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27.10.25 - 06:15
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Research: M Stanley's APxJ Focus List (Table) (AAStocks)
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Hong Kong-listed Stocks:TENCENT (00700.HK)WYNN MACAU (01128.HK)XPENG-W (09868.HK)Other Regional Stocks:India’s Bajaj Finance (BJFN.NS)Delta Electronics (2308.TW)Australia’s Gemlife Communities (GLF.AX)South Korea’s Hana Financial Group (086790.KS)South Korea’s Hanwha Aerospace (012450.KS)India’s ICI......
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02.10.25 - 07:00
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Research: M Stanley Releases Asia Pacific ex Japan Focus List (Table) (AAStocks)
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In its recent market strategy report for the Asia-Pacific region, Morgan Stanley made a focus list (excluding Japan) with all stocks rated Overweight:Hong Kong-listed stocks:TENCENT (00700.HK)WYNN MACAU (01128.HK)XPENG-W (09868.HK)Stocks in other regions:Bajaj Finance (BJFN.NS) (India)Delta Electronics (2308.TW) (Taiwan)Gemlife ......
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21.07.25 - 17:48
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CARBIOS enters the r-PET market for tire textile filaments (GlobeNewswire EN)
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Clermont-Ferrand (France), 21 July 2025 (17h45 CEST) – CARBIOS (Euronext Growth Paris: ALCRB) announces the signing of a multi-year commercial agreement with Indorama Ventures, the global leader in PET production. This agreement covers the supply of biorecycled monomers from its Longlaville plant, which will be transformed into r-PET filaments by Indorama Ventures and then integrated by Michelin into the manufacturing of its tires....
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21.07.25 - 17:48
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CARBIOS steigt in den Markt für r-PET-Filamente für Reifenverstärkungsgewebe ein (GlobeNewswire)
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Clermont-Ferrand (Frankreich), 21. Juli 2025 (17:45 Uhr MEZ) – CARBIOS (Euronext Growth Paris: ALCRB) hat die Unterzeichnung einer mehrjährigen kommerziellen Vereinbarung mit Indorama Ventures, dem weltweit führenden Hersteller von PET, bekannt gegeben. Dieser Vertrag umfasst die Lieferung von biologisch recycelten Monomeren aus der Anlage in Longlaville, die von Indorama Ventures zu r-PET-Filamenten verarbeitet und anschließend von Michelin in ihre Reifenproduktion integriert werden....
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06.06.25 - 00:51
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China Automakers Are Overtaking Japanese Competitors In Thailand (ZeroHedge)
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China Automakers Are Overtaking Japanese Competitors In Thailand
Japan's hold on Thailand's auto market is quickly slipping as Chinese brands make big gains. Japanese automakers' market share fell to 65% in April—down over 10 points from a year earlier and far below the ~90% they once enjoyed, according to Toyota Motor Thailand data.
Meanwhile, six Chinese-owned brands doubled their share to a record 24%, led by BYD at 14%, according to Nikkei.
While Thailand's auto market grew just 1% year-on-year to 47,193 vehicles—thanks to a boost from the Bangkok International Motor Show—sales are being held back by high household debt and tough auto loan approvals, keeping monthly sales at around 40,000 units. Even pickup truck sales, the “national car,” have slumped 21%.
Toyota's April sales fell 8% but it still led with 38% share. Isuzu dropped 18% to 12% share, Honda's sales plunged 42% to 7% share, and Mitsubishi's sales fell 21% to 4%.
Nikkei writes that Chinese automakers saw huge...
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27.05.25 - 10:15
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Research: M Stanley Lists Asia Pacific Ex-JP Focus List (Table) (AAStocks)
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Hong Kong-listed stocks BYD COMPANY (01211.HK) HKT-SS(06823.HK) TENCENT (00700.HK) ZIJIN MINING (02899.HK)Other regional stocks KWEICHOW MOUTAI(600519.SH)INOVANCE TECH(300124.SZ) Australia's AGL Energy Ltd(AGL.AX) India's Bajaj Finance(BJFN.NS) Australia's Coles Group(COL.AX) Taiwan's Delta Electronics(2308.TW) I......
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10.05.25 - 02:24
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China Auto Part Makers All Of A Sudden Triple In Thailand (ZeroHedge)
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China Auto Part Makers All Of A Sudden Triple In Thailand
Chinese auto parts makers have tripled their presence in Thailand with the arrival of BYD and other car brands, transforming the country into a key supply base for Asian markets, according to Nikkei.
And we can't help but notice the timing - with tariffs on goods coming from China through the roof - seems to be...coincidentally beneficial for Chinese corporations.
In the Eastern Economic Corridor, about two hours from Bangkok, new factories are rapidly rising. Battery maker Sunwoda Electronic is investing over $1 billion to build a lithium-ion battery plant, with mass production set for 2025. Battery cells will be made locally, and a Thai official noted it's likely to become Southeast Asia's first plant producing batteries from cells.
More than 20 Chinese auto brands, including BYD and Great Wall Motor, have entered Thailand.
BYD's factory, which began production in July 2024, is becoming the hub of a growing supply chain. Alongsi...
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