Year-End Market Outlook: SET50, Q3 Earnings, and LTF/RMF Inflows
แปลอัตโนมัติจากต้นฉบับ · อ่านต้นฉบับ (English)
Many are likely reviewing Q3 earnings, which have started to trickle in. Some are surprising positively, while others have already priced in the news. Personally, I believe that besides earnings, the main factors for the year-end period will be the inflow of LTF/RMF funds and the direction of foreign fund flows.
Currently, the overall picture for SET50 hasn't moved much, with considerable sideways movement within a range. Some large-cap stocks are starting to see profit-taking, but there are also groups benefiting from government measures or defensive stocks helping to support the market. I think it's crucial to carefully consider which stocks to play during this period. Sometimes, mid-to-small cap stocks with good earnings might be more interesting in terms of Risk/Reward.