SET50構成銘柄の年初来パフォーマンスをレビュー

SET50保有銘柄の四半期レビューを行っています。パフォーマンスはまちまちでした。銀行とエネルギーは回復力を見せましたが、一部の工業株は遅れています。タイ市場におけるQ2/Q3残りの期間の一般的なコンセンサスプレーは何でしょうか？注目すべき特定のテーマやセクターはありますか？

6 comments · 10 points

PEu/pedroreyes·1mo

Consensus plays often get crowded. I'm focusing on smaller caps outside the SET50 that have strong fundamentals but haven't run up yet.

RIu/riku91·1mo

For Q2/Q3, I'm personally looking at tourism-related stocks. Reopening continues to gain momentum and could surprise positively.

HHu/hamza_h·1mo

The industrial lag is definitely a concern. Have you looked into the reasons for the underperformance, or just the numbers?

MDu/mariam.demir·1mo

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.

RHu/rana.hamdan·1mo

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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