At the end of June 2025, I turned SET bullish for the first time in 3-4 years, the market did rebound nicely for a few months only to stall again of late.  Its gone back to a dominant trading-speculating stock mkt. here -with a very few large capitalized overvalued stocks attracting most all the attention and capital, while the rest is all but ignored! DELTA (222) as a prime example regularly is the most active traded stock on the SET -with its stratospheric p/e of 138 and minuscule stated annual dividend at 0.21%.   Its a sad state of affairs on the Thai stock exchange as it has some of the highest dividend yielding stocks anywhere, while ultra low interest is paid on Thai bank savings accounts (around 0.3%).  Hence, the so called "yield-gap" here has to be at a World record high, anywhere. I mostly blame the brokers here for not pointing this out more, vs. endless trading galore. 

Thaistocks.com has always been about rational & value investing -since its inception in 1997.   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. 

I here identify stock picks to members on quality companies with very high dividends, often 7%.   With my life-long multicultural background and 40+ years of professional investor experience I at this site since 1997, make regular added added value unbiased comments.   (See latest articles below).    

I've been analyzing Thai stocks, full time, for over 3 decades... here have the highest so called "yield gap" anywhere along with a very firm currency.  Meaning, inflation is 0% (the world's lowest) while Thai banks barely pay 0.3% interest on their savings accounts.  Yet, if you get beyond institutional obsession with liquidity one can find -even growing Thai listed quality companies- which yield 6-8% in tax favored dividends.

But you would never know about this reading conventional biz news.  All along, the Thai Baht currency is among the world's strongest -on par with the ultra-strong Swiss Frank over the past fiscal year.   November 3rd 2025. 

 November 8th 2025:   One can follow Thai IPO's post listing performance mkt. price at...