Industry, Economic, General SET

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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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Does a bell ring at the bottom?

Submitted by PaulRen on Thu, 15/06/2006 - 12:40am

Thai stock market now probably at a major bottom!  Here are some of my reasons why.

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Testing below 700 likely today, but I am staying invested.

Submitted by PaulRen on Wed, 31/05/2006 - 2:17am

The US stock market was supposed to come out of its 6 year bear market and break out, but this was not meant to be.  I for one am not surprised and over the past years here often expressed  my bearish view on US stocks.

Yet the US market remains...

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Are the big blue chip blues getting you down?

Submitted by PaulRen on Fri, 26/05/2006 - 9:29am

The reality is that big blue chip global stocks have been overall mediocre performers for years. Not long ago it was wise and reasonable to talk how important it is to have some of these in ones portfolio, today its just short of an embarasement.

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Politics now likely to induce market volatility.

Submitted by PaulRen on Tue, 28/02/2006 - 1:48am

Regardless of yesterday's impressive showing on the SET, I am as of today turning more cautious.

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My view is to hold on to winning selections. Will Thailand follow Korea?

Submitted by PaulRen on Mon, 30/01/2006 - 2:46am

As an old wise Meditation Master once said:  Dont" just do something, sit there.

And...

In Korea there now is an outright boom among the middle class investing in the local stock market. Can the same thing happen in Thailand?

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Analysts should report what companies tell them!

Submitted by PaulRen on Fri, 13/01/2006 - 2:50am

Analysts, here as everywhere, too often think they understand all businesses better and so are in a position to give the company free advise, or guide them what they think is possible.

Some are CFA" s others got some experience in "Management Consulting", and so they think they understand it...

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