Here is my company visit with DEMCO after a solid, intense and clear "tete a tete" meeting with two of the company's principals, last Friday, June 18 2010.
My dear members, all good things come to and end. And while its been a roller coaster at times, the long record as many of you know has been very succesfull. Today I call it quits and here leave you with what I think is one of the best ideas...
PRIN (2.04) has been a property selection of mine for the past few months. PRIN is also a selection in my latest currently running model portfolio. While the SET has dropped some 5% since posting it in the model, PRIN has held its value well. I like it as an...
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...
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...
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.
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.
