Company Visits

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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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BWG dissapoints.

Submitted by PaulRen on Thu, 18/05/2017 - 1:54pm

Below is how I  wanted to write BWG listed company, but the email shown at their web site,  bwg@betterworldgreen.com , 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...

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

Submitted by PaulRen on Sat, 04/02/2017 - 3:09pm

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...

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PPSGroup superb and leading engineering consulting company.

Submitted by PaulRen on Thu, 02/02/2017 - 5:03pm

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...

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CHO visit. The comprehensive in person company visit with its CEO and CFO!

Submitted by PaulRen on Mon, 05/12/2016 - 3:54pm

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...

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DCON remains a buy, here is an update.

Submitted by PaulRen on Fri, 21/10/2016 - 9:38am

DCON (0.64), remains a value stock at very high dividend besides tame valuation, I so am not giving up.   Au contraire.

With the SET nearing 1500 once again and the Thai economy likely softening a bit as the final months this year pass by...

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DEMCO the fallen angel, mid-year update.

Submitted by PaulRen on Sat, 23/07/2016 - 3:59pm

DEMCO a mid-2016 update on a year best forgotten.  Management says its company is at the bottom cycle now.

On top of the ongoing foundation repairs DEMCO announced to the SET a...

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