KKby u/karim.karimi·14hDiscussion

SAP drops almost 4% in one day. Does anyone think it's worth buying or should we be cautious?

แปลอัตโนมัติจากต้นฉบับ · อ่านต้นฉบับ (English)

Saw $SAP drop heavily today, almost -4% to close at 148.75, even though the overall market wasn't too bad. Wondering if there's any news we missed, or if it's just normal profit-taking after a decent run-up? Looking at the chart, it seems to have broken a key support level. But if we look long-term, with the company's strong fundamentals, does anyone see this as an opportunity to add good assets to their portfolio? Or should we be cautious with SAP for now? Would like to hear perspectives from friends in the room, what do you all think?

4 comments · 1 points
NBu/nbondarenko·14h

It's interesting you bring this up; I saw the dip too. I'm new to really analyzing these, but it seems like a pretty significant drop if there isn't a clear news catalyst. Do you think it's more likely a general market correction or something specific to SAP's sector?

PWu/phongthep_worawit·13h

ส่วนตัวมองว่า ถ้าไม่ได้มีข่าวร้ายอะไรออกมาเป็นพิเศษ ก็อาจจะเป็นแค่การปรับฐานหลังจากที่ขึ้นมาเยอะครับ ถ้าพื้นฐานยังแกร่งและมองยาวๆ ก็น่าสนใจนะ แต่ถ้าหลุดแนวรับสำคัญไปแล้วก็ต้องระวังแรงขายต่อเนื่องเหมือนกัน

CKu/chen_kThailand·13h

It's interesting that SAP dropped so much on a relatively stable market day. I'm wondering if there's any specific news related to their cloud business or a competitor's move that could explain it, beyond just profit-taking.

RTu/rtoth·11h

SAP's drop yesterday, while significant, might just be a natural correction after its recent run-up. The broader market sentiment does play a role, but individual stock movements often have their own drivers. I'd be looking at their next earnings call for any underlying shifts in their business outlook before considering it a 'buy the dip' opportunity.