Industry, Economic, General SET

PaulRen's picture

Thai Stocks, remains a speculative dominated stock Exchange.

Submitted by PaulRen on Fri, 24/10/2025 - 11:34am

As we continuously see, here on the Thai Stock exchange it's the same old-saga, for so long -even getting worse...for now. 

The stock mkt. here is/remains ever so way- over dominated by speculating on way-overvalued very, very few big cap stocks, or new IPO's, while the rest is all but ignored....even so at...

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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.

PaulRen's picture

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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