Industry, Economic, General SET

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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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On the subject of warrants.

Submitted by PaulRen on Mon, 19/09/2005 - 2:57am

Warrants should never be called shares, as they have no voting nor dividend rights. Warrants expire in time. Here I review some of the ABC's of an often misunderstood derrivative.

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Monday morning at the office.

Submitted by PaulRen on Mon, 12/09/2005 - 2:01am

I think the landslide political victory in Japan is good for the region. Japans' stock market seems now poised for a nice breakout. Also while still booming China is creating mixed feelings in the US and EU, it is clearly positive for our region. As there is much spill over...

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Thai economy stabilizing, Oil remains the wild card.

Submitted by PaulRen on Tue, 06/09/2005 - 1:48am

A bit of an update on earlier selections and  some thougths on the recent SET rise.

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A US broker model on how to create success, wealth and goodwill.

Submitted by PaulRen on Sat, 27/08/2005 - 7:27am

Local individual brokers, so called marketing officers here in Thailand, leave much room for improvement.  Most all take the easy road of assuming their investor clients are day traders -and that nobody invests for the long run nor for dividends.

At the same time the authorities have been lame to clean-up this...

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Big returns in small stocks. The long record.

Submitted by PaulRen on Tue, 23/08/2005 - 7:19am

The long record on how smaller cap stocks outperform along with low correlation to general stock market indexes.

On the Thai stock exchange, smaller faster growing companies almost always trade at a valuation discount to their large peers -and with relative few exceptions- often pay twice or more the annual...

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China boom much benefiting Thailand

Submitted by PaulRen on Mon, 22/08/2005 - 9:55am

The China boom is not confined to just China. Thailand is also benefiting greatly from China"s economic miracle.

Hence while many write about this years" Thai economic slowdown, rising global oil prices and a bit turbulent domestic politics, there is an underreported and silent boom taking place in the rent-a-factory...

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Bears and Bulls get it wrong -but in between there is a silent investment return boom, for many years already.

Submitted by PaulRen on Wed, 17/08/2005 - 1:04am

On some parallels between the Japanese and US stock market peaking- and then remaining lethargic for many years.  The often quoted market gurus', often get it wrong.

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