Company Visits

PaulRen's picture

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

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) ...

PaulRen's picture

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

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...

PaulRen's picture

Week in Bangkok, new non-Thai stock pick.

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

PaulRen's picture

PPS, the company visit update.

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

PaulRen's picture

DEMCO, the latest update. Sweet and Sour.

DEMCO, a deserved update on this fallen angel.

I just spoke to both seniors at Demco (3.76).  The company is anxiously awaiting the final re-drawings (engineering approval) from WEH, so to repair the last 26 foundations.  There is allot of financial incentive to get this approval within weeks...

PaulRen's picture

PPS, post surge -the important company update.

PPS (1.77) extensive company visit last week.  Here is my take through this re-visit and update.

Ever so often but actually not very often, you discover a company (stock) which has most -but just about never all- the attributes you treasure on your...

PaulRen's picture

Demco, the upate. The light at the end of the tunnel.

A solid DEMCO dinner with re-affirmation on the ending of their "black swan" set back.  This choice having little correlation with anemic Thai economic recovery and so is a good portfolio fit.

By mid July the final 26 foundation...

PaulRen's picture

BWG dissapoints.

Below is how I  wanted to write BWG listed company, but the email shown at their web site, , was returned on May 18th, "the address couldn't be found".  I tried again a while later with the same result..also tried in vain to find another...

PaulRen's picture

Unexpected-confusing ruling to Thai Wind Energy/DEMCO leases land.

Another "curved ball" is thrown into the fast growing Thai Wind Energy Industry.

Last week a major surprise out of nowhere hit the Thai Wind Energy Industry here when a court ruled that so called "Sor Por Kor" land is intended for Agri use...