Industry, Economic, General SET

PaulRen's picture

SET at 17 year high -and more to go likely.

Submitted by PaulRen on Tue, 21/05/2013 - 3:39am

The bull market here continues with legitimate legs with the next news likely being a further cut in Thai interest rates. Of late the larger cap stocks have caught-up with some smaller ones now lagging,  not least due to some dissapointing 1 Q. earnings.

PaulRen's picture

Thai SET index -at new all time high.

Submitted by PaulRen on Thu, 09/05/2013 - 10:26am

Sell in May and walk away?  Or stay the course and take the longer term view. I chose the latter with select value investor choices. Taking the chances as always on a potential set back.

PaulRen's picture

Wake up call -in facts and figures.

Submitted by PaulRen on Tue, 23/04/2013 - 3:52am

Rising Thai stocks along with its rising currency...and on top, smaller cap's keep outperforming the general SET index.  With DEMCO leading the way and the stage has been set for huge new wealth creation.

PaulRen's picture

Memories from the past on excellence in dealings and more.

Submitted by PaulRen on Fri, 19/04/2013 - 4:15am


Class dealings, addressing concerns, high integrity.  Let leading boys be boys. Don't overdiversify.

PaulRen's picture

Thoughts from the Thai Stock Ranch.

Submitted by PaulRen on Tue, 09/04/2013 - 3:52am

China is not as bad as many think on pollution as its addressing these. Boys are no longer boys with some ranting on the West which has more then just financial/fiscal problems.  And not least, a few timely comments on yes, Thai Stocks.

PaulRen's picture

The Rise of the Rest.

Submitted by PaulRen on Thu, 04/04/2013 - 2:10pm

For years smaller capitalized Thai stocks have on average performed superior to larger cap stocks here, in disguise.  As you would never know about this reading the biz. news press, or talking to Thai brokers, or their analysts.  But at last this is starting to change now. Why: because the retail investors...

PaulRen's picture

Back from a week in the heat in Bangkok.

Submitted by PaulRen on Sun, 31/03/2013 - 10:18am

Back from another intense trip to Bangkok where I spend time and money in the heat. Getting us some updates and to keep my perspective -as viewed from out of the forest.

PaulRen's picture

Reflections around a true Thai bullish market.

Submitted by PaulRen on Fri, 15/03/2013 - 2:28am

More reflections around the Thai bull market. Stick with it but be more carefull -and raise some cash. a correction could occur even without any significant bad news.v Lots going on here and hardy welcome to the several new members here of late.

PaulRen's picture

More cautious but still hanging on.

Submitted by PaulRen on Sun, 03/03/2013 - 4:53am

Post the SET surge what is next?  The value investor still hangs in there along with DEMCO. Are local investor habits changing for the better or is it just the bull market? Be prepared riding out and tolerate some market adjustment or consolidation.  I view to be more market...

Pages