Introduction Topics

PaulRen's picture

Comparative analysis is lacking.

Submitted by PaulRen on Tue, 09/05/2017 - 10:20am

The fair and complete comparative comparison is often lacking.  As it takes a true and objective internationalist.

On a fairly irregular, regular basis I receive mail or comments on the many Thai shortcomings. These are often well intended and correct, but not complete...

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The end of Quarter 3. Patience persists.

Submitted by PaulRen on Sat, 01/10/2016 - 3:01pm

October 1. The end of another Quarter.  Positioned and ready for year 2017.

Manufacturing activity in China continued to rebound in September on improving production and demand, a government report showed at the end of September. A positive sign for the world's second-largest economy...

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Contrasting is key when evaluating countries.

Submitted by PaulRen on Sun, 15/05/2016 - 4:46pm

Contrasting is key when evaluating different countries and yet this is precisely what most global investors and observers alike,  fail to grasp.  Here I dare to just mention a few.

PaulRen's picture

An uneventful anniversary. Investor/member patience endures.

Submitted by PaulRen on Sun, 01/05/2016 - 5:31pm

An uneventful Thaistocks.com 19th anniversary.  Investor/member patience endures while I wish to rehash the below during a time of brake from the Thai heat.

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Trump may be a triumph for SE Asia.

Submitted by PaulRen on Fri, 26/02/2016 - 2:54pm

Trump's proposed changes may be a triumph for SE Asia.

As Mr. Trump continues to lead in US politics its not unreasonable to expect he just may go all the way?  Or, at least is having some influence on some real changes coming; despite...

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Reflections into the New Year 2016.

Submitted by PaulRen on Fri, 15/01/2016 - 4:10pm

Reflections into the New Year 2016.  Be patient, focused and resilient.

Traveling to Singapore or Hong Kong includes the invariable experience of people there making jokes on/around or of Thailand.  Some better than others, most outright silly.  It almost always includes the true after statements on lack...

Singapore
Hong Kong
5 year charts
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Qualitative vs. Quantitative

Submitted by PaulRen on Mon, 31/08/2015 - 4:05pm

In-person company visits are one essential ingredient to the long-term investor success -here delivered since 1997.

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Western inherent biased views. Once again.

Submitted by PaulRen on Sat, 15/08/2015 - 10:36am

Beware around Western Press beside Bank distortions.  Press reports and Bank's inherent biased views as we see yet again.

Recently the UK Financial Times press stated in a headline how the Chinese tourist are dwindling when in fact we see a real boom here in Thailand by these. *  Why such...

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To understand more about Thai stocks. An example choice.

Submitted by PaulRen on Mon, 20/07/2015 - 9:26am

Lack of understanding can result in lack of trust and then so lack of appreciation. The astute global investor should take a bit of time gearing up on this. Today I share a stock I just now like and so wish to present as just one of many examples. Fact...

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