Industry, Economic, General SET

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Thai elections by end of February 2019, will likely be a rejuvenation.

Submitted by PaulRen on Sun, 09/12/2018 - 11:32am

Thai Stocks at Major Inflection point.   Thai elections by end of February 2019, will very likely be a rejuvenation.

After allot of Thai stock investor pain in the past couple of years, especially to those which invested in anything other the the top SET 50 stocks. ...

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Shortcomings on IPO's in Thailand. A case in point.

Submitted by PaulRen on Tue, 23/10/2018 - 9:12am

Shortcomings on IPO's in Thailand.  OSP is a case in point as so many others -and how I answered the response given me by Osotspa.

As members know I much frown upon the practice in Thailand to issue IPO's with no readable prospectus given to any...

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Thai Retail broker, the good with the bad or the bad with the good? Stop-Loss orders mai pen rai.

Submitted by PaulRen on Fri, 07/09/2018 - 2:54pm

 

Thai Retail broker, the good with the bad or is it the bad with the good?   Generalities, of course there are exceptions but one may know too late.   Stop-Loss orders mai pen rai.  Stop loss orders still don't exist directly on...

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Investors beware on IPO's in Thailand, how they are issued and fare over time.

Submitted by PaulRen on Sat, 25/08/2018 - 11:55am

BA (12.70)  Another one bites the dust.

Bangkok Airways  (BA, 12.70)) came public with much fanfare later in year 2014, at IPO price 25 Baht.  At the time we were told how lucky we got if get any allocation.   At the time I sensed...

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Life goes on. Investor/member update.

Submitted by PaulRen on Tue, 07/08/2018 - 10:13am

Things seem to be changing for the better, as July showed there is buoyancy at last.

Over the past month Thai stocks have overall acted better. The BMSCG small cap ETF fund recovered from a low or around 8.50 to presently 9.20 (+12%) which is very...

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Thai stock market investing, leaves allot to be desired. Part 2.

Submitted by PaulRen on Wed, 11/07/2018 - 9:48am

Things always change but not always for the better.

For many years smaller cap Thai stocks overall performed rather well.  They were often under-priced, under-followed and mostly ignored by the institutions -and brokers alike.   The individual investor with some know-how and experience could beat the SET...

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Thai stock market investing, leaves allot to be desired.

Submitted by PaulRen on Mon, 04/06/2018 - 9:39am

Lots of various misinformation combined with generally poor broker-standards leaves retail investors in the cold, while foreign institutional money has been exciting...for now.

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Beware of the risks on being too negative. A masterfull new book claims just the opposite!

Submitted by PaulRen on Mon, 07/05/2018 - 9:49am

Uneventful investor times, dragging on.  In the background its emerging that globally on many fronts, we live in the best of times.

The Thai SET is just vacillating along with no real drivers either way. True, the Thai economy is improving, consumer...

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List of 80 highest CG rated firms.

Submitted by PaulRen on Wed, 28/02/2018 - 2:45pm
There are only 80 companies in Thailand with CG rating scores of 5, which is the highest.  80 out of over 650 listed SET firms Incl MAI).  Here below is the list, sorry if it does not show as well and its the last I can find which is dated...

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