PaulRen's picture

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

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 always 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.

January 2nd 2025.  In Thailand bank saving accounts yield around annual 0.3% in interest paid. This vs. 6-7% on quality long established solid select smaller/mid cap stocks.  In the US on $ one gets around 4-5% on Bank savings deposits and barely 2-2.5% dividends on higher yielding mid to smaller cap stocks.  This is called the yield gap, and here it's an astronomical distorted level, never seen before in my 35 yrs. on location.  Yet, for the most part brokers just keep pumping...

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To understand stock margin accounts better.

To understand stock margin accounts better.  The % amount a client on margin can borrow should always be regulated by the central bank. (CB) , not the brokers.

If a stock mkt. is very bearish, the CB may decide to increase the %, one can borrow on duly approved listed shares.  For example,...

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Moving with cautions optimism into year 2025.

With cautious optimism into year 2025. Some added value comments...I want to share.

Moving forward into 2025 will be SET interesting.  As by mid Feb. '25 most 4Q. earnings will be released along with its full year 2024 results.  Many will show full calender year 2024 results -and...

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On US stocks.

As we enter 2025, I can't help but notice lots of US stock bulls around, en masse.
Consider, if everyone thinks, everybody there also thinks stocks will keep going up, then stocks will keep going up. This can go on for a long time, but eventually the bubble bursts....

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TOG, my most important update!

TOG (10) Buy view very much maintained.  An  important update.

The utilization rate of new the Rx lenses’ expansion earlier this year is now already at 85%, which just started & test runs conducted in the Q. 1 of 2024. This due to very...

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Things may at last be changing on the SET.

Change may be coming on the SET, with an investor/trader new rotation into highly undervalued alternative highest dividend choices, so long neglected.

The past few days saw a very large sell-off in some of the most previously active -way over traded- big cap stocks here. Which dominated volume for many
months,...

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