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  1. #1
    Thailand Expat David48atTD's Avatar
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    Thai Stocks / Shares and the SET general news

    Anyone investing in the SET?

    Tips and advisements here




    OH ... anyone got a better, more up to date of the SET Graph?
    Interestingly, 2 1/2 years later it's still hovering around 1,580 points

    Our fingerprints never fade from the lives we touch

  2. #2
    Thailand Expat David48atTD's Avatar
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    TOA ready for SET listing in Q4 [Bangkok Post]

    TOA Paint Thailand Plc will be the first paint company to list on the Stock Exchange of Thailand, scheduled for the
    fourth quarter of this year.

    The country's largest maker of decorative paints and coatings, will float 507.6 million shares in its IPO, or 25.02% of its equity,
    with the proceeds going to fund local and overseas expansion.

    The Securities and Exchange Commission (SEC) yesterday approved the IPO application and filing.

    The company will offer up to 254 million primary shares and 253.6 million secondary shares held by Wybrant Holding Ltd, an existing shareholder.

    TOA Paint has registered capital of 2.029 billion baht, at one baht par, with paid-up capital of 1.775 million baht.

    Bualuang Securities and Kasikorn Securities, the firm's financial advisers, said the processes of share allocationand share pricing have yet to be concluded.

  3. #3
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    This is an interesting thread idea. I know nothing about Thai stocks, but am keen to learn a thing or two...

  4. #4
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    AQUA, bottoming out

  5. #5
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    Threads like this have been tried before and they usually die a slow painful death

    anyway, nothing much happening on SET, index a bit overpriced so waiting for a nice correction would be great

    also Thai companies not reporting great earnings surprises, already priced at fair value

    European stocks is where to go at this moment

  6. #6
    Thailand Expat David48atTD's Avatar
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    Quote Originally Posted by jabir View Post
    AQUA, bottoming out
    Humm ... good enough a place to start as any.

    What indicators do you point to that it's reached it's nadir?

    News = https://www.set.or.th/set/companynew...=en&country=US

    Bloomberg Info = https://www.bloomberg.com/quote/AQUA:TB

    One year Stock Chart with the 30 day moving avg = https://au.finance.yahoo.com/chart/A...oiMnkifQ%3D%3D

    Thanks for the starting point

  7. #7
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    Unless things have changed and they well have done as I haven't looked into it for years you can't buy and sell Thai stocks online which makes it a non starter for many.

  8. #8
    hangin' around cyrille's Avatar
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    Holy shit, did you just post something that didn't include a tired dig at another poster that you've previously posted at least a hundred times?


  9. #9
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    Quote Originally Posted by cyrille View Post
    Holy shit, did you just post something that didn't include a tired dig at another poster that you've previously posted at least a hundred times?

    Fuck me you really are the most boring tedious cvnt to ever grace any forum. What exactly was the point of this latest drivel, what does it have to do with the SET? Go back to stalking benice2me and your posts on her threads really do show what a horrible creepy cvnt you are and your stalk files on her would even pit smeg to shame.
    Independence day - June 23 for Brits.

  10. #10
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    Quote Originally Posted by David48atTD View Post
    Quote Originally Posted by jabir View Post
    AQUA, bottoming out
    Humm ... good enough a place to start as any.

    What indicators do you point to that it's reached it's nadir?

    News = https://www.set.or.th/set/companynew...=en&country=US

    Bloomberg Info = https://www.bloomberg.com/quote/AQUA:TB

    One year Stock Chart with the 30 day moving avg = https://au.finance.yahoo.com/chart/A...oiMnkifQ%3D%3D

    Thanks for the starting point
    AQUA dropped quickly from high 80s to mid-60s, now seems to have stabilised, currently 66. Q2 report should indicate earnings recovery and might also list their storage business, both bullish. I'm in avg 67 and will buy more if it stays there or drops.

    As always do your own DD.

  11. #11
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    Quote Originally Posted by buriramboy View Post
    Unless things have changed and they well have done as I haven't looked into it for years you can't buy and sell Thai stocks online which makes it a non starter for many.
    Sure you can through a broker.

  12. #12
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    Quote Originally Posted by jabir View Post
    Quote Originally Posted by buriramboy View Post
    Unless things have changed and they well have done as I haven't looked into it for years you can't buy and sell Thai stocks online which makes it a non starter for many.
    Sure you can through a broker.
    For example I have my trading account in the UK with Barclays, just log into my account and can buy or sell instantly online all funds taken out of or paid into my account, you saying can now do this in Thailand and if so who with?

  13. #13
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    Quote Originally Posted by buriramboy View Post
    Unless things have changed and they well have done as I haven't looked into it for years you can't buy and sell Thai stocks online which makes it a non starter for many.
    I have been doing it for over 10 years, so you are definitely wrong on that one

    you can trade online, no problem

    did a few sell 2 months ago, actually

  14. #14
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    Quote Originally Posted by Dragonfly View Post
    Quote Originally Posted by buriramboy View Post
    Unless things have changed and they well have done as I haven't looked into it for years you can't buy and sell Thai stocks online which makes it a non starter for many.
    I have been doing it for over 10 years, so you are definitely wrong on that one

    you can trade online, no problem

    did a few sell 2 months ago, actually
    As I said haven't looked into it for years and it was best part of 10 years ago since I left Thailand. Sure it was the misses cousin who used to work in Bangkok, saying had to queue up to buy and sell, couldn't just get an instant price and execute in a split second.

  15. #15
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    Quote Originally Posted by buriramboy
    Sure it was the misses cousin who used to work in Bangkok, saying had to queue up to buy and sell, couldn't just get an instant price and execute in a split second.
    that's a different issue from trading online,

    seems like you are not really familiar with real trading,

    if all you do is logon into your UK bank account and buy some kind of UCITS at market price, then you are not really trading since you do not have a limit price in mind

    with SET, like most bourses, you can play the bid/ask thing and get the trade at the cost that you want, instead of paying immediate market price that only impatient fools go for

  16. #16
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    Quote Originally Posted by buriramboy
    As I said haven't looked into it for years and it was best part of 10 years ago since I left Thailand.
    online trading has been available since 2002, probably before with some brokers

    You can download SETRADE on your iPhone, and trade directly from that system, using the Thai broker of your choice

    actually quite a nice professional interface etc... and cheap cost for trading

  17. #17
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    Quote Originally Posted by Dragonfly View Post
    Quote Originally Posted by buriramboy
    Sure it was the misses cousin who used to work in Bangkok, saying had to queue up to buy and sell, couldn't just get an instant price and execute in a split second.
    that's a different issue from trading online,

    seems like you are not really familiar with real trading,

    if all you do is logon into your UK bank account and buy some kind of UCITS at market price, then you are not really trading since you do not have a limit price in mind

    with SET, like most bourses, you can play the bid/ask thing and get the trade at the cost that you want, instead of paying immediate market price that only impatient fools go for
    I don't really trade per se, just buy and hold dividend paying stocks all in my online account, or that makes up 90% of my stock portfolio, the other 10% I fuck about with, should probably fuck about with more though as my fuck about money is up over 25% since April.

  18. #18
    Thailand Expat David48atTD's Avatar
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    Quote Originally Posted by jabir View Post
    Quote Originally Posted by David48atTD View Post
    Quote Originally Posted by jabir View Post
    AQUA, bottoming out
    Humm ... good enough a place to start as any.

    What indicators do you point to that it's reached it's nadir?

    News = https://www.set.or.th/set/companynew...=en&country=US

    Bloomberg Info = https://www.bloomberg.com/quote/AQUA:TB

    One year Stock Chart with the 30 day moving avg = https://au.finance.yahoo.com/chart/A...oiMnkifQ%3D%3D
    Thanks for the starting point
    AQUA dropped quickly from high 80s to mid-60s, now seems to have stabilised, currently 66. Q2 report should indicate earnings recovery and might also list their storage business, both bullish. I'm in avg 67 and will buy more if it stays there or drops.

    As always do your own DD.
    Great stuff, I obviously have charted it and it's on the Radar.

    Cheers

  19. #19
    Thailand Expat David48atTD's Avatar
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    Quote Originally Posted by buriramboy View Post
    Unless things have changed and they well have done as I haven't looked into it for years you can't buy and sell Thai stocks online which makes it a non starter for many.
    Hi BB, Mate, on-line trading has been open to me since I first came to Thailand, almost a decade ago.

    Indeed it was opening an account with the Broker which got me a Thai Bank Account on a Tourist Visa.

    As a Foreigner you don't own shares in the same way a Citizen does, but, the usual benefits flow through.
    It's explained here

    I trade either by contacting my Broker or trading directly on-line.
    Commissions are ridiculously low

    With the dividends, they simply deduct the 10% withholding tax then paid into my Bank Account.

    There are only a very few shares, as a foreigner you can't own.
    Sadly, one of them is the Infrastructure Fund which was set up after the BTS sold their physical assets into a Fund.

    It pays, currently a 7.26% dividend ... BTS Rail Mass Transit Growth Infrastructure Fund
    Hope that helps

  20. #20
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    Quote Originally Posted by buriramboy View Post
    Quote Originally Posted by jabir View Post
    Quote Originally Posted by buriramboy View Post
    Unless things have changed and they well have done as I haven't looked into it for years you can't buy and sell Thai stocks online which makes it a non starter for many.
    Sure you can through a broker.
    For example I have my trading account in the UK with Barclays, just log into my account and can buy or sell instantly online all funds taken out of or paid into my account, you saying can now do this in Thailand and if so who with?
    Any of dozens of brokers. I have no favourite so wouldn't recommend, but a good place to start is https://marketdata.set.or.th.

    Opening your account is straightforward enough, arrange credit or that will come after a couple of trades and off you go. I prefer no credit, will transfer funds, takes a few minutes.

    Happy hunting.

  21. #21
    Thailand Expat
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    Quote Originally Posted by David48atTD View Post
    Quote Originally Posted by buriramboy View Post
    Unless things have changed and they well have done as I haven't looked into it for years you can't buy and sell Thai stocks online which makes it a non starter for many.
    Hi BB, Mate, on-line trading has been open to me since I first came to Thailand, almost a decade ago.

    Indeed it was opening an account with the Broker which got me a Thai Bank Account on a Tourist Visa.

    As a Foreigner you don't own shares in the same way a Citizen does, but, the usual benefits flow through.
    It's explained here

    I trade either by contacting my Broker or trading directly on-line.
    Commissions are ridiculously low

    With the dividends, they simply deduct the 10% withholding tax then paid into my Bank Account.

    There are only a very few shares, as a foreigner you can't own.
    Sadly, one of them is the Infrastructure Fund which was set up after the BTS sold their physical assets into a Fund.

    It pays, currently a 7.26% dividend ... BTS Rail Mass Transit Growth Infrastructure Fund
    Hope that helps
    Sounds complicated but really straightforward. As a farang you buy NVDR (Non Voting Depositary Receipts), you can't vote and there's a limited but generally adequate allocation but otherwise equal rights and benefits. It's no big deal not to vote, and you will rarely have a problem due to allocation being taken. That said it happened to me once with BBL, the allocation was filled, so I bought regular BBL (non-NVDR) making sure to sell before divi date; farangs get divis only on NVDR. Or if you're married to a Thai just buy in her name.

    Interesting that one of your links refers to BTS, that's been my main holding for a very long time, no luck or wizardry, bladder said if it's good enough for Buffet's BH it'll do for me.

  22. #22
    Thailand Expat
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    Quote Originally Posted by David48atTD
    There are only a very few shares, as a foreigner you can't own. Sadly, one of them is the Infrastructure Fund which was set up after the BTS sold their physical assets into a Fund.
    actually not true any more, any farangs can buy local shares, foreign shares don't trade much so nobody is really buying them

    when you buy local shares as a foreign, there is a proxy custodian for you, NVDR, that makes sure you don't have a voting right but receive all the other rights like the dividends and warrants etc...

  23. #23
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    I don't know of any main board stock that's not available to farangs.

    The way I understood foreign shares (-F) when explained is that they are a good idea if you register with the tax hounds, because instead of an across the board 10% tax being withheld on divis it is structured differently which leaves you far better off.

    Not sure what the downsides are as my broker seemed too pushy so I didn't bother.

  24. #24
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    Paktol (PK Thai set) shares up about 88% in last six months.
    Will report next week, should beat expectations.

  25. #25
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    Quote Originally Posted by jabir
    Not sure what the downsides are as my broker seemed too pushy so I didn't bother.
    the downsides is that there is much less volume for -F shares, and they have less floating shares, hence limiting your exit potential, that is only someone willing to buy -F shares when you want to sell or dump your -F shares

    basically it's a limited choice,

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