Industry, Economic, General SET

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Fallacies and more on the investor front.

Submitted by PaulRen on Sat, 11/12/2021 - 10:19am

Fallacies and incomplete conclusions on the investor front.

Recently I saw a 10 or 12-year graph which compared Bitcoin price movements to the price of Gold, what an incredible divergence.  With Bitcoin soaring and gold basically doing very little in comparison.  This can lead to the...

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Is coming persistent inflation the biggest risk/culprit? I question?

Submitted by PaulRen on Wed, 24/11/2021 - 9:54am

Coming persistent inflation is the big headline-worry at present, but I question this. 

Many believe broad inflation will be persistent and on the increase well into next year and beyond.  Is this a foregone conclusion?  Iron-ore for example has dropped considerably in the past few months, copper as...

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ABC's, to invest in Thai stocks by non-Thai's.

Submitted by PaulRen on Thu, 18/11/2021 - 8:54am

ABC's, to invest in Thai stocks by non-Thai's.

First step is to have a Thai bank account so to collect the dividends, as Thai brokers can't endorse e-dividends.  As these are usually directly deposited to one's Thai Bank account.  Then, separately one has to open a Thai broker account which requires a...

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Reminiscences' of an investor with a professional background and long on locations experience.

Submitted by PaulRen on Tue, 16/11/2021 - 11:03am

Reminiscences' of a seasoned investor with a professional background and long on-location experience.  A walk down memory lane.

A prominent lawyer from England, whom thought he knew better.

A few years ago a prominent lawyer from England whom just sold his company for 100 mill. pounds...

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The graph shows it and then some, sSET vs. SET index.

Submitted by PaulRen on Thu, 28/10/2021 - 11:44am

Below you can see the graph on how sSET Index, which represents "the price movement of common stocks apart from constituents in the SET50 Index and SET100 Index", performed, vs. SET benchmark index. This shown from the outset of Covit-19 April 1 2020, which was start of the lock downs.  Nearly 3...

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Speculate on answers desired for us to believe, vs outright telling un-truths!

Submitted by PaulRen on Mon, 25/10/2021 - 10:20am

Speculating around answers desired to be believed, and the telling of outright un-truths!

In a previous article called “Exchange of mails with a leading Thai broker CEO”  where I reported an actual LinkedIn exchange I had with a leading Thai broker-head. There I had asking some short questions, only to get outright wrong +...

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Thai intermediation of savings -is off the rails.

Submitted by PaulRen on Sun, 17/10/2021 - 3:19pm

Thai intermediation of Savings is "off the rails".  Thai Investing/savings, to their own detriment, is often less than rational -by both Foreign and many Thai's.

In any capitalistic economy the so-called intermediation of savings/investment is a critical important core component of such a system.  It presumes that savers will broadly...

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Exchange of mails with a leading Thai broker CEO.

Submitted by PaulRen on Thu, 14/10/2021 - 10:38am

Messages exchange with a leading Thai broker CEO.

Below is an mail exchange I just had with a CEO of a major SET brokerage firm. This only came about because this CEO made a post questioning in frustration some of the cumbersome rules/quarantine and paper work required when he re-entered Thailand...

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Smaller taste's great and is less filling.

Submitted by PaulRen on Mon, 27/09/2021 - 9:48am

Here once again I dare to address the often -besides never reported- misunderstood reasons why size matters and is often a detriment when it comes to managing money. 

Below is a message I received from free-registered user which I chose to answer below as its often...

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