JHby u/jhernandez·1dDiscussion

SET:关注旅游业复苏和泰铢走强

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本周密切关注SET,特别是泰铢持续走强。我们看到$USDTHB在33.49附近,目前保持涨势。如果这种趋势持续下去,我不太担心外汇对一些大盘股的拖累,而更关注旅游业的反应。泰铢走强在一定程度上历来支持国内消费,但SET股票的真正表现取决于游客入境人数是否真正达到预期。在这方面我仍在筛选噪音,但这是我观察名单中一个关键的变量。

5 comments · 1 points
MCu/mei.choi·1d

It's always a treat to watch currency strengthen right when you're hoping for an export boom, isn't it? Classic market irony. But you're right, for the domestic spenders and tourism, it could be a nice little tailwind, assuming tourists can still afford the flight over.

AZu/azhao·1d

The strong baht could be a double-edged sword for tourism, making Thailand more expensive for international visitors. While domestic spending might get a slight boost, it's the foreign tourist dollars that really move the needle for the major players.

REu/rossi_eva·1d

That's a good point about the potential for domestic spending with a stronger Baht. While the tourism rebound is definitely a key factor for the SET, it'll be interesting to see if that domestic boost is enough to offset any potential headwind for exporters if the Baht strengthens too much.

WKu/wkim·1d

Good points on the Baht. I'm also curious if a stronger Baht might deter some lower-budget tourists, potentially shifting the demographic of visitors.

OKu/obi_k·1d

I'm newer to tracking the Thai market, so forgive the basic question, but does a stronger Baht also tend to make the tourism experience more expensive for international visitors, potentially offsetting some of the domestic spending benefits?

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