3Q21 SET & MAI #’s

Before a quick muse on 3Q21 #’s, let’s have a quick look at what I wrote for 2Q21…a quick recap: 2Q21

Just look at that YoY and even QoQ performance, not a surprise for the overall market. It’s the next 6-18 months that have me scratching my head for the overall market, certain sectors are going to continue doing well/improve i.e. energy/commodities, transports, hotels, but we won’t see such as large a jump, actually allow me to correct myself…2Q22-3Q22 is going to look far better regionally than 2Q21-3Q21, should there not be another alphabet flu that makes governments try to implement ridiculous zero covid policies.

A big surprise in the future may be telco’s, which are only 3 listed players, should there only be 2 listed players in the future….

So a pat on the back for myself re the telco’s, I still think that the sector is going…