Introduction Topics

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Our 18th Anniversary -and going stronger then ever.

After months of global travels its good to get back to Thailand, on the exact date of our 18th web site anniversary.  Today I reminisce a bit on the recent past and investor thoughts.  Announcement of our new massively upgraded web site launch next month.


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Travels in the West

Travels to N. America where people are on the go, maybe more then ever before -while not noticing anything much outside their box. Deja vu all over again.  The SET gets another jolt down due to likely foreign made-up rumors  supported and enlarged by mostly poor 4th Q. profit reports released of...

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Thailand for now on a better way forward, not least as voted by the SET index.

Thailand for now is on the right and noble course so say many; not least the SET index which has outperformed just about any other market of late.

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ECF's new warrants, a fine example on new shareholder value creation.

EAST COAST FURNITECH PUBLIC COMPANY LIMITED (ECF, 2.36) Recently issued free warrants to its shareholder of record -and through that added nearly 9% of new shareholder value. Here explained in simple language.

An example of new value created beyond just a rising...
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Huge premium for US small cap's vs. big discount here.

In the US smaller growth stocks trade at a huge premium as compared to the US market overall averages.  Rightly so as a company which grows twice as fast is worth three times as much.  Yet here in Thailand, its just the opposite. Conclusion: its where...

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Investor values, revenge of the nadir.

While dollar imperialism is back and emerging markets are out  of favor just now, this too will not last too long.  The new world order is for capital to move ever faster while flamboyant biz. news headlines put grease on this.  Yet, at the end of the day many emerging markets retain higher...

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Change in the winds. China sets a message.

Some reform is in the winds which we hope and believe in time will change for a more favorable re-rating.

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Value investing in Thailand. Memory Lane.

Here is an original article from year 1999. Shown exactly as I wrote it back then. Looking back with hindsight, it was right on....and continues to be.

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Stay on course.

Some more reviews on why Thai green/renewable remains the core investment thesis to value investors into 2014.  

Italy travels and tips. Private residences for rent away from home.