DCON Warrants#2 around 0.58 Baht appear to be a better value now then the stock at 1.01 Baht -and here is why.As always all comments or rebuttals are welcome.DCON(1.01) has published the following (see link below) regarding their capital increase on the reasons for. ...
Nusa Power was in the news last week reportedly seeking to buy all K. Padej WEH shares. But a day after the SEC send them a requirement for more information on this transaction to be submitted on...
WHA whose common stock I like and here selected/posted with a double position recently, is now coming out with a new property fund. The symbol is WHABT a new quality office property fund -likely coming at the end of this...
TRC (1.80) is back on my list as it should have never left there. I expect solid earnings and dividend growth over the next few years. Its my Potash and Rail/infrastructure pick combined.
Here is a quality company which has not moved in price for months. The industry saw some contraction last year but with both Thai and USA economies on the rebound its probably a good accumulate buy stock with lower then SET market risk.
The Thai market has done a nice price consolidation job in the past 3-4 months of 2014, after a formidable and justified rise before. I still think the next market trend will resolve itself on the upside. As always global risks & opportunities prevail.
