Company Visits

PaulRen's picture

Demco lags, here is the update.

Submitted by PaulRen on Wed, 22/07/2009 - 8:33am

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

Submitted by PaulRen on Tue, 23/06/2009 - 10:17am

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.

Submitted by PaulRen on Sun, 14/06/2009 - 9:55am

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,...

PaulRen's picture

LVT's annual meeting/more research on this favorite.

Submitted by PaulRen on Mon, 27/04/2009 - 4:15am

Attending of the LVT (1.75)  annual shareholder meeting and meeting of senior management and directors.  Impressive -and so my strong buy view is here today re-affirmed.  Here is an original member only article, released to all registered users on May 4th  09.

PaulRen's picture

LVT and UEC at strong support , after the sell off.

Submitted by PaulRen on Wed, 11/03/2009 - 4:02am

Both LVT and UEC took another dive, post the global sell-off in shares. UEC's earnings and dividends announced recently was just slightly below expectation. Whereas LVT's earnings were above expectation. Here are more value added insights on both.

PaulRen's picture

LVT, answers well.

Submitted by PaulRen on Fri, 06/03/2009 - 8:29am

LVT confirms it will answer the as I perceive critical questions on Monday March 9th, at their "Opportunity Day", given at the MAI/SET exchange building in Bangkok. Together with the seperate mail received on the associate company earnings and dividends, I am happy. (See copy at the end of this correspondance.)

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Demco reports, an update.

Submitted by PaulRen on Thu, 05/03/2009 - 8:08am

Demco reports a solid year 2008 of 0.65 Baht per share -and its growth prospects remain on track.  Here is an an update.

PaulRen's picture

Letter to MBAX's Managing Director and MAI president.

Submitted by PaulRen on Mon, 02/03/2009 - 2:55am

We met with MBAX and the MAI represenative and feel we got mislead.  Insider selling and wrong guidance prompts me to send this registered letter to the company today.  Feel free to make any comments in our lounge or at the end of this letter.

PaulRen's picture

LVT, the update after meeting with the Founder and Directors.

Submitted by PaulRen on Thu, 29/01/2009 - 2:31am

We had a good 2 hour meeting with LVT's founder and largest individual shareholder -which was attended by other directors and large investors.

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