Industry, Economic, General SET

PaulRen's picture

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.

PaulRen's picture

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...

PaulRen's picture

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.

PaulRen's picture

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...

PaulRen's picture

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...

PaulRen's picture

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...

PaulRen's picture

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.

PaulRen's picture

Are stock valuations telling us something?

Submitted by PaulRen on Fri, 05/08/2005 - 2:50am

Average p/e ratio's on the Thai stock market are often half the rate as compared to the last bull market in the early to mid 1990's.  Yet, during this same time local interest rates are far less then half, as compared back then. Besides us, are the SET officials asking themselves...

PaulRen's picture

REIT’s are popular in Asia -but not explained in Thailand.

Submitted by PaulRen on Thu, 14/07/2005 - 6:57am

The huge REIT that flopped in Hong Kong showed huge investor appetite!

It was called "Link Real Estate Investment Trust", a US$ 3 Billion Dollar REIT, fully subscribed (in fact some 79 Bill US$ subscribed!) but then flopped when a 67 year little old Lady sued them, at the last...

Pages