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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 is the 25th anniversary of Thaistocks.com.  The longest continuously running web site in Thailand.  Delighted how for 25 years I here helped many in becoming more knowledgeable & responsible Thai stocks investors -while often demonstrated in creating 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.   
 

Things can be a bit off on the Thai stock market at times -while Thai brokers are overall just average. As are their stock choices.  In stock-markets however this can be a real advantage as it often means mis-pricings to take advantage of!   In US and other markets this is more difficult as there are ample good brokers besides plenty smart investors & analysts there....so it’s difficult to beat them.  Far less so in Thailand.  US stocks as well appear overvalued.  Its unfortunate that many expats and others do not grasp this and just assume things in life which could better -are often best avoided.  Not so in stock markets where aberrations can truly be an investor advantage.  As I here have shown for 25 years.

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House keeping notes and rehashing a bit on the past and whom I am/do here.

Submitted by PaulRen on Mon, 09/05/2022 - 11:20am

Today, I just rehash some important member understanding on the recent and long past, what I stand for and here deliver, regularly.

In the past many, many years, up until 2017, I here published 6 month model portfolios and tracked these regularly, on each 6 month anniversary. Comparing...

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US stocks likely in a bear market now vs. SE Asia a good place to be.

Submitted by PaulRen on Sun, 08/05/2022 - 9:31am

US stocks in a bear market -not likely to end soon.  SE Asia a good place to be but selectivity is key vs. just broad ETF's.

Lots of postings and comments lately by investor pro's on USA stocks getting slammed and where the bottom may be etc...I...

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A rehash of PPM and why I still much like it, investor wise.

Submitted by PaulRen on Mon, 02/05/2022 - 10:57am

A rehash of PPM (4.12) and why I still much like it, investor wise.

Toward the end of last year, PPM’s MD and/or his rising son gave a solid interview in the Thai "Money Channel" and some other Thai biz newspaper stating how revenues would grow...

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Thaistocks.com keeps delivering, since 1997. A short review.

Submitted by PaulRen on Sun, 24/04/2022 - 11:35am

A short review "down memory lane" of where I stand -and how Thaistocks.com keeps delivering, since 1997.

Up until last year, for many years before, I here stated and argued how the broad level of global interest rates would stay low and even drop more -and how...

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Low leverage and a disconnect to global troubles.

Submitted by PaulRen on Tue, 12/04/2022 - 10:09am

A great place for investors to be during the continued world turmoil.

As interest now rise, lead by the US, its more important then ever to gear investments in places/areas/companies which have low debt i.e. low leverage. Many companies in Thailand for one lead on this.  Especially select smaller cap...

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