In today’s briefing:
- ASEAN EV Ecosystem Update: Initiatives to Build a Regional EV Ecosystem Continues
ASEAN EV Ecosystem Update: Initiatives to Build a Regional EV Ecosystem Continues
- Countries across the ASEAN region continue to invest on developing their respective EV markets with governments introducing new initiatives and offering further incentives.
- The price war among Chinese EV players has escalated in recent month, causing pressure on non-Chinese players. European and Japanese EV makers are increasingly looking at ASEAN for cost advantage.
- The four companies we looked at have reported earnings and we have discussed their latest results and our investment thesis.
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