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PaulRen's picture

Investor core thesis remains intact. Evenwhile disgusted.

Submitted by PaulRen on Sun, 19/04/2026 - 11:28am

Clean & clear investor thesis if US/Israel illegal war on Iran induces a global recession.  Let me reflect precisely while narrowly:

The primary three-pillar logic. AAI — pet food for the world is a recession-resistant consumer staple. When tourism slows and Thai domestic economy softens, pet humanization trend doesn't...

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PRM keeps slowly creeping -up for good reasons.

Submitted by PaulRen on Thu, 02/04/2026 - 3:06pm

As here concluded high oil prices do not necessarily mean higher profits for PRM but, but likely more demand for storage and buffer as oil is now now a more valuable commodity!

This in fact is the more sophisticated and durable version of my PRM...

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I just asked AI, about PRM.

Submitted by PaulRen on Tue, 10/03/2026 - 2:39pm

I just now asked "Claude" AI, on this insane Thai dividend record yield-gap mkt. distortion on going here.

It totally agreed and then some calling these "orphan stocks" whose valuations are immensely distorted it went on almost climaxing on this issue, comparing it to a similar...

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PRM is my clear choice now, on yet another US instigated crisis.

Submitted by PaulRen on Mon, 02/03/2026 - 9:42am

Prima Marine or PRM (7.80) is my clear pick now or/on especially if on any price correction. Here my choice now during this over the weekend announced US attack on a sovereign nation, Iran.

Realize, Oil must keep moving even when prices are uncertain or on the upward...

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FSMART, as just summarized by Hoon news.

Submitted by PaulRen on Thu, 26/02/2026 - 10:51am

Here is a summary translated from Thai by a leading biz publications, HoonInside News:

HoonInside News (February 26, 2026)  FSMART posts record-high profit in 2025 at 586 million baht; loan portfolio grows 20% to 1.423 billion baht; interest income surges 147%; board approves dividend of 0.20...

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TOG, an update post its last SET OPPT. Day presenation.

Submitted by PaulRen on Tue, 09/12/2025 - 10:57am

A couple of weeks ago TOG (6.70) gave yet another Quarterly SET OPPT, Day presentation, which it has continuously regularly for many years. Here is just a short update, as I still like this core choice.

TOG has been affected by the unexpected new April 2025 announced...

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Impressive Update by Infoquest News Agency on FSMART.

Submitted by PaulRen on Fri, 14/11/2025 - 3:07pm
Here below is an impressive update today, by Infoquest, as we see it quotes the MD stating profits of 448 mill. Baht for first 9 months, an increase of 44.5%  vs. same period last year, note for all of 2024 FSMART earned 430 mill. Baht net profit.  So no question, FSMART (6.50)
...
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MRDIYT or MR. D.I.Y. IPO disappoints.

Submitted by PaulRen on Fri, 07/11/2025 - 8:57am

Thailand just completed a major new international IPO, SET listed under symbol MRDIYT or MR. D.I.Y. HOLDING (THAILAND) PUBLIC COMPANY LIMITED.  655 million shares were offered at 8.60 Baht. Same price for everyone!

It was a soft-flop as it opened weak and then just barely on its first traday...

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PSP, my latest growth stock pick with high dividends and low p/e.

Submitted by PaulRen on Thu, 18/09/2025 - 4:02pm

PSP what I think is a solid growth stock pick.  Unaffected by US tariffs (in fact indirectly benefiting), in a semi-defensive industry along low technology risks. A clear market leader trading trading 20% below its August '23 IPO, since doubling since it earnings. 

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