Company Visits

PaulRen's picture

UEC, quality, growth -besides defensive to the current enviroment.

Submitted by PaulRen on Mon, 05/01/2009 - 2:52am

Before and after UEC (2.14) remains one of my key quality defensive stock choice on the MAI exchange  -much undeservingly trading below that exchanges' valuation averages. After a visit with UEC's president, today I review why.

PaulRen's picture

UKEM a trade, PTTAR the long term investment.

Submitted by PaulRen on Fri, 12/12/2008 - 2:17am

After speaking with UKEM's management I have changed my mind on this.  Instead I view UKEM a trade and PTTAR as now my big cap of choice -for the longer term.

PaulRen's picture

Commodites down for now. And TIES, the update.

Submitted by PaulRen on Fri, 28/11/2008 - 3:24am

A real potential for deflation in 2009, due to the collapse in global demand, if so you now want dividend income more then ever. Have the commodity stubborn bulls now gone nuts?

An update on TIES, an oversold stock where I just got a good update for members.

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MBAX, factory tour for members. Pls. sign up now.

Submitted by PaulRen on Wed, 19/11/2008 - 8:43am

MBAX suggests Wednesday, December 17, '08 for ts.com member private factory tour.  To sign up drop me an e-mail soonest at paulren@thaistocks.com .

 

 

PaulRen's picture

Infrastructure boom pending in Thailand.

Submitted by PaulRen on Mon, 03/11/2008 - 2:54am

Monday early morning at the office. A new idea whose fundementals have been already and appear very strong going into next year.  The right choice at the right time as Thailand after, an on-off, is now finally likely to get going on a massive infrastructure spending spree next year.

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Ticon alarm bells ringing.

Submitted by PaulRen on Thu, 16/10/2008 - 4:36am

Ticon alarm bells are ringing for me.  Until the company scales down its expansion plans and instead buys back some of its own shares, I changed my view to neutral earlier today and instead, would focuss only on our strong earnings gowers, in the now far less certain economic enviroment.

PaulRen's picture

LVT, strongest buy view stated.

Submitted by PaulRen on Wed, 15/10/2008 - 9:46am

A table pounding buy view based on solid fundementals during uncertain times.   A current year 2008 p/e of 2.15.

PaulRen's picture

TRC, an update on this favorite.

Submitted by PaulRen on Tue, 07/10/2008 - 4:31am

Thailand, has no securitized rubbish here. TRC, margins are on the increase.

PaulRen's picture

LVT, an update on this favorite.

Submitted by PaulRen on Fri, 03/10/2008 - 6:09am

With a p/e barely above 2, trading below its book value and with an assured very strong 3 quarter earnings report to be announced next month.  All suporting a near tripling of net earnings this year, as compared to last year.

 

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