Top perfomers in 2013

These were the top 10 performing stocks for 2013, I normally like to do this and see what I missed, why I missed them, should I have missed them?

Its good to kick your own butt everyone once in a while

 top 10 2013

Star (MAI)

Business: The Company is a manufacturer and distributor of sanitaryware products under the trademark of STAR for domestic and export sale.

Thoughts: It had losses for 2012 but a decent 2011, quite happy to have missed this one

ACD (MAI)

Business: The Company is a leading developer, producer, and distributor of sports and entertainment products such as dartboards, pool tables, soccer tables, and fireball tables under Medalist trademark to Japan, Taiwan, and Australia.

Thoughts: Niche business, no scalability, with continuous losses, quite happy to have missed this one

EIC (MAI)

Business: The Company is the manufacturer and distributor of Discrete Semiconductor- Wafer/Dice and Diodes. EIC’s Wafer are both Open Junction Wafer and Glass Passivated Processed Wafer. EIC’s Diodes are included Rectifier Diodes, Zener Diodes, Switching Diodes and Transient Voltage Supressor Diodes.

Thoughts: Ehhh….  Continue reading Top perfomers in 2013

Stocks in the news (aav, cpall, css, ktb, pm, samart, solar) 07.01.14

AAV

Feeling the pinch — AAV says that the political head is impacting its operations and it will monitor the situation closely. It expects the political situation to ease in 2Q14, after which tourism will recover. It continues to focus on China destinations and Air Asia X to generate revenue. (Tun Hoon, 07/01/14)

Comment: We’ve read that some airlines coming to Thailand have cut the number of flights by 10% or so.

CPALL    Hopes to refinance this month — CPALL hopes to close its new loan agreement worth US$4bn to refinance its MAKRO deal this month. It expects the new loan agreement to lower its debt to only US$1.32bn. (Khao Hoon, 07/01/14)

Comment: Well they will have to!

CSS

CSS targets revenues for 2014 to grow by 20% YoY, to Bt4bn. It expects revenue proportion for its telecom business to increase from 20% in 2013 to 25% in 2014 supported by its domestic and international market expansion. The company has a backlog of Bt400-500mn and aims to bid for new projects worth Bt380mn. (Khao Hoon, 07/01/14)  Continue reading Stocks in the news (aav, cpall, css, ktb, pm, samart, solar) 07.01.14