HWby u/hugo.weber·11dDiscussion

目前泰国股票的市盈率观点

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最近,我看到SET市场上的许多股票的市盈率与过去相比,或者与国外某些板块的股票(例如$QQQ中的一些科技巨头,它们表现仍然很好,例如$AMD今天上涨了6%以上)相比,似乎不再那么昂贵。但当我查看市盈率较低的泰国股票时,许多似乎都有其独特的压力因素,或者一些基本面良好的股票市盈率仍然很高。所以我想和大家交流一下,大家对目前泰国股票的市盈率有什么看法?在这种市场环境下,我们应该只关注市盈率,还是同时考虑增长前景?

2 comments · 1 points
LGu/lopez_giulia·11d

Comparing Thai P/E ratios to US tech giants might be an apples-to-oranges situation given different growth prospects and market dynamics. Localized pressures on Thai stocks with low P/E seem like the more pertinent factor to analyze.

BSu/bsantoso·11d

It's true that headline P/E figures can be misleading. Often, a low P/E in the Thai market is a red flag for underlying issues, not a bargain. And for the 'good' companies, the high P/E implies growth that might not materialize.

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