TOby u/torThailand·11dDiscussion

다가오는 2분기 SET

원문에서 자동 번역됨 · 원문 읽기 (English)

요즘 SET가 1550을 넘어서는 횡보세를 보이는 것 같지만, 어디까지 갈지 명확한 모멘텀은 보이지 않습니다. 여러 종목의 1분기 실적을 보고 있는데, $ABC는 아직 180바트로 돌아가지 못했습니다. 다가오는 2분기에 태국 시장의 주요 추세가 어떤 방향으로 갈지 궁금합니다. 특별히 주시해야 할 요인이 있을까요? 아니면 $GOOG 또는 $COMP와 같은 글로벌 경제 전반을 먼저 살펴봐야 할까요?

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.