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paulren's picture

ITEL, interesting growth stock at reasonable valuation.

ITEL, interesting growth stock at reasonable valuation during at present more dire times.

I like ITEL at current prices of around 2.88 just now. This hard working company last month signed a data service contract of late with KTB worth Bt 165m this lifted its backlog...

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Wonderful Kamalaya, a re-visit to Koh Samui.

Wonderful, inspiring while calming re-visit to Kamalaya, in Koh Samui. 

Early this month I decided to fly to Koh Samui to take a few days off alone, at a most serene location. I do something like this every year at least once -or more. Spend 8 days...

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AUCT, the winner.

Post its 2Q earnings release on Aug 8th,  UNION AUCTION PUBLIC (AUCT) showed us why I was max. bullish on this selections for many months already.

Here over the past few months I very favorably mentioned to contributing members AUCT (9.40) more than any other stock, even refusing...

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SET lethargy drags on as expected.

The SET lethargically moves on, vacillating around currently 1340, well below 1400 on the index.  Just as I here expected/wrote in early June. When it peaked at 1430.

My view has not changed since as the reality is now setting in: Thailand beat the CV19 for...

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Updated graph on SET vs. MAI and sSET indexes.

Updated graph on SET, vs. MAI and sSET indexes showing the divergence, yet bouncing back of late.

Here below is an updated graph showing the SET vs. MAI and sSET indexes, the latter being a good representation of the smaller cap Thai stocks which is a...

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More on the how vs. the what to invest in. Part 2.

More on the how vs. the what to invest in. Part 2.

(Here is a slightly revised and better edited article I first meant to publish last weekend, only in not being able to uploaded due to an upgrade needed. Which was done this weekend.  I...

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On the how in Thai stocks, vs. just the what.

Anatomy on the how in Thai stocks, vs. just the what. Here is one of more articles to come on this subject.

Pondering here into our rainy season, I just realized how many members over many years wrote me how they learned allot on how to...

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Due to a fast surge dare to nail profits today on my model portfolio.

Only due to the SET market surge and most investors getting in wrong last March I dare today to nail profits, at the 2 month anniversary, just when things get back to some kind of normalcy. But not really, as the Thai economy has taken a horrific blow.  It remains...

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Model portfolio an interim update, May 27th.

With some spare time on my hands and the ease to update, along with further movement on the SET since last updated, I here post the latest interim updated model as of 11AM this morning, May 27th.  The only stock I have taken profit on to date is CHAYO at...

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Market surge has been confined to least affected by CV19.

Reflecting some post the surprising to many stock market rebound.

The US -and to a good extend Thai stock market as well- has run up allot into the news that things, virus wise, seem to be getting better.  Its important to understand that in the US at least, most...