paulren's picture

Introduction-a new era has begun.

October 26th. Thailand's stock market took a turn for the worse when student lead rebellion emerged with gusto over the past week or so. Changes, often for the better, require turmoil to get there. The turmoil is now a sagging market along with CV19 which does not seem globally tamed.  There are select stocks/companies which are still doing well here and will emerge as winners but at this juncture "the lower tide is sinking all boats". The Thai Baht is at last weakening some which should bode well for some exporters. However the economy remains far from stabilized with still much uncertainty abound.  There is some light at the end of the tunnel with vaccines and better cures coming on CV19, but most govt.s seem determined to reign in the grips and use this health catastrophe to reduce broad freedoms, some perhaps for good? Let's hope not. Some new normal will re-emerge at some point and stock markets are always forward looking

paulren's picture


                                             is about value & rational investing since 1997.  One of the longest continuously running web site here.
                                                                 April 30 '2020, marked our 23'rd Anniversary.

We are not investment-financial advisors/nor fund managers, just publishers of unbiased & experienced/professional viewpoints.  "INTEGRITY IS MY COMPETITIVE ADVANTAGE". is an intelligent investment club sharing unbiased, objective & professional viewpoints full time, since April 1997.  Through this media I have here posted proprietary professional viewpoints, articles, over 100 in-person company interviews with managing directors full time since 1997.  Here are added value investor intelligence on all aspects to successful long term  investing.  In early 2017, I turned increasingly Thai stocks frustrated -and so bearish.  But the massive SET drop of in mid March 2020, was a "game changer"!  (see below).   

Why is the US stock market in general doing OK, while (its) economies...

Latest Published Articles:

paulren's picture

Investor thoughts today, on a rainy day.

Select buy ideas on any further SET sell off, if you dare on a rainy day.

I expect the market to panic down some more today on the new increased political heat. The market is already very low and to a good extend discounts many unknowns...

paulren's picture

Model portfolio an interim update, October 6th 2020.

Here below is an interim update on my latest model portfolio, including the latest change I made, which was to view taking profit on STGT at 87.50, on October 2nd 2020.

paulren's picture

Revenge of the Nerd. "Never let a good crisis go to waste."

The revenge of the Nerd.

"Never let a good crisis go to waste."  Thailand being reinvented in time.

Thailand is now changing, perhaps more then most other places.  Over the past 10 years or so mass tourism innuendoed this country. I will spare...

paulren's picture

My latest new Model portfolio, posted today at 09:30 AM

With the SET index sold off by 12% since I took profit on my last model in early June, I today at 09:30 AM post my newest/latest model below for members only.  I feel a number of key choices are now or at near bottom. Presently more then...

paulren's picture

Thai stock Investors.

Expat investors should demand English language prospectuses when being offered Thai IPO's. Demand their marketing officers look out and seek new wealth creation, vs. just view all investors as traders, which is not investing. Understand conflict of interest brokers and research reports inherently are part of. Realize Thailand has likely...

Subscribe to RSS