Industry, Economic, General SET

PaulRen's picture

Why Thailand, a few picks, US subprime at its darkest moment now?

Submitted by PaulRen on Sat, 22/03/2008 - 3:24am

Whom am I to dare to think subprime problems are near the bottom? 

Why Thailand stands out beyond being a non-subprime market -and some select stocks I currently continue to like.

PaulRen's picture

Why Thailand, a few picks, US subprime at its darkest moment now?

Submitted by PaulRen on Sat, 22/03/2008 - 3:24am

Who am I to dare to think subprime problems are near the bottom? 

Why Thailand stands out beyond being a non-subprime market -and some select stocks I currently continue to like.

PaulRen's picture

Steaming oversold SET due to outside forces.

Submitted by PaulRen on Thu, 24/01/2008 - 10:01am

A hot afternoon at the office. Steaming some thoughts and alerting you to LVT (2.08) ..my continued tournaround choice and a model portfolio selection.  The new SET leader will likely be ITD, not PTT, when things here recover.

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Investor Themes Going Into Year 2008.

Submitted by PaulRen on Mon, 31/12/2007 - 8:45am

A slowing of the US economy next year, due to the credit crunch, likely means lower oil prices and commodity prices.  The key now is to own growth companies which are not linked to US consumption or broad Thai exports....

Here I identify some broad risks and make some...

PaulRen's picture

On Thai Stocks, wake up to the MAI index.

Submitted by PaulRen on Tue, 25/12/2007 - 3:00am

MAI stands for Market for Alternative Investing, but the reality is that it has stood for superior investments, and I think this theme will continue in year 2008.  Wake-up and smell the coffee is my message going into year 2008.

Here I review some of the raw stat's on the...

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Broker fiduciary responsibility and "prudent Man rule" on investing.

Submitted by PaulRen on Tue, 25/12/2007 - 3:00am

Improvements badly needed on Thai broker's accountability regarding fiduciary responsibility or the "prudent Man rule" on investing here?

PaulRen's picture

What are my top ideas just now? Added value Ideas.

Submitted by PaulRen on Tue, 25/09/2007 - 5:54am

Many good & regular timely proprietory ideas -overall adding value to your total returns. 

But you have to keep up and make your own decisions.  A "favored list" would so only be a snapshot at this very moment.  With stock transaction costs so low -and things moving ever faster- my...

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The performance leaders for years.

Submitted by PaulRen on Sat, 01/09/2007 - 4:05am

Smaller cap value shares here have been the performance leaders for years. They taste great and are less filling. The key however is to try to avoid the long confirmed "wall flowers"; these stay stuck for various reasons well known to long time seasoned investors here.

PaulRen's picture

The new global view, post US mortgage mkt. deluge.

Submitted by PaulRen on Tue, 21/08/2007 - 3:46am

In the near future the average emerging country's stock market p/e's should command a premium, not a discount as in the past.   After all these got the reserves, the growth to come and large account surpluses; further as recent events in the past 10 years events show, many of the financial...

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