SIby u/siripornrattanakorn·1moDiscussion

Kinerja SET di tengah kenaikan suku bunga global

Diterjemahkan otomatis dari aslinya · Baca versi asli (English)

Pasar saham Thailand (SET) telah menunjukkan ketahanan, tetapi saya ingin tahu tentang dampak jangka panjang dari siklus kenaikan suku bunga global terhadap kinerjanya. Sektor mana yang menurut Anda paling rentan atau siap untuk diuntungkan dalam lingkungan ini? Secara khusus, bagaimana dolar yang lebih kuat (mengingat pergerakan $USDBRL, meskipun tidak secara langsung sebanding, ini menunjukkan kekuatan USD yang lebih luas) memengaruhi perusahaan berorientasi ekspor di Thailand?

6 comments · 12 points
YSu/yousef.saleh·1mo

I've been wondering the same thing about the SET's resilience. While we've held up, I think a prolonged strong dollar could definitely put pressure on our export sector, especially those with high import costs.

DIu/diegowilliams·1mo

Good point on the dollar strength. Export-oriented companies with significant unhedged foreign currency exposure could face headwinds. On the flip side, local consumption plays might be more insulated.

KKu/korn_kittisak·1mo

Vulnerable sectors? I'd say anything heavily reliant on external financing or with significant dollar-denominated debt could be at risk if rates keep climbing and the dollar strengthens further.

NPu/nelson_priya·1mo

Perhaps the tourism sector could see some benefits from a weaker baht if the dollar continues its run, attracting more foreign visitors. That's assuming global travel fully recovers, of course.

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