Sharing of a posting today to our active contributing member-lounge.

PaulRen's picture
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Company Articles

From a posting today to our active member lounge. Here is an example of what non contributing-members miss out.

BWG (1.96) keeps rising to another new high yesterday on huge volume.. as I expected and here re-affirmed all along this month.  Now up 30% since first here mentioned 3 weeks ago (incl. dividend and free warrants issued).

I expect BWG to earn 380 mill. Baht and earnings to further soar 50% next year 2017, as huge garbage-to-energy plants come on stream, as is highly supported by this government.  Hence its 2016 p/e on this year's earnings is around 15 but then dropping to say 8 next year. (not adjusted for new BWG warrants#4 as these are convertible only at high price of 3).  I expect BWG to raise its current dividend by 50% next year, along with its near assured fabulous earnings rise.

Still well too cheap for such a leader in a high growth industry;  evenwhile all but ignored by all the mega institutional investors, which will not likely come on board until this stock is around 3 Baht, or a market cap of then approaching 400 mill. US$.  Most all institutional investors (mutual funds) will thereby all but ignore any/this company with a mkt. cap of say less than that. 

Hence we see the continued untold investor trap, rarely told but here(!),  which is that individual investors miss out on some of the best growth/value/dividend stories by limiting themselves to ETF or other fund investing.  

BWG Business is:
"The Company provides administrative and management services for industrial wastes, hazardous wastes, waste water treatment, waste treatment for sustainable fuel and raw materials".
  

A leader in an assured high growth industry, yet again ignored by 95% of all  mega institutional investors which promote themselves to individuals as the great way to invest, evenwhile its hands are tied in chains,  preventing owning some of the most alluring companies.  All due to their own liquidity obsession handicap, which we investors however not have by going directly to the SET market!

Paul A. Renaud.
www.thaistocks.com

Actual Posting to our member lounge this morning, May 31 at 9:40 AM. Shared with registered free members on the same day.