Industry, Economic, General SET

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...

PaulRen's picture

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.

PaulRen's picture

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.

PaulRen's picture

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.

PaulRen's picture

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.

PaulRen's picture

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.

PaulRen's picture

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.

PaulRen's picture

Where are the next global risks?

Submitted by PaulRen on Sun, 24/06/2012 - 4:54am

Investor mistakes are likely as important as investor success. As its the total of both which make for superior longer term performance.  Today I ask myself again beyond the EU and US, where are likely the next global risks emerging.

PaulRen's picture

The next bubble in the making is here.

Submitted by PaulRen on Mon, 18/06/2012 - 10:47pm

We should ask ourselves, if all this accommodative global monetary easing so prevalent in the developed world is not re-igniting much their economies, nor producing much inflation for now,  where then is all this new liquidity going?

Pages