All Articles (member and nonmember)

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Letter to Thai Institute of Directors Association (TID) on PPS.

November 1 2019.

Thai Institute of Directors Association (TID)
CMA. Building2, 2/9 Moo 4 Northpark Project
Vibhavadi-Rangsit Road, Thung SongHong, Laksi
Bangkok 10210, Thailand

Attention K. Prasan Chuanphanich, Chairman,TID

We wish to bring to your attention what we view

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Why Thailand keeps lagging.

Why Thailand keeps lagging on various fronts.

Here are some of my viewed reasons to Thailand's continued malaise.  A slowing and now dwindling for years domestic economy, a stronger and stronger Baht currency due to in good part to the way over the top held mega 220 Bill.$...

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Outdated & silly-Thai-broker-habits.

Here are some SET/Broker poor practices addressed for long -but no changes.  After a while some investors and capital may just give up, which is what many retail investors have done as the participating retail investors/numbers keep showing.

Just two examples here...

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Letter to PPS. Join-in

Letter below send to PPS today submitted via there IR email given at their web site.  Here:

I share this here in good faith, as I am always loyal to you the members so write them as well, encouraged, as I hear other shareholders are rising...

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A micro choice capitalizing on a major macro global evolvement.

One of the contentious issues of our times is the tremendous rise of inequality.

This is not just a US phenomena but worldwide in both developed and developing economies.  The US as usual has the best statistics on such broad societal changes. While the rich know...

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PPS Yamu outstanding location

PPS proposed land acquisition in Yamu.  Best of Phuket.

Here below you can see a Google Map snapshot of the PPS proposed 24.5 Rai  Yamu, Phuket land acquisition which will be ratified by the PPS board by mid August.   (1 Rai is 1600 sqmeters).  The company...

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My earnings model-projection going forward for PPS.

Here is my own earnings model/projection going forward for PPS (0.80),  post closely following and now fully understanding what they plan to do.  Remember from my just last member article, PPS will purchase the entire Cape Yamu, Phuket peninsula land and then immediately start selling 9 highest end...

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PPS, a core stock selection whose time has now come.

PPS, a core stock selection whose time has now come. Watch and see.

PROJECT PLANNING SERVICE PUBLIC COMPANY LIMITED (PPS 0.79 Baht) is listed on the MAI and there is one of the few which has the highest corporate governance rating of 5 stars. You can...

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The​ death​ of​ the​ Thai​ retail​ Investors.

To: Mr. Paiboon Nalinthrangkurn
Chairman, FETCO

The​ death​ of​ the​ Thai​ Retail​ Investors.

Consider​ that​ significant reasons​ for​ most​ Thai​ retail​ Investors​ abandoning​ SET​ investing​ is​ because​ of​ the​ inept​ Thai​ brokers​ and​ its​ market​ing​ agents​ which​ too​ often​ "churn and​ burn" ​ retail​ ​Investors​ which​ then loose​ money​...

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High growth industries in a stagnent (new brave) world.

The brave new world of slow growth. Identifying 2 new high growth industries and choices, while scared of the third.

Pondering in a world of continued slow growth, low interest rates besides inflation and tame oil prices one has to ask ourselves as an investor what...