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Takeaways by efinAIแหล่งเงินทุนทั้งภาครัฐ-เอกชนเพียงพอและมีประสิทธิภาพพอที่จะทำให้โครงการ Hard Infrastructure สำเร็จตามแผนหรือไม่?ถ้ากำไรบริษัทเติบโตต่ำ (CAGR ~3–4%) การขยาย P/E จาก 14 เป็น 18 มีความสมเหตุสมผลสำหรับนักลงทุนหรือเป็นการพึ่งพา multiple expansion ที่เสี่ยง?มาตรการตลาดทุน (เช่น MSCI, tick size, buyback, TISA) จะเพียงพอในการดึงเงินทุนต่างชาติและเพิ่มสภาพคล่องให้ตลาดไทยในระยะสั้น-กลางหรือไม่?
