Here are my thoughts on the above names:

• Asian Insulators (AI): The recovery in their earnings over the past 3 years have been outstanding, +300% in 2012, +36% last year and 1Q14 was already up +30%.
• Chularat Hospital (CHG): Potential takeover target for BGH and still a decent performer in the hospital sector
• Dcon Products (DCON): While their core business is in construction supplies and in theory should benefit from the upcoming infrastructure plans, the stock price will most move the most on the transfer of its condominium projects within the next 18 months
• Dhipaya Insurance (TIP): Just like with every other insurance firm, TIP is going to benefit from the continued gain in more consumers/businesses using insurance today, just look @ their growth in the past 10 years.
• Pylon (PYLON): A contractor that focuses on the construction of foundiation works ie. bored piles, ground improvement etc, but when compared to others they are able to maintain a high NPM @ 15% and ROE’s of 30%
• Southern Concrete Pile (SCP): No one had covered SCP for a long time despite their improvement in performance, its going to be one of the main beneficiaries from all this infrastructure spending on roads etc…
• STP&I (STPI): A contractor focused on steel fabrication for international markets, with the LNPG industry booming globally, STPI has benefited and will continue to benefit versus competitors around the world.
• VGI Global Media (VGI): A monopoly for Ad’s on the BTS, they have also successfully expanded into the modern trade sector, and with the acquisition of MACO they will have Out-of-home media as well.
• Vibhavadee Medical Center (VIBHA): A far smaller version of CHG, yet still profitable and a potential takeover target for BGH

Source: Bangkok Post