Introduction Topics

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Stock market distortions -can be an unusual opportunity.

Submitted by PaulRen on Sun, 15/12/2024 - 9:44am

On the Thai Stock Exchange mkt. pricing remains as distorted as ever before seen; an unusual rational investor opportunity.

A few very large cap. stocks for long dominate trading and so move and distort the SET index. These spare command undeserving high p/e ratios of...

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China vs. USA invest. Its all about comparative values.

Submitted by PaulRen on Sun, 01/12/2024 - 10:02am

A stock in solid finance theory is worth the present value (PV) of all its future dividends. US stocks have a dismal record/habit overall in providing high dividend yields to its shareholders.  Instead its entrenched modus operandi is "aggrandizement" ,at all cost.  As the bigger a company the higher the total compensation...

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Some reflections looking back the past 27 years -on Thai stocks and Thaistocks.com

Submitted by PaulRen on Wed, 27/11/2024 - 10:41am

For many years in the past I regularly visited Thai listed companies in person. 

Often with its CEO or CFO. at times touring it factories/facilities, some 160 overall.  I endured regular traffic-congestion, even once in a Taxi traffic accident, and at times missed flights -and yes on rare occasion outright misleading statements by...

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Biggest dichotomy on the Thai stock exchange, untold.

Submitted by PaulRen on Sun, 10/11/2024 - 10:25am

The biggest dichotomy on the Thai stock exchange yet just about never pointed out -neither by brokers nor the business press here.  Nor anybody else.

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The end of an era. Even while investor wise it worked out well.

Submitted by PaulRen on Wed, 16/10/2024 - 11:24am

A short summary of the past 3 decades -on just some of the anatomy of the investor profession.  Things always change but not necessarily for the better -and besides we don't have to understand everything, to be happy.  But enfin, here is some of my understanding.  

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My Investor view/despite all the malaise out there.

Submitted by PaulRen on Tue, 03/09/2024 - 9:27am

My Investor view restated, despite all the malaise out there.

As many can sense here, my own current investor-view is much more tamed than the ultra bears. I believe in gold as an asset class for sure, but by far not only!  My preference/bias is to own a...

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Dividends yields divergence.

Submitted by PaulRen on Sat, 27/07/2024 - 11:48am

Dividends matter!

As more and more smaller and mid caps got ignored globally for long -in good part due to ETF investors' obsession, normally the higher the dividend yield on those (smaller companies)... compared to the rest, balances things out.  But alas, in US/EU smaller & mid cap...

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Qualitative not Quantitative. Jewels in the rough.

Submitted by PaulRen on Wed, 03/07/2024 - 9:47am

The SET bear market continues as I feared would come -and here posted so already some time ago.  A silver lining is starting to emerge.

Thailand has a newer strict defamation law in place, no doubt many are aware of, which is a real horror where you can't even point...

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The Thai stock market is stuck in a groove.

Submitted by PaulRen on Tue, 09/01/2024 - 9:59am

The Thai stock market is stuck in a groove until meaningful reforms take place, by the brokers as well.

Many seasoned observers here know the reasons, beyond just “global events”, which are soo often cited by the gnomes running things here.  I can’t resist to...

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