Industry, Economic, General SET

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

Submitted by PaulRen on Tue, 17/08/2004 - 3:04am

"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.

Submitted by PaulRen on Tue, 03/08/2004 - 9:02am

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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The Thai Banks did it again.

Submitted by PaulRen on Tue, 27/07/2004 - 8:54am

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.

Submitted by PaulRen on Thu, 08/07/2004 - 8:56am

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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