Industry, Economic, General SET

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Practice of some companies not following Foreign NVDR rights to new warrants.

Submitted by PaulRen on Wed, 03/09/2025 - 2:06pm

More on the concerning newer practice of some companies now not following NVDR'r stated rights, despite residing in Thailand.

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Markets assume and deserve some rationality.

Submitted by PaulRen on Mon, 28/07/2025 - 12:14pm

Speculators, say in stock and currency markets, can serve a useful purpose.

They provide liquidity and so more dept to markets. Not least and this is not bad, take advantage of mkt. discrepancies.

The problem in recent years is they have become more and...

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Thai stocks' globally best July performer. Record by far on share buy backs.

Submitted by PaulRen on Thu, 24/07/2025 - 10:03am

Record share buy-back by Thai listed companies finally tabulated and published.  July best performing stock mkt. globally in US$ terms.

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Thai share buy backs are at record high levels, but not reported.

Submitted by PaulRen on Tue, 25/03/2025 - 10:51am

Thai share buy backs (Treasury stock) are at record high levels -but not reported on now many -while China bashing by the West is alive and on-going.

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Dichotomy on the Thai Stock Exchange -will be changing.

Submitted by PaulRen on Wed, 29/01/2025 - 9:45am

Dichotomy on the Thai Stock Exchange should be changing.

As I foresaw some time ago (post calling the Covit mkt. bottom), the Thai SET remains in a prolonged broad bear market. Where a very few large cap stocks keep being dominant, while most all else is shunned.

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To understand stock margin accounts better.

Submitted by PaulRen on Fri, 17/01/2025 - 10:39am

To understand stock margin accounts better.  The % amount a client on margin can borrow should always be regulated by the central bank. (CB) , not the brokers.

If a stock mkt. is very bearish, the CB may decide to increase the %, one can borrow on duly approved listed shares.  For example,...

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On investor acumen & US staleness.

Submitted by PaulRen on Thu, 31/10/2024 - 10:24am

On US investor laziness & over-staleness which has evolved in the US and which at some point will almost by definition come to a bad ending.

Many so-called investor experts write how its "always wrong to use any emotion" when it comes  to investing. Private bankers...

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Books on investing, many are elusive/incomplete.

Submitted by PaulRen on Sun, 01/09/2024 - 9:51am

I can't really recommend any general books on investing...., here is why.

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Speculating on overvalued stocks is the "kiss of death", in a bear market.

Submitted by PaulRen on Mon, 04/03/2024 - 11:37am

A paramount reason for the SET and its industry failing is not just languished Thai economic growth but their behavior, in my view.  As here warned/outlined for some time over the past years. To no avail.

Over many years in the now past I often encouraged brokers & management here to...

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