Company Visits

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What happened to one of DEMCO founding shareholders.

Submitted by PaulRen on Tue, 12/11/2013 - 9:43am

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.

Submitted by PaulRen on Fri, 30/08/2013 - 10:44am

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.

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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