Below is bit of restatement on how I view to invest beyond just number crunching/valuation with 4 current examples -and a brief summary why. One can see how pro or neg present sentiment plays into some, to one's advantage -I believe.
Observations from a long time/real time, professional investor.
In Thailand, I think more then elsewhere, there are lots of engineers and doctors -which is great. But for the most part these often do not make good stock market investors. This I've observed again and again over my entire 40 year...
It remains a dire conversation to increasingly many as there could be another global and/or Thai meltdown in the making. But what caveats/triggers could predicate this?
Of course, many have predicted this ever since the last 2008 N. Atlantic induced financial crisis. Year after year predicting the next...
The basic winning investor theme here for over 25 years. With a set back in years 2017 to 2019.
The key here to understand the investor success theme here over 25 years is very simple: institutions are/must be interested to only invest in stocks which have...
The broad average bigger cap Thai stock is up barely 2% so far this year 2021, compared to the average broad smaller cap stock index, is up average 46.3%! Here I show the evidence.
Use Thai brokers to buy Thai stocks at lower commission rates, but make sure you have a local address. Issuing of prospectuses is paramount regardless what the local practice is on that. Beware of all those tech-analysis self acclaimed...
Stock markets remain buoyant on massive govt. spending, liquidity and anticipated (perhaps temporary) inflation. At the SET the retail investors have come back which has woken up many smaller cap stocks. :)
Ample liquidity, pent-up consumer demand besides massive vaccinations is the new reality in developed countries -and starting to...
The covit19 pandemic situation is again getting more dire in Thailand. The difference now is “all hell has broken loose” in getting millions of vaccines into this country fast. This is starting to happen.
Last month I rightly so turned more SET cautious as here then expressed. Yet, I turned...