Industry, Economic, General SET

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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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Ah, those local Thai Brokers.

Submitted by PaulRen on Wed, 18/05/2005 - 7:42am

With the 1st Quarter "05 earnings released, many larger cap selections dissapointed.

Investors in the Thai Stock market must be careful not be taken for "a broker hay-ride" with their forever liquidity obsessed "brain washed", nonesense.  With most all Thai brokers you learn to take the good with the bad, or...

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BKK Post’s Shareholder Scorecard leaves much to be desired.

Submitted by PaulRen on Sun, 03/04/2005 - 9:28am

At first here appears to be an attractive contribution with many facts and numbers -all around SET stocks and its various nuances.  I too, used to get excited and so one time in the past reviewed their so called scorecard in much detail. Back then I found some grave math mistakes in their tables...

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Often inefficient offices, distribution and administration.

Submitted by PaulRen on Wed, 16/02/2005 - 1:32am

Shiny, world-class, lean manufacturing operations often sit side-by-side with overstaffed -3 ladies to one desk- inefficient offices distribution methods and warehousing methods that seem to have little changed for decades. Many large and small firms alike, remain burdened and so dragged down with stubbornly inefficient retail distribution networks.  

Today I point...

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