Introduction Topics

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Moving with cautions optimism into year 2025.

Submitted by PaulRen on Thu, 09/01/2025 - 10:12am

With cautious optimism into year 2025. Some added value comments...I want to share.

Moving forward into 2025 will be SET interesting.  As by mid Feb. '25 most 4Q. earnings will be released along with its full year 2024 results.  Many will show full calender year 2024 results -and...

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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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