Introduction Topics

PaulRen's picture

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...

PaulRen's picture

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. 

PaulRen's picture

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...

PaulRen's picture

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...

PaulRen's picture

A good mail received & appreciated -and how I answer.

Submitted by PaulRen on Sat, 24/05/2025 - 11:31am

Here is a good summary on the state of affairs at least as how I see it -by how I answer a welcomed letter from a long follower.

PaulRen's picture

US stock over bulls. Africa emerging. China beating in performance.

Submitted by PaulRen on Fri, 16/05/2025 - 3:14pm

US stock over-bulls and keep patting themselves on the back.  Africa is emerging. China beating in performance as I here foresaw.

PaulRen's picture

Trust is a key factor in determining how well a country excels, or not, also on how stocks are valuated.

Submitted by PaulRen on Sun, 04/05/2025 - 10:10am

In a book called "Trust”, by Francis Fukuyama 1995 it is well documented how trust in governments (and companies) is a/the key factor in determining how well a country excels, or not, on so many different levels....and how its stocks are valuated.

Trust in the US...

PaulRen's picture

US stocks -more then just a correction. The World beyond dominant USA.

Submitted by PaulRen on Mon, 28/04/2025 - 2:59pm

The World is changing beyond dominant USA. This is the biggest change in a long time (maybe our lifetime) and will force global mega investors and others, to look beyond now peaked, USA stocks in my view.

PaulRen's picture

Moving with cautions optimism into year 2025.

Submitted by PaulRen on Thu, 09/01/2025 - 10:12am

With cautious optimism into year 2025. Some added value comments...I want to share.

Moving forward into 2025 will be SET interesting.  As by mid Feb. '25 most 4Q. earnings will be released along with its full year 2024 results.  Many will show full calender year 2024 results -and...

Pages