PaulRen's picture

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

Thaistocks.com was/is always about rational & value investing since its inception in 1997.    April 30 '2025 marked its 28th anniversary and the SET's 50th anniversary!   For over 3 years, I here stated to be overall Thai stocks' bearish -due to the Thai economy slowing, lack of  SET/Broker real reforms & excess mkt. speculation -not least uninspiring politics. 
However, now with the massive sell off in Thai stocks since 2022, I think the selling is likely overdone and while real reforms are still lagging, at the same time various stocks have become, "bargain which go begging".   Hence as of late June 2025 and with the SET now below 1080, I am turning selectively Thai stocks positive -for the first time in 3 1/2 yrs...and  I just identfied such a stock pick to members.   With my life long multicultural background and 40+ years of professional investor experience I here make regular added added value unbiased comments.   (See articles below).    

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, Thai Finance Minister 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. ...

Latest Published Articles:

PaulRen's picture

SET index and select stocks likely bottomed out now, in my view.

The SET index likely bottoming-out now, in my view. Here is my pick today on this mkt. bottom-call, as I see it. Mideast tension are high for sure, but gold prices are not hitting new highs.  Thai politics are bad, but its priced in the mkt. already.    Of course as always...

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Market discrepancy never seen before.

Such low now 1.2% US dividend returns on S & P 500 in a likely further sinking Dollar currency Vs bank saving accts in the US at 3-4.5%. Here its just the opposite: bank savings at 0.3% and dividends yields to be had at 5-7% in a strong Thai Baht...

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Overall Thai inflation is 0 or slightly negative.

Overall Thai inflation is 0 or slightly negative here as we notice and regularly monitor. While property and rental prices have moved-up in certain high-end destinations while food especially imports- are priced up somewhat..., yet most higher-end items like A/C, washing machines, gasoline & electricity etc...are lower while...

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China keeps emerging, while too few money managers pay attention.

A short summary-view on my China positive investor call -which remains in place since last February 2024.  XIAOMI a proud star still firing on all cylinders.

PaulRen's picture

A good mail received & appreciated -and how I answer.

Here is a good summary on the state of affairs at least as how I see it -by how I answer a welcomed letter from a long follower.

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