Industry, Economic, General SET

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The more innovative and with better adopting strategies.

Submitted by PaulRen on Sun, 04/02/2007 - 10:40am

The unending tension between preserving forces of tradition and the transforming forces of change. Large blue chip companies are often defined as being large and dominant and so viewed as "more stable", yet as the record shows they are nevertheless prone to big risks over time. In Thailand harmony &...

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Too high foreign reserves and exporting too much.

Submitted by PaulRen on Wed, 24/01/2007 - 10:07am

Thailand has a problem. Its currency is too strong as its exporting too much. Here is my one page explanation what the key problems are...and I then pick two stock for you, which should benefit from the rational solution/outcome.

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Some SET stocks undervalued and under appreciated.

Submitted by PaulRen on Mon, 15/01/2007 - 4:12am

In the past several years, despite impressive investment returns here documented all along, we had equally turbulent times but people seem to forget. Have you? Some local brokers are already now advocating investors favor smaller cap companies this year. As these enjoy a far lower corporate tax rate and besides...

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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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