Thaistocks.com -Free unbiased insights.
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. With my 40 years of full time professional investor experience, from now on I will start posting for free unbiased and objective Thai stock investor summaries.
I start with Pylon (3.90), one of my current favorite, re-affirmed by their August 17 SET Opportunity Day CEO presentation. PYLON, is the anti-glamour AI trade that nobody is writing about, its a long reputable expert in piling and diaphragm walls which all AI data centers need.
PYLON's stock has risen already some of late but its earrings by far more -and the company just stated its second half should be even better then its record breaking first half. Again, but worth repeating: PYLON, is the anti-glamour AI trade/investment that nobody is writing about. A trailing p/e of barely 10, while yielding over 10% in current dividends... its a "bargain which goes begging". It just announced an interim dividend of 0.15 Baht, (X date August 28), the first in its long history. I visited PYLON a number of times in the past and believe its a highly reputable company!
Take a look at this free article and see my summary why, and stay posted here for more such ideas as they come along: https://thaistocks.com/content/here-my-encore-pylon-324-strong-buy-viewAny comments or suggestions or rebuttals, Contact me here: https://thaistocks.com/content/about-us-0
Paul A. Renaud. Free www.thaistocks.com
Integral Notes: Thaistocks.com large archive here is a real asset. 29 years of SET analysis and investor know how, in person company visit & notes and market commentary, uninterrupted all posted here, all along. A genuinely irreplaceable now free primary source added value insights. Archive depth —of continued primary SET know how, investor astuteness, solid reputation, company research, irreplaceable Brand recognition among Thai retail investors and more. That's not nothing. That's quite a lot, actually. :)
Paul A. Renaud www.thaistocks.com