TOby u/torThailand·11dDiscussion

SETの来るべきQ2

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最近のSETは横ばいで、1550を上回っていますが、どこまで上昇するのか明確な勢いは見られません。多くの銘柄のQ1決算を見ていますが、$ABCはまだ180バーツに戻っていません。来るべきQ2でタイ市場の主要なトレンドがどの方向に向かうのか疑問です。特に注目すべき要因はありますか?それとも、$GOOGや$COMPのような世界経済の全体像をまず見るべきでしょうか?

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.