All Articles (member and nonmember)

paulren's picture

Investor thoughts today, on a rainy day.

Select buy ideas on any further SET sell off, if you dare on a rainy day.

I expect the market to panic down some more today on the new increased political heat. The market is already very low and to a good extend discounts many unknowns...

paulren's picture

Model portfolio an interim update, October 6th 2020.

Here below is an interim update on my latest model portfolio, including the latest change I made, which was to view taking profit on STGT at 87.50, on October 2nd 2020.

paulren's picture

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...

paulren's picture

My latest new Model portfolio, posted today at 09:30 AM

With the SET index sold off by 12% since I took profit on my last model in early June, I today at 09:30 AM post my newest/latest model below for members only.  I feel a number of key choices are now or at near bottom. Presently more then...

paulren's picture

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...

paulren's picture

As Govts print more money, cash should be debased in time.

A long member wrote me the following yesterday:  

"I've decided not to renew at the moment. I have pulled out most of my money from the market right now and will wait on the sidelines until the situation gets better. 
Governments continue to print money

paulren's picture

ITEL, interesting growth stock at reasonable valuation.

ITEL, interesting growth stock at reasonable valuation during at present more dire times.

I like ITEL at current prices of around 2.88 just now. This hard working company last month signed a data service contract of late with KTB worth Bt 165m this lifted its backlog...

paulren's picture

Wonderful Kamalaya, a re-visit to Koh Samui.

Wonderful, inspiring while calming re-visit to Kamalaya, in Koh Samui. 

Early this month I decided to fly to Koh Samui to take a few days off alone, at a most serene location. I do something like this every year at least once -or more. Spend 8 days...

paulren's picture

AUCT, the winner.

Post its 2Q earnings release on Aug 8th,  UNION AUCTION PUBLIC (AUCT) showed us why I was max. bullish on this selections for many months already.

Here over the past few months I very favorably mentioned to contributing members AUCT (9.40) more than any other stock, even refusing...

paulren's picture

SET lethargy drags on as expected.

The SET lethargically moves on, vacillating around currently 1340, well below 1400 on the index.  Just as I here expected/wrote in early June. When it peaked at 1430.

My view has not changed since as the reality is now setting in: Thailand beat the CV19 for...