Industry, Economic, General SET

PaulRen's picture

The Thai Banks did it again.

The latest "Bank stock panic sell-off" was just another example of the lack of blue chip status.

The latest attempt of a SET recovery, once again, was heavily influenced and dragged down by the events in the still dominant banking sector.  Surely the renewed outbreak of chicken flu in some 15...

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GDP versus Bank loans, the evidence.

The Thai stock exchange says its doing a fine job attracting ample savings into the local stock market. Here is some evidence showing some key facts/shortcomings on this important subject.

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Stock graphs are no utopia!

Increasingly, in recent years one can notice more investment advisors/managers and brokers who only evaluate graphs for their buy/hold/sell decisions.

There is no doubt that this is because these types are not very astute, educated or informed in knowing and understanding the companies in which they advocate investing in.  Perhaps because they want the...

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Thai Stock Market Distortions.

Regardless of how you value shares, Thai stocks are currently among the best-values around the world. This should strike the rational global investor as odd because Thailand also ranks among a fastest growing economy. 

Amateurs and/or fast concluders may think it has to do with political risk or problems in the...

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On Auto Dividend payments issue.

As of April 12 "04, some 154 listed SET companies are participating in the auto-dividend deposit program. Still, most investors take their Thai dividends the old fashion way, through registered post mail.
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According to the TSD, 993,083 individual investors where eligible for dividend payments in the year...

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China currency to be re-valued.

Revaluing the Chinese yuan currency is "a question of when, not if." This is a net positive for the overall competitiveness of Thailand.

PaulRen's picture

Timely choices, dividend lists and broker behavior.

I have been asked what in my view the current top 7 stock picks would be. Do you have an updated dividend lists? SET Company hand book long gone missing.

With all the SET seminars and promotionals can't they publish a basic stock book? So to help people at large...

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Local Press Bewilderment.

Some things never cease to amaze me. On occasion when I read the local daily newspaper, I often come away in awe on the regular dose of SET related confusing nonsense; which is too often tolerated and nurtured by the local business press.

PaulRen's picture

NY Times: Thailand Tries to End Stock Speculation

The concern among regulators and economists is that after 30 years, the Stock Exchange of Thailand is still little more than a casino. Short-term stampedes, potentially devastating to any small savers who venture into the market, they say, also risk diverting investors from deserving companies seeking to raise funds.

"We...

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