Industry, Economic, General SET

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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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On the ill-discrimination to Expats here, on getting their free warrants. NVDR Holders.

Submitted by PaulRen on Fri, 16/02/2024 - 11:15am

I complained/mentioned this new contentious issue to a couple of brokers here -and the SET (see below) regarding this new trend emerging on excluding NVDR holders to get their entidelt free warrants, if/when a company has such an offering.  As was the case lately with DEMCO, BRR and RML, from what I know...

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Stock prices move for many different reasons.

Submitted by PaulRen on Wed, 31/01/2024 - 10:38am

Stock prices move for many different reasons, far beyond the analytics. 

Stock prices (bonds prices as well, but for different reasons) move for many different reasons, soo often far beyond fundamental...

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Anatomy of Thai warrants.

Submitted by PaulRen on Fri, 19/01/2024 - 11:22am

Phuket-Bangkok,  January 19, 2024.    By  www.thaistocks.com

Anatomy of Thai warrants -to help finance a company’s higher growth rate.

Over the past 30 years I visited in person some 160+ companies often with the MD or CEO, at times touring their factories etc.....

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