paulren's picture

Introduction-a new era has begun.

Thai stocks have endured a substantial sell off, as most everywhere else.  Many are sold off on margin calls and on panic. With Thai's health care system superior as compared to many countries, record low interest rates' likely to persist and some shares cash dividend yields at 5-7%, compared to the Thai 10 year Govt. yield at barely 1.3%, after 3 years in lethargy here..., I have turned bullish and will very shortly publish my new "bottom fishing" model portfolio -to contributing members!  Scroll down at this front opening page, and see the blue ink -and then click on "read more".

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Introduction

   

Thaistocks.com is about value investing since 1997!

April 30 '2020, will mark our 23'nd Anniversary.

                We are not investment-financial advisors/nor fund managers. Just publishers of unbiased viewpoints.

Thaistocks.com is an intelligent investment club delivering unbiased, objective & professional viewpoints since 1997.  INTEGRITY IS MY COMPETITIVE ADVANTAGE.

Through this media since April 1997, I have shared proprietary professional viewpoints, articles, over 100 in-person company interviews with managing directors. Here is added value investor intelligence on all aspects to successful long term investing.  In 2017 I turned increasingly Thai stocks frustrated and so bearish.  But the drop massive SET drop of recent, is a "game changer"! 

March 14th, 2020.     Some Thai stocks have now become an investor-bargains, much worth considering.    Paul Renaud

Over the past 3 years at this web site, I increasingly expressed investor frustration over some industry practices, broad market high prices besides broker discrepancies -and so increasingly endured discouragement.  Yet, over the last dire few weeks much has changed with many Thai stocks loosing half their value.  This is so a game changer...yet beware of "wall flowers" and some "bad apples". :)

The market here, along most others, has all but crashed and most big and smaller shares have lost 1/3 to 1/2 or...

Latest Published Articles:

paulren's picture

Broad sell off masks different companies' earnings impact.

Many viable SET companies have dropped considerably in mkt. price with little discrimination, despite there much should be! 

The SET is now in an oversold position... obviously nobody knows if it will turn down once again and flirt around 1000 (on the SET index) where...

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Investor opportunity of a lifetime, in the making. Part 2

Dear Members,

I much feel for all the long-term loyal members at this dire time. Realize, I too got stuck with many of previous choices in the smaller cap sector (always my stated primary investor objective). Yet, of late all larger and mid cap stocks have...

paulren's picture

Investor opportunity of a lifetime, in the making.

Dear Members,

I know these are daring times!  I also know: Where there is a big crisis, there is superb sudden opportunity.
I also believe that in the next few days/weeks an important mtk. bottom will be set, on the oversold Thai stock market. Investor
...

paulren's picture

An important member article -at an important inflection point & new beginning.

Times change -and so to I.  A new beginning based on what just happened.

Over the past dire weeks the Thai SET has seen a substantial price correction -right into a bear market. Many good companies, well removed from the tourist industry have seen their...

paulren's picture

Four clear choices, 3 with 5%+ dividends, during difficult times.

A recap of my thinking/choices and looking forward to next Week, ending of February.

Since 2017 I've been warning here that things have changed. The Thai economy was slowing the Thai broker industry was faulting, small cap's where underperforming and the Baht currency got to strong....

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