Industry, Economic, General SET

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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.

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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...

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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.

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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.

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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...

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

Submitted by PaulRen on Sat, 02/02/2013 - 4:54am

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...

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Are you all there? Econmic Dynamism -not decline.

Submitted by PaulRen on Sat, 26/01/2013 - 3:56am

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...

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Regional lessor alternatives. You get what you pay for.

Submitted by PaulRen on Thu, 17/01/2013 - 5:08am

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.

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Empirical regularity but without a visible theory for it.

Submitted by PaulRen on Sun, 30/12/2012 - 4:45am

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.

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