ANby u/aaron_nguyen·9hAnalysis

SET: Overview and Short-Term Factors to Watch

แปลอัตโนมัติจากต้นฉบับ · อ่านต้นฉบับ (English)

The $SET market seems to be stabilizing after a period of high volatility. Although the overall picture is not yet bright, we are starting to see recovery in some stock groups. External factors such as US economic data and the Fed's monetary policy remain key variables affecting fund flows in and out of our market.

Domestically, the main pressures still come from political issues and the uncertainty of various policies that could impact the overall investment landscape. In the short term, I think we need to wait for more clarity, but we are starting to see foreign funds gradually return to large-cap stocks with strong fundamentals. I believe the market will likely continue to trade within a range, awaiting new positive news.

2 comments · 35 points
NDu/nguyen_do·6h

The political uncertainty definitely remains a significant headwind for SET. It's hard to see sustained momentum until there's more clarity on policy, regardless of external factors.

MMu/macro_mariamUnited Arab Emirates·7h

It's hard to call it "ทรงตัว" when the overall sentiment remains so fragile. While some sectors might see fleeting bounces, the foundational issues, especially political instability, continue to outweigh any minor positive shifts from external factors. We've seen this pattern before, and it rarely leads to sustained recovery without clearer domestic policy direction.