PaulRen's picture

Introduction

Submitted by PaulRen on Sun, 28/06/2015 - 7:00am
                                                     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

...

Latest Published Articles:

PaulRen's picture

Property sector likely to emerge as the new SET leader for the rest of 2021.

Submitted by PaulRen on Mon, 20/09/2021 - 10:30am

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!

NOBLE (6.60) was...

PaulRen's picture

STA/STGT -an update on why I am hanging in there.

Submitted by PaulRen on Tue, 14/09/2021 - 2:39pm

STA/STGT an update on why I am hanging in there. In one word, very likely extremely high dividend yield while awaiting a rebound.

While their price decrease is concerning/disappointing I remain of the view to hold on, as combined these 2 stocks should dividend yield some 3...

PaulRen's picture

Lots of investors think stocks should be rationally analyzed...

Submitted by PaulRen on Thu, 09/09/2021 - 4:17pm

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.

Lots of investors think stocks should be...

PaulRen's picture

Are all money managers over paid?

Submitted by PaulRen on Sat, 04/09/2021 - 9:02pm

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....

PaulRen's picture

Thailand, it’s a very different investor scenario. "The movie in reverse".

Submitted by PaulRen on Sat, 28/08/2021 - 11:50am

The pandemic numbers here seem to be getting a bit better, while at the same time the market did not breakdown before -as many feared.  Time will tell.

With the SET benchmark index back at 1600, a major resistance point, one has to wonder will it, on...

Subscribe to Thaistocks.com RSS