RWby u/rwilliams·12dDiscussion

Giá cả chỉ tăng hay thị trường vốn cũng vậy?

Được dịch tự động từ bản gốc · Đọc bản gốc (English)

Sáng nay mở xem giá $SI thấy 22.06 baht, giật mình. Cứ tưởng đồng baht yếu đến mức phải mua bát phở 150 baht rồi. Nhưng nhìn lại, ồ! Đây là thị trường dầu đậu nành (Soybean Oil) tăng vọt. Chắc chi phí thực phẩm sẽ tăng vọt thật sao? Thấy thị trường biến động như vậy nên muốn biết các bạn trong nhóm nhìn nhận thị trường chứng khoán Thái Lan giai đoạn này thế nào? Nói là Sideways down thì cũng không hẳn, nhưng nói là chuẩn bị tăng vọt thì cũng chưa thấy khối lượng mạnh. Cá nhân tôi nghĩ nếu chưa thấy Catalyst rõ ràng thì nên ngồi yên chờ đợi có hơn không? Hay có những góc nhìn thú vị nào khác không?

3 comments · 4 points
DAu/david84·11d

Interesting point about the soybean oil. I was wondering if the rising commodity prices will eventually push up inflation locally and affect our market. What's your take on that connection?

FAu/farid10·11d

เห็นด้วยครับ ราคาของขึ้นจริง ๆ ตัวเลขเงินเฟ้อก็ยังทรงตัวสูง พอ ๆ กับดอกเบี้ยที่คาดว่าจะยังอยู่ในระดับสูงต่อไปอีกนาน ไม่แน่ใจว่าหุ้นไทยจะได้รับอานิสงส์จากการย้ายฐานการผลิตจริง ๆ จัง ๆ เมื่อไหร่

BLu/blee·12d

เข้าใจเลยครับ นึกว่าบาทอ่อนจนตกใจเหมือนกัน ช่วงนี้ราคาสินค้าเกษตรหลายตัวดูดีดตัวขึ้นจริง ๆ สงสัยเรื่องต้นทุนอาหารนี่น่าจับตา

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