Automotive: 3Q25 Auto Production Hit Year’s Low - Neutral
While September auto production rebounded better than expected, it was still insufficient to lift 3Q25 output, which fell 4% YoY and marked the...
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Aviation Innovation in Singapore
By 2034, global trips could reach 12bn. Yet aircraft delivery backlogs, slot congestion, and labor shortages limit supply growth.
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Automotive: Confident In Long-Term Outlook Despite Short-Term Slowdown - Neutral
Thailand’s auto production in July fell 11% YoY to 110k units, marking the first decline after two consecutive months of YoY growth.
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The Stocks to Own in ASEAN – Vol. 50
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Since its inception, the portfolio has generated a...
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No Visible Recovery Signs in the Short Term
The Thai auto industry faces challenges from weak demand both domestically and internationally, likely pushing auto production in 2024E down by...
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