Free unbiased viewpoints fromThaistocks.com!

Dear Thaistocks.com Visitor! returning early

Proprietary, independent and so objective equity research on Asia Emerging Markets investing -for free. Members get my reports at least 3 weeks in advance and have access to our active and SET market-intelligent member-forum, monitored daily and archieves and more.

"I have observed that not the man who hopes when other despair, but the man who despairs when others hope, is admired by a large class of persons as a sage." John Stuart Mill.

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If you have interest in my long proven expertise, drop me a short e-mail with a brief introduction. ***

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Introduction:

Thaistocks.com is an independent, unbiased, original content-driven web publisher with a 13 year track record. Through this established web site, we offer "no-nonsense" professional investment views focusing on qualitative investment perspectives on location, rather than quantitative analysis from far away. During these years, a full time activity all along, we have published over a thousand different original articles here.

"Let singers sing and dancers dance....amateur dabbling , alone in Thai stocks , is for the foolhardy." A member comment.

Thai stock market valuations remain among the lowest in Asia as such they already discount many of the now climaxed political concerns. I seek value investor opportunities around selected key choices which promise continued good earnings in the now faster Asian recovering economic enviroment. I hold select positive investment views on good earning fundemental choices companies in the right industries away from tourism with low p/e valuations and high current dividend yields. High and sustainable dividend yields along with good company fundementals are favored in a low interest-yielding world.

I visit in person companies regularly and then first share my reports with contributing members. Some 3 weeks later, I share this with all our registered users, for Some mistakes to be corrected free.

Here registered users can see our long term performance track record: /index.php?module=Pagesetter&func=viewpub&tid=1&pid=928

Thai smaller cap growth companies as I chose them here often yield around 7% in annual cash dividends besides some often very good overall capital appreciation in time. These firms are likely to keep growing earnings' wise, as compared to the domestic and global economy.

Many Thai growth stocks have an impressive long term established dividend payment record besides now recovering earnings.

Thaistocks.com can out-behave the brokers. We have no conflicts of interests as our interests are not misaligned. We are not stock promoters! We do not do business with the companies we analyze here remaining impartial. The reports are objective as they are ethical with only you the investor in mind.

Visitors find out here which stocks I now most favour, this after yet another round of company visits in 1 Q 2010. On February 8, I posted for our members a selection I am maximum bullish on. Existing members will keep getting my updates.

On locatoin continuously visits senior management in person of Thai SET/MAI listed companies since 1989 and since 1997 at this web site. We deliver regular no-nonsense objective investment viewpoints focusing around qualitative on-location proven experienced insights, this versus quantitative number crunching analysis from afar. ***

Since April 30 1997, we have at this leading site published regularly -and without interruption- over a thousand different original viewpoints/articles/company visit reports etc.. -along with researched stock investment ideas, various model portfolios, analysis, critiques' and Thai nuance investor intelligence.

♣ "Expertise, credibility, objectivity, experience and integrity are the standard here. My core selections, new ideas, company visit reports, active member lounge and model portfolio selections -all are updated in vigor for our visitors and more to members... I strive to deliver excellence with timely ideas, long local experience and Thai market savvy, well beyond broker or news reports. I have visited in person over 120 different Thai listed companies since 1997.

Over time stocks move up and down following earnings and dividend more then anything else. I always hold a list on hand around stronger favorites due likely to growing earnings fundamentals going forward besides low or no long term debts and high dividends.

Best Regards,

Paul A. Renaud.

www.thaistocks.com
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Paul A. Renaud
from Morgan Stanley USA, to over 20 years on-location analyzing the Thai stock market.
"devoted to growth, low valuations and high dividends"
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www.thaistocks.com
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Original count since April 30 1997:

Q-Ray

To view Palm Hill Vista Villa Estate, Phuket Thailand, click here: /i

News

Introduction: An brief introduction to Ts.com -what we stand for and offer.

A short letter to our first time visitors. Here is a general introduction and summary of membership -and a bit of who we are and what I stand for. April 30 '10 marked our 13th year anniversary!

Industry, Economic, General SET: On Thai Stocks, wake up to the MAI index.

MAI stands for Market for Alternative Investing, but the reality is that it has stood for superior investments, and I think this theme will continue in year 2008. Wake-up and smell the coffee is my message going into year 2008.

Here I review some of the raw stat's on the MAI as the year 2007 comes to a close. The numbers tell it all.

Company Visit: Demco, the company visit.

Here is my full report for members on the Demco company visit.

As exactly first published on February 14 ’07, for members only. One month later we made this report available for to all viewers. Demco soared well over 60% in price since, at which time I started viewing this selection with a "take profits". Recently this stock corrected back to below 5 Baht, where I visited this company in person again in mid November 2007. The full and complete update on "Demco Act 2" is now on hand, as posted here for members only on November 24 2007.

Demco’s business is a growth industry and one for many years to go, as electricity demands are ever more used & complex, and in all kinds of new applications. This company should so benefit for years to come. The company now is making some meaningfull synergistic expansions...

Introduction: Institutional feedback given by other professionals.

Here are some short comments which were given unconditionally to Paul Renaud when asked if they had anything to say about us. Of course, no comments or feedback has been omitted nor changed from this inquiry.

Introduction: Thailand Stocks, a brief introduction.

June 30 '2009

So called 'top down' investing, as practiced vigorously by the global institutions has been in full swing in emerging markets for more then a decade! This practice has given rise to immense and continuously increasing stock market pricing inefficiencies.

With global interest rates at low levels, and recently reduced even further due to the horrific US home mortgage fall-out, individual investors here in Thailand and around the World are rightly so catching on to yield on investments.

The mid to smaller companies are overall the long proven premium choices: as these mostly often have less volatile stock prices, much higher cash dividends and above average earnings growth. This is a complete reversal as compared to the U.S. or Europe, where larger companies are associated with stableness besides attractive dividends and smaller growth companies pay no or very little dividends.

Thaistocks.com has here documented since 1997 how one can achieve superior returns by being underexposed in the largest capitalized Thai shares and over exposed in value growth stocks, with high dividends. Seek deep values along with high dividend yields and growth rates, not high trading volume levels. This theme is the long proven superior investment performance method offered mostly to invidiual investors.