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Introduction-a new era has begun.

November 21 2020:  Against much odds and confounding the bears, Thailand's SET redounded nicely while so surprising many.  My model portfolio published for members further increased its lead over the SET benchmark index. To me it was outright stupid to be negative on Bangkok Bank  (BBL 121) which dropped below 100 Baht, just a few weeks ago. Presently I am very bullish on STGT (72) where I just today published my latest core reasons why with high enthuse into 2021. Rubber/examination gloves is the new Gold and Thailand is a global leader.

October 26th. Thailand's stock market took a turn for the worse when student lead rebellion emerged with gusto over the past week or so. Changes, often for the better, require turmoil to get there. The turmoil is now a sagging market along with CV19 which does not seem globally tamed.  There are select stocks/companies which are still doing well here and will emerge as winners but at this juncture "the lower tide is sinking all boats". The Thai Baht is at last weakening some which should bode well for some exporters. However the economy remains far from stabilized with still much uncertainty abound.  There is some light at the end of the tunnel with vaccines and better cures coming on CV19, but most govt.s seem determined to reign in the grips and use this health catastrophe to reduce broad freedoms, some perhaps for good? Let's hope not. Some new normal will re-emerge at some point and stock markets...

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                                             is about value & rational investing since 1997. 
                                        is the oldest continuously and original running web site in ThailandApril 30 '2020, marked our 23'rd Anniversary.

We are not investment-financial advisors/nor fund managers, just publishers of unbiased & experienced/professional viewpoints.  "INTEGRITY IS MY COMPETITIVE ADVANTAGE". is an intelligent investment club sharing unbiased, objective & professional viewpoints full time, since April 1997.  Through this media I have here posted proprietary professional viewpoints, articles, over 100 in-person company interviews with managing directors full time since 1997.  Here are 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 2020, was a "game changer"!  (see below).    The picture shows, the new Gold and Thailand is the leader:

Why is the US stock market in general doing OK, while (its) economies are not?  Stocks appear overvalued to those whom don't understand stock valuations are inversely related to the level of interest rates, which have gone to...

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STGT the favoured Thai stock -well removed from Thai economic malaise.

STGT is now my favored Thai quality, ample liquid trading, high growth stock -well removed from the Thai economy/politics/tourism/middle income trap.

Thai STGT (72) just now trades at a current p/e of around 16, yet its earnings keep (and will keep) soaring going forward as it...

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The vicissitudes-intricacies of interpretation -and many traps.

The intricacies of loose interpretation and the known and unknown traps/difficulties this represent.

Living in Thailand for many years investing/building/living and more I so often endured the difficulty in language and interpreting at many different levels.  Just to define terminology, translation means written -and interpreting means...

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The model portfolio update, post/during much US and Thai turmoil.

An interim model portfolio update, post/during much US and Thai turmoil.

Looks like my pre US election prediction here will turn out right. As it was in 2016. :)  And if you include the swing states it was/will in fact be by more than...

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Thai IPO's -who knows?

Lots of self praise on Thai IPO's in the business press here and by the SET -before and after.

One key reason Thai IPO's do well on the first few trading days here is because Thai speculators' day traders, pounce on it only to sag later. But...

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Investor thoughts today, on a rainy day.

Select buy ideas on any further SET sell off, if you dare on a rainy day.

I expect the market to panic down some more today on the new increased political heat. The market is already very low and to a good extend discounts many unknowns...

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