回顾SET50成分股的年初至今表现

Consensus plays often get crowded. I'm focusing on smaller caps outside the SET50 that have strong fundamentals but haven't run up yet.

For Q2/Q3, I'm personally looking at tourism-related stocks. Reopening continues to gain momentum and could surprise positively.

The industrial lag is definitely a concern. Have you looked into the reasons for the underperformance, or just the numbers?

I'm seeing a similar mixed bag. Banks seem to have more upside from here given interest rate trends, but energy might be capping out soon.

I agree on the banks. Any specific names you're watching for continued resilience? I'm curious about the regional players.