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  1. #26
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    Quote Originally Posted by Iceman123 View Post
    Paktol (PK Thai set) shares up about 88% in last six months.
    Will report next week, should beat expectations.
    I bought quite a few companies at 2THB that went to 15THB in less than 5 years

    yeah, some amazing stories on SET, but today ? not much crazy returns for all the risks (political, economic cycle, and currency)

  2. #27
    Thailand Expat jabir's Avatar
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    Quote Originally Posted by David48atTD View Post
    Great stuff, I obviously have charted it and it's on the Radar.

    Cheers

    AQUA: Hope you're on, the next few days should tell if it's up and running or a false start, but looks like the waiting game paid off, resistance at mid-80s and then around 1.00 before a more or less clear run to 1.50, as ever with mini corrections and profit taking en route and subject to no coup or local nuke exchange.

    Bit of sorcery: aside from attractive fundamentals and investments, AQUA's 15 year chart shows sharp spikes to around 1.50 during 2005, 2008, 2014 and hopefully 2017; the missing link in this 3-year cycle was 2011, but look closer and you'll see it started the year in the low 20s and still hit 70s, which is a fine performance against the dust flying that year; and consistently higher lows since 2013, lowest was when I posted it has bottomed out at 66.

  3. #28
    Thailand Expat jabir's Avatar
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    Quote Originally Posted by Dragonfly View Post
    I bought quite a few companies at 2THB that went to 15THB in less than 5 years

    yeah, some amazing stories on SET, but today ? not much crazy returns for all the risks (political, economic cycle, and currency)
    PTG from 3.50-32 in 3 years was pretty good, then halved for its next surge, now at 22.80 and heading north.

    But you're right about the politics, need a strong bladder.

  4. #29
    lob
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    aqua 52 week h/l 95/65 satang

  5. #30
    Thailand Expat jabir's Avatar
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    Correct, and 65 is the low from dec/2013...simmering

  6. #31
    lob
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    one for watching today,,,, kkp more than likely to go up,,,, not a price i like,,,, so a wait and see,,,, even so a fair buy just for the div = 8% +

  7. #32
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    an other, = ctaraf, no volume but i wouldn't expect a volume at the div they pay,,, 15% . stuck around 4.68

    if i was holding them at 15% div i'd only sell if i had to.

  8. #33
    lob
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    just received a tip for dtac,, 57 tipped for 70... i held dtac dec 2015, payed 29 sold 46 ,, made 280,000 bt.should have held on. ?
    div shit.

  9. #34
    Thailand Expat jabir's Avatar
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    Quote Originally Posted by lob View Post
    one for watching today,,,, kkp more than likely to go up,,,, not a price i like,,,, so a wait and see,,,, even so a fair buy just for the div = 8% +
    Maybe another 10% if no coup or nuke exchange, but the divi helps.

    DTAC overbought, shit divi, good if you held on a while but forget it now.

  10. #35
    Thailand Expat David48atTD's Avatar
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    Quote Originally Posted by lob View Post
    an other, = ctaraf, no volume but i wouldn't expect a volume at the div they pay,,, 15% . stuck around 4.68

    if i was holding them at 15% div i'd only sell if i had to.
    Interesting that one ... CTARAF - Centara Hotels & Resorts Leasehold Property Fund

    The Bloomberg site gives it's Yield @ 6.07% ... https://www.bloomberg.com/quote/CTARAF:TB

    But the Official SET gives it @ https://www.set.or.th/set/companypro...=en&country=US

    The difference seems to be how the 'Return of Capital' is treated ... https://www.set.or.th/set/companyrig...=en&country=US

    Dividend Policy
    Not more than 4 times per year(1) If CTARAF has recorded the net profit in any accounting period, the Management Company shall pay dividend
    to the investment unit holders for not less than 90% of the net profit (with additional conditions)




    As lob says ... not a high daily turnover.

    Interesting though.

    Our fingerprints never fade from the lives we touch

  11. #36
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    Quote Originally Posted by lob View Post
    an other, = ctaraf, no volume but i wouldn't expect a volume at the div they pay,,, 15% . stuck around 4.68

    if i was holding them at 15% div i'd only sell if i had to.
    15% dividend ? let me look that one up, I would have caught a while ago if that was really the case

    I think you got messed up in your calculation, typical with amateur investors, can't even calculate the right performance metrics

  12. #37
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    paying 0.231 THB so far in interim dividends, so more like 5%, but I believe they won't hold that high for the rest of the year, so it might be 0.30 THB for the year, if they don't suspend the last quarter dividends

    However, it seems the company has indicated some kind of 15% yield according to SET factsheet, but it's announcement bullshit, but we can hope

    https://www.set.or.th/set/factsheet....=en&country=US

    Not a bad candidate overall, though

  13. #38
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    and daily volume is not too bad, not sure why you thought otherwise

    for a small investor more than enough,

    https://www.set.or.th/set/historical...=en&country=US

  14. #39
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    Quote Originally Posted by David48atTD View Post
    The difference seems to be how the 'Return of Capital' is treated ... https://www.set.or.th/set/companyrig...=en&country=US

    Dividend Policy
    Not more than 4 times per year(1) If CTARAF has recorded the net profit in any accounting period, the Management Company shall pay dividend
    to the investment unit holders for not less than 90% of the net profit (with additional conditions)




    As lob says ... not a high daily turnover.
    a lot of confusion here as usual,

    calculating dividend yield has nothing to do how "return on capital" is treated,

    and the company official dividend policy is also another item which is irrelevant in calculating ACTUAL dividend metrics. Dividend policies is an announcement or a policy statement. The actual payment must be approved by a board meeting and can be suspended under the policy statement.

    On that SET factsheet, they calculated the 15% yield on last year paid dividends, that is the last completed year. So the 15% was real if you had hold the stock since January 1 2015. There was however a special dividend that year, which explained the high yield. Looking at history, don't think you should expect that 15% to happen again this year or every year. The Fund probably sold some assets and had distributed the proceeds as dividends.

    so it was an extraordinary 15%, for last year, and don't make a buying decision on that alone since there is no indication it will happen again this year despite the misleading SET Factsheet. It will be more like 5% or 6% like it has been historically.

    and again, daily volume is fine, ranging from 300,000 THB in a slow day to millions of THB, which should be enough in a small porftolio

  15. #40
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    Quote Originally Posted by Dragonfly View Post
    and daily volume is not too bad, not sure why you thought otherwise

    for a small investor more than enough,

    https://www.set.or.th/set/historical...=en&country=US
    what makes a small invester, non fund investers. ??

  16. #41
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    Quote Originally Posted by Dragonfly View Post
    15% dividend ? let me look that one up, I would have caught a while ago if that was really the case

    I think you got messed up in your calculation, typical with amateur investors, can't even calculate the right performance metrics
    apology due ??

  17. #42
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    Quote Originally Posted by lob View Post
    apology due ??
    not really, the 15% was overstated by a special dividend and you should have caught that instead of claiming it was a 15% dividend stock implying it was regularly paying 15%, while it wasn't, it's actually a 5% or 6% dividend stock

    and the calculation is wrong anyhow, using last year dividend payment as current yield

    this is why you should never take any number for granted, and always do your own calculation or adjustment if it needs to

  18. #43
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    Quote Originally Posted by lob View Post
    what makes a small invester, non fund investers. ??
    a small investor is anyone with less than 50 Millions THB in assets,

    non-professional investors is anyone with no formal knowledge on capital markets and deep stock analysis,

  19. #44
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    fuck thats me

  20. #45
    lob
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    please bend with me here,,, explain how last year wasn't 15%, and how u make it different.i will check previous yrs.

  21. #46
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    check the SET factsheet link I posted here, they list the dividend payments for every period, and on average they pay 5% or 6% dividend, not 15%

    This year dividend will be about 0.30-0.35 THB and if they sell more assets (properties), it could be more as special dividend at year end, but nobody knows if it's going to happen, and you can't assume they will

    The metrics on the SET website have a history of discrepancies and naive calculation assumptions, that's why you always need to recompute those numbers to make sure the assumptions are correct, because most of the time they are over simplified.

  22. #47
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    Quote Originally Posted by cyrille View Post
    Holy shit, did you just post something that didn't include a tired dig at another poster that you've previously posted at least a hundred times?

    How sad. If you have nothing to say, shut up.

  23. #48
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    I opened a bank account called TMB50, based on the SET50. I made over 10% in the last year, including dividend. Easy to open - Thai Military bank.

    Not as good as my Omise Go crypto that I bought at 20 baht in July, which is now 300 baht and going to soar. Also, got a lot of Kyber KNC, which is the next big one.

  24. #49
    lob
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    right for wot its worth,,, based on share price of 4.6,, yr 16... 16.8%,,, yrs15/14...6/7 % yr 13,,, 10%

  25. #50
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    Quote Originally Posted by lob View Post
    right for wot its worth,,, based on share price of 4.6,, yr 16... 16.8%,,, yrs15/14...6/7 % yr 13,,, 10%
    that's the problem with amateur investors, they don't do the research, too lazy or incapable of calculating metrics,

    and make rough decisions that usually ends in tear because they were doing "superficial" calculation, that of course "hide" the true valuation of stocks

    there are plenty of 5% dividend stock on the SET that also rise in value and increase their dividends, give it a try

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