Industry, Economic, General SET

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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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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...

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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...

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A review of my investment strategy, at mid-year.

Submitted by PaulRen on Wed, 06/07/2005 - 7:47am

Prime upper scale global real estate is in a bull market in select locations, which is most probably overextended in the US; but more like in the early to mid-cycle in various other desirable & select locations around the world,...

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Mr. Greenspan keep scratching your head!

Submitted by PaulRen on Mon, 20/06/2005 - 4:24am

Keep scratching your head Mr. Alan Greenspan as to why long term rates are dropping.  A global savings glut combined with a lack of global savings intermediation is the key simple reason!

Global savers/investors in developed markets are operating in an inefficient and often closed market, where investing in foreign financial assets remains...

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Shipping stocks are overanalyzed! Beware.

Submitted by PaulRen on Mon, 30/05/2005 - 2:35am

"I say: better one horse then a whole bunch of laggards or average performers in a dull market". Paul A. Renaud. end of May 2005

Here is an exchange of viewpoints with one of thaistocks.com" s oldest members -and one dire market prediction.

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Where is my dividend check?

Submitted by PaulRen on Thu, 19/05/2005 - 4:08am

On a letter sent to Management of KimEng, last October, no answer back was ever received.

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