Introduction Topics

PaulRen's picture

Biggest dichotomy on the Thai stock exchange, untold.

Submitted by PaulRen on Sun, 10/11/2024 - 10:25am

The biggest dichotomy on the Thai stock exchange yet just about never pointed out -neither by brokers nor the business press here.  Nor anybody else.

PaulRen's picture

The end of an era. Even while investor wise it worked out well.

Submitted by PaulRen on Wed, 16/10/2024 - 11:24am

A short summary of the past 3 decades -on just some of the anatomy of the investor profession.  Things always change but not necessarily for the better -and besides we don't have to understand everything, to be happy.  But enfin, here is some of my understanding.  

PaulRen's picture

My Investor view/despite all the malaise out there.

Submitted by PaulRen on Tue, 03/09/2024 - 9:27am

My Investor view restated, despite all the malaise out there.

As many can sense here, my own current investor-view is much more tamed than the ultra bears. I believe in gold as an asset class for sure, but by far not only!  My preference/bias is to own a...

PaulRen's picture

Dividends yields divergence.

Submitted by PaulRen on Sat, 27/07/2024 - 11:48am

Dividends matter!

As more and more smaller and mid caps got ignored globally for long -in good part due to ETF investors' obsession, normally the higher the dividend yield on those (smaller companies)... compared to the rest, balances things out.  But alas, in US/EU smaller & mid cap...

PaulRen's picture

Qualitative not Quantitative. Jewels in the rough.

Submitted by PaulRen on Wed, 03/07/2024 - 9:47am

The SET bear market continues as I feared would come -and here posted so already some time ago.  A silver lining is starting to emerge.

Thailand has a newer strict defamation law in place, no doubt many are aware of, which is a real horror where you can't even point...

PaulRen's picture

The Thai stock market is stuck in a groove.

Submitted by PaulRen on Tue, 09/01/2024 - 9:59am

The Thai stock market is stuck in a groove until meaningful reforms take place, by the brokers as well.

Many seasoned observers here know the reasons, beyond just “global events”, which are soo often cited by the gnomes running things here.  I can’t resist to...

PaulRen's picture

The Thai Stock Market overall remains a bear-market.

Submitted by PaulRen on Sun, 26/11/2023 - 10:34am

The Thai Stock Market remains overall in a bear-market. But with investor "diamonds in the rough", to be and I have found.

There are many reasons for this. Local analyst/reports Thai Biz. & politicians and more mostly blame outside forces -instead of looking inward.  As mentioned here often...

PaulRen's picture

SET bear market on-going in good part due to lack of broker/exchange reforms.

Submitted by PaulRen on Tue, 24/10/2023 - 11:32am

The SET's overall wealth-destruction during the past 10 years is outright appalling if not galling.  But there is a silver lining to those who paid closer attention here.  A market of stocks more than a stock market.  

PaulRen's picture

SET capitulation at last is happening.

Submitted by PaulRen on Sat, 07/10/2023 - 9:43am

The first week of October was an important inflection point for the Thai SET exchange. As it finally dawned on that speculative big cap. stocks chasing are not sustainable -and in fact a speculative driven phenomena.  Now likely ended!   Call it a capitulation point.  "Revenge of the nerds". 

Pages