Industry, Economic, General SET

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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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The 4: 40 PM closing rotation on the SET.

Submitted by PaulRen on Thu, 12/02/2004 - 2:30am

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

Submitted by PaulRen on Mon, 02/02/2004 - 7:47pm

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.

Submitted by PaulRen on Sun, 01/02/2004 - 1:28am

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.

Submitted by PaulRen on Mon, 12/01/2004 - 2:18am

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The outdated SET index benchmark

Submitted by PaulRen on Tue, 06/01/2004 - 7:19pm

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?

Submitted by PaulRen on Sat, 20/12/2003 - 2:05am

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.

Submitted by PaulRen on Sat, 29/11/2003 - 8:08pm

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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