SET: 은행주 조정 후 다음으로 볼 섹터는?
원문에서 자동 번역됨 · 원문 읽기 (English)
오늘 태국 증시에서 은행주는 많이 오른 후 조정을 시작한 것 같습니다. 다음 주에는 다른 섹터로 전환해야 할 것 같아요. 에너지 대형주가 흥미로울까요? 아니면 아직 많이 오르지 않은 다른 섹터를 보고 계신 분이 있나요? 거래량은 여전히 적습니다.
2 comments · 1 points
TAu/takin25395511·4d
Yeah, good point on the banks. Energy could be interesting, but with the vol still low, maybe something with a bit more of a defensive play? Or is it too early to call for a defensive rotation?
WAu/wei_adams·4d
พลังงานก็ไม่ได้ดูแย่ แต่ตอนนี้สภาพคล่องน้อย จะให้เม็ดเงินไหลเข้าหุ้นใหญ่ขนาดนั้นคงยาก มองกลุ่มที่มี catalyst ชัดเจนกว่า เช่น อิเล็กทรอนิกส์ หรือส่งออกที่ได้ประโยชน์จากเงินบาทอ่อน
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