Duly note that end of June 2025, I turned SET bullish again for the first time in 3-4 years, due to in my view now that the market sell-off has been overdone... record many companies are buying back their own shares (treasury stock) while trading at or below its stated book values...while more than some are paying 6-8% in dividends -or some 20-25 times more then Thai Bank savings accounts. This is called the "yield-gap" which in my view is hugely distorted in fact to a record  -so at mid-year real investor opportunities emerging!

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 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 overdone and while real reforms are still lagging, at the same time various stocks have turned "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 identified 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 latest 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.

July 7th 2025:   Thailand broker models are fundamentally flawed because they rely on trading revenue. This has been so for 25+ years -and never changed...only increased.  While nobody talks/writes about this: I currently/increasingly see Thai-broker consolidation in...