PaulRen's picture

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

Thaistocks.com has been about rational & value investing since 1997.  April 30 '2024 marked its 27th anniversary.  For over 2 years I here increasingly stated to remain overall Thai stocks bearish -due to the Thai economy slowing, lack of SET/Broker reforms & excess mkt. speculating -not least uninspiring politics.  Still no real catalyst in sight.  With my multicultural background and 40 years of professional investor experience I instead here make regular added value more global oriented 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".    Picture here shows a medieval village in Burgundy, France visited last month.

September 6th: Have you noticed how the Thai Baht currency has increased nearly 10% vs. US$, in just the past few weeks; as well the Thai stock market had its best day yesterday -in a long time- and this just when US stock markets look shaky again. That is a big divergence of late, worth noting! Thailand, for a long time already, has one of the lowest stated inflation rates, yes worldwide!  Food prices overall have increased for sure, but so many other large-ticket items have dropped in price in recent...

Latest Published Articles:

PaulRen's picture

STA, my turnaround story.

STA, a turnaround idea. (As first posted here July 29 2024).

STA (19.80) anticipates positive earnings momentum carry thru 2H this year supported by the recovery rubber demand and prices from countries ex-China, higher avg selling price yoy and delivery of rubber under new EUDR standard to EU clients....

PaulRen's picture

More macro investor views, during these dire times.

More open/general investor views here, during these very dire times, not least up until early November US elections.

Many people just don’t believe in investing for superior returns because they claim/say: “its impossible to predict the future”.   I would respond, well yes, but being a successful...

PaulRen's picture

My Investor view/despite all the malaise out there.

My Investor view restated, despite all the malaise out there.

As many can sense here, my own current investor-view is much more tamed than the ultra bears. I believe in gold as an asset class for sure, but by far not only!  My preference/bias is to own a...

PaulRen's picture

Books on investing, many are elusive/incomplete.

I can't really recommend any general books on investing...., here is why.

PaulRen's picture

Scared global investors

A seasoned but rightfully scared global investor just wrote me: “Well, buying Gold in year 1971, would have increased your capital 71x.”

Realize, in picking an arbitrary-date from the past and then extrapolating this into the future, say to the present, is a no-no in the professional...

Subscribe to Thaistocks.com RSS