Introduction Topics

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Thailand for now on a better way forward, not least as voted by the SET index.

Submitted by PaulRen on Thu, 07/08/2014 - 3:16am

Thailand for now is on the right and noble course so say many; not least the SET index which has outperformed just about any other market of late.

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ECF's new warrants, a fine example on new shareholder value creation.

Submitted by PaulRen on Thu, 24/07/2014 - 8:20am
EAST COAST FURNITECH PUBLIC COMPANY LIMITED (ECF, 2.36) Recently issued free warrants to its shareholder of record -and through that added nearly 9% of new shareholder value. Here explained in simple language.

An example of new value created beyond just a rising...
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Huge premium for US small cap's vs. big discount here.

Submitted by PaulRen on Thu, 27/03/2014 - 6:32am

In the US smaller growth stocks trade at a huge premium as compared to the US market overall averages.  Rightly so as a company which grows twice as fast is worth three times as much.  Yet here in Thailand, its just the opposite. Conclusion: its where...

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Investor values, revenge of the nadir.

Submitted by PaulRen on Sat, 01/02/2014 - 4:09am

While dollar imperialism is back and emerging markets are out  of favor just now, this too will not last too long.  The new world order is for capital to move ever faster while flamboyant biz. news headlines put grease on this.  Yet, at the end of the day many emerging markets retain higher...

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Change in the winds. China sets a message.

Submitted by PaulRen on Sun, 29/12/2013 - 10:15am

Some reform is in the winds which we hope and believe in time will change for a more favorable re-rating.

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Value investing in Thailand. Memory Lane.

Submitted by PaulRen on Wed, 09/10/2013 - 6:22am

Here is an original article from year 1999. Shown exactly as I wrote it back then. Looking back with hindsight, it was right on....and continues to be.

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Stay on course.

Submitted by PaulRen on Tue, 01/10/2013 - 4:46am

Some more reviews on why Thai green/renewable remains the core investment thesis to value investors into 2014.  

Italy travels and tips. Private residences for rent away from home.

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Are slightly higher US interest rates really all that bad?

Submitted by PaulRen on Tue, 25/06/2013 - 3:03am

Paul, normally gradually increasing interest rates is incompatible with rising share prices. I fail to follow your logic?  Here  is my answer.

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Professional Introduction.

Submitted by PaulRen on Wed, 09/01/2013 - 2:38am

We are leading pro's with high integrity and long experience in the Thai stock market. We welcome visitors and contributing members here to help responsible investors in achieving superior returns.

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