Industry, Economic, General SET

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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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Complete Year 2005 Thai IPO performance/table.

Submitted by PaulRen on Mon, 19/12/2005 - 1:26pm

Complete year 2005 Thai IPO listings -and their performance since listing.

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Master Tables of Thai REIT’s.

Submitted by PaulRen on Fri, 21/10/2005 - 2:29am

Here is our master table of Thai listed REIT's.

My aim is to help the income oriented investor/member in comparing the various different listed REIT funds -and so draw their own conclusions. Make sure to read the footnotes.

REIT's are now popular in SE Asia as well. I think...

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Thai stocks hugely outperform US markets.

Submitted by PaulRen on Mon, 17/10/2005 - 8:13am

The reality is that over the past half-decade Thai stocks in general have at times, by a wide margin, outperformed US and other developed stock markets.

While Western Guru" s regularly show-up in Bangkok, in exepensive seminars lecturing us here how to rationally invest in stocks; yet they come from...

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Monday morning at the research office.

Submitted by PaulRen on Mon, 03/10/2005 - 4:22am

A short summary of my latest company visits and a few facts meant to raise your eyebrows!

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On the abc’s of Warrants.

Submitted by PaulRen on Fri, 23/09/2005 - 8:23am

  "On what you may often have wondered -but never dared to ask".

Here I wish to address a bit on the topic of  Thai Stock Warrants. Not in an exhaustive way, just a few comments so to help you with a basic understanding around what they are and how...

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