Strategy Note /
Global

Thailand: Thai Market Strategy - More upside for SET into post-COVID recovery

  • Equity yield gap for 2021 in moderately expensive territory

  • Focus on reopening, value, and laggards in 4Q21

  • Selective over commodity plays

Poramet Tongbua
Poramet Tongbua

Equity Research Analyst

Bualuang Securities
16 September 2021