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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The Autobot Update (November): Thai Car Exports in New Heights!
Though our own family office has been selling virtually all our holdings in Somboon Advance Technology P (SAT TB)into the recent strength (&...
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The Autobot Update (October): Honda Steals Toyota's Crown
While Toyota remains the top car maker in Thailand, it no longer dominates any particular segment. Honda now produces more passenger cars than...
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The Week that Was in ASEAN@Smartkarma - Autobots, Oil and Data
In the run up to Idul Fitri, Smartkarma has thrown out some fascinating insights across ASEAN, with Warut Promboon taking an initial look at...
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