Industry, Economic, General SET

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Yields, growth rates and market price volatility

Submitted by PaulRen on Thu, 26/03/2009 - 7:41am

Higher growth and dividend yields besides offsetting correlations to the Thai SET index.  On higher dividend yields, higher growth rates and lower market price volatility, value picks in the smaller caps sector by far beat the rest over time.

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A pure play in the coming boom of green/clean investments.

Submitted by PaulRen on Fri, 13/03/2009 - 8:18am

Post this global recession, huge amounts of new capital, both government and private, will be seeking out firms which are part of the global pollution solution, not part of the problem.  

As post saving the financial/banking system, it will be saving the planet.

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Limitations on oder SET/MAI entries.

Submitted by PaulRen on Tue, 10/02/2009 - 2:48am

Lack of automatic stop loss orders and other such tools in executing buy/sell orders here remains a limitation, especially for traders.  And so called manual mental stop loss orders are no substitute!

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An easy answer to a long asked question here.

Submitted by PaulRen on Mon, 01/12/2008 - 2:09am

I for one have some hope and remain upbeat, that things are changing for the better, just as they are in many other places of the world. Short term pain for long term gain.  As higher trust through a more rule abiding society leads to higher valuations.

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What does the most expensive investment newsletter now advise?

Submitted by PaulRen on Mon, 17/11/2008 - 9:57am

The recent robust nature of Asian emerging markets (especially China & Thailand ) countries balance sheets gives them big if not huge agility/ability to stimulate internal consumption and investments should they need to.  Due to this along with their long term good prospects, Emerging markets in Asia are now favorably viewed.

 

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Low Debt to Equity ratios on the SET/MAI.

Submitted by PaulRen on Tue, 21/10/2008 - 3:01am

Just how underleveraged are stocks in Thailand?  I found out for us -and here is the simple graph/evidence.

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We are entering a more reflective period of this downturn.

Submitted by PaulRen on Mon, 29/09/2008 - 3:51am

Monday morning in the mist. Here are some more ramblings on the financial fallout which I keep thinking is broadly overstated by the press.  Unless you own homes in many USA areas which are still declining, its not as bad here as many think, nor as the press reports.  Meaning, the...

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The least bad place to hide during the US fall out.

Submitted by PaulRen on Thu, 18/09/2008 - 3:51am

The US slowdown now goes global.  But The US/EU slowdown still doesn’t portend a global recession as in the meantime the sky high oil prices have corrected 40% and interest rates are once again leaning lower.

 

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A restatement of confidence during dire times.

Submitted by PaulRen on Wed, 10/09/2008 - 2:33am

Market timing does not work, the stock bears got it just as wrong with their often leveraged oil and gold positions. Since broadly speaking commodities have been in a new downtrend, sticking to value shares in Thailand is a good place to hide, however with patience.

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