Sector Update 24.12.12 to 28.12.12

A combination of LTF fund flow with continued positive news surrounding thai companies helped push the market to a strong finish for 2012. As evidenced the winners for the month were the Service sector and the Financials sector as both rebounded strongly. Going forward, valuations are still lofty for our liking but one still needs to weigh up both the positive and negatives that are presented. Regardless, 2013 has already started off bang!

130103 00sum130103 01set 130103 02mai

 

 

 

 

 

130103 03agri     130103 04conpro

 

 

 

 

130103 05fin      130103 06indus

130103 07propcon      130103 08resources

130103 09service      130103 10tech

 

 

 

 

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