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, 9.15) here favorably written-up 4 months ago at 5.90, has rocketed up to above 9 recently. Some Thai brokers starting to recommend it now that its stock price is 65% higher then my first posting here. (TOG) paid a 0.21 Baht interim dividend since -yet still trading at a relative low 2021 p/e of around 14. Benefiting from an export boom besides aging demographics where globally more and more people are using their eyes to read/work/study, yes on-line.
Below is an mail exchange I just had with a CEO of a major SET brokerage firm. This only came about because this CEO made a post questioning in frustration some of the cumbersome rules/quarantine and paper work required when he re-entered Thailand...
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!