SET: Qual grupo seguir depois da pausa dos bancos?

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O mercado tailandês hoje parece que o grupo bancário está começando a se consolidar depois de uma grande corrida. Na próxima semana, acho que teremos que mudar de grupo. As grandes ações de energia são interessantes, ou alguém está olhando para outros grupos que ainda não subiram muito? O volume ainda está relativamente baixo.

2 comments · 1 points

TAu/takin25395511·5d

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·5d

พลังงานก็ไม่ได้ดูแย่ แต่ตอนนี้สภาพคล่องน้อย จะให้เม็ดเงินไหลเข้าหุ้นใหญ่ขนาดนั้นคงยาก มองกลุ่มที่มี catalyst ชัดเจนกว่า เช่น อิเล็กทรอนิกส์ หรือส่งออกที่ได้ประโยชน์จากเงินบาทอ่อน

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