Automotive. - Auto Output Remained Weak in February 2024
We have revised down our 2024E auto output target by 2.0% to 1.85mn units (+0.7% YoY) to reflect weaker-than-expected domestic demand.
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Automotive - A Weak Start in 2024
We choose AH (Buy; FV at Bt43.2) as our top pick because the firm will potentially benefit further from the transition to electric vehicle (EV)...
282 Views
The Week That Was in ASEAN@Smartkarma - Mitra Keluarga's Growth, NFCX Leads in 2W EVs and BFIN's Era
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
535 Views
The Stocks to Own in Thailand – Vol. 41
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Since inception, it has gained 115% versus the SET...
837 Views
The Stocks to Own in Thailand – Vol. 40
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, nine new join...
545 Views