Industry, Economic, General SET

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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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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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