Industry, Economic, General SET

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We remain in a cyclical long term bull market!

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

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

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.

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

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.

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.

The Board of Directors at the Thai Stock Exchange.

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A visit in person to the Thai SEC’s, number two man.

"After thorough checks I can confirm that no such SEC regulations exist that would prevent you from opening trading accounts and an investment account at the same brokerage firm". 

Khun Rapee Sucharitakul

Senior Assistant Secretary-General, Thailand Securites and Exchange Commission. 

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Thailand faces little risk of economic overheating.

Thailand faces little risk of economic overheating, according to a California-based independent investment research firm. "Contrary to consensus opinion, rapidly growing credit card debt and strong expansion of private sector investment do not threaten economic stability",  so says Jeph Gundzik, president of Condor Advisers, an eight-year-old investment consulting company based...

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