Industry, Economic, General SET

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Wake-up call on Thai individual stock investing trends.

Submitted by PaulRen on Wed, 09/02/2005 - 3:43am

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...

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On lacking good practices regarding IPO’s.

Submitted by PaulRen on Thu, 03/02/2005 - 2:40am

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...

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Ramblings on a few topics and facts of interest to investors

Submitted by PaulRen on Tue, 01/02/2005 - 9:59am

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...

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Common stocks still among the best investments.

Submitted by PaulRen on Mon, 17/01/2005 - 4:13am

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. ...

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My view going into the New Year 2005.

Submitted by PaulRen on Tue, 04/01/2005 - 3:58am

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.

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The Days of the REIT Dawns in Asia

Submitted by PaulRen on Tue, 09/11/2004 - 8:22am

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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REITs are the next hot investment vehicles in Asia

Submitted by PaulRen on Wed, 03/11/2004 - 4:07am

Millions of investors in this region are desperately looking for solid, less volatile and safer alternatives to the pervasive day trading almost all brokers here advocate and refuse to change. It is a bit of a mystery to us at thaistocks.com why English Thai research or other various business publications...

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Confirmation of a Decade Long Irrational Trend

Submitted by PaulRen on Tue, 19/10/2004 - 4:51am

The results do give a quantitative and representative confirmation that various select Thai value stocks have been and remain illogically undervalued by investors over the past decade, despite the strong financial performance by these stocks.

Perhaps, more disappointing is that this trend has seemed to accelerate during year 2004.  As earnings...

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The "Bad Boys" of the SET

Submitted by PaulRen on Fri, 15/10/2004 - 6:55am

KGI Securities has incurred the most fines levied by the SEC since 1999 with 16, followed by Kim Eng with 15. To be fair, Kim Eng is the largest broker, and could be expected to have more violations than some of the smaller brokers.

This...

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