Company Visits

paulren's picture

Less filling, taste great -and you get paid while you await

Here is a company visit I held in person at the beginning of this year. It was reported to members some 2 weeks ago and now made available for all to see.  This choice, a medium cap in size,  has held its value around 21 even while the SET market corrected...

paulren's picture

STPI to benefit from boom LNG expansion.

STPI (13.70)  is for now only an export company in that its engineering services are currently focused on building "trains" for the LNG industry, mostly in Australia. This is likely to be a booming industry for years to come -and so my choice to benefit from it.  Here is my...

paulren's picture

HANA, the quality choice in the sector.

A global leader in what it does, with huge amounts of cash on hand besides no debt.  HANA remains a key quality choice of mine going into year 2010.  Here so is my in person tete-a-tete visit report for you, as I held last week with Mr HAN, the companies' CEO.

paulren's picture

Stable company in a stable growth industry, at low valuation.

Increases in annual electric consumption varies little in Thailand and is a foregone conclusion. Here is a company at the forefront to benefit from this stable up trend. Either way, like all around the world, electric consumption is going to grow.

paulren's picture

UKEM and TRT 2 choices as growth stocks.

More on UKEM and TRT which are 2 growth stocks I like as part of a diversified portfolio of high dividend paying growth selections.

paulren's picture

TRT high voltage and transforming to higher profits!

TRT (6)  High voltage charged with higher profits and solid growth rate in a stable industry.

Here is a free article, a company visit, the first of the new Thaistocks.com !

paulren's picture

Demco lags, here is the update.

Demco's stock price has been a disappointment in recent quarters.  I visited them at length in June and based on a phone call yesterday and the response to my e-mail, here is the updated on this long favored choice.

paulren's picture

TRT, a leader in a growth business -at low valuation

TRT is not in the tourism, real estate or import/export business… its business is stable and not depended much at all around Thai politicians, tourists, nor vulnerable to raw material or oil prices fluctuations.  TiraThai Transformers, public company.

paulren's picture

CRANE is the story of high hidden value.

Heavy lifting at a too low market price.  This company’s underlying assets are going-up in value even while priced at residual low value on its balance sheet  and CRANE (1.25) will benefit from infrastructure spending -and the regional economic recovery going into 2010.  Big profit gains to be realized whenever selling a crane,...

Pages