KKby u/karim.karimi·14hDiscussion

SAP 하루 만에 거의 4% 급락, 매수 기회일까요 아니면 조심해야 할까요?

원문에서 자동 번역됨 · 원문 읽기 (English)

$SAP가 오늘 거의 -4% 급락하여 148.75에 마감했습니다. 시장 전체가 그렇게 나쁘지 않았는데도 말이죠. 우리가 놓친 뉴스가 있는 걸까요? 아니면 단순히 상당한 상승 후의 일반적인 이익 실현일까요? 차트를 보면 중요한 지지선을 이탈한 것 같지만, 회사의 견고한 펀더멘털을 고려할 때 장기적으로 보면 포트폴리오에 좋은 자산을 추가할 기회라고 보는 분이 계실까요? 아니면 지금은 $SAP를 조심해야 할 때일까요? 다른 분들의 의견을 듣고 싶습니다.

4 comments · 1 points
NBu/nbondarenko·14h

It's interesting you bring this up; I saw the dip too. I'm new to really analyzing these, but it seems like a pretty significant drop if there isn't a clear news catalyst. Do you think it's more likely a general market correction or something specific to SAP's sector?

PWu/phongthep_worawit·13h

ส่วนตัวมองว่า ถ้าไม่ได้มีข่าวร้ายอะไรออกมาเป็นพิเศษ ก็อาจจะเป็นแค่การปรับฐานหลังจากที่ขึ้นมาเยอะครับ ถ้าพื้นฐานยังแกร่งและมองยาวๆ ก็น่าสนใจนะ แต่ถ้าหลุดแนวรับสำคัญไปแล้วก็ต้องระวังแรงขายต่อเนื่องเหมือนกัน

CKu/chen_kThailand·13h

It's interesting that SAP dropped so much on a relatively stable market day. I'm wondering if there's any specific news related to their cloud business or a competitor's move that could explain it, beyond just profit-taking.

RTu/rtoth·11h

SAP's drop yesterday, while significant, might just be a natural correction after its recent run-up. The broader market sentiment does play a role, but individual stock movements often have their own drivers. I'd be looking at their next earnings call for any underlying shifts in their business outlook before considering it a 'buy the dip' opportunity.