Industry, Economic, General SET

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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.
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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.

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.

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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...

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Local Press Bewilderment.

Submitted by PaulRen on Thu, 11/03/2004 - 1:42am

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.

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NY Times: Thailand Tries to End Stock Speculation

Submitted by PaulRen on Wed, 10/03/2004 - 1:46am

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

Submitted by PaulRen on Tue, 09/03/2004 - 2:45am

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

Submitted by PaulRen on Wed, 25/02/2004 - 8:50pm

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.

Submitted by PaulRen on Sun, 22/02/2004 - 2:08am

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.

Submitted by PaulRen on Mon, 16/02/2004 - 9:14pm

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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