연말 시장 개요: SET50 vs 소형주
원문에서 자동 번역됨 · 원문 읽기 (English)
요즘 SET50과 소형주가 확연히 다른 방향으로 움직이는 것 같습니다. 대형주는 답답하지만, 중소형주는 여전히 좋은 흐름을 보이는 종목들이 있습니다. 연말까지 SET가 어떤 방향으로 움직일 것이라고 보시나요?
원문에서 자동 번역됨 · 원문 읽기 (English)
요즘 SET50과 소형주가 확연히 다른 방향으로 움직이는 것 같습니다. 대형주는 답답하지만, 중소형주는 여전히 좋은 흐름을 보이는 종목들이 있습니다. 연말까지 SET가 어떤 방향으로 움직일 것이라고 보시나요?
It's always a fun game of 'catch me if you can' between the giants and the nimble ones this time of year. Seems like the bigger they are, the harder they don't fall, but also the slower they climb.
It's always a fun game of 'catch me if you can' between the giants and the minnows this time of year. Seems the big caps are stuck in quicksand while the smaller ones are doing a spirited, albeit perhaps unsustainable, jig. Wonder how long this game of tag will last before everyone decides to play nicely again, or at least in the same direction.
Totally agree. SET50 is just treading water, but there are still decent opportunities in mid-caps if you're selective. I expect this divergence to continue until we get clearer economic signals.
It's always a fun game of 'catch me if you can' between SET50 and small caps around year-end. My bet is on more of the same, with everyone hoping their particular horse doesn't stumble right before the finish line.
It's interesting to see that divergence. Historically, we sometimes see a rotation as year-end approaches, with money flowing into smaller caps for quick gains or tax-loss harvesting plays before repositioning for the new year. Are you seeing this mainly in specific sectors within the small-cap space?
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