April 30th 2026, market the 29th anniversary of Thaistocks.com. Now my posted insights here are for Free. (See further below for my first investor idea here shared.)
Over the past 30 years I visited in person over 160 Thai listed companies, posted many dozens of diversified model portfolios here and regular added-value unbiased articles -for contributing members. At the market-bottom during Covit-19, I made the bullish call here -only to then turn "SET bearish", a couple of years later.
Yet, during the past couple of years I witnessed more and more a dominant speculative/punter driven bias on a few select big cap. companies, while mostly neglecting everything else. This came as I see it to a current nadir point now....as in the meantime very high dividend yields rose on many of the rest. Today the Thai SET has the distinction of commanding the highest so called "yield gap", anywhere!
Where Thai bank interest rates on saving accounts linger around 0.3%, while the over-traded dominant big caps', dividend yielding barely more. In big contrast to many quality secondary companies here commanding dividend yields of 7% and higher, even while Thai inflation remains tame and its currency strong. High current dividend yields are a real anchor to be treasured during these uncertain times.
Today, I here change gears: where I want to "give back" for free, post years of investor success and deep experienced know-how. ...
