Industry, Economic, General SET

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We have an active member only lounge./ Example posting.

Submitted by PaulRen on Fri, 13/11/2009 - 7:42am

While much material is here posted for free, our member forum besides our most recent articles is reserved for members only.  Here is an example of a recent posting -and how I answered.

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Thai stocks lack of rationality at times does not mean lack of returns.

Submitted by PaulRen on Mon, 09/11/2009 - 2:19am

It remains a high challenge and at times a crazy exercise in trying to make some sense around Thai stocks -and its 2 exchanges,  ah…le SET and that MAI.  Yet, its been a road to long term superior returns.

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Colliding interests at times by the media, banks and brokers.

Submitted by PaulRen on Mon, 02/11/2009 - 2:26am

What is in the interest and value to investors, may often not be the same to financial institutions and the media, as I here show with some evidence.  Investors wake up and beware.

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Trust and integrity key to higher participation in the SET/MAI.

Submitted by PaulRen on Mon, 26/10/2009 - 3:06am

In economic transactions and in stock markets in particular, trust in the integrity of market players, brokers and institutions are the key.  The SET/MAI exchanges should hear and act to the long wake-up call of what is needed in getting more people to consider stocks as a form...

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Stocks for the long run - along unpredictable events.

Submitted by PaulRen on Thu, 08/10/2009 - 5:00am

To own Gold while you short on the US$ is now all the rage.  Just as in past times, strongly differing financial views were expressed in light of different trends.  Trouble is, most of them are wrong far more often then not.

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Reminiscing of a stock investor. 2 new ideas and 1 old one reduced.

Submitted by PaulRen on Mon, 28/09/2009 - 6:43am

Reminiscing on a Monday morning, after yet another great round of company visits and now with a SET correction on hand.  I today present 2 new ideas on the market correction, and state my concern with a previous core choice....

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Beware of this modus operandi.

Submitted by PaulRen on Fri, 11/09/2009 - 2:48am

Dodge the issues.  Ignore the mails.  Then if it gets brought up again, just label it as 'an attack', so again ignoring what was raised by diverting it with a convenient label.  Its a given modus operandi by some out there but most see right through it.

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The world fastest recession changed into a new bull market?

Submitted by PaulRen on Tue, 08/09/2009 - 2:38am

On the coming further and likely faster US$ weakening. Currency trading is an opt out to me as the SET further charges ahead on strong money inflows likely to continue.  A short review on just some of our choices. 

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MAI vs. SET index, why is the MAI lagging?

Submitted by PaulRen on Mon, 31/08/2009 - 3:36am

Here I present my viewpoints as to why the MAI index has lagged year-to-date the large cap dominated SET index.  Surely the past 12 months have been a most unusual time in the investment business, due to the western induced financial crisis.

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