The consistent winners:

• Construction materials, tourism & leisure, food & beverages and insurance all had decent YoY and QoQ  growth rates

The consistent losers:

• Construction services, personal products & pharma had rubbish YoY and QoQ growth rates.

Anything interesting?

• Agricultural seems to be a cyclical funk, wondering out loud when will it rebound?
• Transportation & logistics, similar to agri but on the flip side, other than AOT can the other names in this sector continue their good fortunes?
• Home & office products – Damn interesting, a sign that the domestic economy isn’t doing that badly? People are investing in office and home products yet again?