Industry, Economic, General SET

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Barking Foreign institutional investors.

Submitted by PaulRen on Thu, 11/01/2007 - 5:27am

Foreign institutional investors are boycutting Thailand" s SET -and the press is loving the turmoil. The market here appears to have reached its low point.

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Thailand facts, realities and trends as of end of year 2006.

Submitted by PaulRen on Tue, 12/12/2006 - 5:31am

Bits of general information around Thailand's economy, stock market and other facts gone often under-reported, as seen from this desk on December 12 '06.

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Monday Morning at the Research Office

Submitted by PaulRen on Mon, 20/11/2006 - 4:07am

Monday morning rambling with a new idea, but not if the currency keeps rising.
Odd how the strong Baht currency is perhaps, just now, the biggest single potential unsettling uncertainty to the Thai market. But I think this will soon be tamed and so the SET should rocket higher...

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Monday Morning at the Research office.

Submitted by PaulRen on Mon, 30/10/2006 - 4:01am

Here are some research comments on recent choices, new ideas and sharing of added value investor thoughts, as seen here this Monday Morning. In the very short term I am a bit more SET cautious. New interesting IPO in the coming during November.

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Thai IPO’s in recent times just languish in the aftermarket.

Submitted by PaulRen on Mon, 16/10/2006 - 4:41am

Monday mornings added value research comments on Thai IPO" s and how to be on guard regarding these. What is the real reason for listing? Will the broker just forget -and go to the next deal? Probabaly. And the acute lack of follow-up on how IPO" deals fared, by broker,...

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The 3 bad villains now gone.

Submitted by PaulRen on Sat, 30/09/2006 - 10:35am

The 3 bad villains are for now past, take a guess at what they are?

I for one believe with these 3 now absent, it will pave the SET to higher levels -before year end.

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The realpolitic curse of recent events.

Submitted by PaulRen on Tue, 26/09/2006 - 10:57am

Investors were wise not to bail out, we surely have not!

In the realpolitic curse of recent events the Thai currency remained relatively stable giving up barely 1% last week vs. the more then 8% previous rise (against the US$), since the beginning of this year.

...

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Beat Bond returns and then some.

Submitted by PaulRen on Mon, 07/08/2006 - 5:00am

Here is an update on some of my thoughts as of early August 2006.
Within a week all 2Q earnings will be released and so will give us further insights.

I remain fundementally positive but do not expect any great bull market soon. Still, I think our selections...

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Enough fuel to wait out the thunder storms.

Submitted by PaulRen on Tue, 27/06/2006 - 3:55am

While a new SET low may well yet materialize (?), I view the current sluggish Thai market an excellent entry point for long term investment capital.  I also think that by the end of the year will  witness a catch-up and there will be time for a "safe landing".  By...

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