Free unbiased viewpoints fromThaistocks.com

Dear Thaistocks.com Visitor!

Here we provide proprietary, independent and unprejudiced equity research on Asia Emerging Markets investing. For free. Members get my reports at least 2-3 weeks before besides have access to our active and SET market-inteligent member-forum, monitored daily.

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Introduction:

Thai stock market valuations remain among the lowest in Asia, as such they already discount many of the key concerns investors have. A value investor opportunity around selected key choices which promise to produce continued good earnings in the recovering economic enviroment. I hold select positive investment views on good earning fundemental choice companies in the right industries with low p/e valuations along with high current dividend yields. High and sustainable dividend yields are key in a low interest-yielding world.

I visit in person companies regularly and then first share my reports with contributing members. 2-3 weeks later, I share this with all registered users for free.

Here registered users can read on our long term performance track record: /index.php?module=Pagesetter&func=viewpub&tid=1&pid=928

Thai smaller cap growth companies as I chose them here often yield around 7% in annual cash dividends besides some often very good overall capital appreciation in time. These firms are likely to keep growing earn Enchanting ings' wise, as compared to the domestic and global economy.

Many Thai growth stocks have an impressive long term established dividend payment record besides now recovering earnings.

Thaistocks.com can out-behave the brokers. We have no conflicts of interests. We are unaffiliated and do not do business with the companies we analyze -and so are impartial. The reports are objective as they are ethical with only the investor in mind. We are not stock promoters!

Visitors find out here which stocks I now most favour, this after yet another round of company visits in early January 2010. On February 8, I posted for our members a selection I am maximum bullish on. Existing members will keep getting my updates.

On locatoin continuously visits senior management in person of Thai SET/MAI listed companies since 1989 and since 1997 at this web site. We deliver regular no-nonsense objective investment viewpoints focusing around qualitative on-location proven experienced insights, this versus quantitative number crunching analysis from afar. ***

Since April 30 1997, we have at this leading site published regularly -and without interruption- over a thousand different original viewpoints/articles/company visit reports etc.. -along with researched stock investment ideas, various model portfolios, analysis, critiques' and Thai nuance investor intelligence.

♣ "Expertise, credibility, objectivity, experience and integrity have been the standard here. My core selections, new ideas, company visit reports, active member lounge and model portfolio selections -all are updated in vigor for our visitors... I strive to deliver excellence with timely ideas, long local experience and Thai market savvy, well beyond broker or news reports. I have visited in person well over 100 different Thai listed companies since 1997.

Stocks over time move up and down following earnings and dividend more then anything else. I always have a favored list of strong favorites which so should perform going forward. This due to still solid earnings fundamentals, low or no long term debts, and zero US consumer or sub prime exposure.

Best Regards,

Paul A. Renaud.

www.thaistocks.com
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Paul A. Renaud
from Morgan Stanley USA, to over 20 years on-location analyzing the Thai stock market.
"devoted to growth, low valuations and high dividends"
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www.thaistocks.com
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Original count since April 30 1997:

Q-Ray

To view Palm Hill Vista Villa Estate, Phuket Thailand, click here: /i

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 '09 marked our 12 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 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 '2009

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 to yield on investments.

The mid to smaller companies are overall the long proven premium choices: as these mostly often have less volatile stock prices, much higher cash dividends and 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 and smaller growth companies pay no or very little 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 offered mostly to invidiual investors.