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...
361 Views
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...
546 Views
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...
324 Views
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...
483 Views
Automotive - Potential Recovery in 2H24E Performance Already Priced In
Sluggish auto production continued to put downward pressure on the revenue and core profit of the three auto firms under our coverage both YoY and...
205 Views