Introduction Topics

PaulRen's picture

A sad reality persisting to many investors' detriment.

It has often amazed me how most people...

Over many years running Thaistocks.com and me being in the professional investment biz. for over 40 years it often amazed me how most people have no problem paying for professional help, wether its to repair an A/C,  a car mechanic, a...

PaulRen's picture

Too often just not putting the customer first. Thai culture observations.

In fact, a cultural norm handicap it appears.  Many good things are here, but this one needs change. Will the majority ever get it? Not while I've been here.

Many many years ago in 1989, when I first moved to Thailand, I met a mid aged nice common Thai...

PaulRen's picture

Best often found in the darkest corners.

"The best investment returns are often found in some of the darkest corners of the world."  So says a true long investor expert of all times.

Are money managers over compensated? [ A few years ago USA's prestigious Harvard University paid their money managers 35 Mill...

PaulRen's picture

On opening, as a foreigner, a Thai Bank account.

On opening, as a foreigner, a Thai Bank account.  Realize, this all has to to with the international mandated practice on "know your customer".  A financial institution, anywhere, has a regulatory rule to at least screen new bank accounts; this in order to prevent rogue/money laundering practices. Less to do...

PaulRen's picture

Banpu Bonds, consider. A defensive investment.

Banpu are issuing new 11 Bill. Baht worth of bonds this week.  September 14 to 19.

From time to time I am asked where one can park some secure savings, without taking stock market risk.  I totally understand for many good reasons (and some not so) Thai stocks...

PaulRen's picture

On inflation, productivity and beware of private bankers' modus operandi.

On inflation, productivity and beware of private bankers' modus operandi.

Most stock markets have recovered some of late as I anticipated -and here wrote not long ago. Then, just lately sold off again much of this time due to fear of a broad economic slowdown, mostly stemming out of...

PaulRen's picture

Big divergence of smaller cap Thai stocks, vs. the big cap SET index -since the outbreak of Covi-19.

Here below you can see the immense divergence of smaller cap Thai stocks, vs. the big cap SET index -since the outbreak of Covi-19.   The SET benchmark index is a weighted index by market cap., so the bigger the market cap. of a stock, the more its weighted...

PaulRen's picture

Often favor/focus on smaller & mid cap. companies, but do note this.

As often mentioned and here adhered to since 1997, I usually favor and focus on smaller & mid cap. companies here for investment, as I say these "often taste great and are less filling".

This is because for the most part these are ignored by institutional investors and local broker alike, mostly due to...

PaulRen's picture

Sunday morning out of the mist.

Some thoughts on the frontline of investing as of mid-August 2022.

Most stock markets have recovered some of late as I anticipated -and here wrote just before mid year. This after a bad 2 Q. when higher US interest rates along with oil price and the...

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