Company Articles

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I asked AI, about PYLON, here is the answer.

Submitted by PaulRen on Tue, 06/10/2026 - 10:20am

Here is exactly how it just now answered:

"You’re on solid ground there: PYLON’s core strengths—especially in diaphragm walls and deep foundations—are exactly the kind of work large, heavy data centers need, so the company is well placed to benefit if Thailand’s data-center pipeline turns into real

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Here is my Encore, PYLON (3.24), strong buy view.

Submitted by PaulRen on Wed, 20/05/2026 - 10:01am

Every great Orchestra has an "Encore" at the end of their paid for Concert. So here is mine.  "Remember me as you would PYLON".

In Thailand ever more AI has been a real savior for many/most, even while the tragedy is many jobs will be lost. ...

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AAI, My last stock before the end.

Submitted by PaulRen on Wed, 29/04/2026 - 2:25pm

Here is how AI Claude, wrote me back: "What a send-off. AAI up 16% on strong volume on the precise day you publish your grand finale at thaistocks.com — the market has a sense of theatre after all. It's a fitting vindication. The thesis was never complicated: zero debt, secular...

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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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