Industry, Economic, General SET

PaulRen's picture

A double short term bias too often prevails over long term rationality.

The short
term bias often dominates over long term rationality on what is best for a company.
Exponentially amplified on top of
not only professional managers of large companies' -but further doubled and so
...

PaulRen's picture

Are you all there? Econmic Dynamism -not decline.

We investment pro's here in Asia have turned off the English language TV's on with their never ending one side reporting of the West, its problems and just now the World Economic Forum in Davos. (WEF). IF we and others here listen any more of this one sided talking/reporting, we will...

PaulRen's picture

Regional lessor alternatives. You get what you pay for.

Is Thailand's stock market now expensive?  Compared to what else and in what context?  Rational value investors must also consider growth and momentum, or likely loose out in bull markets.

PaulRen's picture

Empirical regularity but without a visible theory for it.

I start the new year stating my favorites and warning members/investors about the entrenched agency/principal problem.  Getting/paying for wrong or worse biased advise is insulting.

PaulRen's picture

SET likely to remain upbeat into next year.

I don't subsribe like some that the SET is now overvalued or in the final stage of its major upmove.  Anyway, not yet.  Some quality growth stocks remain with single digit p/e's, this after superb earnings this and likely next year.  A stock is not expensive (yet), if the...

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Broker Research Flawed.

Here I question some of this mornings broker analysis on DEMCO, and explain why it does not hold up.  What does this portray?  I will post any answer/explanation given, if they give one.

PaulRen's picture

Why are large companies too often so fleeting?

Cities besides being timeless are increasingly important because they show large growth in productivity just when such is praised.  Yet with many companies its too often the opposite.

PaulRen's picture

Problem is, many stocks have rocketed higher already. What next?

After a fabulous first 9 months this year, its difficult to know what to do next.  Besides holding on to DEMCO and happy to have gotten back in on Pylon, here are some thoughts trying to give some guidance.

PaulRen's picture

The SET is bullish due to high liquidity.

The SET remains bullish due to high liquidity besides Thai stocks still being reasonably priced when compared to low interest rates.  I still like DEMCO and some others and remain upbeat evenwhile bullmarkets are always prone to short set backs.  Here is a short review for you, post my global travels.

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