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Introduction

Submitted by PaulRen on Sun, 28/06/2015 - 7:00am
                   Thaistocks.com is about value & rational investing since 1997.    "Integrity is my competitive advantage".  April 30 2022, marked the 25th anniversary of Thaistocks.com.  The longest continuously running web site in Thailand.  I here for long helped being a more knowledgeable & responsible Thai stocks investor -while often demonstrated creating superior investor returns.  We are not investment-financial advisors/nor fund managers -just publishers of unbiased, experienced & professional viewpoints.    
 
Stock investors like to talk about so called “value traps” i.e.  “Wall flowers” and others -which just never flourish stock price wise.  Fair enough.  But the opposite is true as well -rarely explained!  Call them inefficiently priced value choices.  Where brokers and institutions alike only consider large cap stocks, ignoring the rest... a practice going-on for decades. Its because: these have the handicap requiring high share trading liquidity.  Yet most high net worth investors don’t have this same prerequisite and so have a true -long in making- pricing inefficacy, advantage!  In Thailand this makes all the difference -as overall such "less filling and taste great" choices pay double the SET averaged in dividend yields often around 5%. Besides have higher long term growth rates along with less volatility/correlation to Western markets.
 
​Mr. Steve Davis explained well in his letter to BKK Post on July 14th 2022, "Rate...

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Language interpretations can be made from just about anywhere. SET take note!

Submitted by PaulRen on Wed, 27/07/2022 - 10:31am

The cost of simultaneous interpreting has come way down in recent years, yet for the most part the SET and its listed companies are a "lame duck" on that, to their own detriment!

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Inflation for now likely peaking.

Submitted by PaulRen on Sun, 24/07/2022 - 1:53pm

On inflation for now likely peaking.  Most commentators mention nothing, nor quote anybody on non-precious metal prices. Why?  Yet many experts usually look at metal prices as a leading indicator of the commodities ​cycle.  At present Copper and many metal prices are in a moving downtrend. Nickel is declining even...

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My comprehensive insights on what I look for/consider/evaluate when picking a new stock idea.

Submitted by PaulRen on Wed, 13/07/2022 - 11:13am

Here for the first time, I share my own comprehensive insights/list on what I look for and consider/evaluate when picking a new Thai stock idea.  While much is subjective and never ending,  I try to summarize in this important article my list of what I consider important, along...

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Looks rather insignificant to a casual observer, but may not be.

Submitted by PaulRen on Thu, 30/06/2022 - 12:07pm
Sometimes we notice things which at first view seems insignificant, yet could well be.  Take an office higher level employee at a company which has been there for some years, yet earns (in Thailand) a relatively low salary. Surely he/she has some insights into how well or not the...
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Swiss banks immensely benefited by the strength of the Swiss currency.

Submitted by PaulRen on Thu, 30/06/2022 - 9:56am

Swiss money managers have immensely benefited by the strength of the CHF currency which has appreciated 75% vs. the US$ over the past half century. So, riding on the coattails of broad Swiss excellence, which (rightly so) always impresses visitors there. 

Over the past half-century, say...

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