Company Visits

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A visit to Thai Optical Group Plc.

Submitted by PaulRen on Sun, 09/07/2006 - 8:32am

Thai Optical Group Public Company Limited and its Subsidiary manufacture and distribute optical lenses, it is the country" s leading and largest independent lens producers and has a high technological production.

Here is yet another leader in a globally important industry, trading at a SET p/e discount, yet determined to...

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Another high grower at low valuation and high expected dividends.

Submitted by PaulRen on Sun, 02/07/2006 - 9:20am

TLUXE" s ROE has just recently seen a jump to 21.5% last
year which carried forward to the 1 Quarter of 2006 and I think
it will continue at this impressive level or may possibly even
increase.

Economies of scale are picking up and the time has...

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Solar, another company visit update.

Submitted by PaulRen on Sat, 11/03/2006 - 4:12am

Thai SET traders are rather often too short sighted besides large cap. obsessed -and so next year seems "so far away".

Yet, as this year progresses and Solar's (8.5) strategy and potential are better understood, the stock price should zig-zag higher, in my view. Here then is yet another smaller...

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Ticon visit, another update.

Submitted by PaulRen on Sat, 25/02/2006 - 9:16am

I expect the medium term annual earning future growth rate of Ticon to be some 30-35%. With a current p/e below the market averages the stock price strikes me as still too cheap.

I remain positive on Ticon stock and refuse to believe its fully valued like some other brokers have recently...

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Solar, another small cap. leading in what it does.

Submitted by PaulRen on Tue, 14/02/2006 - 8:16am

Here is my latest buy report view of a leading company in a desirable and green industry. My take is the stock slide is over as investors start understanding what Solar (7.65) is up to. I went to visit them a few months ago and today at the current price...

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SPALI (2.64) remains on my buy list.

Submitted by PaulRen on Wed, 18/01/2006 - 3:00am

SPALI (2.64)  remains a buy in my view. Here I report some of my updated findings since a visit in person, a couple of months ago. A low p/e,  high dividend income and exciting new projects along with low debt levels are the key attractive investment features.

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To a better understanding on SPPT

Submitted by PaulRen on Fri, 06/01/2006 - 4:28am

Here is a full report on SPPT, outlining its business and the key risk identified.

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SPPT, another leading growth company.

Submitted by PaulRen on Wed, 16/11/2005 - 2:56am

The leader, among Thai factories, in producing precision mechanical parts for Hard Disk Drives, Printers, High-End Audio/Video equipments and automobiles. SPPT, an exciting company visit report.

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A superb small cap with all the ingredients I like

Submitted by PaulRen on Fri, 11/11/2005 - 4:44am

Another great growth stock with no long term debt, dominant in what it does and yet trading at a nice discount to SET market valuation, while growing several times faster the SET average company. 

I am upping my view today to a strong buy on SPPT, despite the some 30% price...

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