PaulRen's picture

Beyond Thaistocks.com -more meaningful real reforms need to take place.

Thaistocks.com was always about rational & value investing since 1997.  April 30 '2024 marked its 27th anniversary.  For over 2 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.  Still no real catalyst are in sight.  With my multicultural background and 40+ years of professional investor experience I now instead here make regular added value more global oriented always unbiased comments.   Beyond Thaistocks.com  (See articles below).    

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".   Picture here is about "don't miss the boat",  as one of these days global mkts will correct -and maybe far more.

February 7th 2025:   The Thai SET has been in a horrific bear market, so re-affirmed every week lately with yet another (previously overvalued) big cap. stock falling out. Dragging down lower even solid secondary profitable companies at much lower valuations. Most brokers long mantra here catering to day traders is faltering.... I monitor company insider-transactions regularly which are reported to the Thai SEC here, on-going. This is especially interesting now, as many Thai stocks even good ones at very low...

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PaulRen's picture

Watching insider-transactions on a few key stocks worth holding as a group.

I can't help but notice lots of insider buying lately on STA (14.50), which to me looks way over-sold.  I tried to paste them all here but it was gargled-up, you can search for it easily at this link, as well as any other:   https://market.sec.or.th/public/idisc/en/r59

TOG,...

PaulRen's picture

Dichotomy on the Thai Stock Exchange -will be changing.

Dichotomy on the Thai Stock Exchange should be changing.

As I foresaw some time ago (post calling the Covit mkt. bottom), the Thai SET remains in a prolonged broad bear market. Where a very few large cap stocks keep being dominant, while most all else is shunned.

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PaulRen's picture

To understand stock margin accounts better.

To understand stock margin accounts better.  The % amount a client on margin can borrow should always be regulated by the central bank. (CB) , not the brokers.

If a stock mkt. is very bearish, the CB may decide to increase the %, one can borrow on duly approved listed shares.  For example,...

PaulRen's picture

Moving with cautions optimism into year 2025.

With cautious optimism into year 2025. Some added value comments...I want to share.

Moving forward into 2025 will be SET interesting.  As by mid Feb. '25 most 4Q. earnings will be released along with its full year 2024 results.  Many will show full calender year 2024 results -and...

PaulRen's picture

On US stocks.

As we enter 2025, I can't help but notice lots of US stock bulls around, en masse.
Consider, if everyone thinks, everybody there also thinks stocks will keep going up, then stocks will keep going up. This can go on for a long time, but eventually the bubble bursts....

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