Industry, Economic, General SET

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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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Thailand muddling along, surviving in hard times.

Submitted by PaulRen on Wed, 22/05/2019 - 10:17am

As I here wrote well over a year ago Thailand and its SET brokers are stuck in the "middle income trap" to say the least.  Its totally unclear what can lift it out of that, as of now?  Contrary to my viewpoint back then, so far Thai elections...

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Thai Elections assured -and the SET now likely more buoyant.

Submitted by PaulRen on Sun, 03/02/2019 - 11:41am

Thai Elections are now assured and the SET likely more buoyant.  (I wrote this member article around Jan 27, but was not able to upload it until today).

While too early to acclaim rejuvenation, it looks like as soon as the Thai elections announced, the SET...

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Thai 2018 IPO's tabulated average performance for year 2018.

Submitted by PaulRen on Sat, 29/12/2018 - 10:51am

Year 2018 Thai IPO's tabulated average performance, for this calender year.

I have maintained for some time the lack of reporting and transparency -by both Thai brokers and the SET- on the composite average IPO % performance, which I suspected are less then touted by the...

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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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