Introduction Topics

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Investor lessons from around the World.

Submitted by PaulRen on Tue, 04/04/2006 - 3:30am

High and regular cash dividends, more then anything else, is what matters most. See more solid evidence on why for years we got a great investor theme going; on and around the smaller cap. high dividend yielding, Thai value shares. Low P/E" s, above average growth rates along with high...

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Thaistocks.com -- Member lounge

Submitted by PaulRen on Sun, 22/01/2006 - 8:24am

Thaistocks.com has a quality member lounge. Here regular postings are made by members and PR himself. Questions are answered, comments are evaluated and tossed around -and actionable viewpoints are shared on an ongoing basis. No comment by any member is ever censored! The member lounge, seperated by 7 different topics....

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Value investing in Thailand has special significance.

Submitted by PaulRen on Wed, 28/09/2005 - 4:56am

“When investing in Thailand, individuals as institutions should focus on what Thailand does best. And the favored list does not necessarily include banking, finance, communication and/or energy stocks” says Paul  Renaud.

Despite what the Thai brokers may say, there are numerous lesser known stocks that have enough liquidity for individuals and select institutions to...

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On the abc's of Warrants.

Submitted by PaulRen on Fri, 23/09/2005 - 8:23am

  "On what you may often have wondered on warrants -but never dared to ask".

Here I wish to address a bit o­n the topic of  Thai Stock Warrants. Not in an exhaustive way, just a few comments so to help you with a basic understanding...

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Institutional feedback given by other professionals.

Submitted by PaulRen on Sun, 12/06/2005 - 10:14am

Here are some short comments given unconditionally to Paul Renaud when asked if they had anything to say.  Of course, no comments or feedback has been omitted nor changed from this inquiry.

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Bangkok Post and the Nation Newspaper.

Submitted by PaulRen on Mon, 05/04/2004 - 4:08am

"Paul, have you ever considered contributing a weekly or bi-weekly column to the Business section of the Bangkok Post.  I often see articles from outside contributers on the SET.   I am sure the business editor is aware of who you are and of your credentials. I am just wondering if...

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Same stock, two different conclusions.

Submitted by PaulRen on Tue, 30/03/2004 - 7:15pm

Same investors with the same lagging stocks, but with two very different expectations, experiences and so very different investor conclusions.

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3 little stories and one conclusion.

Submitted by PaulRen on Mon, 29/03/2004 - 1:49am

Same investor with the same lagging stocks in this example, but with two very different expectations, experiences and so vastly different investor conclusions. 

As the trading folks advocate taking losses, with their graphs under their arms, I think one can keep accumulating the newly established deep values, now appearing as the SET hits...

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On the broker review topic

Submitted by PaulRen on Thu, 25/03/2004 - 1:28am

The SET paying the brokers to do the research on the many uncovered companies is not be the best move in my view; it is more like "hire the wolf to help watch the hen house".  Thai Brokers have ingrained commissiona incentives and so they may not correctly explain to private investors why it pays to...

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