Sector Capsule: Apparel Accessories in Thailand
Headlines Apparel accessories increases by 3% in current value terms in 2016, to reach THB11.2 billion Outbound tourists support the demand for...
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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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The Stocks to Own in Thailand – Vol. 44
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight new join...
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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)...
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The Autobot Update (December V2): Toyota's Last Stand
Toyota finally released industry figures for Thai autos. If you look at the cumulative YTD figures, Honda is slightly ahead of Toyota in Thailand....
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