Company Visits

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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MBAX, act two. The sequel.

Submitted by PaulRen on Sat, 21/06/2008 - 9:46am

To balance my just previous picks which benefit from high oil prices, here remains a choice which would much benefit from Baht currency weakness as well as any sell-off in the global oil price, now a bubble.

PaulRen's picture

SPPT, another key choice for the current enviroment.

Submitted by PaulRen on Sat, 07/06/2008 - 11:12am

Here is my company visit review on SPPT.  It is clearly my choice for the high energy price new enviroment.  I think the just newly issued warrants are undervalued as stated -and the SPPT story seems to have gotten some local attention. Rightly so, read here why.

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LVT, another key investor choice to beat the energy crisis.

Submitted by PaulRen on Tue, 03/06/2008 - 4:27am

LVT a key investor choice of mine which actually benefits from the current soaring energy costs many industries are victims of. Here is my follow up company visit report.

PaulRen's picture

TKT, an attractive micro cap I like.

Submitted by PaulRen on Mon, 19/05/2008 - 10:01am

I like TKT as it has all the key elements in a micro cap I look for.  Here is my company visit report for you.

PaulRen's picture

Ticon's long stock price consolidation coming to an end?

Submitted by PaulRen on Tue, 15/04/2008 - 4:02am

Ticon (19.1) ready for another move? The continued solid fundamentals would support this but the company being listed in the lame mid-cap SET sector remains a risk of more boredom.  Unless management innovates some shareholder enhancers. This is the reason I hesitate daring a question mark.

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LVT, the "Louis Vuitton" of tournarounds.

Submitted by PaulRen on Sat, 26/01/2008 - 7:55am

LVT the tournaround condintues with this "Louis Vuitton" stock.  Dared with a strong buy view rating, despite the superb strock price advance of last yer.  Here is the update based on a company visits late last week.

I am given guidance of EPS expected of 0.50 for 2008, fully dilluted. This...

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TRC, the strongest buy opinion/view in place.

Submitted by PaulRen on Tue, 27/11/2007 - 2:49am

TRC has been a prominant choice of mine since earlier this year around 3  Baht per share. Despite the 60% stock price advance since,  I today share with you my latest company visit report and so re-rate TRC with a strongest buy view.

 

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Demco the update, Act 2

Submitted by PaulRen on Sat, 24/11/2007 - 2:56am

Recently I have stated warming back as this selection’s stock has consolidated around current levels for some time. After a return visit, here is the update.

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