Company Visits

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DEMCO, the big earnings turning point has arrived

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.

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

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!

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.

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.

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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DEMCO retains the limelight.

An important update on one of my long favorites. Despite some set backs along the way the near and medium term future remains for strong earnings growth this and into next year.  Old out new in: soon the cloud will lift on the shareholder structure of WEH.

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SLP, a new buy view.

Salee Printing strikes me as a quality more conservative company whose sales should recover this year, along with an international exposure so to benefit from a weaker Baht I now expect.  Below its IPO price of 2.16 just now, I like this new choice.

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Thai economic activity muddling along. Crane, a revisit.

The Thai economy seems stuck for now in low gear, while lower global oil prices and a firmer US economy have not yet made their mark.  The key now are Thailand's expected mega infrastructure spending plans next year.  

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