Diterjemahkan otomatis dari aslinya · Baca versi asli (English)
Saya sedang melakukan tinjauan triwulanan atas kepemilikan SET50 saya. Kinerja bervariasi. Bank dan energi menunjukkan ketahanan, tetapi beberapa industri tertinggal. Apa konsensus umum untuk sisa Q2/Q3 di pasar Thailand? Ada tema atau sektor spesifik yang menonjol?
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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