Introduction Topics

PaulRen's picture

Why Thailand keeps lagging.

Submitted by PaulRen on Fri, 25/10/2019 - 3:04pm

Why Thailand keeps lagging on various fronts.

Here are some of my viewed reasons to Thailand's continued malaise.  A slowing and now dwindling for years domestic economy, a stronger and stronger Baht currency due to in good part to the way over the top held mega 220 Bill.$...

PaulRen's picture

Post Thai election comment.

Submitted by PaulRen on Wed, 03/04/2019 - 11:47am

Post Thai election comment.

Since Thai election passed, the SET index has slightly increased in value, and this with more then just a few stocks. The strong Thai Baht vs. major other currencies has not moved down.  Sadly, following the foreign main stream media will have...

PaulRen's picture

Post Elections Blues

Submitted by PaulRen on Mon, 01/04/2019 - 9:08am

Post Thai Elections Blues - past and beyond.

While the Thai elections have for now seemingly not changed anything and so Thailand keeps muddling along stuck in the middle income trap, there are some teflon resistant companies which will do well earnings wise in a...

PaulRen's picture

Thai Baht currency strenght, Why?

Submitted by PaulRen on Wed, 23/01/2019 - 10:04am

Why has the Thai Baht been such a strong global currency, for so long,  even while many other aspects have not been.

Over the years I have often been asked why the Baht currency is so strong.  Surely this has bewildered more then a few expats...

PaulRen's picture

To get a broader view, take a trip abroad.

Submitted by PaulRen on Sun, 17/06/2018 - 10:48am

During the continued SET market malaise I found it ripe to take another global trip -for attitude, perspective, sanity and balance.  My view has not changed in proclaiming we just must await the Thai elections to see this market rejuvenate. Its what I am doing.   New investors...

PaulRen's picture

An updated Thai stocks introduction letter to all visitors here.

Submitted by PaulRen on Sun, 25/03/2018 - 11:58am

Attractive investor opportunities remain -here I share one- but broker and industry practices are cause for serious concern.

PaulRen's picture

A dialogue with an institution from far away.

Submitted by PaulRen on Tue, 19/12/2017 - 9:27am

Here is how an institution wrote me this week -and how I answered them, evenwhile I did not have to...so then to share with all members.

Hello Paul,
Many thanks.
Thai market has already had a really strong run in 2017 to hit 24 year

...
PaulRen's picture

US market rises further on no worries, that is the worry.

Submitted by PaulRen on Thu, 19/10/2017 - 3:02pm

The US stock market worry is that there seems nothing to worry. So to US stock investors I say: start worrying.

Wall Street now should have a serious worry, it is that nobody there is worried much anymore regarding US stocks.  Century record devastating storms, N. Korea...

PaulRen's picture

Thailand is well positioned Geo-politically.

Submitted by PaulRen on Sat, 30/09/2017 - 11:24am

Thailand is Geo-politically well positioned.

Thailand stock market (SET) has recently re-emerged and set a 24 year high when in September, just as N. Korea was firing rockets, the SET index rocketed higher. To date this has been mostly in "SET50" high cap stocks,...

Pages