Company Visits

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Home Product Center, another leader with high growth + Download

Submitted by PaulRen on Tue, 22/06/2004 - 7:40am

Home Product Center (HMPRO) growth rate has not slowed this year, despite the mild softening of the Thai economy by mid 2004.

Here is a company whose new store numbers are growing 20% per year and the existing stores are selling 20% more sales volume, year over year. Further...

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AJ Plast now poised to bounce back.

Submitted by PaulRen on Sun, 20/06/2004 - 10:27am

Here is a selection from the past which I eliminated from our model, early this year.

Indeed, AJ Plast Public company declined in market value more then the SET benchmark index since.  But I now think the worst is now over and am so have added AJ back to...

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A company visit and model portfolio changes.

Submitted by PaulRen on Thu, 17/06/2004 - 3:57am

I am today adding TYCN (10.8) and AJ (4.48) to the core model portfolio. So to not have too many selections in this model, I am today removing KCE and SVI. 

At current market price below 11, I would rate TYCN as a strong buy.  Seperately, AJ was removed...

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A visit to World class Medicine & Service.

Submitted by PaulRen on Sun, 14/12/2003 - 2:38am

Bumrungrad Hospital  (BH) received JCIA accreditation in April 2002. This is an accrediting association that has only accredited 11 hospitals outside of the United States. BH was the first of out of 54,000 hospitals in Asia to receive this accreditation. BH is...

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Our core choice in the Electronics Sector

Submitted by PaulRen on Tue, 09/12/2003 - 8:31pm

KCE Electronics Public Co. does not see a problem with a strengthening Thai baht. All of their raw materials are bought in US dollars and most of their revenues are in US Dollars and Euros. They are able to balance costs incurred in Thai baht (about...

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AJ, an important update.

Submitted by PaulRen on Sun, 07/12/2003 - 7:52pm

Here I share my updated views on this important growth and high dividend income selection, after visiting with management. AJ remains one of the highest dividend income stocks on the SET with quarterly distributions.

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Ticon, growth and high current income stock selection

Submitted by PaulRen on Sun, 07/12/2003 - 7:04pm

Here  is a value stock we got maximum bullish on in late October "04.  It shows the extreme values to be had if you get beyond the news and broker reports. Ticon is just a recent example of stock picks we here regularly feature. 

Since this original article we published...

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High growth along with high cash dividends.

Submitted by PaulRen on Sat, 19/07/2003 - 12:00am
...
19.Jul.03 ANOTHER INDUSTRY LEADER.
High growth along with high cash dividends.
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Reassured after a company visit.

Submitted by PaulRen on Sat, 08/03/2003 - 12:00am

AJ Plastics has high average trading volume besides expected dividend yield this year, yet an extremely low current stock valuation. It remains my favorite and here is why.

The Bangkok Post gets in wrong once more as in their March 6th Business section (page 2), they claim AJ Plastics will...

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