Introduction Topics

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Things may at last be changing on the SET.

Submitted by PaulRen on Fri, 20/12/2024 - 10:16am

Change may be coming on the SET, with an investor/trader new rotation into highly undervalued alternative highest dividend choices, so long neglected.

The past few days saw a very large sell-off in some of the most previously active -way over traded- big cap stocks here. Which dominated volume for many
months,...

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Stock market distortions -can be an unusual opportunity.

Submitted by PaulRen on Sun, 15/12/2024 - 9:44am

On the Thai Stock Exchange mkt. pricing remains as distorted as ever before seen; an unusual rational investor opportunity.

A few very large cap. stocks for long dominate trading and so move and distort the SET index. These spare command undeserving high p/e ratios of...

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China vs. USA invest. Its all about comparative values.

Submitted by PaulRen on Sun, 01/12/2024 - 10:02am

A stock in solid finance theory is worth the present value (PV) of all its future dividends. US stocks have a dismal record/habit overall in providing high dividend yields to its shareholders.  Instead its entrenched modus operandi is "aggrandizement" ,at all cost.  As the bigger a company the higher the total compensation...

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Some reflections looking back the past 27 years -on Thai stocks and Thaistocks.com

Submitted by PaulRen on Wed, 27/11/2024 - 10:41am

For many years in the past I regularly visited Thai listed companies in person. 

Often with its CEO or CFO. at times touring it factories/facilities, some 160 overall.  I endured regular traffic-congestion, even once in a Taxi traffic accident, and at times missed flights -and yes on rare occasion outright misleading statements by...

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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.

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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.  

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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...

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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...

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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...

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