PaulRen's picture

Beyond Thaistocks.com More meaningful real reforms need to take place here.

Thaistocks.com was always about rational & value investing since its inception in 1997.  
April 30 '2025 will mark its 28th anniversary and the SET's 50th anniversary!  

For over 3 years I here increasingly stated to remain overall Thai stocks' bearish -due to the Thai economy slowing, lack of SET/Broker real reforms & excess mkt. speculation -not least uninspiring politics.  Yet, no real catalyst are in sight*.  With my multicultural background and 40+ years of professional investor experience I now instead make here regular added value more global oriented always unbiased comments.   Beyond Thaistocks.com  (See articles below).      

The lack of confidence in existing rules, supervision and enforcement are among the key reasons for the local stock market’s continued lackluster performance, as recently reiterated by K. Pichai, Thailand Finance Minister said at a press conference on March 27th.

We are not and never were investment nor financial advisors/nor fund managers,  just publishers of unbiased, experienced & long professional viewpoints with 40+years of investor experience.   "Integrity has always been my competitive advantage".   

March 26, 2025: Amazing how neither Thai brokers (to my knowledge) nor the SET publish any stat's on the number of listed companies which have announced share-buy backs lately (Treasury stock);  as this would instill some mkt. confidence....as I think many of us here know there have been a record...

Latest Published Articles:

PaulRen's picture

US stock over bulls. Africa emerging. China beating in performance.

US stock over bulls and keep patting themselves on the back.  Africa is emerging. China beating in performance as I hear foresaw.

PaulRen's picture

An interim update. Quality companies with high dividends.

Here is an interim update. Quality companies with ultra high dividends was/is the right place to be if you are in Thailand as a longer term investor. While US stocks took a tumble as here sensed. Accumulate China ETF stocks, is in place since early 2024.  A global de-dollarization is...

PaulRen's picture

Trust is a key factor in determining how well a country excels, or not, also on how stocks are valuated.

In a book called "Trust”, by Francis Fukuyama 1995 it is well documented how trust in governments (and companies) is a/the key factor in determining how well a country excels, or not, on so many different levels....and how its stocks are valuated.

Trust in the US...

PaulRen's picture

US stocks -more then just a correction. The World beyond dominant USA.

The World is changing beyond dominant USA. This is the biggest change in a long time (maybe our lifetime) and will force global mega investors and others, to look beyond now peaked, USA stocks in my view.

PaulRen's picture

Good sales skills are invaluable.

Thailand is good at many things, but alas too often, Sales is not one of them.

Over many years I here observed on many different levels the relatively poor sales skills by most such encounters -both in my profession and otherwise. Effective sales is often about empathy...

Subscribe to Thaistocks.com RSS