Company Visits

PaulRen's picture

DEMCO news outweights the minor prolongement.

Submitted by PaulRen on Mon, 01/02/2016 - 10:08am

At the current oversold price the good news outweighs the 1-2 month delay and slight cost overrun.

I spoke for a good while to DEMCO last Friday after the market closed and can report to members the following.

First the not...

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DEMCO answers our shareholder concerns.

Submitted by PaulRen on Fri, 04/12/2015 - 9:42am

Last night just as I sat down for dinner the phone rang with DEMCO’ senior VP of finance and director on the line.

He told me he wanted to speak to me as many individual investors in my group wrote the company asking them...

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A set back for DEMCO

Submitted by PaulRen on Tue, 24/11/2015 - 11:39am

A set back for DEMCO, now being addressed full speed with the gloves off and transparency.

Head on meeting in person with DEMCO's seniors, below is what they told me in person and in excellent English.  I am very sorry to all of you for this set-back and am doing...

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DEMCO, the big earnings turning point has arrived

Submitted by PaulRen on Fri, 11/09/2015 - 3:10pm

DEMCO on its earnings near explosion now as the turning point has arrived.

DEMCO (12.70) offered as always for years already its regular quarterly "SET Opportunity day" presentation yesterday.  We listened to it in its entirety and came away smiling as it re-affirmed what I wrote...

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TTCL, my update.

Submitted by PaulRen on Wed, 19/08/2015 - 11:45am

TTCL (23.70), my update.

Post its stock sell off, I just spoke to the company and the reason for the continued stock weakness are the mild disappointment  on their 2rd Q, along with just then the SET losing 100 points. “A double whammy”

...

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CRANE my value pick. The comprehensive update

Submitted by PaulRen on Sat, 01/08/2015 - 4:53pm

Here is the comprehensive update on CRANE which I've re-visited at some length in mid July. How they will unlock the deep hidden value of this company will become clearer by year end.

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DEMCO revisited, very upbeat!

Submitted by PaulRen on Wed, 22/07/2015 - 9:54am

Post talking to the company: Overweight on DEMCO today re-established.

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TTCL, after my company visit, I here reaffirm my buy view.

Submitted by PaulRen on Sat, 27/06/2015 - 5:05am

I visited with 3 seniors at TTCL(31.50) earlier this month and came away with the same opinion hereby today reaffirmed: long term stronger buy view.

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ILINK another core growth stock choice.

Submitted by PaulRen on Thu, 11/06/2015 - 3:42am

The Thai pillars of economic growth going forward are and remain:  renewable energy, infrastructure spending and IT connectivity.  Tourism may well be another but I here have always stayed away from this more volatile sector. 

Today I show my choice and mini-company review on the IT connectivity leader, ILINK (18.9)

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