Industry, Economic, General SET

PaulRen's picture

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.

PaulRen's picture

SET likely to remain upbeat into next year.

Submitted by PaulRen on Tue, 27/11/2012 - 3:20am

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.

Submitted by PaulRen on Thu, 15/11/2012 - 4:37am

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.

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Why are large companies too often so fleeting?

Submitted by PaulRen on Wed, 10/10/2012 - 10:22am

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.

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

Submitted by PaulRen on Mon, 17/09/2012 - 9:50am

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.

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The SET is bullish due to high liquidity.

Submitted by PaulRen on Thu, 13/09/2012 - 4:29am

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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Intelligent Investors Choices.

Submitted by PaulRen on Thu, 05/07/2012 - 10:17am

Investors get intelligence. Look beyond index funds and find smaller "jewels in the rough".  Too man are largely artificially undervalued.  ETF funds are growing around the world alike pollution, distorting markets to the detriment of the mighty important smaller companies.

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Growth explodes valuation. A mid year min-review.

Submitted by PaulRen on Sun, 01/07/2012 - 4:39am

Why high earnings growth mandates even much higher valuation.  Also, a half year recap on some selections I am just now focussed on.  The SET is likely to remain upbeat.

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