저자: RotchawisaChaisuntharayothin,PhiphatLuangnarumitchai,Dr.JohnWongswansan · 외국인
요약 보기
한 줄 결론: 자막 품질이 매우 낮아 구체적인 종목·가격 전망은 거의 확인되지 않으며, 주로 2021년 초 경기회복·저금리·유동성 환경과 사모시장(프라이빗마켓) 투자 개념에 대한 일반론이 논의됨. 주제 1 - 경제 환경: 2021년 1월 기준 글로벌 경기는 점차 회복 국면으로 보이며, 작년 코로나 영향으로 경제가 침체되었으나 백신 도입과 미국 등의 재정정책이 개선 요인으로 언급됨. 수치 근거 없음. 주제 2 - 금리·유동성: 주요 중앙은행의 저금리와 무제한 유동성 공급이 자산가격을 지지하며, 금리가 당분간 낮은 수준을 유지할 것이라는 시각. 위험자산의 가격 부담 증가 가능성 및 자산 가격 상승 구간에서의 과열(거품) 경계 언급. 주제 3 - 사모시장 개념: 사모시장은 거래소에 상장되지 않은 기업에 투자하는 시장으로, 공모시장과 대비됨. 채권·지분 등 다양한 형태가 있으며 일반 투자자는 직접 접근이 어려워 전문 운용사를 통한 펀드 투자가 현실적 대안으로 제시됨. 펀드 기간은 통상 약 10년 수준으로 언급. 리스크는 자산 유형에 따라 다름. 주제 4 - 투자 전략 일반론: 자산배분 관점에서 포트폴리오를 구성하고 리스크를 관리해야 한다는 원칙 강조. 특정 종목(삼성전자, 엔비디아, 비트코인 등) 언급 및 방향성 예측은 자막상 확인되지 않음. 주제 5 - 디지털 전환: 온라인 소비·재택근무 확산으로 관련 기업 성장 가능성 언급, 사이버 보안 필요성 언급. 특정 종목 언급 없음. 주제 6 - 리스크 경계: 사모투자의 낮은 유동성, 투자자들이 손실보다 기회 상실(FOMO)을 더 우려하는 심리에 대한 경고. 과거 설명 위주이며 특정 자산의 상승·하락 예측은 없음. 출연자 전망: 명확한 자산별 방향 예측 발언은 자막상 식별되지 않음.
다듬은 글
invest to become a legend. Innercer, also known as the fund manager. What is the investment perspective of someone with 100 billion baht? What's it like to invest in off-the-counter companies? Find the answer in Unphone My favorite, least you through in Badminton Show. When we talk about legendary investors, we probably think of When, whether it's finished or the plane is shut down.
Today will be a little special because we're going to take everyone... Let's get to know another investor/owner. Your nickname, "billionaire fund manager," is very ruthless! Why was he hailed as a legend? And how did he prepare before investing in the private market? Find the answer in this four-day episode with Rotchawisa Chaisuntharayothin.
We have two special guests here, the first one and... Phiphat Luangnarumitchai, the head student Economics and another perspective: Dr. John Wongswansan, Head of Investment Solutions Team, Personal Investment Advisory and Financial Services at Kiatnakin Phatra Bank. Greetings to both of you at Paradox Krajon.
Hi, hello. Last week... Kiatnakin Prathawat Management organized a flagship seminar, S2021Q, with the theme " Now be getting the past to recovery," which presented investment perspectives both domestically and internationally. The entire country ordered it, yes, that's right. There are many interesting things to learn.
I did have a discussion with the minister once. Regarding the economic situation in Thailand: Okay, then read the government policies that will be implemented. Regarding the issues we're dealing with right now, there's been some discussion. Regarding the vaccine issue, how will C1 address the problems?
What are some interesting points to consider? Please be considerate; we're discussing perspectives. To summarize our investment strategy, we have... We talked about investing in travel and then hitting the jackpot. Let's focus on people who share a theme, specifically fashion related to that topic. Thailand, Vietnam, Ketuchan is quite reasonable, and there is...
This section is about girlfriends with beautiful fingers and waists. This seminar looks very interesting. First of all... I'd like Lockpipat to give a short summary. I was wondering why Mark got [the award]. It is said that... what is it that Dory the investor has? Well, I have to say you have a great car.
That's considered... It's one of those legendary ways he used to invest. Yes, because he himself is a participant. Establishing that company is okay, we'll have to come. Yes, that's correct. It's a prime market company, specifically a specialized firm that invests in bonds, targeting the student market.
They don't buy soccer balls, by the way. One of the most successful people I've ever met. And most people know him for... For communication, please write a memo and find someone to contribute. This funding has been provided for the entire period so far. And a lot of people said it's a mode you have to be in.
Okay, I understand. You mentioned on Facebook that if not... Even if a really angry person sends this, I have to read it. Yes, and he's also an author. Yes, all three books have been successful. People are saying today that I'm one of their bestsellers. ( Referring to the author, Pipat). Could you summarize one key point that Mr.
Pho Word will be saying at this seminar? What are the main points? It's interesting and worth keeping as a point of reference. Investors will need to keep an eye on this; let's discuss it further. The fear is that Makro will take the related birds. Regarding investing, well, to summarize, there are three main points.
The first is that we have confidence. So, you know, these are the global economic trends. It seems we are in a relatively clearer recovery phase. It's been alright, but last year was quite impactful due to the Cole 79 incident. That's a lot, and it's causing the economy to stagnate. Yes, but now we have a vaccine.
And then there's the economic stimulus, for example... For example, the United States has adopted fiscal policy. Look, you've put a lot of things in there, so there's a chance... We will likely see the economic figures pass this. To summarize, things will gradually improve. Secondly, it's about investment.
What I've noticed is that it's supported by... The interest rates are very low, and it's a week. Unlimited liquidity from major central banks. Globally, its disappearance has caused its price to drop. The riskier the asset, the higher the risk has to become. Okay, another word, the word "foam," is...
That's awesome, especially in the current situation. The interest rates are so low, I don't know what to do. Where did the money go? Everyone's coming back to invest, right? Yes, and then I saw the price go up. It's steadily progressing, and many investors are jumping in. Going along will only further promote the location.
It's getting higher now, and you're looking straight ahead. They still believe that the interest rate remains the same. It will remain at a low level for a while longer. Because it's finished, or if it's a mid-term project somewhere. It will probably take a minute to stimulate them while they are still active.
It's very uncertain, but he does have some merit. One thing to watch out for is that when this kind of situation happens, people tend to rush in and buy up houses. The quality of the assets is steadily deteriorating. Or, to put it another way, things are starting to get expensive. Okay, so that's his conclusion.
Okay, so he's saying that even though he believes that... The word "present" should probably refer to the animal itself. The SET index still requires investment, but... It's a matter of asset allocation, that's what they're discussing. I believe a wealthy portfolio should include things related to The Census, as well as other factors.
The focus is on Rose, why is she in the present? This is what they call a good place to go to the mall to pee. More bananas are available, but it would probably have to be for the animals themselves. And it's almost finished, but we still need to be careful. The risk may be increasing. We've heard the term "Private market near here." This might be new to many people.
What is a private market, and how is it different from a public market? Don't let us book it. Could you let me listen to it for a little while at home? Okay. Actually, I think it's pretty much as the name suggests: "Private" means something that isn't... (The current situation is geared towards children.) For example, when we buy shares on an exchange.
There are other places to trade on the exchange, but this one is good for us. It's more than just steel; if you're going to keep it, it's... They said that you can't buy anything that's off the board. They show us the information as if it's normal driving, and then quickly take us on a date. The market might sound very broad.
What does "fat" mean? Actually, the similarity is that Palace Market has assets that... It's similar to market production, meaning there's both XV and T, there are bonds and vests, they're quite similar. But what's the difference? Regarding love and feelings, let me separate them into three things. First, if we compare it to picking chili peppers...
We can check the board to see what's happening today. What are we buying? What do we want to buy, right? It's about going to find Thai things in a really ugly way. The point is, you have to go find it yourself. If I go, I'll go to its house to see it. What are its advantages? What items are available for purchase?
The second part is what we usually say when we buy something. So, we're just going to stay quiet, right? But who... The mushrooms are harvested when we go to buy them; it's an investment. These investors will come in to help with management. The advantage is that it offers a higher ROE than simply holding the asset.
Assets serve a secondary function. The third is regular selling, where we buy. Stocks like ours can be sold directly on paper, but... If you play and collect them, there's nowhere to sell them or where to get them. In a marketplace, you have to find someone to buy the product from. From us, this is the difference between the public and the internal market.
Joy, could you tell us about the attractive features of investing in the production market? Yes, I think we should really be asking about investing. First of all, why did someone call Witthayan? That's a tall one, which is why I hate it when it's in the pallet. Then there will be an opportunity for us to achieve high returns.
Given the similar level of risk, the question is why? There's a chance it could happen, I'm really scared, it might. There are many investment opportunities if we go to the Palette market. For example, if it really exists, we will find that... There are many companies that are not listed on an exchange or do not trade on a public exchange.
Nowadays, many companies don't want to rush into business. The market will still remain a pie if we... If we don't go and collect the fire, we can't land. For example, someone that many people might be familiar with is Bai Dance, the owner of TikTok, if we know her. This brand is actually a private investment, or rather, it's really...
Private market investment strategies are diverse. For example, normally we might buy shares in one company or two companies, but who... Collecting this would likely be a worthwhile investment. Buying one company and merging it with another, or splitting one company into two, or investing in specific projects belonging to that company—it's not necessary to buy the entire company.
The world will create many different forms of change. Okay, so if I want to invest in the private market, how can investors do it? What do we need to prepare regarding the R (Return on Investment) factor? How risky is it? Could I see some details? It seems like there must be limitations on what can be done.
Did you actually have access to the data? This is for individual investors who want to invest directly. Getting in touch with companies to find deals can be quite difficult. We recommend investing through a professional. The better option is to buy a mutual fund managed by professionals. He chooses the best deal, and we'll handle it for him.
That would be one option that I think would be worthwhile. It's suitable for regular water, but there's the investment involved. In the palette, there's an empty space. Investments that are not traded on an exchange, yes. Do we need to get in and manage our sales? There's a time limit, so Palette Market funds are a key differentiator.
So, it's like the coach himself has a fixed strategy. Okay, so this is an update. Normally, after about 10 years, there will be times when they go to see Dew and encounter certain things... It will then ask investors to add more funds. I'm going there to complete the transaction, and then I'll sell it afterwards.
The key difference is that they'll refund that much money. It's about the fund's timeframe, but I... Regarding the issue of risk, it's actually quite gradual in the IT market. Investing also carries risk. It depends on the type of pallet being stored, but... One thing I think is very interesting about the Palette market is that the fund managers, the people who manage the money, take on an active role.
They have certain ways of controlling and protecting these assets, such as sometimes negotiating deals with special courses that are advertised. How much is the deficit in the ledger, or are there other issues? This happened because they benefited from this island. This will be different from the steel folding market, and finally, there's a chance that...
It's a worthwhile investment for the producer market, but how should we choose? Actually, it should be said that COVID-19 was a complete crisis. And regarding opportunities, I think I've seen many things, for one thing. That is, in terms of economics, many companies will accept it. This content or problem could increase the capital required for private market operations.
Okay, the second thing is the online ranking. For example, nowadays we see that people are starting... Using online platforms more, buying things online, or people working from home – this has actually driven the creation and growth of many businesses. The price goes up very quickly, for example, when we go to buy something.
When it comes to online services, the question is how do you provide the service to people? This is the real deal; there are companies that handle this. About the services. It 's still on the pallet, not ready to be stored yet. Yes, or maybe we should start working from home more often. Cyber security needs to control that.
The company's network has to come from... Within a company alone, there will be companies that specialize in... Controlling these matters is actually a matter for a certain type of organization. That's true, we actually have one for sale today. Okay, sure. Actually, there is a cow that's... I'm interested from the seminar.
Could you tell me how we can improve? It might be possible to attract some interesting coaches from this event who are captivating. Could you tell us a couple of things? Yes, some might be related to what we just summarized. So, in all of this, it means... He said he had what we call foam. Just now, yes, the mafia had something going on.
Okay, and then let me tell you that today, it seems like... It means that all investors don't even bother to look at it. Oh, the foam might be "Taken Over Fear of Losing Money," meaning people who are afraid of missing out tend to miss the train. I'm more worried about losing money than about the second point, which is interesting.
Okay, so what Howard said was that in every case... For example, a fundraising room should include both investment and other activities. As part of the Express 4 Investment empire, it should also have a part that serves as a Defense Shield in love, accurately and accepting. Yes, that's right. The focus of the portfolio is...
The content is about doing this as a location, okay? It's important to strike a balance between active and good network performance. I'd suggest that during this period, it's the same message, but it's leaning slightly towards this side. One more thing, and the last one, is to say that... Today is all about moving forward, but she's also with a correct stanza for today's situation.
The funding needs to be secured carefully. Thank you. Thanks to Phiphat and Doctor John for providing such interesting information about investing in the private market today. Thank you. Yes, thank you. (Speaking of which, see you again.) New and interesting information will be in the Four Pod class next week. For today, goodbye.
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