Industry, Economic, General SET

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Year 2018 looks better -but beware of Thai broker industry practices.

Submitted by PaulRen on Mon, 18/12/2017 - 9:37am

A recap toward year 2017's end -and a failing of the local brokerage industry.  Individual investors beware.

While the SET looks like it will be closing out year 2017 on a boring note, I remain pretty bullish into next year for all...

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Thai Broker shortcomings is discouraging Retail Investors.

Submitted by PaulRen on Mon, 04/12/2017 - 11:19am

Serious Thai brokerage Industry professional shortcomings is at last discouraging Retail Investors here.

We should all note how individual retail investors in the SET are taking a big drop off in numbers as compared to the recent and long past where over many years, these were...

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Thai IPO's -like everywhere-must accompany a legal and readible prospectus.

Submitted by PaulRen on Fri, 24/11/2017 - 12:26pm

I like Thai IPO's but not the way they are offered.

Many of us are long foreign investors in Thai stocks. Occasionally some are offered new shares in an upcoming IPO, like recently of Gulf Energy.  

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The smaller, the worse performance of late.

Submitted by PaulRen on Wed, 16/08/2017 - 3:28pm

The smaller the Thai stock the worse its relative performance of late.  But this will change and a catch up is soon likely.

Further to my just previous member article, see the below revealing graph, comparing the SET index to other lesser known SET indexes.
The...

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Thai Stock Investor reality masked over the past 2 years.

Submitted by PaulRen on Sun, 06/08/2017 - 6:29pm

The past 2 years on the SET index has seen some real divergence.  Hiding reality:  few largest cap. stocks have done very well, most all else has overall lagged.

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Finance helps Romance

Submitted by PaulRen on Mon, 17/07/2017 - 10:41am

Just a few lines on how finance often helps lives and in history romance.  Just 2 examples.

My industry in general gets lots of slack, in part deserved because of many abuses in past times -but mostly because a lack of understanding.  People in the health...

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The incredible shrinking of US stocks -the opposite of here!

Submitted by PaulRen on Wed, 28/06/2017 - 10:09am

The incredible shrinking of US stocks -the opposite of here!

Looks like we are getting to the real bottom on why US ETF's have done relatively well in recent years, vs. actively mgt. fund managers!  Rarely told but here it is:

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On Thai warrants and creating shareholder value.

Submitted by PaulRen on Thu, 15/06/2017 - 10:40am

Ah.. Thai Warrants -and creating new shareholder value.

One of the things I have noticed over the years is how Thai listed companies mostly issue warrants which are too often deep-in-the-money.  Why?

With this is meant that the exercise/conversion price into new shares of their warrants, is well below...

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Know what you invest in is key. A 2 year assesement.

Submitted by PaulRen on Mon, 29/05/2017 - 4:01pm

As viewed over time responsible investing with some guidelines and proper understanding remain a veritable proven way to create new wealth over the years.

There is and remains a defined group of determined and enabled individual investors which have long figured out that over...

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