All Articles (member and nonmember)

PaulRen's picture

Broad sell off masks different companies' earnings impact.

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...

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Investor opportunity of a lifetime, in the making. Part 2

Dear Members,

I much feel for all the long-term loyal members at this dire time. Realize, I too got stuck with many of previous choices in the smaller cap sector (always my stated primary investor objective). Yet, of late all larger and mid cap stocks have...

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Investor opportunity of a lifetime, in the making.

Dear Members,

I know these are daring times!  I also know: Where there is a big crisis, there is superb sudden opportunity.
I also believe that in the next few days/weeks an important mtk. bottom will be set, on the oversold Thai stock market. Investor

PaulRen's picture

An important member article -at an important inflection point & new beginning.

Times change -and so to I.  A new beginning based on what just happened.

Over the past dire weeks the Thai SET has seen a substantial price correction -right into a bear market. Many good companies, well removed from the tourist industry have seen their...

PaulRen's picture

Four clear choices, 3 with 5%+ dividends, during difficult times.

A recap of my thinking/choices and looking forward to next Week, ending of February.

Since 2017 I've been warning here that things have changed. The Thai economy was slowing the Thai broker industry was faulting, small cap's where underperforming and the Baht currency got to strong....

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The end of an era

The end of an era has been slow in emerging but today its for all of us individual investors to tolerate and endure, or not.

Unfortunately, smaller cap value stocks worldwide are being ignored and the broker industry has subscribe to it as its not...

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

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...

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Resign from, the ending.

Dear all registered members,

As we together, members, have witnessed all along with me here at the helm- how difficult it has become in Thai stocks mine field, not just because of a poor market environment but also due to an array of shortcomings. There...

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Bears vs. Bulls ratio, an extreme reading worth paying attention to.

Students and investors of stock markets know that the opposite often happens compared to what the majority in the market think.  Its called the contrarian view.  This makes sense because if most investor/traders sold out their positions on fear, they then express they are bearish (meaning they think...

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CHO in doldrums, like so many.

CHO is an example and there are so many more like this.

There is a long and short answer for why CHO, as just one example, has seen such poor price deterioration.   I've explained this horror in various macro ways at my site before, while...