Industry, Economic, General SET

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SET lethargy drags on as expected.

Submitted by PaulRen on Sat, 25/07/2020 - 11:15am

The SET lethargically moves on, vacillating around currently 1340, well below 1400 on the index.  Just as I here expected/wrote in early June. When it peaked at 1430.

My view has not changed since as the reality is now setting in: Thailand beat the CV19 for...

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Updated graph on SET vs. MAI and sSET indexes.

Submitted by PaulRen on Thu, 16/07/2020 - 9:22am

Updated graph on SET, vs. MAI and sSET indexes showing the divergence, yet bouncing back of late.

Here below is an updated graph showing the SET vs. MAI and sSET indexes, the latter being a good representation of the smaller cap Thai stocks which is a...

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More on the how vs. the what to invest in. Part 2.

Submitted by PaulRen on Mon, 06/07/2020 - 10:48am

More on the how vs. the what to invest in. Part 2.

(Here is a slightly revised and better edited article I first meant to publish last weekend, only in not being able to uploaded due to an upgrade needed. Which was done this weekend.  I...

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The end of an era

Submitted by PaulRen on Fri, 24/01/2020 - 9:59am

The end of an era has been slow in emerging but today its for all of us individual investors to tolerate and endure, or not.

Unfortunately, smaller cap value stocks worldwide are being ignored and the broker industry has subscribe to it as its not...

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Bears vs. Bulls ratio, an extreme reading worth paying attention to.

Submitted by PaulRen on Tue, 05/11/2019 - 3:26pm

Students and investors of stock markets know that the opposite often happens compared to what the majority in the market think.  Its called the contrarian view.  This makes sense because if most investor/traders sold out their positions on fear, they then express they are bearish (meaning they think...

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Letter to Thai Institute of Directors Association (TID) on PPS.

Submitted by PaulRen on Fri, 01/11/2019 - 10:43am

November 1 2019.

Thai Institute of Directors Association (TID)
CMA. Building2, 2/9 Moo 4 Northpark Project
Vibhavadi-Rangsit Road, Thung SongHong, Laksi
Bangkok 10210, Thailand

Attention K. Prasan Chuanphanich, Chairman,TID

We wish to bring to your attention what we view

...
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Outdated & silly-Thai-broker-habits.

Submitted by PaulRen on Wed, 09/10/2019 - 10:39am

Here are some SET/Broker poor practices addressed for long -but no changes.  After a while some investors and capital may just give up, which is what many retail investors have done as the participating retail investors/numbers keep showing.

Just two examples here...

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The​ death​ of​ the​ Thai​ retail​ Investors.

Submitted by PaulRen on Tue, 09/07/2019 - 10:39am

To: Mr. Paiboon Nalinthrangkurn
Chairman, FETCO

The​ death​ of​ the​ Thai​ Retail​ Investors.

Consider​ that​ significant reasons​ for​ most​ Thai​ retail​ Investors​ abandoning​ SET​ investing​ is​ because​ of​ the​ inept​ Thai​ brokers​ and​ its​ market​ing​ agents​ which​ too​ often​ "churn and​ burn" ​ retail​ ​Investors​ which​ then loose​ money​...

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High growth industries in a stagnent (new brave) world.

Submitted by PaulRen on Sun, 07/07/2019 - 11:31am

The brave new world of slow growth. Identifying 2 new high growth industries and choices, while scared of the third.

Pondering in a world of continued slow growth, low interest rates besides inflation and tame oil prices one has to ask ourselves as an investor what...

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