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 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...

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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....

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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:   https://thaistocks.com/content/tog-first-q-2024-solid-report...

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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...

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The end of Thaistocks.com, as it was since April 1997.

The end of Thaistocks.com, 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,...

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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...

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