Thai Value Investor การลงทุนแบบเน้นคุณค่า ลงทุน VI หุ้นวีไอ Webboard

Just for curiosity... What are the outlooks of other VIs on advertising business?

Please kindly post on fundamental only, if any..

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TSF took investors on a picnic @ the ceiling yesterday...

for this stock
http://www.set.or.th/set/companyhighlight.do?symbol=TSF

it's never have profit and it will not
the whole asset of business worth less than 313M baht
yet it sell prices of whole company is 1354M baht
the company never have profit before
even if it can make profit in the future this prices is still too high

the maximum value of this company can be 360M
If you pay more than that prices I almost can you will lose for 100% sure

the only question is when?

by the income statement even if the company suddenly make super profit
ROE go to 14% you still need to wait for 30 years to cover your cost
in fundamental this business is trash