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Introduction

Submitted by paulren on Sun, 28/06/2015 - 7:00am
                                                 Thaistocks.com is about value & rational investing since 1997. 
            Thaistocks.com is the oldest continuously & original running web site in Thailand.  April 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".   My message to many of you:  Investor apathy.   Beware in becoming or are already an investor "pre-mortem" or so called Permabear. Where one deliberately most only considers worst case scenarios and so solely see and fear downside in any investment -resulting in never dare taking the plunge. Stuck in investor mediocrity for years, just as so many have in the recent past -and likely in the future.

Thaistocks.com is an intelligent investment club sharing unbiased, objective & professional viewpoints full time, since April 1997.  Through this media I have posted proprietary professional viewpoints, articles, over 100 in-person company interviews with managing directors full time since 1997.  I...

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Model portfolio an interim update, December 5th 2020.

Submitted by paulren on Sat, 05/12/2020 - 11:09am

An interim monthly informal update.  Just recently I added FSMART(7.15) at 6.80 Baht and STGT(74.25) at 75 Baht to this model portfolio. STGT since paid a 1.25 Baht interim dividend and will split its stock 2 for 1 very shortly.

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Investor comments from the recent past. Year 2020.

Submitted by paulren on Wed, 02/12/2020 - 3:30pm

Investor apathy.   Beware in becoming or are already an investor "pre-mortem". Where one deliberately most only considers the worst case scenarios and so solely see and fear downside in any investment -resulting in never dare to take the plunge. Stuck in investor mediocrity for years, just as...

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Fsmart is the undisputed number 1 automated service platform operator in Thailand.

Submitted by paulren on Sun, 29/11/2020 - 12:25pm

FSMART is the undisputed leader of networks of automated and integrated financial services, easy to use, convenient, fast and secure. With automatic dispensers -bringing payment services and much more to millions lower income Thai's, which are mostly well removed from the current economic malaise.  (CV19, Tourism, Hotels, Exports, Politics) ...

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

Submitted by paulren on Sat, 21/11/2020 - 11:19am

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.

Submitted by paulren on Wed, 18/11/2020 - 10:59am

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

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

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