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$COMP?
由原文自动翻译 · 阅读原文 (English)
最近SET看起来像是盘整,站稳在1550上方,但还没有看到明确的上涨动力。我正在关注许多公司第一季度的业绩,$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?
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.
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.
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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