Last year the SET returned 15.3%, the first few weeks a lot of the brokers are mentioning the possibility of LTF redemptions and the continued weakness in oil prices to weigh on the energy sector here.





  1. I predict short term pain but long term value for blue chip energy stocks. The shale producers in the USA are already hurting and cutting back capex as a result which will rebalance the markets within the next 6-9 months in my opinion. As long as China or the EU don’t implode before then which will crater demand.

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