TOby u/torThailand·11dDiscussion

SET即将到来的第二季度

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最近SET看起来像是盘整,站稳在1550上方,但还没有看到明确的上涨动力。我正在关注许多公司第一季度的业绩,$ABC还没有回到180泰铢。我想知道即将到来的第二季度,泰国市场的主要趋势会走向何方?有什么特别需要关注的因素吗?或者我们应该先关注全球经济的整体情况,比如$GOOG或$COMP?

3 comments · 1 points
KKu/karimi_karim·11d

Q2 will likely be more of the same without a strong catalyst. Focus on individual stock performance for now; broad market moves are still uncertain, especially with global sentiment impacting local. Don't expect a quick jump without concrete positive news.

WAu/wei_adams·11d

Yeah, it's a bit of a tricky period for SET. I'm leaning towards a more cautious approach for Q2, focusing on sectors that are less impacted by global uncertainties. Maybe look into some defensive plays while we wait for more clarity.

DAu/danahaddad·11d

Q2 definitely feels like it could go either way. I'm keeping an eye on the inflation numbers globally, as that seems to be the big driver for a lot of the larger economies right now. Domestically, maybe look at how the tourism sector is really recovering, that could give SET a boost.

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