At the 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 many trading at or below their stated book values...more than some are paying 6-8% in dividends -or 20-25 times more then Thai Bank savings accounts.  This is called the "yield-gap" which in my view is hugely distorted and in fact a record  -so at mid-year real investor opportunities emerging!

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. 

However, since end of June '25, with the massive sell-off in Thai stocks since 2022, the selling is overdone while real reforms are forthcoming.  At the same time various stocks have turned "bargain which go begging".   Hence as of late June 2025 and with the SET below 1080, I turning selectively Thai stocks positive -for the first time in 3 1/2 yrs...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).    

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

But you would never know about this reading conventional biz news-nor likely be able to partake?...