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

Thaistocks.com was always about rational & value investing since 1997.  
April 30 '2025 will mark its 28th 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).      

 

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 amount of listed companies which have over the past many months announced such buy backs.  Its in my view a responsibility if not not duty...

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Thai share buy backs are at record high levels, but not reported.

Thai share buy backs (Treasury stock) are at record high levels -but not reported on now many -while China bashing by the West is alive and on-going.

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China stocks rock up even more, just as US stocks continue to correct.

China stocks overall rock-up further and this just as US stocks continue to correct a noteworthy divergence. Even while few Western money managers talk about it.

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Rattled Thai consumer loan usury practices, or lack thereof.

Lack of full and proper "usury-laws" on consumer loans, is the major culprit.

Over the weekend I watched this report on Thailand's consumer dire debt situation on YouTube, here:   https://www.youtube.com/watch?v=_hpCpEm6PeE. (link is external)             It's everything many of us know already. But too few understand/appreciate the...

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TOG reports solid 4 Q. and so full year 2024, as expected.

Total revenues soared in calendar year 2024 to 3.51 Bill., as compared to 3.01 Bill. Baht for year 2023 -itself a new record revenue-year back then.  2024 hence saw a 16.5% revenue, "top-line", increase last year.  Impressive as in the past tame top-line growth was concerned, by some analysts.   EBIT (earnings before interest, deprecation and taxes) shows record...

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Buriram Sugar, go wonder.

Buriram Sugar (BRR, 4.42) reported outstanding earnings for 2024, to a new all time record.  From 557.72 in 2023 to 1,034.08 for calender year 2024, or from 0.69 Baht per share to 1.27 in 2025.   It just announced a dividend of 0.50 Baht, or so on the current stock price just now of 4.42 Baht, this comes...

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