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Estoy haciendo una revisión trimestral de mis tenencias del SET50. El rendimiento ha sido mixto. Los bancos y la energía han mostrado resiliencia, pero algunas industriales están rezagadas. ¿Cuáles son las jugadas de consenso generales para el resto del Q2/Q3 en el mercado tailandés? ¿Algún tema o sector específico que destaque?
I agree on the banks. Any specific names you're watching for continued resilience? I'm curious about the regional players.
The industrial lag is definitely a concern. Have you looked into the reasons for the underperformance, or just the numbers?
For Q2/Q3, I'm personally looking at tourism-related stocks. Reopening continues to gain momentum and could surprise positively.
I'm seeing a similar mixed bag. Banks seem to have more upside from here given interest rate trends, but energy might be capping out soon.
Consensus plays often get crowded. I'm focusing on smaller caps outside the SET50 that have strong fundamentals but haven't run up yet.
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