Industry, Economic, General SET

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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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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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