PaulRen's picture

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

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 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.

October 30:  The Thai Baht currency has been strong -for some months vs. most all other currencies.  I think its likely now overdone and believe global oriented investors may want tone it down regarding Baht holdings. Thai interest rates are on the way down of late... the high season here has started and the important tourism, besides the export sector, would much like to see some Baht currency taming.  Not least: Thailand has likely now entered a negative inflation-rate period, surely not something the BOT advocates/likes/nor aims at.  (BOT = Bank of Thailand).

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PaulRen's picture

TOG, Thai Optical Group, keeps growing -worldwide.

TOG (10) buy view maintained.  Post looking at their 3Q '24 just released a couple of days ago.   TOG 3 Q. are not as down as it looks at first view.  Notable, depreciation expense increased to 154.9 mill. vs. 72.9 mill.,  FX loss due to strong Baht 3 Q (but now tamed) was...

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Major global political changes happening, not just in the US.

Lots of global political changes have been happening of late.. and I predict Germany is next in early in 2025!

Over the past many months, 6 different major countries have seen big political leadership changes not just in the US which is by far the biggest,...

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AIT highest dividend payor on the SET.

AIT (4.42) is and remains one of my high dividend core stock selection here.  In fact, AIT is probably the highest dividend payer on the SET, just slightly above 7%.  AIT keeps reporting increased earnings and its last (3Q) being, up 24% vs. last year same Q. It just announced its earnings late last...

PaulRen's picture

Biggest dichotomy on the Thai stock exchange, untold.

The biggest dichotomy on the Thai stock exchange yet just about never pointed out -neither by brokers nor the business press here.  Nor anybody else.

PaulRen's picture

Swiss Banking regulatory shortcomings.

I can't help but raise my eyebrows to a Swiss Finance regulatory, news article just read.
An interview with the Swiss Finance minister, Ms. Karin Keller-Sutter.  She was interviewed about new Swiss banking compliance/regulatory issues, to come...,in this article she mentions there are as of now, no provisions to...

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