Industry, Economic, General SET

PaulRen's picture

STA New recommendation: STA (56)

 

3rd of January 1998

January 01, 1998 New Purchase recommendation: Here is a company which is dominant in its business. Almost all of its products are exported. STA is a huge beneficiary of a weaker Baht. As stated to our subscribers...

PaulRen's picture

Differentiation

1.Dec.98 DIFFERENTIATION
Differentiation

The 2nd stage of this "re-liquidification"...

PaulRen's picture

Thailand’s Stock Market on a sharp rebound.

1.Nov.98 THAI ECONOMY
Thailand's Stock Market on a sharp rebound.

Thailand's stocks and...

PaulRen's picture

New Tones

15th of January 1998

New tones

Our subscribers can see from our updated portfolio that the food/agri stocks have had a fabulous run since our June 15th recommendation. This is all the while the local market index further lost half it" s value. I do believe that they will...

PaulRen's picture

Crisis spells "Huge Opportunities"

15.Oct.98 DEVELOPMENT
Crisis spells "Huge Opportunities"

Here is an original article released to...

PaulRen's picture

Thailand and the Philippines

...
15.Sep.98 DEVELOPMENT
Thailand and the Philippines

A revealing historical comparison. Rather than writing how the Bank of Thailand has performed over time, I

PaulRen's picture

Thailand’s real "Bread and Butter"

Version: 1st of September 1998

Thailand’s real "bread and butter"

I just updated all 3 of our posted model portfolios. While they should they do not yet include CAPE and CM, which are my current newest strong purchase recommendations. In the future, I will show

...

PaulRen's picture

Crisis spells "Huge Opportunities"

Version: 15th of July 1998

Crisis spells "Huge opportunities".

The ultimate contrarian indicators are staring us in the face.The latest figures from the US Federal Reserve shows that the percentage of household financial assets in stocks rose to 38.3% at the end of the first quarter this...

PaulRen's picture

Foreign shares, Local shares - a "How-to-do-it"

 

Version: 1st of July 1998


This article was originally released to our subscribers at the 15th of April 1998.


Foreign Shares, Local Shares
- a How-To-Do-It.

If you are a foreign national with respect to Thailand you...

Pages