Industry, Economic, General SET

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A chit chat of topics from short sales to new lasting trends -and problems.

One of these days, just when most will have given-up, there will be a reversal and the SET will charge upwards.  It will happen when there is maximum frustration and or maximum boredom, by the traders and some investors alike.... (my ending words just before the end of the first quarter...

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A study on volatility and large-cap stocks

One of the main themes at Thaistocks.com is that the SET is wrongly regarded as a gamblers den for those who enjoy trading in highly speculative stocks. For years, Paul Renaud has been unearthing hidden stock gems that go along the theme of high dividends, promising growth and lower volatility....

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Is the SET bull market derailed? Here I share a bold view.

Today I share my own updated view on the Thai bull market in stocks. 

Two global concerns are the huge twin deficits in the US and the dropping dollar. Destabilizing stock risks are higher on that end, than risks in Thailand. Similar to October 1987, we could have a US...

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Thai stock market volatility.

The Taksin government and the SET itself are surprised at the extensive sell-off since the Bird flu news first hit. The volatility of the SET benchmark has surprised many. This needs to be rectified, but I keep asking do the various parties have the will power it will take to...

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The 4: 40 PM closing rotation on the SET.

Why is the final closing number of the SET index different then first published at 4:30 PM -and can one enter buy/sell orders after the 4:30 PM "closing bell"? Why is this?

Here I give an explanation of this little understood 4:40 PM final closing rotation.

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Anatomy of a correction

The SET dominant nervous day traders are just now, creating a near panic sell off.

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A good old fashion stock market correction.

Well here we are in the middle of a healthy correction in a still healthy bull market. While its impossible to know how bad the Chicken Flu will get, I for one still believe the sell off will in time be viewed as a buying opportunity and that things will...

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To trade or to just hold, that is the question.

As Chinese New Year approaches next week why not just let your fully diversified value stock selections rest a bit by just leaving them alone and focussing on other things in life.  Within a couple of months its annual dividend time again and even if there is a sell-off in...

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The outdated SET index benchmark

The 464 stocks and warrants listed on the SET were up on average of only a scant 1.72% in December. So why are all news-organisations reporting how well the SET did last month?  Then on Jan 6, the SET market dropped over 21 points, yet many value stocks increased in...

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