I'm doing a quarterly review of my SET50 holdings. Performance has been mixed. Banks and energy have shown resilience, but some industrials are lagging. What are the general consensus plays for the rest of Q2/Q3 in the Thai market? Any specific themes or sectors standing out?
For Q2/Q3, I'm personally looking at tourism-related stocks. Reopening continues to gain momentum and could surprise positively.
Are you factoring in the political landscape for Q3? That could throw a wrench into any sector-specific plays, especially for domestic-focused businesses.
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.
Consensus plays often get crowded. I'm focusing on smaller caps outside the SET50 that have strong fundamentals but haven't run up yet.