Industry, Economic, General SET

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Exchange of mails with a leading Thai broker CEO.

Submitted by PaulRen on Thu, 14/10/2021 - 10:38am

Messages exchange with a leading Thai broker CEO.

Below is an mail exchange I just had with a CEO of a major SET brokerage firm. This only came about because this CEO made a post questioning in frustration some of the cumbersome rules/quarantine and paper work required when he re-entered Thailand...

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Smaller taste's great and is less filling.

Submitted by PaulRen on Mon, 27/09/2021 - 9:48am

Here once again I dare to address the often -besides never reported- misunderstood reasons why size matters and is often a detriment when it comes to managing money. 

Below is a message I received from free-registered user which I chose to answer below as its often...

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Are all money managers over paid?

Submitted by PaulRen on Sat, 04/09/2021 - 9:02pm

Some years ago some very astute money managers earned Yale University endowment fund billions of $ in investment returns on a fully diversified portfolios, that year. When they asked for their agreed 100 mill. fee, the University's "little old ladies" screamed highway robbery! So they fired those great money managers....

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Thai mid and smaller cap stocks rebounding allot.

Submitted by PaulRen on Mon, 08/02/2021 - 10:52am

 

Thai mid and smaller cap stocks rebounding allot -and then some.

As one can see from the below graph, I screenshot this morning at 10:30 AM, there has been a dramatic recovery in the Thai broad smaller/mid cap sector since around mid 2020, as this...

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Surprising to many, but not me, group of good stocks = preferred to cash-alternative.

Submitted by PaulRen on Tue, 12/01/2021 - 11:14am

Markets are forward looking, and they see the vaccine/saviour light at the end of the tunnel as well as Cash being debased over time, not least due to all the Govt.s money new printing.

The SET index has had a formidable run over the past couple of months....

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Thai IPO's -who knows?

Submitted by PaulRen on Fri, 30/10/2020 - 10:12am

Lots of self praise on Thai IPO's in the business press here and by the SET -before and after.

One key reason Thai IPO's do well on the first few trading days here is because Thai speculators' day traders, pounce on it only to sag later. But...

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SET lethargy drags on as expected.

Submitted by PaulRen on Sat, 25/07/2020 - 11:15am

The SET lethargically moves on, vacillating around currently 1340, well below 1400 on the index.  Just as I here expected/wrote in early June. When it peaked at 1430.

My view has not changed since as the reality is now setting in: Thailand beat the CV19 for...

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Updated graph on SET vs. MAI and sSET indexes.

Submitted by PaulRen on Thu, 16/07/2020 - 9:22am

Updated graph on SET, vs. MAI and sSET indexes showing the divergence, yet bouncing back of late.

Here below is an updated graph showing the SET vs. MAI and sSET indexes, the latter being a good representation of the smaller cap Thai stocks which is a...

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More on the how vs. the what to invest in. Part 2.

Submitted by PaulRen on Mon, 06/07/2020 - 10:48am

More on the how vs. the what to invest in. Part 2.

(Here is a slightly revised and better edited article I first meant to publish last weekend, only in not being able to uploaded due to an upgrade needed. Which was done this weekend.  I...

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