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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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DIF, worth considering for high tax free 8.30% yield.

Submitted by paulren on Mon, 22/02/2021 - 9:17am

DIF, worth considering for high tax free 8.30% yield, which is actually a touch more as its paid-out Quarterly.

DIF (12.60) is an interesting high Quarterly income investor opportunity, in my view.  This is the Digital Telecom fund which in recent quarters paid 0.261 Baht...

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Person A vs. person B. 10 to 1.

Submitted by paulren on Thu, 18/02/2021 - 11:05am

Person A vs. person B, a 10 to 1 difference in income. Where a 1 mill. Baht investment yields more than a safe 10 mill Baht in the Bank. Safe, but inflation adjusted, is it?

A friend of mind, call him person A, told me he...

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Thai mid and smaller cap stocks rebounding allot.

Submitted by paulren on Mon, 08/02/2021 - 10:52am

 

Thai mid and smaller cap stocks rebounding allot -and then some.

As one can see from the below graph, I screenshot this morning at 10:30 AM, there has been a dramatic recovery in the Thai broad smaller/mid cap sector since around mid 2020, as this...

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Changes are coming./ Pointing out a market abnormality.

Submitted by paulren on Sun, 31/01/2021 - 6:25pm

Changes are likely coming./ Pointing out a likely market abnormality.

I think we are increasingly at an important juncture. On the one hand the Thai economy overall is not doing well, lead with tourist arrivals being all but dead....for now. On the other spectrum the biggest market in...

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Stock prices are rarely rationally valued -for good reasons.

Submitted by paulren on Sun, 17/01/2021 - 12:04pm

 

Contrary to the theory oriented stock gurus which love to teach this, stock prices are rarely rationally valued for good reasons. To think otherwise is an investor trap.

I am ever so often asked about what is fair equity valuation. How do you properly value...

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