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

Submitted by PaulRen on Sun, 28/06/2015 - 7:00am
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).      

* Real NEWS “: The lack of confidence in existing rules and supervision is one of key reasons for the stock market’s lackluster performance,” Pichai, Thailand Finance Minister said at a press conference today March 27th.  I say BRAVO & while long overdue. 

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...

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Swiss & US money managers/comment and reflections.

Submitted by PaulRen on Sun, 30/03/2025 - 11:39am

Swiss bank investment managers too often like to pad themselves on the back regarding good investor performance.  Yet to their credit of late Gold has done,  this post them "forever" advocating this asset class.  Realize however, Gold is always priced in US$ which of late has weakened, globally.

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

Submitted by PaulRen on Tue, 25/03/2025 - 10:51am

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.

Submitted by PaulRen on Fri, 14/03/2025 - 3:48pm

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.

Submitted by PaulRen on Tue, 11/03/2025 - 12:12pm

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.              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.

Submitted by PaulRen on Sat, 01/03/2025 - 11:14am

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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