Remain super investor bullish on TOG (9.60), mid-long term.

Remain super bullish on TOG (9.60), for new reasons just learned. 

Even while we here have already done very well with this core choice since April 2020, my strong buy-view remains, here is why:   Besides aging demographics and habit changes (more reading-online by billions) there is another little reported mass change going on:  "THE MYOPIA GENERATION Why do so many kids need glasses now?"  A dramatic increase (especially in developed countries) and pronounced in younger adults/children -on myopia!  This was reported in a long article in "The Atlantic Magazine" where I am a subscriber,  in a long article by Sarah Zhang Sept. 13th. , which is  Alarming.  Here is the link:   https://www.theatlantic.com/magazine/archive/2022/10/kids-glasses-vision-increased-nearsightedness-myopia/671244/ (link is external)  (subscription required). 

https://www.theatlantic.com/magazine/archive/2022/10/kids-glasses-vision...

 This deterioration of eyesight in recent years is shocking-news.  As this long & well researched article documents a dramatic increase in the need to wear glasses or other remedies -and how by year 2050, the experts interviewed fear/"estimate 50% of all people will require so".   Again, in recent years there has been a rather dramatic increase in myopia by especially young/adolescent people.  This article will be published in their October issue.

What company do you know that is part of a trend where 1 out of 2 people will need its products?  This sight deterioration has already been happening for some years....as all eye doctors would confirm but rarely reported.    Especially children whose eyes are likely "damaged" due to too much time on-line with them near sight, and not enough time outdoors looking, i.e. far away.  Yet, the exact cause has not (yet) been proven.   

Hence another (sad but) powerful reason to believe TOG is a great longer term investment as its making big new high technology machinery investments this year, in high technology and robotics (via 531 mill. Baht Bank loans, as reported to SET on Aug. 10th 2022) TOG is a major long established quality eye-lens exporter (but not frames!).  Yet likely small for most institutional investors to partake.  At present TOG p/e is 15 and yielding well over 5.5 % in annual dividends. It remains among my number one Thai stock choice!  Affirmed totally after reading this long and very eye opener article.   

I first here advocated TOG at 6 Baht in April 2020, it roared up to 12 by mid Jan. 2022, where I viewed taking profit.  Then advocating getting it back on the correction!  Its a core/great/strong choice of mine.  TOG company is presently partaking in Las Vegas USA, at the eye care big convention this month and reported a strong +35% 2Q. profits on Aug. 10th, as I here separately reviewed.  See here:   https://thaistocks.com/content/tog-solid-2q-earnings

Best Regards,