Company Visits

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A company visit and model portfolio changes.

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.

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

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.

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

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.

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19.Jul.03 ANOTHER INDUSTRY LEADER.
High growth along with high cash dividends.
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Reassured after a company visit.

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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The multiplier effect on the Thai economy is in full gear.

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13.Jan.03 A NEW YEAR REVIEW.
The multiplier effect on the Thai economy is in full gear.
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Latest company visit.

5.Nov.01
Latest company visit.

I come back convinced this...

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