·11dDiscussion

SET e o próximo Q2

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O SET parece estar estável ultimamente, mantendo-se acima de 1550, mas ainda não há um impulso claro sobre até onde irá. Estou analisando os resultados do Q1 de várias ações. $ABC ainda não voltou para 180 baht. Gostaria de saber qual será a principal tendência do mercado tailandês no próximo Q2. Há algum fator que devemos observar de perto? Ou devemos focar na economia global, como $GOOG ou $COMP, por enquanto?

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.

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