Introduction Topics

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DELTA sell off, its about time. EU wake up call. The day after US Nov 3!

Submitted by PaulRen on Fri, 23/10/2026 - 9:53am

1) Lately, soo admired DELTA (234) stock, has dropped further... now down 40% since its peak in June.  Yet, just a couple of weeks ago various Thai brokers recommended it yet again. Go figure. I think the selling will likely continue and its paramount now that Thai brokers adhere...

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Notes from the International Investor view point.

Submitted by PaulRen on Sat, 21/03/2026 - 2:07pm

I here for some time argue that broadly US stocks are rolling-over where long bull markets rarely just collapse, instead it's a "slow death" gradually i.e.into a meaningful mkt. correlation -or worse.   

The AI/mega-cap concentration going into this conflict was extreme — the S&P was...

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As a foreigner, how to open a Thai broker account.

Submitted by PaulRen on Fri, 20/02/2026 - 11:40am

As a foreigner, i.e. non-Thai,  here are the basic ABC's, on how to open a Thai broker account.  This is the least expensive way to buy/sell Thai listed shares.

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Thailand’s Sunday February 8, National Elections

Submitted by PaulRen on Sat, 07/02/2026 - 10:52am

Tomorrow, Sunday's national Thai elections, will mark a watershed most important event! Can some meaningful changes at last happen?

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A new dawn to Thai stocks and Government, in the making.

Submitted by PaulRen on Fri, 16/01/2026 - 4:19pm

The coming Thai general election, February 8th, will likely be the Thai nadir point, I dare to believe. While not holding my breath.

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Reflecting back 2025.

Submitted by PaulRen on Tue, 23/12/2025 - 10:13am

Sorry if this is a sort of repeat but as we come to a 2025 end, here to reflect back with this short comment:

If you invested in a group of Thai value stocks and got say an average of 7% dividend as I here long viewed to do, then add...

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Has the SET nadir-point now been reached -as we end 2025.

Submitted by PaulRen on Sat, 13/12/2025 - 8:55am

Thailand remains in dire straits with the Thai stock market (SET) right near/during its Covit-19 lows. Thai Analysts and more here far too often point to outside factors, rarely ever to its domestic-foes, lack of real reforms, poor economic performance, too much graft, unwilling to use any of...

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On Thailand's negative inflation.

Submitted by PaulRen on Sun, 23/11/2025 - 9:39am

Thailand 0% to even slightly continued negative inflation is not all good. Healthy economies usually aim for about 2% inflation. As this is enough to keep money circulating but not so high that it erodes purchasing power quickly. 0% inflation sounds neat, but it often comes with weak demand....

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Revenge of the Nerd, an investment strategy with less risk but timing uncertain.

Submitted by PaulRen on Thu, 13/11/2025 - 9:51am

We all here know how stocks on the SET are hugely price distorted and this for long already -and ever more of late.

Where most SET money/capital is punter/speculate driven much into say DELTA and new IPO's, which often trade-up on the first day or so only to then later collapse...

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