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Estou fazendo uma revisão trimestral das minhas participações no SET50. O desempenho tem sido misto. Bancos e energia mostraram resiliência, mas algumas indústrias estão atrasadas. Quais são as jogadas de consenso geral para o resto do 2º/3º trimestre no mercado tailandês? Algum tema ou setor específico se destacando?
Consensus plays often get crowded. I'm focusing on smaller caps outside the SET50 that have strong fundamentals but haven't run up yet.
For Q2/Q3, I'm personally looking at tourism-related stocks. Reopening continues to gain momentum and could surprise positively.
The industrial lag is definitely a concern. Have you looked into the reasons for the underperformance, or just the numbers?
I'm seeing a similar mixed bag. Banks seem to have more upside from here given interest rate trends, but energy might be capping out soon.
I agree on the banks. Any specific names you're watching for continued resilience? I'm curious about the regional players.
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