Company Visits

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TVO, a no show.

 TVO pulls a no show and lets' me waiting with no news. And where is the TVO receptionist at 10 AM at this company?

Thai Vegetable Oil Public Co. (9.85) was a SET stock I wrote-up with some positive enthusiasm in March when the shares were around 8.50 Baht. Read here what happened last Friday.

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A new investment selection near mid year.

GC, the company visit. An interesting speciality service chemical company with innovative talent and long experience -at high profitability and shareholder dividends. I like the story.

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Ticon, long term buy view maintained.

Ticon (16.60), the success continues and so any weakness in its shares is a buying opportunity as I see it. Here are my latest updated views based on a company visit -and Ticon" s most recent presentation to investors, all as of March "07.

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SAT, the company visit.

SAT (9.50) is trading at a low p/e of 6.3, on trailing 2006 earnings. Their net profit margin was a solid 10.9% in the latest quarter, or above its long term trend average. SAT has an ROI of 24.6% (1st 3 Quarters of 2006) and 44.94% (for year 2005) or...

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Demco, the company visit.

Here is my full report for members on the Demco company visit.

As exactly first published on February 14 ’07, for members only.  One month later we made this report available for to all viewers.  Demco soared well over 60% in price since, at which time I started viewing...

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Demco, the company visit.

Here is my full report for members on the Demco company visit.

As exactly first published on February 14 ’07, for members only.  One month later we made this report available for to all viewers.  Demco soared well over 60% in price since, at which time I started viewing...

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Demco, the company visit.

Here is my original report for members on the Demco company visit.

As exactly first published on February 14 ’07, for members only.  One month later we made this report available for to all viewers.  Demco soared well 200 % in price since.  When this stock corrected back to below...

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UKEM, a visit with senior management.

A company visit to UKEM -and so a conclusion to be more cautious in the interim.
Here are some summary findings.

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After the company visit, a change of opinion.

I had a good visit with UKEM last week and based on this, today change my shorter term outlook to a hold on UKEM. Hence, today I wish to announce a change/switch from UKEM to into UEC, as I view UEC has better shorter/medium prospects. Read my reasons why and...

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