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Introduction

Submitted by PaulRen on Sun, 28/06/2015 - 7:00am
                                                     Thaistocks.com is about value & rational investing since 1997. 
            April 30 2021, marked the 24th anniversary of Thaistocks.com which so now is the oldest continuously & original running web site in Thailand.  Delighted how for over 2 decades helped many in becoming more knowledgeable & responsible stock investors -while often helped to show how to create superior investor returns -as the long track record here shows. 
We are not investment-financial advisors/nor fund managers, just publishers of unbiased & experienced & professional viewpoints.  

Thai Optical Group (TOG, 9.15) here favorably written-up 4 months ago at 5.90, has rocketed up to above 9 recently.   Some Thai brokers starting to recommend it now that its stock price is 65% higher then my first posting here.  (TOG) paid a 0.21 Baht interim dividend since -yet still trading at a relative low 2021 p/e of around 14.  Benefiting from an export boom besides aging demographics where globally more and more people are using their eyes to read/work/study, yes on-line.

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Thai intermediation of savings -is off the rails.

Submitted by PaulRen on Sun, 17/10/2021 - 3:19pm

Thai intermediation of Savings is "off the rails".  Thai Investing/savings, to their own detriment, is often less than rational -by both Foreign and many Thai's.

In any capitalistic economy the so-called intermediation of savings/investment is a critical important core component of such a system.  It presumes that savers will broadly...

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Exchange of mails with a leading Thai broker CEO.

Submitted by PaulRen on Thu, 14/10/2021 - 10:38am

Messages exchange with a leading Thai broker CEO.

Below is an mail exchange I just had with a CEO of a major SET brokerage firm. This only came about because this CEO made a post questioning in frustration some of the cumbersome rules/quarantine and paper work required when he re-entered Thailand...

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Smaller taste's great and is less filling.

Submitted by PaulRen on Mon, 27/09/2021 - 9:48am

Here once again I dare to address the often -besides never reported- misunderstood reasons why size matters and is often a detriment when it comes to managing money. 

Below is a message I received from free-registered user which I chose to answer below as its often...

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Property sector likely to emerge as the new SET leader for the rest of 2021.

Submitted by PaulRen on Mon, 20/09/2021 - 10:30am

NOBLE and ORI are 2 solid property related firms with shrewd growth prospects, low p/e’s, high current dividends -in a sector which should lead the SET for the balance of this year.  But both are far more than just plain vanilla property developers!

NOBLE (6.60) was...

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STA/STGT -an update on why I am hanging in there.

Submitted by PaulRen on Tue, 14/09/2021 - 2:39pm

STA/STGT an update on why I am hanging in there. In few words: very likely extremely high dividend yield while awaiting a rebound.

While their price decrease is concerning/disappointing I remain of the view to hold on, as combined these 2 stocks should dividend yield some 3 times the...

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