Introduction Topics

paulren's picture

Same stock, two different conclusions.

Same investors with the same lagging stocks, but with two very different expectations, experiences and so very different investor conclusions.

paulren's picture

3 little stories and one conclusion.

Same investor with the same lagging stocks in this example, but with two very different expectations, experiences and so vastly different investor conclusions. 

As the trading folks advocate taking losses, with their graphs under their arms, I think one can keep accumulating the newly established deep values, now appearing as the SET hits...

paulren's picture

On the broker review topic

The SET paying the brokers to do the research on the many uncovered companies is not be the best move in my view; it is more like "hire the wolf to help watch the hen house".  Thai Brokers have ingrained commissiona incentives and so they may not correctly explain to private investors why it pays to...

paulren's picture

Thaistocks.com is a Market Maven.

The word Maven comes from the Yiddish and it means one who accumulates knowledge.

In recent years economists have spent a great deal of time studying Mavens, for the obvious reason that if market places depend on good information, then people with the most information must be the most...

paulren's picture

The distorted SET index benchmark

The SET index benchmark is heavily tilted towards large and often lagging big cap sectors. Why does the SET not introduce another benchmark, ex-bank and finance shares?

paulren's picture

SET 50 versus the SET benchmark index.

The original and current investment theme by us ever since 1997 has been that:  if you look beyond the largest cap Thai shares much value besides high current income is to be found.  The Thai market is often in-efficient as

...

paulren's picture

Thailand Stocks, a brief introduction.

So called 'top down' investing  as practiced vigorously by global institutions has been in full swing in emerging markets for over 20 years!  Rarely told, this practice however gives rise to stock market pricing inefficiencies over time. This is where thaistocks.com has its mantra.

With global interest rates remaining at...

paulren's picture

Thailand Stocks, a brief introduction.

June 2015.

So called 'top down' investing,  as practiced vigorously by global institutions has been in full swing in emerging markets for more then a decade!  This practice has given rise to immense and continuously increasing stock market pricing distortions -and so inefficiencies.  

With global interest rates remaining at low levels, individual...

paulren's picture

Quality Member Lounge

Thaistocks.com has a long proven quality member lounge, full of ideas, questions and unbiased answers.

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