The Autobot Update (November): Thai Car Exports in New Heights!
Though our own family office has been selling virtually all our holdings in Somboon Advance Technology P (SAT TB)into the recent strength (&...
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The Autobot Update (October): Honda Steals Toyota's Crown
While Toyota remains the top car maker in Thailand, it no longer dominates any particular segment. Honda now produces more passenger cars than...
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Thai Macro Watch (Part 2): Policy Divergence & Portfolio Thoughts
Our thoughts on portfolio is simple. “Lay low for the moment yo.” Sometimes, the best thing to do is nothing, and strangely that’s easier said that...
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The Autobot Update (April V1): New Safety Rules...Gulp!
Introducing the Autobots. Since Toyota supplies monthly updates to varying degree, we are making the Thai auto update a regular piece. Just to...
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Songkran-Themed Stocks: A Week's Countdown
Songkran, here we come! In a little over a week, Thailand will be celebrating Songkran or the Thai New Year. The holiday will last five days...
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