Thai Value Investor การลงทุนแบบเน้นคุณค่า ลงทุน VI หุ้นวีไอ Webboard

พี่ฝาหรั่ง ทุนหนาจริงนะตัวเอง

 :D  :D

ฝรั่งบอก นี่แค่อุ่นเครื่อง !!!



 :D  :D  :D

พรก ฉุกเฉินมาแล้วคร้าบบบบบบบบ
จะลุยต่อมั๊ยลูกพี่ ??????

หมีตบกระจุย !!!!

 :evil:  :evil:  :evil:  :evil:

ผมว่า ลงแรงเกิน สถาบันขายซะนึกว่ามีปฎิวัติ
พรุ่งนี้คงรู้ว่า panic หรือของจริง

ฝรั่งบอก เสื้อแดงแรงฤทธิ์ อุ้ย ไม่ใช่ บ้านใครบ้านมันคร้าบบบ

 :D  :D

มีกำไร ก็เอาออกมาทำทุนบ้างค่ะ  บางตัวก็ดีใจจัง ได้กำไรกะเค้าเสียที
เหนื่อยลุ้นกันมาตั้งหลายรอบมากๆ เน๊อะ เที่ยวสงกรานต์ให้สนุกกันนะคะ  :D

มันจะสับขาหลอกอย่างแมสซี่ป่าวหวา?? 3 รุม 1 เหมือนกันซะด้วย

อาจจะต้องเปลี่ยนชื่อกระทู้
หมี????  :shock:

[quote="tn143"]อาจจะต้องเปลี่ยนชื่อกระทู้
หมี????

Templeton's Mobius still likes Thailand

Fri Apr 9, 2010 4:10pm IST

* Thailand has second-biggest weighting in Asia fund

* Not concerned about Thai politics; focus on growth, value

* Likes Thai banks, property, energy, prefers PTT, SCB

* Thai market erases earlier loss, ends up 0.7 percent (Adds quotes, details)

By Viparat Jantraprap and Khettiya Jittapong

BANGKOK, April 9 (Reuters) - Templeton Asset Management's Mark Mobius is bullish on Thailand's stock market because of its cheap valuations and the economic recovery there, and says political unrest in the country has not changed his view.

Mobius, a prominent emerging market fund manager, told Reuters that Thailand had the second-biggest weighting in Templeton's Asian Growth Fund with 23 percent, behind China's 26 percent and a little ahead of India's 22 percent.

Indonesia's weighting in the fund is 8 percent.

"We are not so concerned about the political situation in Thailand," Mobius, executive chairman of Templeton Asset Management Ltd in San Mateo, California, said in a telephone interview on Friday.

"Because, as you know, we have been investing in Thailand for almost 15 years or more. And we think that this kind of change in the Thai political environment has happened many times before."

The market .SETI erased its earlier loss and closed up 0.73 percent after Mobius's comments.

BARGAINS IN BANGKOK

Red-shirted supporters of former premier Thaksin Shinawatra, who was ousted in a military coup in 2006, have been protesting in Bangkok for a month to force early elections. The government imposed a state of emergency on Wednesday. [ID:nSGE638019]

"Generally speaking, we've found that the political situation does not have that much impact on the economic situation and the recovery can come very fast," said Mobius, who manages the $8.5 billion Asian Growth Fund, Templeton's biggest in Asia.

"So we are very happy with what's happening in Thailand, generally, on the business side and on the stock market side, and any big problem in terms of the political situation will normally be worked out OK."

Among Southeast Asian markets, Mobius said he was underweight on Malaysia and the Philippines, but saw bargains in Thailand, although he said selling as tension rose this week was understandable.

Foreigners had bought $1.8 billion in Thai stocks from Feb. 22 until Thursday, when they were net sellers by a slight $43 million and the market fell 3.5 percent.

In Thailand, Mobius likes banks, property shares and energy-related stocks, expecting those sectors to thrive as the economy recovers.

Among his top picks are leading energy firm PTT PTT.BK, by far the biggest listed company with an index weighting of 12 percent, and Siam Commercial Bank SCB.BK.

"The first thing we would look at would be the banks, because the banks are quite attractive in Thailand and very well run and we think banks will continue to do well in the long term," Mobius said.

PTT, which had fallen 2.2 percent at one stage on Friday, rebounded to end up 0.75 percent at 269 baht.

The Thai market trades at 11.5 times estimated 2010 earnings, the cheapest in Southeast Asia, versus the Philippines' .PSI 13.5, Indonesia's .JKSE 14.3 and Malaysia's .KLSE 15.8, according to Thomson Reuters data.

"We think earnings will go up more than the expectations so the price-to-earnings ratio should come down providing the market prices don't change," he said.

Over the past year, the Thai market has risen 78 percent, making it the second-best performer in Southeast Asia, versus a 94 percent rise in Indonesia. (Editing by Alan Raybould)

http://in.reuters.com/article/domesticN ... =0&sp=true

ขอบคูณสำหรับข้อมูลครับ

พี่tatoo