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Beyond Thaistocks.com More meaningful real reforms need to take place here.

Thaistocks.com was always about rational & value investing since 1997.  April 30 '2025 will marked the 28th anniversary.  For over 3 years I here increasingly stated to remain overall Thai stocks bearish -due to the Thai economy slowing, lack of SET/Broker real reforms & excess mkt. speculation -not least uninspiring politics.  Yet, no real catalyst are in sight.  With my multicultural background and 40+ years of professional investor experience I now instead make here regular added value more global oriented always unbiased comments.   Beyond Thaistocks.com  (See articles below).     

We are not and never were investment nor financial advisors/nor fund managers,  just publishers of unbiased, experienced & long professional viewpoints with 40+years of investor experience.   "Integrity has always been my competitive advantage".   

February 26 2025:  What amazes me of recent, post watching many Western money manager interviews over the past few months in how so very few not even mention China?
Its almost as it did not even exist? Just on-and-on about the US mkt....when in fact the tide looks turned and China/Hong Kong stocks so far in 2025 way, way outperforming vs. US/NASDAQ, which look peaking & tired. Even cash loaded Buffett is China absent? Apple stock price, being stale since last July '24 is being in the news "forever"; but then big cap Xiaomi (here very
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China stocks rock up even more, just as US stocks continue to correct.

China stocks overall rock-up further and this just as US stocks continue to correct a noteworthy divergence. Even while few Western money managers talk about it.

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Rattled Thai consumer loan usury practices, or lack thereof.

Lack of full and proper "usury-laws" on consumer loans, is the major culprit.

Over the weekend I watched this report on Thailand's consumer dire debt situation on YouTube, here:   https://www.youtube.com/watch?v=_hpCpEm6PeE.              It's everything many of us know already. But too few understand/appreciate the...

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TOG reports solid 4 Q. and so full year 2024, as expected.

Total revenues soared in calendar year 2024 to 3.51 Bill., as compared to 3.01 Bill. Baht for year 2023 -itself a new record revenue-year back then.  2024 hence saw a 16.5% revenue, "top-line", increase last year.  Impressive as in the past tame top-line growth was concerned, by some analysts.   EBIT (earnings before interest, deprecation and taxes) shows record...

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Buriram Sugar, go wonder.

Buriram Sugar (BRR, 4.42) reported outstanding earnings for 2024, to a new all time record.  From 557.72 in 2023 to 1,034.08 for calender year 2024, or from 0.69 Baht per share to 1.27 in 2025.   It just announced a dividend of 0.50 Baht, or so on the current stock price just now of 4.42 Baht, this comes...

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Watching insider-transactions on a few key stocks worth holding as a group.

I can't help but notice lots of insider buying lately on STA (14.50), which to me looks way over-sold.  I tried to paste them all here but it was gargled-up, you can search for it easily at this link, as well as any other:   https://market.sec.or.th/public/idisc/en/r59

TOG,...

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