Industry, Economic, General SET

paulren's picture

Thailand muddling along, surviving in hard times.

As I here wrote well over a year ago Thailand and its SET brokers are stuck in the "middle income trap" to say the least.  Its totally unclear what can lift it out of that, as of now?  Contrary to my viewpoint back then, so far Thai elections...

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Thai Elections assured -and the SET now likely more buoyant.

Thai Elections are now assured and the SET likely more buoyant.  (I wrote this member article around Jan 27, but was not able to upload it until today).

While too early to acclaim rejuvenation, it looks like as soon as the Thai elections announced, the SET...

paulren's picture

Thai 2018 IPO's tabulated average performance for year 2018.

Year 2018 Thai IPO's tabulated average performance, for this calender year.

I have maintained for some time the lack of reporting and transparency -by both Thai brokers and the SET- on the composite average IPO % performance, which I suspected are less then touted by the...

paulren's picture

Thai elections by end of February 2019, will likely be a rejuvenation.

Thai Stocks at Major Inflection point.   Thai elections by end of February 2019, will very likely be a rejuvenation.

After allot of Thai stock investor pain in the past couple of years, especially to those which invested in anything other the the top SET 50 stocks. ...

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Shortcomings on IPO's in Thailand. A case in point.

Shortcomings on IPO's in Thailand.  OSP is a case in point as so many others -and how I answered the response given me by Osotspa.

As members know I much frown upon the practice in Thailand to issue IPO's with no readable prospectus given to any...

paulren's picture

Thai Retail broker, the good with the bad or the bad with the good? Stop-Loss orders mai pen rai.


Thai Retail broker, the good with the bad or is it the bad with the good?   Generalities, of course there are exceptions but one may know too late.   Stop-Loss orders mai pen rai.  Stop loss orders still don't exist directly on...

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Investors beware on IPO's in Thailand, how they are issued and fare over time.

BA (12.70)  Another one bites the dust.

Bangkok Airways  (BA, 12.70)) came public with much fanfare later in year 2014, at IPO price 25 Baht.  At the time we were told how lucky we got if get any allocation.   At the time I sensed...

paulren's picture

Life goes on. Investor/member update.

Things seem to be changing for the better, as July showed there is buoyancy at last.

Over the past month Thai stocks have overall acted better. The BMSCG small cap ETF fund recovered from a low or around 8.50 to presently 9.20 (+12%) which is very...

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Thai stock market investing, leaves allot to be desired. Part 2.

Things always change but not always for the better.

For many years smaller cap Thai stocks overall performed rather well.  They were often under-priced, under-followed and mostly ignored by the institutions -and brokers alike.   The individual investor with some know-how and experience could beat the SET...