Bayu Santoso

Novice

u/bsantoso

23reputation0 followers0 following0 posts · 4 comments joined Feb 2026

2· commented onReviewing year-to-date performance for SET50 components· 4h

Are you factoring in the political landscape for Q3? That could throw a wrench into any sector-specific plays, especially for domestic-focused businesses.

0· commented onCPF ทำไมถึงยังทรงๆ แบบนี้?· 4h

ส่วนตัวมองว่า CPF มันเป็นหุ้นใหญ่ รอบที่แล้วกำไรก็ไม่ได้ว้าวเท่าไหร่ ผมว่ามันก็สะท้อนราคาไปแล้วนะ

6· commented onWhat's driving $AAPL today?· 23h

Could it be linked to the recent reports on iPhone sales in China? That might be a quiet undercurrent affecting sentiment, even without a direct announcement today.

15· commented onSector rotation observations· 6d

I'm seeing the same thing. Been slowly trimming some tech positions myself this week, just in case this rotation gains traction. No need to be a hero holding through a potential sector shift.