News

Introduction: An brief introduction to Ts.com -what we stand for and offer.

A short letter to our first time visitors.  Here is a general introduction and summary of membership -and a bit of who we are and what I stand for.  April 30 '08, marked our 11 year anniversary!

Industry, Economic, General SET: On Thai Stocks, wake up to the MAI index.

MAI stands for Market for Alternative Investing, but the reality is that it has stood for superior investments, and I think this theme will continue in year 2008.  Wake-up and smell the coffee is my message going into year 2008.

Here I review some of the raw stat's on the MAI as the year 2007 comes to a close. The numbers tell it all.

Company Visit: Demco, the company visit.

Here is my full report for members on the Demco company visit.

As exactly first published on February 14 ’07, for members only.  One month later we made this report available for to all viewers.  Demco soared well over 60% in price since, at which time I started viewing this selection with a "take profits".  Recently this stock corrected back to below 5 Baht, where I visited this company in person again in mid November 2007. The full and complete update on "Demco Act 2" is now on hand, as posted here for members only on November 24 2007.

Demco’s business is a growth industry and one for many years to go, as electricity demands are ever more used & complex, and in all kinds of new applications. This company should so benefit for years to come. The company now is making some meaningfull synergistic expansions...

Introduction: Institutional feedback given by other professionals.

Here are some short comments which were given unconditionally to Paul Renaud in the 3 Quarter of last year, when asked if they had anything to say about us.  Of course, no comments or feedback has been omitted nor changed, from this inquiry.

Introduction: Thailand Stocks, a brief introduction.

June 30 '2008

So called 'top down' investing,  as practiced vigorously by the global institutions has been in full swing in emerging markets for more then a decade!  This practice has given rise to immense and continuously increasing stock market pricing inefficiencies.  

With global interest rates at low levels, and recently reduced even further due to the horrific US home mortgage fall-out, individual investors here in Thailand and around the World are rightly so catching on.

The mid to smaller companies are the long proven premium choices: as these overall often have more stable stock prices, much higher cash dividends and well above average earnings growth. This is a complete reversal as compared to the U.S. or Europe, where larger companies are associated with stableness besides attractive dividends.

Thaistocks.com has here documented since 1997 how one can achieve superior returns by being underexposed in the largest capitalized Thai shares and over exposed in value growth stocks, with high dividends.  Seek deep values along with high dividend yields and growth rates, not high trading volume levels. This theme is the long proven superior investment performance method.