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Introduction-a new era has begun.

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.

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                                             is about value & rational investing since 1997.
                                                                 April 30 '2020, marked our 23'nd Anniversary.

We are not an investment-financial advisors/nor fund managers, just publishers of unbiased & experienced/professional viewpoints.  "INTEGRITY IS MY COMPETITIVE ADVANTAGE". is an intelligent investment club sharing unbiased, objective & professional viewpoints full time, since 1997.  Through this media I have here posted proprietary professional viewpoints, articles, over 100 in-person company interviews with managing directors.  Here are 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 2020, was a "game changer"!  (see below).   

Why is the US stock market in general doing OK, while (its) economies are not?  Stocks appear overvalued to those whom don't understand stock valuations are inversely related to...

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My latest new Model portfolio, posted today at 09:30 AM

With the SET index sold off by 12% since I took profit on my last model in early June, I today at 09:30 AM post my newest/latest model below for members only.  I feel a number of key choices are now or at near bottom. Presently more then...

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Thai stock Investors.

Expat investors should demand English language prospectuses when being offered Thai IPO's. Demand their marketing officers look out and seek new wealth creation, vs. just view all investors as traders, which is not investing. Understand conflict of interest brokers and research reports inherently are part of. Realize Thailand has likely...

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As Govts print more money, cash should be debased in time.

A long member wrote me the following yesterday:  

"I've decided not to renew at the moment. I have pulled out most of my money from the market right now and will wait on the sidelines until the situation gets better. 
Governments continue to print money

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ITEL, interesting growth stock at reasonable valuation.

ITEL, interesting growth stock at reasonable valuation during at present more dire times.

I like ITEL at current prices of around 2.88 just now. This hard working company last month signed a data service contract of late with KTB worth Bt 165m this lifted its backlog...

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Wonderful Kamalaya, a re-visit to Koh Samui.

Wonderful, inspiring while calming re-visit to Kamalaya, in Koh Samui. 

Early this month I decided to fly to Koh Samui to take a few days off alone, at a most serene location. I do something like this every year at least once -or more. Spend 8 days...

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