Industry, Economic, General SET

PaulRen's picture

Ah, those local Thai Brokers.

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...

PaulRen's picture

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

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...

PaulRen's picture

Often inefficient offices, distribution and administration.

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...

PaulRen's picture

Wake-up call on Thai individual stock investing trends.

The SEC view is that most local retail investors simply lack the proper view, attitude and investor education and so would just trade/gamble their savings away. Hence, they should not be active in the local stock exchange to begin with -and so this should not be promoted.  Instead, the proper way...

PaulRen's picture

On lacking good practices regarding IPO’s.

I have voiced for some years that I like some Thai  IPO's -but not how brokers issue them! It seems not much has changed for the better on this front, so here is how I responded to the "Business Day" newspaper, when they came calling on me recently.   I address...

PaulRen's picture

Ramblings on a few topics and facts of interest to investors

There are many reasons why smaller cap companies might not at all be interested in boasting their good business prospects. For example, it can signal to the competition that healthy profits are realized and so attract newcomers. Or shouting about healthy profit margins might attract unwanted calls from customers and/or...

PaulRen's picture

Common stocks still among the best investments.

On investing, trading, misconceptions and superb historical track records of common stocks.

Nouveau investors are too affected by strong emotions like pride and regret. Pride can lead one to lock in a profit too fast, often selling the winners far too early and so leaving your portfolio filled with mediocre holdings. ...

PaulRen's picture

My view going into the New Year 2005.

In Hollywood California they have an old saying that you are only as good as your last movie. This gauche view rubs off to investments as well.  Hence the December 26 natural dissaster will help Prime Minister Taksin win another landslide.  And this is SET bullish in my view.

PaulRen's picture

The Days of the REIT Dawns in Asia

With TICON just announcing their newly proposed Property Fund just hours ago (Nov. 9), this timely article in the November 1st article of Business Week should be of interest to Thaistocks.com members and Ticon shareholders.

The one page article can be downloaded here: artimages/REIT.jpg

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