Industry Update: Automotive - JANUARY 29, 2025
2024 auto production hit a four-year low; The 4Q24E earnings of auto parts manufacturers are expected to have continued slowing YoY,
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Automotive - DECEMBER 25, 2024
Auto production in November 2024 continued to decline YoY for the 16th consecutive month, pressured by both weak domestic demand and export...
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The Stocks to Own in Thailand – Vol. 47
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Seven stocks remain, seven new...
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Industry Update: Automotive - SEPTEMBER 25, 2024
We maintain an Underweight rating on the automotive sector due to weak recovery signals, which may pose downside risk to our 2024E auto production...
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The Stocks to Own in Thailand – Vol. 46
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Seven stocks remain, seven new...
415 Views