Introduction Topics

PaulRen's picture

Sweet spot on Thai stocks, near 1600 on the SET index.

Sweet spot on Thai stocks now going into April, near 1600 on the SET index while many stocks going XD in April.

We are now at a sweet spot in stocks, here as most places. The SET hovering just below 1600 which is a major...

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Members also benefit from regular Forum-Posts.

Contributing members here have benefits on often superior investor returns, as well as gain knowledge in becoming a better overall investors! Below are two postings I made for members -of late.  All contributing members receive an e-mail instantly when any new member-forum postings (or articles) are posted. Here...

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The US high-tech sell off -and why. Thailand shielded for now.

Why are Thai stocks not selling off like US shares did this week? Likely because Thailand has no real high-tech companies to speak off -and so is shielded from what is happening now in the US, as I explain in this article.

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Person A vs. person B. 10 to 1.

Person A vs. person B, a 10 to 1 difference in income. Where a 1 mill. Baht stock investment yields more than a safe 10 mill Baht in the Bank. Safe, but inflation adjusted, is it?

A friend of mind, call him person A, told me...

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Changes are coming./ Pointing out a market abnormality.

Changes are likely coming./ Pointing out a likely market abnormality.

I think we are increasingly at an important juncture. On the one hand the Thai economy overall is not doing well, lead with tourist arrivals being all but dead....for now. On the other spectrum the biggest market in...

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Stock prices are rarely rationally valued -for good reasons.

 

Contrary to the theory oriented stock gurus which love to teach this, stock prices are rarely rationally valued for good reasons. To think otherwise is an investor trap.

I am ever so often asked about what is fair equity valuation. How do you properly value...

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Investor comments from the recent past. Year 2020.

Investor apathy.   Beware in becoming or are already an investor "pre-mortem". Where one deliberately most only considers the worst case scenarios and so solely see and fear downside in any investment -resulting in never dare to take the plunge. Stuck in investor mediocrity for years, just as...

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Revenge of the Nerd. "Never let a good crisis go to waste."

The revenge of the Nerd.

"Never let a good crisis go to waste."  Thailand being reinvented in time.

Thailand is now changing, perhaps more then most other places.  Over the past 10 years or so mass tourism innuendoed this country. I will spare...

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Thai stock Investors.

Expat investors should demand English language prospectuses when being offered Thai IPO's. Demand their marketing officers look out and seek new wealth creation, vs. just view all investors as traders, which is not investing. Understand conflict of interest brokers and research reports inherently are part of. Realize Thailand has likely...

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