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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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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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Surprising to many, but not me, group of good stocks = preferred to cash-alternative.

Submitted by paulren on Tue, 12/01/2021 - 11:14am

Markets are forward looking, and they see the vaccine/saviour light at the end of the tunnel as well as Cash being debased over time, not least due to all the Govt.s money new printing.

The SET index has had a formidable run over the past couple of months....

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Model portfolio an interim update, December 5th 2020.

Submitted by paulren on Sat, 05/12/2020 - 11:09am

An interim monthly informal update.  Just recently I added FSMART(7.15) at 6.80 Baht and STGT(74.25) at 75 Baht to this model portfolio. STGT since paid a 1.25 Baht interim dividend and will split its stock 2 for 1 very shortly.

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Investor comments from the recent past. Year 2020.

Submitted by paulren on Wed, 02/12/2020 - 3:30pm

Investor apathy.   Beware in becoming or are already an investor "pre-mortem". Where one deliberately most only considers the worst case scenarios and so solely see and fear downside in any investment -resulting in never dare to take the plunge. Stuck in investor mediocrity for years, just as...

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Fsmart is the undisputed number 1 automated service platform operator in Thailand.

Submitted by paulren on Sun, 29/11/2020 - 12:25pm

FSMART is the undisputed leader of networks of automated and integrated financial services, easy to use, convenient, fast and secure. With automatic dispensers -bringing payment services and much more to millions lower income Thai's, which are mostly well removed from the current economic malaise.  (CV19, Tourism, Hotels, Exports, Politics) ...

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