Industry, Economic, General SET

PaulRen's picture

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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Buy when there is blood in the street.

Submitted by PaulRen on Tue, 02/09/2008 - 1:28pm

Letter II, to all the members, at this daring time, with the SET index flirting above with the what I view critical 645 support level. Nobody can call the outcome now but I think we are close to a resolution to the current major stand-off and that in time this is...

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An open letter to Thai stock market members.

Submitted by PaulRen on Mon, 01/09/2008 - 4:17am

Here is an open letter to the Thaistock.com members, as posted at 10:30 AM on Monday September 1 '08.

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Stock buy-back programs, its time has come now!

Submitted by PaulRen on Mon, 25/08/2008 - 5:31am

Select listed companies on the SET and MAI should now consider purchasing back some of their own shares, in the market place at low average prices. This is called treasury stock and is legal on local exchange rules with some stipulations.

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Back office issues on dividends and mail received.

Submitted by PaulRen on Fri, 15/08/2008 - 2:36am

Here are some back-office issues of conern to non-Thai investors whom reside outside of Thailand -and have wondered about Thai mail received and/or what to do with dividend checks send them.

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Events at mid year year accelerated the continental shift.

Submitted by PaulRen on Mon, 04/08/2008 - 8:29am

Reminiscing into August on "what went wrong by us remaining long", into this sell off.  How to rationally decide in a irrational investment market still too often led by US fallouts. Recent Thai legal events suggest a change of the past. Many investors will welcome this.

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SET larger cap's now attractive -and some evidence from the past.

Submitted by PaulRen on Sun, 06/07/2008 - 9:59am

With the SET below 750 just now, there are no doubt some huge investment bargains among larger cap. SET stocks; not only the smaller cap growth companies I like to dwell on.

On web archived evidence,  in how they confirm what many websites posted in the past, or not.

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