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PaulRen's picture

SET stuck if you only consider the SET index benchmark.

We are at a difficult juncture investor wise at the SET, that is if you only consider the SET index benchmark.

Covit19 is back in full force here while the SET remains just shy of 1600; a major resistance point as mentioned in previous posts. I...

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NOBLE, a new strong buy view with very high dividend.

I currently like as a new idea NOBLE (8.60) allot. It was at 8.40 when I first table pounded on it. I think its a strong buy.

NOBLE is a leading property company which had a big change of mgt. not long ago and then overtook...

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My first and likely rare comment here on Crypto/Bitcoin.

My first and likely rare comment here on Crypto/Bitcoin.

Crypto/bitcoin and its various derivatives have had a tremendous price run up, and then some. If you ask me today the graph on Bitcoin (just now trading around $57,200) looks tired and could well be making a...

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The ending of the 2nd model portfolio today. Stay tuned!

April 2nd 2021, at 9:30AM, before the market opens, I am today ending the 2nd model portfolio documented all along, and as here shown below, but now ended.

As a prudent value investor I am ending the (always) diversified 2nd model portfolio, today.  This 1 year after...

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Consider STGT vs. TopGlove.

Consider STGT vs. TopGlove.

STGT now has a number of key enhancers at present, which TopGlove does not it seems. Realize, STGT only hedges about 40% of its currency exposure. The company so will benefit from any further Baht vs. US$ weakness, as the Baht currency is/remains under pressure -due...

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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 six month update on my latest posted model portfolio.

Here is the 6 month update on my 2nd running model, as here started/posted last September 14th 2020.  Along taking profits on 2 choices, while adding a couple new ones.  As always, posted here exactly on the hour and day, when I made changes.

PaulRen's picture

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.

PaulRen's picture

DIF, worth considering for high tax free 8.30% yield.

DIF, worth considering for high tax free 8.30% yield, which is actually a touch more as its paid-out Quarterly.

DIF (12.60) is an interesting high Quarterly income investor opportunity, in my view.  This is the Digital Telecom fund which in recent quarters paid 0.261 Baht...

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