Company Visits

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DEMCO's disappointing 2 Q.

Submitted by PaulRen on Thu, 15/08/2013 - 4:06am

 "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.

Submitted by PaulRen on Sun, 16/06/2013 - 11:04am

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.

Submitted by PaulRen on Wed, 29/05/2013 - 9:17am

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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On my latest company visits and then some.

Submitted by PaulRen on Sun, 14/04/2013 - 9:03am

Reflections on my latest 3 company visits.  No surprise here on gold dropping.  Staying on course with perceived quality smaller cap growth stocks -lead by DEMCO a now prominent market SET leader.

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QTC, the visit with its CEO.

Submitted by PaulRen on Wed, 13/02/2013 - 10:13am

Here is another leader in a higher growth area of the Thai economy. Its stock price has moved up already some since I pointed it out to you all. But I think it has more to go.  Here is my company visit report and reasoning.

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DEMCO connects to the grid the completed massive Wind Energy project.

Submitted by PaulRen on Fri, 08/02/2013 - 9:21am

Today and next Tuesday are a big days for DEMCO and Wind Energy Holding Co., as they at midday today connected their second large Wind farm.  And next week, February 12th, will be the official grand opening ceremony by the Prime Minister and the Minister of Energy.

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A pure growth stock in a desirable industry.

Submitted by PaulRen on Sun, 13/01/2013 - 9:17am

Here is my take on a solid growth stock in a desirable emerging industry.       UAC remains still reasonably valued as compared to its high expected future growth rate in a non-cyclical industry -and at the right time.

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More on HYDRO and SMT.

Submitted by PaulRen on Mon, 19/11/2012 - 2:43am

HYDRO's stock already moved up and some caution is advised. SMT is just bouncing back of late and in time both make investor sense and remain key selections in my current model portfolio.

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HYDRO, the upbeat company visit.

Submitted by PaulRen on Sun, 28/10/2012 - 5:47am

HYDRO is the Thai leader in what it does which is Water Treatment Plants. 

After visiting this company late last...

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