Company Visits

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Company visits to CI and PPM.

Company visit to CI & PPM.  Today, removing RML(2.16) from the model portfolio and view doubling up on CI as my core property choice into next year.

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Demco, a winner with gusto now and likely into next year.


Demco another key update, post its 75% share price surge year-to-date.  Let your winners run.

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DEMCO a dinner with delight.

I spend the last week of June in Bangkok which ended with a delightful and informative dinner with the 2 seniors of DEMCO.  Here is my report for you and some updates in what appears to be a slightly overheated...

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DEMCO's 2014 annual shareholder meeting, my report.

Report to members on my attendance and management visit to DEMCO's 2014 annual shareholder meeting on April  28 2014.

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What happened to one of DEMCO founding shareholders.

Some of us wondered what happened to one of DEMCO founding shareholder. Here is what I found out.

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CRANE on target and next year looks even better.

CRANE (4.58), pounding the table at the likely bottom. An upbeat update.for us. Their CFA is very good at knowing and applying currency hedges.  The company does not see any Thai economic slowdown.

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DEMCO's disappointing 2 Q.

 "The board has decided this so to send a clear message that 2nd half earnings will be far stronger, due to revenues doubling vs. 1st half".  Here is my updated review after a company visit yesterday.

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SRITHAI SUPERWARE, revisted and admired.

Here is another high qualitly Thai listed company I proudly identified in the single digit price -not long ago. It then soared in price three fold. After the current price correction to 22.50, I view getting it back -and here I explain why.

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Some comments just post DEMCO's SET presentation today.

Here are some added value comments to share just post DEMCO' presentation today.  I fully predict the extraordinary meeting tomorrow will vote favorably on their plan to partake 5% of the next round of Wind energy projects with Wind Energy Holdings Co.

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