Company Visits

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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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DEMCO, the latest update. Sweet and Sour.

Submitted by PaulRen on Thu, 28/06/2018 - 12:13pm

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...

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PPS, post surge -the important company update.

Submitted by PaulRen on Mon, 06/11/2017 - 11:48am

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...

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

Submitted by PaulRen on Sun, 11/06/2017 - 4:32pm

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...

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