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Reflecting back 2025.

Submitted by PaulRen on Tue, 23/12/2025 - 10:13am

Sorry if this is a sort of repeat but as we come to a 2025 end, here to reflect back with this short comment:

If you invested in a group of Thai value stocks and got say an average of 7% dividend as I here long viewed to do, then add...

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Has the SET nadir-point now been reached -as we end 2025.

Submitted by PaulRen on Sat, 13/12/2025 - 8:55am

Thailand remains in dire straits with the Thai stock market (SET) right near/during its Covit-19 lows. Thai Analysts and more here far too often point to outside factors, rarely ever to its domestic-foes, lack of real reforms, poor economic performance, too much graft, unwilling to use any of...

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On Thailand's negative inflation.

Submitted by PaulRen on Sun, 23/11/2025 - 9:39am

Thailand 0% to even slightly continued negative inflation is not all good. Healthy economies usually aim for about 2% inflation. As this is enough to keep money circulating but not so high that it erodes purchasing power quickly. 0% inflation sounds neat, but it often comes with weak demand....

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Revenge of the Nerd, an investment strategy with less risk but timing uncertain.

Submitted by PaulRen on Thu, 13/11/2025 - 9:51am

We all here know how stocks on the SET are hugely price distorted and this for long already -and ever more of late.

Where most SET money/capital is punter/speculate driven much into say DELTA and new IPO's, which often trade-up on the first day or so only to then later collapse...

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Restating my global views/Housekeeping-affirmation.

Submitted by PaulRen on Sat, 20/09/2025 - 9:31am

European leaders, just about everywhere there, are enduring record low approval ratings by its people for some time already, France is now witnessing strikes and revolts -for legitimate reasons. Record ever higher deficit spending with Russia phobia dominating...instead of addressing the root cause for this conflict. Donald T....

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New Thai BOT Governor to be announced is a positive.

Submitted by PaulRen on Tue, 22/07/2025 - 9:07am

Today the Thai Government will very likely announce its choice for a new Bank of Thailand Governor. (BOT)

The current one's term expires September 1 -and I for one much welcome a change!  The Thai Finance Minister as well as the likely new appointment has already clearly stated...

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Have Thai stocks reached its Nadir low point?

Submitted by PaulRen on Sat, 12/07/2025 - 11:49am

Have Thai stocks reached its nadir low point? I tend to think so and say so since end of June 2025.  Price-to-book, dividend-yields and p/e ratio's are all at record lows, this as compared to the very low (I think record low) level of Thai interest rates here. 

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Market discrepancy never seen before.

Submitted by PaulRen on Fri, 13/06/2025 - 10:40am

Such low now 1.2% US dividend returns on S & P 500 in a likely further sinking Dollar currency Vs bank saving accts in the US at 3-4.5%. Here its just the opposite: bank savings at 0.3% and dividends yields to be had at 5-7% in a strong Thai Baht...

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Overall Thai inflation is 0, or slightly even negative.

Submitted by PaulRen on Tue, 03/06/2025 - 10:33am

Overall Thai inflation is 0 or slightly negative here as we notice and regularly monitor. While property and rental prices have moved-up in certain high-end destinations while food especially imports- are priced up somewhat..., yet most higher-end items like A/C, washing machines, gasoline & electricity etc...are lower while...

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