Thaistocks.com is about value & rational investing since 1997. April 30 2021, marked the 24th anniversary of Thaistocks.com which so now is the oldest continuously & original running web site in Thailand. Delighted how for over 2 decades helped many in becoming more knowledgeable & responsible stock investors -while often helped to show how to create superior investor returns -as the long track record here shows. We are not investment-financial advisors/nor fund managers, just publishers of unbiased & experienced & professional viewpoints.
Thai Optical Group (TOG, 9.55) here favorably written-up 4 months ago at 5.90, has rocketed up to 9.55 Baht yesterday -on solid volume. Thai brokers just starting to recommend now that its stock price is 65% higher then my first posting here. (TOG) just paid a 0.21 Baht interim dividend yet still trading at a relative low 2021 p/e of 12-14. Benefiting from an export
NOBLE and ORI are 2 solid property related firms with shrewd growth prospects, low p/e’s, high current dividends -in a sector which should lead the SET for the balance of this year. But both are far more than just plain vanilla property developers!
Below is bit of restatement on how I view to invest beyond just number crunching/valuation with 4 current examples -and a brief summary why. One can see how pro or neg present sentiment plays into some, to one's advantage -I believe.
Some years ago some very astute money managers earned Yale University endowment fund billions of $ in investment returns on a fully diversified portfolios, that year. When they asked for their agreed 100 mill. fee, the University's "little old ladies" screamed highway robbery! So they fired those great money managers....