Should I switch SF to ITD?

[david]

Now SF = 6.85 ; ITD = 6.60

[david]

The gross margin of ITD on Q4/06 recovered,thisgood sign should continue in the year2006.Historical P/E ITD traded in the range of 20-35.Now ITD trade @ the prospected P/E06=16,considerate cheap?

[david]

The gross margin of ITD on Q4/06 recovered,thisgood sign should continue in the year2006.Historical P/E ITD traded in the range of 20-35.Now ITD trade @ the prospected P/E06=16,considerate cheap?

[david]

If ITD were traded @ P/E06 = 20(Historic lower range),ITD should be 8.00 Baht.

[MarginofSafety]

If you 're thinking it 's not worth holding SF
and you 're not so sure about ITD.

Why don't you consider put more money on CAWOW (กาเหว่า)?  :lovl:

I heard from Mr Eric (CEO and Chairman of CAWOW) that
number of popple that registered to be the member of fitness center
in America 15%
in Taiwan 4%
in Thailand less than 1%.

This industry has just begun and growth 3 digits last year.
the profit projection of this year and next year is also good.

Consider it carefully, it 's just one opinion.  :D

I 'm gonna end up my opinion with a last article from Dr. Nivech which related to real estate sector.
http://www.thaivi.com/content/view/368/49/

Good luck.  :D

[david]

Thks 4 your opinion,actually,I'm pretty sure to speculate in ITD 4 being oversold,the trading P/E06 quitl lower than its historic lower range.Anyway,CAWOW is still my lover,and becoming my wife,55555.
Pls read this.
http://www.thaivi.com/webboard/viewtopi ... 316#155316

[MarginofSafety]

Well, if you have divided your portfolio to investment portion and speculation portion. I have a little comment about speculate ITD.  



(Candle stick chart with 3 moving average line, 40, 120 and 240)
It seems to be more down trend to me.

If you don't mind please let me know at what price you buy, I will catch up your result.  

[david]

Thks so much 4 your comment ,the price is 6.60 baht.
Cawow  is upgraded from lover to wife,it means that we will never be apart,555555.

[MarginofSafety]

[quote="david"]Cawow

[JIGSAW]

เออ คุณ david ครับ คุณก็คนไทย อยู่เมืองไทย แล้วทำไมต้องมาโพสภาษาอังกฤษทุกที  เห็นเป็นแบบนี้ตั้งแต่สมัยที่โพสในสินธรแล้ว จะบอกว่าอยู่ที่ทำงาน แล้วตอนเย็นที่บ้านไม่มีแป้นพิมพ์ภาษาไทยบ้างเลยเหรอครับ

[jaychou]

Dear Khun Jigsaw, somebody cannot type Thai. Please forgive them.

[terati20]

สิทธิ ของเขานิ

[david]

Thks everyone,I think I may learn to type Thai one day.

[david]

To inform everyone,I sold ITD already,just speculating.

[newborn]

ขอแสดงความเห็นค่ะ ถ้ามีการใช้ภาษาอังกฤษที่ถูก tense ,ถูกไวยากรณ์

ดิฉันจะรับความรู้จากการได้อ่านค่ะ  มีหลากหลายดี ทั้งภาษาไทย,อังกฤษ  
 
ขอบคุณค่ะ

[007-s]

... Kawmado.

:lol: