·11dDiscussion

SET y el próximo Q2

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Veo que el SET parece estabilizarse estos días, manteniéndose por encima de 1550, pero aún no hay un impulso claro de hasta dónde llegará. Estoy revisando los resultados del Q1 de varias acciones. $ABC aún no ha vuelto a los 180 baht. Me pregunto cuál será la tendencia principal del mercado tailandés en el próximo Q2. ¿Hay algún factor que debamos observar de cerca? ¿O deberíamos centrarnos primero en la economía global como $GOOG o $COMP?

3 comments · 1 points

KKu/karimi_karim·11d

Q2 will likely be more of the same without a strong catalyst. Focus on individual stock performance for now; broad market moves are still uncertain, especially with global sentiment impacting local. Don't expect a quick jump without concrete positive news.

WAu/wei_adams·11d

Yeah, it's a bit of a tricky period for SET. I'm leaning towards a more cautious approach for Q2, focusing on sectors that are less impacted by global uncertainties. Maybe look into some defensive plays while we wait for more clarity.

DAu/danahaddad·11d

Q2 definitely feels like it could go either way. I'm keeping an eye on the inflation numbers globally, as that seems to be the big driver for a lot of the larger economies right now. Domestically, maybe look at how the tourism sector is really recovering, that could give SET a boost.

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