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With Phi Niphon already, but right now, I'll take a break and let you press likes for a moment first, then later in the next segment we'll come back and meet with Phi Niphon again. >> This program is supported by QIQP Investment Institute, managed by Rajada Securities Public Company Limited, operated by Mr. Niphon Suwanprasit, call 02802822, Chamchuri Square, 15th floor only. >> We're back now, and we'll go talk with Mr. Niphon Suwanprasit, Managing Director of QIQP Investment Institute, Rajada Securities Public Company Limited. Please wait a moment for P' [Phi] to prepare. Meanwhile, if you have any questions, you can type them in. Many of you are ready, say "come on" and report in. Everyone is ready, please wait a moment for Phi Niphon. Okay, thank you for the greetings. Many of you have greeted us, thank you very much because after this we'll listen to the full information with Phi Niphon. And for those who have just joined, please share widely so we can listen to the information and learn together. Many say they've been waiting for the teacher. Oh, the teacher is here, hello. >> Hello. >> Oh. >> We happen to be... >> What we have to do is follow our own results. What we see today, we'll see that if we understand, today we'll see that the SET is up 0.36%, but the SET50 is up only 0.11%, that is our influence. Understand that... >> The delta itself calculates in the SET at full price. This price is over 300, right? >> Yes. >> See, 332, it will be weighted in the SET. >> Oh. >> But when weighted in the SET50 itself, we will weight it at only 100. >> Uh-huh. >> Right. So thinking that delta goes up and SET50 will go up, you have to change your thinking. If we understand from the rule that delta grows however much, we don't know, but think of it as equal to that price at which you close the period, right? At the close, the delta will go up, the price goes up, and it weights in the SET, but it weights less in the SET50. >> Therefore, the SET50 will be weighted by many stocks in the SET50 that increase their weight. That means if the price exceeds, it no longer weights in the SET50. >> Uh-huh. >> The price exceeds, but that doesn't mean the stock delta will go to 400 or 500. That's a different matter. >> Yes. >> Right. So this is what we need to understand and see: oh, the SET is up well, why is TFG so still? We need to understand why it's still because it's the SET50. >> Delta doesn't have influence. The ones that will have influence now become AOT. The graph—the secondary ones—will have influence on the SET50. >> Oh. >> Right. So people who play SET50 will have to make those other stocks go up. This will cause stocks to rise and spread. >> Gradually. But when it reaches a certain point, it will become that... >> The SET itself goes up well, but the SET50 doesn't go up. >> Uh-huh. >> Right. Because no matter what, those stocks have to rise on their own foundation anyway. >> Yes, P'. >> Ah, understand this first. >> But it's like I said, don't expect. Don't look at the SET; you can't look at it. If we want to play stocks, we look at individual stocks. What's important is we need to know which stocks are long-term, survivable. Which ones are survivable, but you have to be careful, like KBank. It's a survivable stock but you need to be careful. >> Uh-huh. >> Careful means if we look at everything—price, valuation—it means that KBank must be careful, but PBL doesn't need caution. >> Uh-huh. >> Hmm, the details are individual. >> Yes, it's individual, or we play SSP? >> They call it tactical stocks, stocks for profit, or hotel groups, all that. They are not stocks that can last long term. Details like this, QIQP clients will get to see that... >> In the Thai stock portfolio that has 30%, right? >> Right. >> We have stocks that are long-term holdings at 20-24%, and then we have stocks that are... >> Oh. >> SST and everything you mentioned, only 6%. But today, in our investment portfolio, it's 100% Thai stocks. >> Oh. >> And there are no big stocks. It will only have specific small stocks, over 90%. >> Right. >> P' says the world has changed. >> The world has changed. >> If anyone doesn't adjust their portfolio now, right now in the portfolio, it says you must hold cash... >> Uh-huh. >> And then cash 20%, next year it will increase to 50% to wait for the crisis year... >> Eh. >> Yes, because that 20% cash—if we have it, it's like this: many people who have invested for a long time will understand what the teacher says. If a crisis occurs, you have no money to buy. >> Oh. >> Because you heard from somewhere that you must have a full portfolio at all times. >> Uh-huh. >> When you're a VI [Value Investor] you must have a 100% full portfolio all the time, even though Grandpa Buffett has shown that now Grandpa has a lot of cash. >> Uh-huh. >> But we feel it won't happen, it won't happen. The important thing is when it happens, you must have 20% cash. >> Uh-huh. >> Right. Let's look back. If we had 20% cash during COVID, that 20% portfolio—let's say it made 200%, 300% profit, right? >> Uh-huh. >> Or maybe it made 10 times profit. So that 20% becomes 200% of total money. If anyone wants to solve the problem of being stuck in stocks for a long, long time... >> Now you must hold 20% cash. Not just hold it as idle cash; you could buy... >> Short-term bond funds or anything in the money market—there are many, every bank, all called money market funds—to prepare the money. Uh-huh. >> Who does that? For example, next time, P' reviewed: Delta is a survivable stock but it's Grade B. >> Uh-huh. >> TB is not stuck, not stuck. >> It's also in Grade B, but Grade A includes GULF Energy... >> Which are in AOT, Advance, BDMS. >> Yes. >> These are stocks that—but it doesn't mean if you hold them long term they won't fall. >> Uh-huh. >> But it means they are stocks that if you hold long term, they have a chance to make new highs. >> Uh-huh. >> Understanding is very important, very important for investing. If you think your old investing method—looking at technicals, asking analysts what to do, what to do—like that. Like coming to Maro? Not in any information system at all. Not in the system. Don't play with it. >> No, not related at all. Don't play with it. >> Uh-huh. >> Right. >> It can—if we don't know our own starting point for investment, we will always invest the same way. We don't invest; we gamble all the time. We gamble with Delta, gamble with SCB, gamble with graphs. >> Because from the question: buy where, get what? >> Right. >> 99% of people's money is a victim of themselves who don't accept anything. And there are many people who lure the victims, both on YouTube... >> Yes, a lot. >> Show portfolio, show things like... >> Both the bold analysts, analysts who never knew a damn thing, creating all this bullshit. >> It exists. It's all dangerous. >> Yes. >> The teacher is warning, not saying stocks will fall—different matter—but saying... >> You can do any method that allows you to hold 100% cash, especially if you have bad stocks, MAI ones. Just sell them off. If you don't change your investment method, it's useless. Like gold, I know it's waiting. >> The teacher also asks: yesterday, did you short? >> Uh-huh. >> And was it as said? Whoever shorted, type 9 yesterday. >> Uh-huh. >> It's not about shorting here. It's not about expecting it to drop to 3,500 and then shorting here. >> Right. >> Uh-huh. >> Ah, right. Anyone shorted gold last night? >> Was anyone? Who shorted gold, type 9 to show. >> Last night, it was all correct because we said in the evening, here you can short. Around here, it's a short. >> Ah, coming. >> QP type 9, not QP type 8. >> Yes. >> Right. >> Ah, following the plan. >> See? Right here, it makes money, right? Coming to Business Life, it makes money, right? >> Come and get money. Listen and get money. So know which page gives money and only listen to that page. >> Listen to whoever gives you money, only listen to that person. Don't listen to other pages that create greed and fear. >> Oh. >> Don't go there because it will make you unable to do it. >> Yes. >> Right. The mental weakness and vulnerability of investors who have been beaten by the market must be gradually restored. >> Oh. >> Through the psychology of investment, which you must fix yourself. >> Uh-huh. >> Important is you must be in the right environment. Important, environment. A child born a thief, if raised among virtuous rich people, doesn't necessarily become a thief. >> Oh, got twice the tuition. >> I tell you, the tuition is not just twice. >> If you don't learn, you will lose much more today. >> Yes. >> Right. If you learn, you have the chance to gain many times. Because the important thing is investment psychology will control you. >> Oh. >> Okay, when you go home, listen to things about mindfulness from the Buddha's teachings. >> Uh-huh. >> You have to listen for 10 years to understand that oh, actually it's about spirituality, it's about mindfulness. >> Yes, it's about mindfulness. And what makes us... >> Make us make mistakes is greed, hatred, delusion, and the five aggregates. What we hear, see, whatever, and then create a mental image of greed and fear. >> Yes. >> Right. Now look at gold. >> Gold. >> Right. It's not about speaking around here. It means we must have already shorted and then prepare to buy. >> It is preparing to buy again, right? >> Uh-huh. >> Ah, it's preparing to buy, but trying it today—I'm not saying it will drop sharply around here. >> It is still in a downtrend, but downtrend doesn't mean shorting makes you rich. When you short, you understand small shorts but only gain small. >> Uh-huh. >> It's not like saying last night I shorted a lot, the steeper the drop the more I short. That would be like when it rises, the steeper the rise the more you shout, and in the end it just busts at once. The gold picture like this is showing a sign of nearing a bottom. >> Nearing a bottom. >> Very close to a bottom, but it doesn't mean you can try around here and it won't drop to 3,500. >> Uh-huh. >> Futures can drop to 3,500 only temporarily, just a flash for a day, then run back up to 4,000, then you're done, your portfolio is done. >> Yes. >> Right? So done. Therefore... >> Uh-huh. >> Around here is a support zone. The question is, can we try buying? >> It's possible, it's possible. >> Uh-huh. >> Right. For those who have gained from this period, think: how many days have you done it? Shorting, trying according to the system? >> Oh. >> Right? You've gained over 2-300 dollars already, while... >> Some may have gained 400 dollars already, while it's still at 4,000. That means... >> There's no reason for you to go and hold gold futures. >> Uh-huh. >> Right. >> If it drops a lot, is there a chance for Portfolio A/B? Not yet, there is no signal for Portfolio A/B. Everyone must understand first: Portfolio A/B is not a support portfolio at the low. >> Uh-huh. >> But Portfolio A, Portfolio B means a portfolio that, when we see a signal that the chance of the bottom has passed, now still... >> Still. >> Still, no signal for a bottom yet. >> Bottom doesn't mean dropping a lot. It means this might be a bottom. >> Uh-huh. >> Right. It doesn't mean it has to drop a lot. But around here, near the bottom, we will see that the selling force is from small retail sellers, and buying force is from small retail buyers, but when buying, you see it starts to... >> But still small. >> Oh. >> Hmm, just supporting it. Approaching the bottom doesn't mean that once it becomes, it must rise quickly. >> Uh-huh. >> It still can't rise quickly. It still can't rise quickly because the factors that will impact—we don't use the word fundamentals for gold. The main factors impacting now are interest rates. The chance of interest rates dropping is not yet visible. The picture is not clear. >> Oh. >> Right. Right. But the catalyst will not be this factor. >> Yes. >> In this year, but by year 2... >> Wait, wait, the AI that comes in will cause one thing to be a catalyst that makes gold rise. >> Uh-huh. >> The factors for gold's rise have changed continuously since 2008. It's not the same factors; they change continuously. >> Factors change. >> And the factors that caused acceleration in the early period, in 2008, it was about Q. >> Yes. >> After that, Q didn't have much effect. It will have effect again during CQ, at that time. Right here, we must say that interest rates are not important, or the Israeli-Palestinian conflict affecting gold's direction... >> For a long time. >> Right. As for geopolitics that affected gold's rise, it happened only once during Russia. After that, geopolitics didn't have an effect. Regional wars occurred only once during Russia, right there because it impacted supply. But in the end, when food inflation occurred because it's a food source... >> UK is a food source, so gold went down again. >> Uh-huh. >> Right. Now ask: does geopolitics have an effect? It does, everything has an effect. >> Uh-huh. >> But the driver, and then followed by the gold that came in was buying. Let's say this: new money system. Some countries, some groups want gold to back their new currencies. >> Uh-huh. >> Ah, which is Bitcoin. >> So you need to understand first. >> Then after that, ask: gold and Bitcoin will rise because of what? Who can answer? You must know in advance that this factor will come and why it will be like this. It's debt. >> Oh. >> Public debt of countries around the world will increase. >> Then people will say, this is broken, broken, broken, but it won't break. >> Oh. >> Public debt can increase. >> Public debt. >> Uh-huh. >> Right. Everything will not break if there is food to eat. >> Yes. >> If everyone has access to food and basic necessities, which must be managed by the state. >> Uh-huh. >> Right. That factor will be a new factor. You will see, government debt increases, and these things will come again. >> Oh. >> Told you, told you, the dollar will be a failed bank. >> I don't understand. >> Fiat is still the same. >> I told you to buy gold, don't buy fiat. Anyone buying dollars, buy Bitcoin. You don't understand. >> Uh-huh. >> You can buy what goes up, but you must understand why it goes up. That's important. >> Yes. >> Right. The world's status means the debt of world governments will increase because people are unemployed. Are you starting to see? In the future, unemployment will increase, right? >> And unemployed people are in the white-collar sector. Will they go grow rice to eat? And the world is getting hotter, they can't grow rice, grow things. What will they do? >> Right. >> Uh-huh. >> But the ones that grow rice for us—are they AI? They don't fear sun, rain, anything. They can do it, right? >> Ah, yes. >> So now there will be this status increasing, and there will be gurus coming again. >> Yes. >> Coming again, from failed banks, printing money until the whole world collapses, it will come again. >> Uh-huh. >> And those who refuse to learn still refuse to learn. >> They refuse to learn that the world is heading to a point that is a disease, but during the transition period, how will we solve problems? >> Uh-huh. >> Like this. >> Nui has a factory employing ten thousand workers. The industrial products Nui sells are starting to not sell, but Nui doesn't want to, Nui cannot lay off 10,000 workers. What will Nui do along the way? Nui has to look: hey, do I have enough money to retrain my employees for 3 years? >> So they can return to the production system. >> Yes, oh. >> Right? So the company must go into debt first, right? >> Must. >> Same as the government must go into debt for this. But this is about humanity, human morality. The things that will happen from now to 2030. >> Right. Therefore, if we see any government borrowing money to give to people, it's not abnormal because people truly have no jobs. They cannot return to the agricultural system. If you don't understand these things, you will only think about the old things—the crisis of 2000, 1931, etc. The world has changed; it's not like that. >> It's not like you take history and then make a definitive conclusion. >> Uh-huh. >> Hmm, it's not. Today I'm trying to speak, trying to speak for you to listen. But that doesn't mean stocks won't fall. >> Uh-huh. >> Not saying stocks won't fall. >> Yes, P'. >> Hmm, it means you must first understand that the factory, in the end, will produce goods and services... >> And support people using robots, whatever, but can support ten thousand people, right? >> Uh-huh. >> Right. So don't panic. That is what will happen in the future world; it will really happen. >> Oh. >> It will really happen. >> It will happen. >> But along the way, and in the end, humans will... >> In the end, what do ten thousand people do? You go back home because robots do all the work. >> Robots. >> For example, the company takes care of them. >> Yes. >> According to conditions, so you can continue living—not to make you rich. >> Ah, yes. >> Right? So this is something to understand first, because later, gurus will come to mess with your head again. About the money system, about—Nui's money, what is called productivity, will become huge. Productivity means the work Nui does, the people hired to work, a lot. >> Until there is a lot of leftover money. Can you imagine? >> Uh-huh. >> Like this: if Nui has 1 million baht compared to Nui having 1,000 million baht... >> Uh-huh. >> 1 million baht is very valuable to Nui because it's for our survival. But the money beyond 1 million is not very valuable. Do you understand this? >> Understand, right? Money is necessary only for what we need, what we must have. >> Uh-huh. >> Right? But if it's too much, it's no longer necessary, it's useless. Actually, you can buy, you can lose, whatever. Investing in stocks and losing is fine. But the money you need to live... >> That is the most important money. >> Yes. >> It's like having a lot of unimportant money, in the end... >> Uh-huh. >> What becomes important again? Money backed by things you can eat. That's why Bitcoin can rise. When they want to back Bitcoin, they back it with tangible things—food, minerals, whatever. >> Ah, yes. >> But America says they back it with technology, right? >> Uh-huh. >> Ah, people talk like this. So ask: what about gold? When there is excess money, what to buy? Buy gold, buy Bitcoin—it rises. >> Oh. >> It's simple thinking, written in books already. >> Uh-huh. >> Hmm, now I'll continue telling you, and you follow to see if it happens. >> Yes, P'. >> Right. Is it happening? What are we doing? We are earning as much as we can to survive until 2035. >> Oh, 35. >> Yes, to go buy rice to eat. And we live in a country that, as written in books, Thailand is not out of the new world cycle. >> Yes. >> But it will be 3 years slower. >> Uh-huh. >> But it turns out that the adjustment... >> Regarding employment in Thailand, it is faster than China and 7 years faster than America. >> Uh-huh. >> China will have many problems because they are people. They will be replaced by tech, by robots, which makes Chinese people... >> They have a large population, right? So they will have many problems. >> Uh-huh. >> Like those who learned to code—how are they now? Those in tech seem like they will be hit. >> Uh-huh. >> They will be hit. >> But they can develop into AI controllers during this transition period. >> Right. Soon we will see a world AI council. >> Uh-huh. >> Ah, it will emerge. We see that they let AI do things freely without constraints. One person does AI, another does AI, and it becomes bad for humanity. That can't happen. >> No. >> So gold around here is not for shorting. If you short, you should have shorted already. Stop it. >> And when shorting, you must see: okay, the chance it will go down to 3945 exists. >> But if it goes down, then try buying. >> Oh. >> There is no factor that will make gold rise sharply in this period. >> And there is no factor telling you to buy gold and hold. It tells you what you are doing... >> Nui, look: right here, 3945. >> Oh. >> You bounce here, you get 100 dollars. >> Yes. >> Short now, maybe you'll get another 100 dollars, making 200. You will get like this all the way. So there's no reason for you to think when Portfolio A, Portfolio B will happen. It hasn't happened yet. If it happens, I'll tell you Portfolio A can be done. But it hasn't, not even this week. >> Uh-huh. >> This week still hasn't happened. >> Portfolio A, Portfolio B, don't need to do yet. Only short-term trading. >> Ah, for the S50, the U contract. >> The U contract is still still, will be still. Think about it: we thought the war was over and we'd get rich, so we went into stocks. >> Uh-huh. >> And we were thinking, hey, it's going to go far. Does it go far? >> Uh-huh. >> Hey, it's at the same place. It will stay the same. Don't forget earlier it was at 1049, now it's up to 1043, see? >> Yes. >> It just hasn't indicated it will drop. >> Uh-huh. >> But buying around here, I must say, you won't get rich. >> No. >> Therefore, it's a time to adjust your stock portfolio. >> Uh-huh. >> Ah, our clients... >> Are adjusting their portfolios a lot. After adjusting, they have to do it themselves. It's like this: retail investors are like fund managers of their own money. Some clients have 40 stocks, the value larger than the total capital. >> But they have no knowledge to manage. >> Ah. >> In managing the portfolio—playing stocks, penny stocks, buying SST, thinking they'll get dividends? No, you won't. They are not that type of stock. >> Ah, yes. >> Right. Ah, in the next course, there will be a course on fundamental analysis. >> This will clearly separate... >> Which stocks are core holdings that can be held long term? Once you hold them, your descendants can inherit. >> Wow. >> And won't scold you. >> Very long. >> Hmm, and how to do it, and how to analyze which stocks use fundamentals and which use technicals. >> Uh-huh. >> Don't mix them up. Now people mix a lot. We use technicals for everything. >> Yes. >> Right. And other matters: currency, as I said. If the currency runs strongly in one direction, it means a crisis will occur. >> Oh. >> It will be around here. Who says the dollar will go bankrupt? >> Uh-huh. >> Or other currencies will? The dollar this round rose from 95 to 100, it's not a failed bank. When you have no knowledge, you use emotion to analyze, and you link to Bitcoin, thinking Bitcoin is money, so you analyze everything wrong. Then when wrong, what happens? You lure people to buy Bitcoin at 120,000. >> Right? And then you keep spinning, spinning. >> Uh-huh. >> Nui asks Nui: if Nui sold at 120,000 and bought at 60,000, did Nui get 2 Bitcoins? >> Yes, P'. >> Hmm, why do you have to keep promoting people to buy Bitcoin and hold it as property in the portfolio? >> Right. >> Oh. >> And when Bitcoin drops, you're quiet. When Bitcoin rises, you come again. >> Come again. >> And create new theories. Who are you in this world to create a financial theory? >> Right. >> Yours alone? >> Uh-huh. >> You have high ego, very high ego, those who only promote Bitcoin. >> Uh-huh. >> Right. >> It turns out later, the XRP coin might be better than Bitcoin. I tell you, if you study crypto, there are 8 coins. Look closely. >> Uh-huh. >> But a good coin doesn't mean its price went up last round. Nui, do you know which coin rose the most? >> Which coin? >> Not Bitcoin. Binance. >> Binance? >> Yes. >> Oh. Any questions? >> Uh-huh. >> See you in the evening. >> Let's meet in the evening instead, Phi Niphon, for a long session. Okay, thank you Phi Niphon for this segment. >> Hello, thank you too for the information from Phi Niphon. Today we got complete, full information. And for all of you, don't forget to Yeah.