PaulRen's blog

PaulRen's picture

Financial Investor seminars, or sales pitches?

Submitted by PaulRen on Mon, 19/10/2015 - 2:19pm

When/if attending so called Financial Investor seminars.

When attending so called financial seminars do these explain or at least touch on the often smaller cap. stocks investor advantage individuals can have?  Do they explain or at least touch on the often inept or outright conflict of interest many brokers/marketing officers may have towards retail investors?  Do they empower you, as seen from your investment interest;  or are they just gearing up toward selling you some new investor product?  These should be among the real tests on viability, credibility and objective validity of so called flourishing investor conferences...,yet too often turned into a sales pitch in disguise.

Paul A. Renaud.
www.thaistocks.com
PaulRen's picture

China's coming QE/Thai Renewable Energy

Submitted by PaulRen on Wed, 12/08/2015 - 6:38pm

August 31 2015

In recent years there has been a virtual boom in renewable energy in Thailand.  Select companies' stock in this sector have tripled and more since say year 2012, surpassing the local index change by a huge margin.  But neither the EFT's nor Quant's would have picked these up,  as they came from basically nowhere. Thailand is the leader in renewable energy but none of the leading firms in this sector are so called large cap stocks, so they get all but ignored by the institutions.. to their peril.
***

August 25 2015.

In past years stock investors around the world have learned to be bullish on equities fueled by massive QE, first in the US, then in Japan and Europe. Today we know it was foolish to go against that mega-trend.  Ie. "Don't fight the Fed".  An old Wall Street saying.

China is now going on a massive EQ, or Equity QEasing.  Where it will reflate stock prices through massive EQeasing.  Will it so now be equally foolish to fight that trend by being China stocks bearish, at this point?  I tend to think so.  Let the bearish view ponder over this.

Paul A. Renaud.
...
PaulRen's picture

Beyond Thaistocks.com More real reforms need to take place.

Submitted by PaulRen on Sun, 28/06/2015 - 7:00am
Thaistocks.com was/is always about rational & value investing since its inception in 1997.    April 30 '2025 marked its 28th anniversary and the SET's 50th anniversary!   For over 3 years, I here stated to be overall Thai stocks' bearish -due to the Thai economy slowing, lack of  SET/Broker real reforms & excess mkt. speculation -not least uninspiring politics. 
However, now with the massive sell off in Thai stocks since 2022, I think the selling is likely overdone and while real reforms are still lagging, at the same time various stocks have become, "bargain which go begging".   Hence as of late June 2025 and with the SET now below 1080, I am turning selectively Thai stocks positive -for the first time in 3 1/2 yrs...and  I just identfied such a stock pick to members.   With my life long multicultural background and 40+ years of professional investor experience I here make regular added added value unbiased comments.   (See articles below).    

Lack of confidence in existing rules, supervision and enforcement are among the key reasons for the local stock market’s continued lackluster performance, as recently reiterated by K. Pichai, Thai Finance Minister on March 27th.

We are not and never were investment nor financial advisors/nor fund managers,  just publishers of unbiased, experienced & long professional viewpoints with 40+years of investor experience. ...

Pages

Subscribe to RSS - PaulRen's blog