PaulRen's picture

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).      

* 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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PaulRen's picture

Good sales skills are invaluable.

Thailand is good at many things, but alas too often, Sales is not one of them.

Over many years I here observed on many different levels the relatively poor sales skills by most such encounters -both in my profession and otherwise. Effective sales is often about empathy...

PaulRen's picture

Post the US dominant World.

Years ago I held all US securities' licenses, so I do think Trump buy now single statement a couple of days ago, was insider information and so likely illegal, but only if one can prove he/his Family acted on it!? Regardless, large US investor capital is now exiting...

PaulRen's picture

Swiss & US money managers/comment and reflections.

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.

PaulRen's picture

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.

PaulRen's picture

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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