Market Update 02/05
Strip DELTA out and the YTD doesn’t look this awful, but strip DELTA out for the past 2 years and the SET returns look far worse.
Which sector has the best divvy’s? Resources, I haven’t changed my tune on this….oil and friends are still going to have a decent run…
In 2 weeks earnings season is done and then the election is done. Fun times coming.
don
Resources sector for divvy’s ? Are you thinking large caps only or smaller ones like Super Oil’s Income Fund ?
Pon
For Thailand Large caps @ the right price…. as there are no small caps..doing E&P
What’s the super oil income fund?
don
https://www.settrade.com/th/equities/quote/SUPEREIF/overview. yields 7.2% waiting for an insurance claim re storm damage to their solar fields. SP depressed accordingly. I subscribed to the original IPO and sold off for a 20% cap gain. so its been on my watch list.
Pon
Ok , so it isn’t an oil income fund. it’s SUPER’s 20MW of solar plants. No idea, haven’t looked properly into it, no real interest either.
don
are there any oil infrastructure funds, trading, then ?
Pon
None that I know of.