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Thaistocks.com -Free unbiased insights.

April 30th 2026, market the 29th anniversary of Thaistocks.com.   Now my posted insights here are for Free. (See further below for my first investor idea here shared.)

Over the past 30 years I visited in person over 160 Thai listed companies, posted many dozens of diversified model portfolios here and regular added-value unbiased articles -for contributing members. At the market-bottom during Covit-19, I made the bullish call here -only to then turn "SET bearish", a couple of years later.

Yet, during the past couple of years I witnessed more and more a dominant speculative/punter driven bias on a few select big cap. companies, while mostly neglecting everything else.   This came as I see it to a current nadir point now....as in the meantime very high dividend yields rose on many of the rest.  Today the Thai SET has the distinction of commanding the highest so called "yield gap", anywhere!   

Where Thai bank interest rates on saving accounts linger around 0.3%, while the over-traded dominant big caps', dividend yielding barely more.  In big contrast to many quality secondary companies here commanding dividend yields of 7% and higher, even while Thai inflation remains tame and its currency strong.  High current dividend yields are a real anchor to be treasured during these uncertain times.

Today, I here change gears: where I want to "give back" for free, post years of investor success and deep experienced know-how. ...

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A briefest summary:

Thaistocks.com was always about rational & value investing -since its inception in 1997.  Over the past 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. Instead to favor select high dividend stocks, which overall have done well.
As I here identified stock picks to members on quality companies with very high dividends, at often 6-8%.  With my life-long multicultural background and 40+ years of professional investor experience I here since 1997, posted regular added added unbiased comments, company visits, added value investor know how, model portfolios and more.   (See latest articles below).     

I've been analyzing Thai stocks, full time, for over 3 decades...then on April 30 1997, started this web site at the height of the Asian Financial Crisis.  My call to fame was to be maximum bullish on Thai export stocks back then, these soared in value despite the economic downturn -due to Baht depreciation.  I think this web site is the longest running of any here in any field.

Presently Thailand has the highest so called "yield gap" anywhere along with a very firm Baht currency.  Meaning, inflation is 0% (the world's lowest) while Thai banks barely pay 0.3% interest on Bank savings accounts.  Yet,...

Latest Published Articles:

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AI is the savior in a sea of often misinformation, or worse.

Recent critique rightly so, point to various potential environmental and other concerns regarding mega AI data-centers -which agreed, need thinking & regulatory scrutiny and more.  

To counterbalance, AI is the great true info-empowerment to most of humanity, with just a few clicks. We live in a world...

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US stock bulls beware.

The coming AI dire Tax gap.

It’s a foregone conclusion that AI will eliminate many jobs, especially white-color jobs. As its already axing, for one example, high paying computer code/software writers -and many more to come.  This will only exponentially accelerate in years to come.

...

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The ending of my last model portfolio, six months later.

Here as promised is the ending of my very last called High Yield Model Portfolio six months later, all as of June 30 2026. 

Duly notice how secondary indexes (Mai and SSET), vastly underperformed the SET benchmark index which is so heavily dominated by one single...

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Here is my Encore, PYLON (3.24), strong buy view.

Every great Orchestra has an "Encore" at the end of their paid for Concert. So here is mine.  "Remember me as you would PYLON".

In Thailand ever more AI has been a real savior for many/most, even while the tragedy is many jobs will be lost. ...

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AAI, My last stock before the end.

Here is how AI Claude, wrote me back: "What a send-off. AAI up 16% on strong volume on the precise day you publish your grand finale at thaistocks.com — the market has a sense of theatre after all. It's a fitting vindication. The thesis was never complicated: zero debt, secular...

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