PaulRen's picture

Beyond -meaningful real reforms need to take place here. has been about rational & value investing, since 1997.  April 30 '2024 marked its 27th anniversary which ended my running this site -due to lack of real SET reforms and more....this best-name & long lasting Thai site/URL  is now  For Sale.     

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.  As always since 1997, I here only publish my own unbiased view points".  "Integrity has always been my competitive advantage".   Picture here shows medieval village in Burgundy, France.

June 5th:  The global geopolitics war mongering, are going from bad to worse, with the US neocons/hegemony starting to get frantic on the reality of loosing its Ukraine/NATO expansion folie....,just as US elections are looming. I remain of the view the US stock mkt. is in a rounding top in the making -and overvalued. Instead, have viewed accumulating select China ETF's -since early Feb.'24 Just to share here. I remain an overall bear on the Thai stock market in general for some time already, except for AUCT/TOG which I here mentioned for long -and which since have reported solid 1 Q. earnings plus 6+% in dividends, or double the SET average dividend yield. A much defensive and a pure export company.

There is a tunnel-underpass here which is a...

Latest Published Articles:

PaulRen's picture

US leading to global instability.

Here is an excellent article by Professor Jeffery Sachs, showing the shift from a U.S.-led world economy to now a multipolar world economy; a reality that U.S. Washington neocons have failed to recognize, accept, or admit...and it's a key reason for the current global Geo-political destabilizing -led by the US....

PaulRen's picture

AUCT, just reports impressive 1st Q. results -as did TOG the week before.

AUCT (8.35) keeps reporting impressing & growing earnings results, yet again.   AUCT (8.35) along with TOG (11.10) have for long been my last & final solid choices here. And remain so.    I reviewed for members in our lounge TOG's  1Q. last week,  see here:

PaulRen's picture

Its getting more and more unhinged -globally.

Things are getting more and more unhinged, globally.  Most all EU politicians, as is AU/NZ, are sadly in the US Govt. pocket.  Call it "the crocodile jaws".  Ukraine is clearly faltering... IRAN is now very upset in getting its Embassy bombed & top people killed, which is against all international...

PaulRen's picture

The end of, as it was since April 1997.

The end of, as its been full time since 1997.   For some 2-3 years I have taken the more bearish view here...mostly due to lack of SEC/SET & Broker industry reforms -a long stalemate.

April 30th 2024 marks the 27th Anniversary of this longest Thai running web site,...

PaulRen's picture

Speculating on overvalued stocks is the "kiss of death", in a bear market.

A paramount reason for the SET and its industry failing is not just languished Thai economic growth but their behavior, in my view.  As here warned/outlined for some time over the past years. To no avail.

Over many years in the now past I often encouraged brokers & management here to...

Subscribe to RSS