Industry, Economic, General SET

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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The outdated SET index benchmark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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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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