Introduction Topics

PaulRen's picture

Reminiscing at 2022 year end.

Submitted by PaulRen on Tue, 06/12/2022 - 9:00am

Don’t join them, beat them. This through good company selection, not trading!  But do take profits at times, if you have a big winner.

I believe the Thai stock market & practices overall has deteriorated on various fronts over the past say 7-8 years....

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A sad reality persisting to many investors' detriment.

Submitted by PaulRen on Thu, 01/12/2022 - 11:24am

It has often amazed me how most people...

Over many years running Thaistocks.com and me being in the professional investment biz. for over 40 years it often amazed me how most people have no problem paying for professional help, wether its to repair an A/C,  a car mechanic, a...

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Too often just not putting the customer first. Thai culture observations.

Submitted by PaulRen on Thu, 24/11/2022 - 11:37am

In fact, a cultural norm handicap it appears.  Many good things are here, but this one needs change. Will the majority ever get it? Not while I've been here.

Many many years ago in 1989, when I first moved to Thailand, I met a mid aged nice common Thai...

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Best often found in the darkest corners.

Submitted by PaulRen on Sat, 17/09/2022 - 1:03pm

"The best investment returns are often found in some of the darkest corners of the world."  So says a true long investor expert of all times.

Are money managers over compensated? [ A few years ago USA's prestigious Harvard University paid their money managers 35 Mill...

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On opening, as a foreigner, a Thai Bank account.

Submitted by PaulRen on Tue, 13/09/2022 - 8:35am

On opening, as a foreigner, a Thai Bank account.  Realize, this all has to to with the international mandated practice on "know your customer".  A financial institution, anywhere, has a regulatory rule to at least screen new bank accounts; this in order to prevent rogue/money laundering practices. Less to do...

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Banpu Bonds, consider. A defensive investment.

Submitted by PaulRen on Mon, 12/09/2022 - 10:40am

Banpu are issuing new 11 Bill. Baht worth of bonds this week.  September 14 to 19.

From time to time I am asked where one can park some secure savings, without taking stock market risk.  I totally understand for many good reasons (and some not so) Thai stocks...

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On inflation, productivity and beware of private bankers' modus operandi.

Submitted by PaulRen on Sun, 04/09/2022 - 10:53am

On inflation, productivity and beware of private bankers' modus operandi.

Most stock markets have recovered some of late as I anticipated -and here wrote not long ago. Then, just lately sold off again much of this time due to fear of a broad economic slowdown, mostly stemming out of...

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Big divergence of smaller cap Thai stocks, vs. the big cap SET index -since the outbreak of Covi-19.

Submitted by PaulRen on Fri, 19/08/2022 - 3:38pm

Here below you can see the immense divergence of smaller cap Thai stocks, vs. the big cap SET index -since the outbreak of Covi-19.   The SET benchmark index is a weighted index by market cap., so the bigger the market cap. of a stock, the more its weighted...

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Often favor/focus on smaller & mid cap. companies, but do note this.

Submitted by PaulRen on Tue, 16/08/2022 - 9:49am

As often mentioned and here adhered to since 1997, I usually favor and focus on smaller & mid cap. companies here for investment, as I say these "often taste great and are less filling".

This is because for the most part these are ignored by institutional investors and local broker alike, mostly due to...

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