PaulRen's picture

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

Thaistocks.com has been 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 reforms & excess mkt. speculating -not least uninspiring politics.  Still no real catalyst in sight.  With my multicultural background and 40 years of professional investor experience I 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 shows a medieval village in Burgundy, France visited last month.

September 6th: Have you noticed how the Thai Baht currency has increased 10% vs. US$, in just the past few weeks; as well the Thai stock market had better days of late -in a long time- and this just when US stock markets look more peaked. A divergence of late worth noting! Thailand, for a long time already, has one of the lowest stated inflation rates, yes worldwide!  Food prices overall have increased for sure, but so many other large-ticket items have dropped in price in recent times.

July 28th ...

Latest Published Articles:

PaulRen's picture

Asian currencies and mkts. rallying. ask why!?

In the meantime, of late, Thai, Malaysia, Chinese, currency and most stock mkts. here are rallying, for no real regional reasons...same with their currencies.! Something big beyond Western biased news seems to be going on...as Asian currencies are/keep rallying! Often a leading predictor, indicator. Similar vs. CHF, traditionally a safe...

PaulRen's picture

My investor theme during these dire times.

In the US one gets around 4-5% in savings' accounts in their Banks, slightly more if  you save in a Money Market fund. In the US you get around 1- 2.5% in dividends from stocks (yes, more on Oil stocks and selective property funds, but that is another story).  In Thailand bank...

PaulRen's picture

More sane news out of Germany -of late.

Recent elections in Saxony and Thuringia in Germany show they are fed-up with this Pro-War way of their national government. Big victories for not only the right-wing AfD but also the new Left-Wing BSW parties are testimony to that. This so gives the foreign policy makers in...

PaulRen's picture

STA, my turnaround story.

STA, a turnaround idea. (As first posted here July 29 2024).

STA (19.80) anticipates positive earnings momentum carry thru 2H this year supported by the recovery rubber demand and prices from countries ex-China, higher avg selling price yoy and delivery of rubber under new EUDR standard to EU clients....

PaulRen's picture

More macro investor views, during these dire times.

More open/general investor views here, during these very dire times, not least up until early November US elections.

Many people just don’t believe in investing for superior returns because they claim/say: “its impossible to predict the future”.   I would respond, well yes, but being a successful...

Subscribe to Thaistocks.com RSS