Introduction Topics

PaulRen's picture

Daring making some predictions, post CV19.

Submitted by PaulRen on Mon, 13/04/2020 - 11:36am

Suddenly changing times, demand changed thinking.

Post CV19 I am not a fan on US stocks, I think they will recover some but their long market bravado has ended.  I think the US economy will endure a longer time to get fired up again and there will be...

PaulRen's picture

Investor strategy gone much astray, by staying out of stocks.

Submitted by PaulRen on Sat, 11/04/2020 - 4:33pm

In recent years I’ve met some and read about increasing more high net worth individual investors having found their perceived smart high yield safe investments -in an ever lower interest rates paid world.  

Often, they are engaged in other activities/careers/hobbies and find themselves just bored...

PaulRen's picture

Sudden difficult times can bring positive changes, besides unusal opportunties.

Submitted by PaulRen on Mon, 30/03/2020 - 5:10pm

What lots of foreign fund managers forget or don't understand is that April is a time of the year where not much gets done anyway here.  Its the traditional big holiday Thai new Year time, and most of the country closes down. Try to get anything done in...

PaulRen's picture

Broad sell off masks different companies' earnings impact.

Submitted by PaulRen on Sat, 28/03/2020 - 11:20am

Many viable SET companies have dropped considerably in mkt. price with little discrimination, despite there much should be! 

The SET is now in an oversold position... obviously nobody knows if it will turn down once again and flirt around 1000 (on the SET index) where...

PaulRen's picture

The masked Thai stocks' bear market. Individual retail investors fleeing.

Submitted by PaulRen on Tue, 10/12/2019 - 4:05pm

In the long and recent past years, some 2/3 of total SET trading volume was generated by individual retail investors, this has dropped to barely 30% now for some time.  This reality represents a fleeing of the SET core retail investor base.  Why?  This is rarely acknowledged by...

PaulRen's picture

Why Thailand keeps lagging.

Submitted by PaulRen on Fri, 25/10/2019 - 3:04pm

Why Thailand keeps lagging on various fronts.

Here are some of my viewed reasons to Thailand's continued malaise.  A slowing and now dwindling for years domestic economy, a stronger and stronger Baht currency due to in good part to the way over the top held mega 220 Bill.$...

PaulRen's picture

Post Thai election comment.

Submitted by PaulRen on Wed, 03/04/2019 - 11:47am

Post Thai election comment.

Since Thai election passed, the SET index has slightly increased in value, and this with more then just a few stocks. The strong Thai Baht vs. major other currencies has not moved down.  Sadly, following the foreign main stream media will have...

PaulRen's picture

Post Elections Blues

Submitted by PaulRen on Mon, 01/04/2019 - 9:08am

Post Thai Elections Blues - past and beyond.

While the Thai elections have for now seemingly not changed anything and so Thailand keeps muddling along stuck in the middle income trap, there are some teflon resistant companies which will do well earnings wise in a...

PaulRen's picture

Thai Baht currency strenght, Why?

Submitted by PaulRen on Wed, 23/01/2019 - 10:04am

Why has the Thai Baht been such a strong global currency, for so long,  even while many other aspects have not been.

Over the years I have often been asked why the Baht currency is so strong.  Surely this has bewildered more then a few expats...

Pages