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Introduction-a new era has begun.

June 28 th 2020.  Thai stocks endured a substantial sell off, as most everywhere else when the CV19 hit by mid March.  Stocks sold off on margin calls -and panic.  With Thai's health care system superior as compared to many other countries, record low interest rates' likely to persist besides some shares cash dividend yields at 4-6%, compared to the Thai 10 year Govt. yield at barely 1.3%, I in mid March turned maximum bullish right at the major market bottom.  Days later published my new "bottom fishing" model portfolio -to contributing members!  Scroll down at this front opening page, and see the blue ink -and then click on "read more".   Then, in early June, I here posted to member to take profit and ended my model which by then was up 32% vs., the SET up 26%.  Today, Thailand seemed to have conquered the CV19 virus, but just about killed its economy in the process.

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Introduction

   

Thaistocks.com is about value investing since 1997!

April 30 '2020, marks our 23'nd Anniversary.

                We are not investment-financial advisors/nor fund managers. Just publishers of unbiased & experienced viewpoints.

Thaistocks.com is an intelligent investment club delivering unbiased, objective & professional viewpoints since 1997.  INTEGRITY IS MY COMPETITIVE ADVANTAGE. Through this media since April 1997, I have shared proprietary professional viewpoints, articles, over 100 in-person company interviews with managing directors. Here is added value investor intelligence on all aspects to successful long term investing.  In early 2017 I turned increasingly Thai stocks frustrated -and so bearish.  But the massive SET drop of in mid March, was a "game changer"!  May 22th, 2020.  After turning max bullish in mid March (see just below) with the SET now up some 30% since, I am today turning more cautious, not least due to broad earnings downgrades starting in the 2Q -and as I perceive the market likely now ahead of itself. Bravado yes on its ability to abate the CV19 virus, but alas at the cost of a serious economic decline, lead by the collapse of the important tourist industry.

March 14th, 2020.     Some Thai stocks have now become an investor-bargains, much worth considering.   

Over the...

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More on the how vs. the what to invest in. Part 2.

More on the how vs. the what to invest in. Part 2.

(Here is a slightly revised and better edited article I first meant to publish last weekend, only in not being able to uploaded due to an upgrade needed. Which was done this weekend.  I...

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On the how in Thai stocks, vs. just the what.

Anatomy on the how in Thai stocks, vs. just the what. Here is one of more articles to come on this subject.

Pondering here into our rainy season, I just realized how many members over many years wrote me how they learned allot on how to...

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Due to a fast surge dare to nail profits today on my model portfolio.

Only due to the SET market surge and most investors getting in wrong last March I dare today to nail profits, at the 2 month anniversary, just when things get back to some kind of normalcy. But not really, as the Thai economy has taken a horrific blow.  It remains...

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Model portfolio an interim update, May 27th.

With some spare time on my hands and the ease to update, along with further movement on the SET since last updated, I here post the latest interim updated model as of 11AM this morning, May 27th.  The only stock I have taken profit on to date is CHAYO at...

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Market surge has been confined to least affected by CV19.

Reflecting some post the surprising to many stock market rebound.

The US -and to a good extend Thai stock market as well- has run up allot into the news that things, virus wise, seem to be getting better.  Its important to understand that in the US at least, most...

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