Introduction Topics

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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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Thaistocks.com is a Market Maven.

Submitted by PaulRen on Wed, 17/03/2004 - 1:23am

The word Maven comes from the Yiddish and it means one who accumulates knowledge.

In recent years economists have spent a great deal of time studying Mavens, for the obvious reason that if market places depend on good information, then people with the most information must be the most...

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The distorted SET index benchmark

Submitted by PaulRen on Thu, 11/12/2003 - 8:46pm

The SET index benchmark is heavily tilted towards large and often lagging big cap sectors. Why does the SET not introduce another benchmark, ex-bank and finance shares?

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SET 50 versus the SET benchmark index.

Submitted by PaulRen on Tue, 09/12/2003 - 1:05am

The original and current investment theme by us ever since 1997 has been that:  if you look beyond the largest cap Thai shares much value besides high current income is to be found.  The Thai market is often in-efficient as

...

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Thailand Stocks, a brief introduction.

Submitted by PaulRen on Thu, 27/11/2003 - 3:26am

So called 'top down' investing  as practiced vigorously by global institutions has been in full swing in emerging markets for over 20 years!  Rarely told, this practice however gives rise to stock market pricing inefficiencies over time. This is where thaistocks.com has its mantra.

With global interest rates remaining at...

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Thailand Stocks, a brief introduction.

Submitted by PaulRen on Thu, 27/11/2003 - 3:26am

June 2015.

So called 'top down' investing,  as practiced vigorously by global institutions has been in full swing in emerging markets for more then a decade!  This practice has given rise to immense and continuously increasing stock market pricing distortions -and so inefficiencies.  

With global interest rates remaining at low levels, individual...

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