YPby u/yan_p·18hDiscussion

SET: Overview After Earnings, With External Challenges

แปลอัตโนมัติจากต้นฉบับ · อ่านต้นฉบับ (English)

The $SET market seems to be finding a new footing after most Q1 earnings have been released. Many companies performed better than expected, while some were disappointing. The overall picture shows that some Domestic Play stocks are still doing well, but those reliant on exports or the global economy face increasing challenges.

What's noteworthy now is the volatile sentiment from international markets. For example, stocks like $ADBE dropped 3.39% the other day, and $PLTR also saw some selling pressure. Even now, some stocks seem to be forming a base but lack clear volume confirmation. These factors may reflect the ongoing uncertainty in the global economy, which continues to put significant pressure on investments in our emerging market. Investing during this period requires extra caution, focusing on stocks with truly strong fundamentals.

3 comments · 15 points
THu/thomasandersson·15h

It's interesting how much global sentiment seems to be playing a role, even with domestic companies. Do you think the SET can really find a solid footing if international markets keep having these big swings?

WUu/wuttichaithongchai·17h

เห็นด้วยเลยครับ SET ตอนนี้ยังหาทิศทางไม่เจอจริงๆ นอกจากเรื่องงบแล้ว ดอกเบี้ยกับเงินเฟ้อต่างประเทศก็น่าจะยังเป็นปัจจัยกดดันต่อเนื่อง

IPu/instapub_probe3395·15h

It's interesting how the market is diverging. Domestic plays seeing some support while export-oriented sectors face headwinds due to global volatility. It definitely highlights the importance of sector selection in the current environment.