Industry, Economic, General SET

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Stock market history shows that early in an economic cycle its best to just ride this through.

Submitted by PaulRen on Fri, 15/10/2004 - 4:37am

Oil prices above 50$ a barrel is a "political trap" which will cost Bush the US election.

There is more than a 50% chance Mr. Bush will be ousted in early November and then oil prices will start to drop. The risk premium on oil is now too high and...

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Thai SEC website review

Submitted by PaulRen on Thu, 14/10/2004 - 9:15am

 

I recently visited the Thai SEC website (www.sec.or.th) to have a look at what useful information is available at the website. Overall, it is a well designed site that is easy to navigate. I was more interested in the content of the site rather than its design....

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We remain in a cyclical long term bull market!

Submitted by PaulRen on Fri, 01/10/2004 - 4:38am

It was not so long ago that Bank and Finance stocks lead market parlor talk in every serious discussion around and about the SET. Yet, today it is becoming increasingly obvious that Banks are laggards and Chemicals, Energy and others are the "nouveau" leaders. Perhaps the most overpaid of all...

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Window dressing, a word of caution

Submitted by PaulRen on Thu, 16/09/2004 - 12:53am

Shorter term oriented investors should now turn more cautious.  New capital to be invested should be a bit tamed and instead look for laggards.  Depending what kind of investor you are, select profit taking is now OK as the SET may well not get through the 670 barrier, on the...

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An update view & comment on Thai IPO’s

Submitted by PaulRen on Tue, 07/09/2004 - 4:25am

Recently, most IPO's have been moving up in market price for a couple of days after being listed, only to then collapse to much lower levels.  Here I share some of my updated views and caution on Thai's IPO's.

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Proper investment relationships and objectives, is the key.

Submitted by PaulRen on Mon, 30/08/2004 - 8:34am

Well thought-out investment relationships with professionals who help you select and trade stocks is imperative to long term superior performance.

Unfortunately most Thai brokers do not and cannot offer this added service. The reasons for this are often camouflaged and not well understood by most retail investors. As the broker...

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Number of Registered Analysts per broker

Submitted by PaulRen on Mon, 23/08/2004 - 9:47am

In the attached Excel spreadsheet we list all brokers by trading volume size and then list how many SEC registered analysts the brokers have.

The number of analysts listed are registered SEC analysts that can publish research reports, give interviews to the media, etc.

There are a few suprises among...

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On Thai Stocks Dividend payouts.

Submitted by PaulRen on Mon, 23/08/2004 - 8:55am

Here is a recent member posting to our Dragon lounge and how I answered, which may be of interest to all members. This member mentioned this point once before. He has a point, but there is a need to balance this one sided view. 

"I looked at random at the stated dividend policies...

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SET Board of Directors.

Submitted by PaulRen on Mon, 23/08/2004 - 7:46am

The Board of Directors at the Thai Stock Exchange.

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