ความคิดเห็นที่ 8
Thks for all comments.
Khunขอบฟ้า จันทรา ดาบ ,
Coz we have the margin of safety(14-19% discount from NAV),then only SET deep down to 600-640,then u should b worried.Do u think SET will go down there?
khun Sutee,
1).I can't c it now that Vayu1 has to buy a lot of share like buying TPI in the near future now,so there is no reason to dump any shares now.If u notice,after buying TPI already,what r the price of PTT(236) and TPI(8.65) now(Vayu bought TPI @3.30 baht...1260 million shares)?
2).If u looking into the portfolio of Vayu1,u'll notice that all of them r the big cap and good fundamental ones.And the size of the Vayu1 is not too big for the foreign funds to buy the shares from Vayu1 when ittt goes to the end of the project time(about 7-8 years later,I think the size of the fund will b considerated as the small to medium fund).
3).Last year,the dividend yield = 6%(Though SET went nowhere),this years I believe SET will up no less than 800 as most of the analysts do,then the dividend may b hiher,the yield may b more than 7-8%.Don't u think it is the good investment,and u may get the capital gain when SET up also,but u get nothing but interest from deposit(3-4%) your money in any banks.
2).
จากคุณ :
David (David) 
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6 ม.ค. 49 13:49:52
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