Company Visits

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More clarification by/on PSP.

Submitted by PaulRen on Tue, 30/09/2025 - 9:36am

On Mon, Sep 29, 2025 at 3:09 PM I received the following reply from PSP, to share in confidence with members here, then see how I him back answer below:

Dear Mr. Paul Renaud,
Thank you for sharing your report. I’ve reviewed the commentary and would like to

...
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My turnaround-stock pick.

Submitted by PaulRen on Wed, 24/09/2025 - 2:42pm

SMD100 is my turnaround choice in a high growth domestic sector -with no US tariffs overhang- and of late upbeat statements made to me and SET. 

During the Covit I viewed SMD100 (just now trading 3.62, or half its IPO price.) (at that time called SMD) favorably and this...

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Summary on today's TOG SET Oppt. day presentation.

Submitted by PaulRen on Fri, 22/12/2023 - 3:40pm

We just listened to the last Quarterly TOG presentation with much interest, as given at the SET Oppt. Day live Presentation given by MD & finance and accounting staff, on December 22 2023, at 13:15 PM.    Based on listening carefully to the entire presentation, Strong buy view re-affirmed today....

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BRR, Buriram Sugar, buy view here is why.

Submitted by PaulRen on Mon, 03/04/2023 - 10:37am

Buriram Sugar Public Company Limited, buy view and here is why:

BRR (6.25), revenue dropped significantly over the last two years from 5.8 Bill to around 4 Bill. In 2021, but last year 2022, it roared back to 7.5 bill. With net profit soaring back as...

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SMD, from a 99% trading company to having more recurring income.

Submitted by PaulRen on Fri, 26/08/2022 - 2:53pm

SMD (10.70)  SaintMed, is an interesting stock to us because it only trades at a trailing p/e ratio of just 5.2!    They key question is can SMD keep growings, or was it just a Covit-bubble beneficiary, as the Mr. market now seems to price it at present.   I posed...

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Fsmart is the undisputed number 1 automated service platform operator in Thailand.

Submitted by PaulRen on Sun, 29/11/2020 - 12:25pm

FSMART is the undisputed leader of networks of automated and integrated financial services, easy to use, convenient, fast and secure. With automatic dispensers -bringing payment services and much more to millions lower income Thai's, which are mostly well removed from the current economic malaise.  (CV19, Tourism, Hotels, Exports, Politics) ...

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PPS, a core stock selection whose time has now come.

Submitted by PaulRen on Thu, 25/07/2019 - 11:15am

PPS, a core stock selection whose time has now come. Watch and see.

PROJECT PLANNING SERVICE PUBLIC COMPANY LIMITED (PPS 0.79 Baht) is listed on the MAI and there is one of the few which has the highest corporate governance rating of 5 stars. You can...

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Week in Bangkok, new non-Thai stock pick.

Submitted by PaulRen on Mon, 24/06/2019 - 10:00am

A solid week in Bangkok, reporter interview.  A new non-Thai stock pick in one of a few very fast growing global business.

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PPS, the company visit update.

Submitted by PaulRen on Mon, 09/07/2018 - 9:57am

Project Planning Service Public Company.  PPS (1.06) the company visit and update at mid year 2018. Buy view remains in tact.

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