Industry, Economic, General SET

PaulRen's picture

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. 

PaulRen's picture

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...

PaulRen's picture

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...

PaulRen's picture

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.

PaulRen's picture

Stock graphs are no utopia!

Submitted by PaulRen on Wed, 07/07/2004 - 9:34am

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...

PaulRen's picture

Thai Stock Market Distortions.

Submitted by PaulRen on Fri, 25/06/2004 - 5:26am

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...

PaulRen's picture

On Auto Dividend payments issue.

Submitted by PaulRen on Tue, 13/04/2004 - 2:47am

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.
***
According to the TSD, 993,083 individual investors where eligible for dividend payments in the year...

PaulRen's picture

China currency to be re-valued.

Submitted by PaulRen on Thu, 25/03/2004 - 8:49pm

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.

Submitted by PaulRen on Tue, 23/03/2004 - 8:58pm

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...

Pages