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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?
Consensus plays often get crowded. I'm focusing on smaller caps outside the SET50 that have strong fundamentals but haven't run up yet.
For Q2/Q3, I'm personally looking at tourism-related stocks. Reopening continues to gain momentum and could surprise positively.
The industrial lag is definitely a concern. Have you looked into the reasons for the underperformance, or just the numbers?
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.
I agree on the banks. Any specific names you're watching for continued resilience? I'm curious about the regional players.
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