Strategy Note /
Global

Thai Market Strategy -Moderate upside amidst macro recovery & early rate uptrend

  • Equity yield gap for 2022 is near long-term mean

  • 1Q22 focus on value with earnings quality and price discounts

  • Selective over commodity plays

Poramet Tongbua
Poramet Tongbua

Equity Research Analyst

Bualuang Securities
15 December 2021