PPS (1.31) my advocated investor choice to benefit from the coming massive Thai Govt. infrastructure spending and then some.
For year 2017 one has to recognize the Thai economy will be primarily driven by government infrastructure spending. My recently new choice is Project...
First, an introduction to my investment theme for year 2017:
For next year 2017 I have identified 4 specific Thai listed companies while very different yet all have key elements in common. They are AUCT (9.60), CHO (1.65), DEMCO (7.25), SUSCO (3.40): 1) their solid/attractive...
Here is a quality company with high profit margins, high dividend yield which looks sustainable,no debt besides much cash on hand, while deriving all its revenues from outside Thailand.
A set back for DEMCO, now being addressed full speed with the gloves off and transparency.
Head on meeting in person with DEMCO's seniors, below is what they told me in person and in excellent English. I am very sorry to all of you for this set-back and am doing...