June 28 th 2020.  Thai stocks endured a substantial sell off, as most everywhere else when the CV19 hit by mid March.  Stocks sold off on margin calls -and panic.  With Thai's health care system superior as compared to many other countries, record low interest rates' likely to persist besides some shares cash dividend yields at 4-6%, compared to the Thai 10 year Govt. yield at barely 1.3%, I in mid March turned maximum bullish right at the major market bottom.  Days later published my new "bottom fishing" model portfolio -to contributing members!  Scroll down at this front opening page, and see the blue ink -and then click on "read more".   Then, in early June, I here posted to member to take profit and ended my model which by then was up 32% vs., the SET up 26%.  Today, Thailand seemed to have conquered the CV19 virus, but just about killed its economy in the process.

We are not an investment-financial advisors/nor fund managers, just publishers of unbiased & experienced/professional viewpoints.  "INTEGRITY IS MY COMPETITIVE ADVANTAGE".

Thaistocks.com is an intelligent investment club delivering unbiased, objective & professional viewpoints full time, since 1997.  Through this media since April 1997, I have shared proprietary professional viewpoints, articles, over 100 in-person company interviews with managing directors.  Here is added value investor intelligence on all aspects to successful long term investing.  In early 2017 I turned increasingly Thai stocks frustrated -and so bearish.  But the massive SET drop of in mid March, was a "game changer"! 

May 22th, 2020.  After turning max. bullish in mid March (see just below) now with the SET up some 30% since, I have today turned more cautious not least due to broad earnings downgrades starting in the...