Automotive: Auto Sales Hit A 33-Month High In December - Neutral
Auto production in December 2025 rose 8.6% YoY, marking a fourth consecutive month of recovery, driven by a 39% YoY surge in domestic auto...
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Automotive: Exports Turning Worrisome - Neutral
We are concerned about the outlook for Thailand’s automobile exports, which have recorded a significant YoY decline over the past two months.
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Automotive - Weak Demand on Top of Uncertainty over US Trade Policy
The slowdown in automotive output put pressure on both revenue and core profit for the three auto companies under our coverage, resulting in a...
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The Stocks to Own in Thailand – Vol. 48
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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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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