Industry, Economic, General SET

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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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Own what you know during these uncertain times.

Submitted by PaulRen on Tue, 02/05/2017 - 11:34am

Markets hesitating. So own a basked of shares what you mostly know.

The SET and other markets in the region have stalled again not least because of the inflaming N. Korea situation. Some will say"Sell In May and Go Away" and many which justified "this time...

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US market predicts growth resurgance/Individual winners.

Submitted by PaulRen on Sat, 11/03/2017 - 3:56pm

The coming uplift in the US economy should be good for a global growth resurgence in time.  Have and continue to find individual stock winners.

We all here continue to endure the boring Thai stock market for now while the US continues in its...

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2016 Year-end Reflections.

Submitted by PaulRen on Sun, 18/12/2016 - 11:13am

2016 Year-end Reflections.

The year 2016 turned out to be another challenging year even while its crystal clear today that it would have been a grave investor error to bail out of stocks in January 2016 as so many back then advocated. The...

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