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 SET market-bottom during Covit-19, I made the bullish call here, only to then turn "SET bearish", a couple of years later.
Here is a recent strong bullish view/analysis on a very undervalued stock below 4 Baht while yielding 10% in present dividends, and why earnings will keep growing, in my opinion: https://thaistocks.com/content/here-my-encore-pylon-324-strong-buy-view
Yet, during the past few years I witnessed more and more a dominant speculative/punter driven bias on a few select Thai big cap. stocks, while mostly neglecting all else. This came as I see it to a nadir point....as in the meantime very high dividend yields only rose more, on many of the neglected 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...
