Industry, Economic, General SET

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Real stocks & real returns, for real people.

Submitted by PaulRen on Sat, 19/02/2011 - 9:59am

Here I go again huffing and puffing at the Western "civil financial society" which dares to still acclaim -if not behave- as if they are the more developed culture as viewed from an financial markets investor point of view.

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Revenge of the Individual Investor II.

Submitted by PaulRen on Thu, 27/01/2011 - 3:54am

Revenge of the Individual Investor, part 2.  A real case just witnessed.

Just look at IVL, a SET 50 big cap which rocketed from 25 last August, to 60 in early December, only to now be down 38% since then.. burrr.. Glad I stayed away from that roller...

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Revenge of the Individual Investor.

Submitted by PaulRen on Mon, 24/01/2011 - 2:48am

There are currently over 3000 ETF's index funds traded and they dominate the global sentiment by ganging-up together. 

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Security analysis and investment management .

Submitted by PaulRen on Sun, 23/01/2011 - 5:15am

Short comment on security analysis and stock investment management -case and practice. An evolving and always changing and so need for pro-active endeavor along with prudence and patience.

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Their madness is our opportunity.

Submitted by PaulRen on Sat, 08/01/2011 - 10:12am

Institutionalization of investments and the spread and speed in globalization have inflated and synchronized bubbles.  Its become a huge industry feeding on its own tune. I add a new stock to the model.

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The traders trap is alive and well.

Submitted by PaulRen on Wed, 05/01/2011 - 9:10am

There is an extraordinary high amount of stock trading which can never be justified, except for the billions of dollars (and Baht) it generates in broker commissions.  Traders are also susceptible to behavioral biases such as overconfidence and self-attribution.

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Among all the noise a good investor year for us.

Submitted by PaulRen on Tue, 07/12/2010 - 7:20am

Despite the many ups and downs and dire moments in April/May, year 2010 was another superior investor performance year for us.  All said and done, the objective tabulation will likley show a near or above 50% total return.  Do you members agree?

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SET Small cap vs., Large cap comparisons

Submitted by PaulRen on Wed, 01/12/2010 - 8:07am

From what I can find, there are still few SET Smaller cap indexes, showing relative performance over time -and as compared to the big cap's. Why is nobody talking about this?

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Beta rankings on a few Thai stocks.

Submitted by PaulRen on Thu, 25/11/2010 - 8:20am

Beta rankings show the historical volatility of a stock vs. the broader market. This in Finance is its measure of risk. The SET index average beta is by definition set at 1.  DEMCO's is among the very lowest.

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