PaulRen's picture

Beyond Thaistocks.com -meaningful real reforms need to take place here.

Thaistocks.com was always about rational & value investing since 1997.  April 30 '2024 marked its 27th anniversary.  For over 2 years I here increasingly stated to remain overall Thai stocks bearish -due to the Thai economy slowing, lack of SET/Broker real reforms & excess mkt. speculation -not least uninspiring politics.  Still no real catalyst are in sight.  With my multicultural background and 40 years of professional investor experience I now instead here make regular added value more global oriented unbiased comments.   Beyond Thaistocks.com  (See articles below).  

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.   "Integrity has always been my competitive advantage".   Picture here is about "don't miss the boat",  as one of these days global mkts will correct -and maybe far more.

November 21 2025:  Happy to notice the SET finally, at last, increasing its monetary fines to brokers here which not follow the rules.   A big issue investing in the SET is that many good fundamental stocks just don't move, instead most of the trading and volume takes place in over-hyped big cap's, at stratospheric valuations with near no dividends.  Leaving the rational investor behind. 

October 30:  The Thai Baht currency has been strong -for some months vs. most...

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PaulRen's picture

China vs. USA invest. Its all about comparative values.

A stock in solid finance theory is worth the present value (PV) of all its future dividends. US stocks have a dismal record/habit overall in providing high dividend yields to its shareholders.  Instead its entrenched modus operandi is "aggrandizement" ,at all cost.  As the bigger a company the higher the total compensation...

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Some reflections looking back the past 27 years -on Thai stocks and Thaistocks.com

For many years in the past I regularly visited Thai listed companies in person. 

Often with its CEO or CFO. at times touring it factories/facilities, some 160 overall.  I endured regular traffic-congestion, even once in a Taxi traffic accident, and at times missed flights -and yes on rare occasion outright misleading statements by...

PaulRen's picture

Gold, tired for now?

Gold ($2694), which I here for many years kept viewing to just keep slowly accumulate (yes with some of the profits taken on Thai stocks -all along) has done well this year, but topping out of late.  This is odd, or telling, as the US/Russia war keeps mongering...

PaulRen's picture

TOG, Thai Optical Group, keeps growing -worldwide.

TOG (10) buy view maintained.  Post looking at their 3Q '24 just released a couple of days ago.   TOG 3 Q. are not as down as it looks at first view.  Notable, depreciation expense increased to 154.9 mill. vs. 72.9 mill.,  FX loss due to strong Baht 3 Q (but now tamed) was...

PaulRen's picture

Major global political changes happening, not just in the US.

Lots of global political changes have been happening of late.. and I predict Germany is next in early in 2025!

Over the past many months, 6 different major countries have seen big political leadership changes not just in the US which is by far the biggest,...

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