SET: Overview After Earnings, With External Challenges

Currently, 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 reasonably well, but groups reliant on exports or linked to the global economy seem to 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 appear 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 and a focus on selecting stocks with truly strong fundamentals.