Industry, Economic, General SET

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As a New Year approaches, what next?

As the SET rally broadens and matures next year it will be more and more difficult to beat the benchmark index.

For one, this lonely and only benchmark index is not a fair representation of stocks in Thailand because too much weighing in too few large cap stocks, unfairly influences...

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Risk analysis going forward.

The massive upward re-valuation of many Thai shares this year, begs the questions: what is next?

With the Thai stock exchange up 60% from June 1 to December 1, it pays to ask what are some of the risk factors from now on. Today I identify what I ...

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Thailand Stocks, a brief introduction.

So called 'top down' investing, as practiced vigorously by the global institutions has been in full swing in emerging markets for more then a decade! This practice has given rise to immense and continuously increasing stock market pricing inefficiencies.

With global interest rates still at low levels, and recently...

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Bank stocks underperformance & Thailand scores.

Since 1997 I wrote many times that as a rational SET investor, my own view is to avoid the Bank stocks. Over the years Bank stocks had periodic rallies and ever so often we get messages asking or telling me: "Surely the Bank stocks have now awoken". Yet, to date...

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A quality Member Lounge

I don"t know if it was the season, the black cats, the half full moon or all the pressures & commotion in getting our new web site up, but on Friday October 31 early AM, I woke up with serious market jitters.

Below is an exact member lounge Posting...

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Broker nonsense on day trading galore.

Regulators please contain the broker nonsense on day trading galore -at the expense to long term investing.

One area that has not improved much since the go-go 1990" s, it seems, is overall Thai broker behavior. There are still far too many licensed brokers here and many do not behave...

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Thailand’s Time has come Again

Here I review some older and newer reasons why I think the super charged Thai economic recovery has a lot further to go and why in time global fund managers and investors will most likely rate Thailand upwards and most developed countries downwards. Subtle changes at the margin, is what...

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Our notes on the Thai healthcare industry

...
9.Oct.03 THAI HEALTH CARE INDUSTRY.
Our notes on the Thai Health Care Industry.
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On Thai IPOs

24.Sep.03 IPO'S THAILAND STYLE.
On Thai IPO's.

I like...

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