THAI STANLEY ELECTRIC Plc. (STANLY): Core Profit Hit A New High In Several Years
It marks the sixth straight quarter of higher YoY GPM, reflecting effective cost control despite lower revenue. We maintain our Outperform rating...
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THAI STANLEY ELECTRIC - A Good Start
STANLY reported core profit for 1QFY26 (April-July) at Bt378mn (+25% YoY, -14% QoQ), driven by continued cost reductions.
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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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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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