Company Articles

PaulRen's picture

Confusion and exageration leaves retail investors behind if not blind.

Once again, broker confusion if not outright misreporting, creates a near panic. To us its an opportunity where other previously missed it.  DEMCO remains a buy and here is why they got it wrong.
(Corrected on Sept 29 and this letter sent to Kim Eng).

PaulRen's picture

DEMCO out performing now -just as SET correcting.

Demco the clear winner at mid year, and more to go.  Moving up when the rest is moving down.

PaulRen's picture

Small stocks are acting better and waking up.

Let the profits run.  Here is the report on Demco's annual shareholder meeting.

All members should be receiving e-mails alerting any new articles like this one, or regarding an old article but now made available to all free registered...

PaulRen's picture

Demco, the annual report.

DEMCO’s just published Annual Report 2011. A critical look to find any concerning and/or revealing issues.  Strong buy view re-affirmed.

PaulRen's picture

A short review on some of my 2012 selections.

Here is a short review on some of my investor strategy going into this year.  There is a model portfolio still in place here  -but as noted I like most DEMCO and PYLON. Of course I would as always own a diversified portfolio -of mostly smaller cap growth/high dividend stocks.

PaulRen's picture

Two leading Thai green energy companies.

Here I compare the two leading pure green listed companies on the SET.  And how relative company size commands -as always- a huge premium here. But don't expect this to be explained to you by brokers or the press.

I think 2012 is the year where much focus will be on...

PaulRen's picture

Winds blowing in favor for us in 2012.

Here is an end of-the -year article summarizing some more on with what and why, I go into year 2012 with full vigor and conviction.  My choices remain in tact and then some.  This year ended with my favorite choice just announcing phase 2...

PaulRen's picture

Exponential Growth in Wind Energy.

Global wind energy installations are growing exponentially -and many see this continuing for years to come. I much agree.  Some companies operate these, once they are in place. Some just sell or manufacture the wind turbine systems, construct them.  We own a company which does both  -and then some.  With...

PaulRen's picture

The case for DEMCO, restated.

Letter to K. Chaiyaporn, research director of Bualuang Securities, regarding investor rationality on the case for DEMCO now,  as viewed from an investor.