29) An update due to opportunity.

MAJOR CINEPLEX GROUP PUBLIC COMPANY LIMITED (MAJOR, 29 Baht) is and remains one of my key mid cap selection (the other one being TTCL) for some time.  It just dropped in price recently no doubt due to...

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TPCH, a new model portfolio selection.

Submitted by PaulRen on Tue, 19/01/2016 - 3:18pm

TPCH, a new model portfolio selection.

TPCH (14.60) is the largest beneficiary of next growth phase in green power as the only listed pure-play biomass power plant operator, TPCH could see the strongest earnings growth among its peers; thanks to both existing...

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