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.
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.
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.
PHOL is a company I wrote here favorably last year, but it then languished. Floods and restructuring of their water business postponed the success. After an update with Mgt. last week, I think things are starting to change for the better and here is why.