Just 3 example companies which will likely outperform the SET.
Three brief summaries' on example companies here which likely no institutional funds own, yet represent the true and real Thailand.
Here below I today decided to share with all our free registered users a short write-up on just 3 companies I currently like and so recently favorably mention to our contributing-members -along with more proprietary information in articles and posting at our active member-forum. These also are featured in my latest model portfolio. As always not specific recommendation to anybody, just my own opinion/viewpoints. Just 3 examples..and there are more. They show the kind of high growth Thai listed companies with dividends we can find here -and yet are off the radar screens of almost all institutional investors or mutual funds, strictly and only due to not regularly trading millions of shares a day. I.e. not being large market capitalization stocks. Combined, I bet they will outperform the SET (now at 1495) over the next year, and so show advantages alert individual investors have in going direct.AUCT (8.10) is the premiere Thai auctioneer listed company. It has some 50% of Thailand's market share on auctioneering used cars which got repossessed. Hence its the dominant player in what it does here. The company is now moving to auction Condo's and other property on-line. This is a big and lucrative market because many cars get repossessed and this should even increase in the future due to the many cars which got sold during the Yingluck government. It is believed that if the Thai economy turns soft, for any reason, AUCT earnings will only benefit. The stock went as high as 19-20 in early year 2015, and so around 8 presently is a great turnaround story which is now happening. I believe its earnings are on the upswing this year as well as next.
Here is their web site: http://investor.union-auction.com/business_overview.html BWG (2.28), is the country's foremost Waste Management company, this is a huge business now in Thailand...for all the obvious reasons. It has constructed an industrial waste management center on the land size 250 rais in Saraburi province with a view to following government’s determined pollution reduction policies. "The Company provides administrative and management services for industrial wastes, hazardous wastes, waste water treatment, waste treatment for sustainable fuel and raw materials." I believe its earnings are on the upswing for this year and next.
http://www.betterworldgreen.com/ir_index.php
EPG (13.80) is probably Thailand's most successful exporter. It would benefit if the Baht weakens vs. US$ for any reason and current lower oil prices are a plus for them. After I first wrote very favorably about EPG for our members Broker Bualuang Securities just wrote an extensive research buy report on EPG, which you can see at this link: http://epg.listedcompany.com/misc/analyst-research/20160902-epg-bls-en.pdf
EPG's core business which is all very successful:
• Rubber insulation and accessories for air-conditioning systems• Automotive parts and accessories
• Disposable food packaging and plastic sheet
• Innovation R&D and testing laboratories
I believe EPG's earnings will grow this year and next, well beyond the average SET company. Here is their web site: http://investor.epg.co.th/home.html These 3 example companies and more are featured with conviction will be monitored with regular updates shared only with contributing members going forward. If you are interested becoming a contributing-member just drope me a short email with a brief introduction to: paulren@thaistocks.com Best Regards, Paul A. Renaud. www.thaistocks.com
PS. My clear turnaround stock into next year is DEMCO (6.05), as their set back nears an end its stock price will start moving upward.
