Investment Ideas

KCE: KCE Electronic Public Company Limited

The Phoenix will rise again: Turnaround operation in 2020 from new S Curve product with long term growth prospect. KCE (KCE:TB) core business is the production and distribution of custom Printed Circuit Boards (PCB), manufactured from copper clad laminate under the KCE trademark. KCE's pcb products are used in a wide variety of applications including … Continue reading KCE: KCE Electronic Public Company Limited

MCS: M.C.S Steel Public Company Limited

Rebuilt customer’s credibility and regain trustworthiness of Investors. MCS has been disappointed investors for the last 3 years since early of 2017 to 2019. As you could see on the stock price performance which plummeted from its peak at 18 baht/share in late 2016 to the lowest point at around 7 baht/share due to these … Continue reading MCS: M.C.S Steel Public Company Limited

PRM: Prima Marine (Update 1q19)

Speculating on 1) Turnaround of FSU business and 2) Better perform in Oil tanker business.                 PRM operates oil-related businesses 1) Oil tanker logistic both domestic route and international route 2) Floating storage unit service (Oil and petrochemical products stored in vessel competes with onshore tank) 3) Floating storage and offshore exploration service which mainly … Continue reading PRM: Prima Marine (Update 1q19)