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Not a long term position for me but seeing progress with SpaceX collaboration. $KULR Technology (KULR.US)$
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(Kuala Lumpur, 17th news) With the revision of the open market value (OMV) and the introduction of targeted RBOB Gasoline subsidies, it is expected that the overheated auto market for several years will cool down, coupled with increasingly fierce competition, next year the profit prospects in the auto Industry will be bleak.
Lian Chang International analysts are no longer bullish on auto stocks, with the sector rating downgraded to 'Neutral', but still Bullish on Sime Darby. $SIME (4197.MY)$ )。
Analysts point out that with the cancellation of subsidies and price valuation revisions, the total auto sales in 2025 are expected to decrease by 4% to 750,000 vehicles, however, this could accelerate the popularization of Battery electric vehicles (BEVs).
In terms of brands, the second domestic car should continue to take the lead and occupy the dominant market share.
As for net profit contribution, analysts are bullish on Senamei's increasing contribution, mainly due to the continuous expansion of its product portfolio, and expecting a 3% growth in the auto sector by 2025.
"We also expect that, driven by the increasingly fierce competition among new car releases, newcomers, and electric vehicle manufacturers, the adoption rate of pure electric cars will increase in 2025."
"The tax-free policy for imported car models will end in 2026, thereafter domestic assembly will dominate. Nevertheless, with the support of first-time buyers and the mass market, the demand for domestic brands such as Baoteng and the second domestic car is expected to remain strong."
The government plans to reserve subsidies for 85% of RON95 users in the 2025 fiscal budget to maintain the affordability of locally produced autos,...
Lian Chang International analysts are no longer bullish on auto stocks, with the sector rating downgraded to 'Neutral', but still Bullish on Sime Darby. $SIME (4197.MY)$ )。
Analysts point out that with the cancellation of subsidies and price valuation revisions, the total auto sales in 2025 are expected to decrease by 4% to 750,000 vehicles, however, this could accelerate the popularization of Battery electric vehicles (BEVs).
In terms of brands, the second domestic car should continue to take the lead and occupy the dominant market share.
As for net profit contribution, analysts are bullish on Senamei's increasing contribution, mainly due to the continuous expansion of its product portfolio, and expecting a 3% growth in the auto sector by 2025.
"We also expect that, driven by the increasingly fierce competition among new car releases, newcomers, and electric vehicle manufacturers, the adoption rate of pure electric cars will increase in 2025."
"The tax-free policy for imported car models will end in 2026, thereafter domestic assembly will dominate. Nevertheless, with the support of first-time buyers and the mass market, the demand for domestic brands such as Baoteng and the second domestic car is expected to remain strong."
The government plans to reserve subsidies for 85% of RON95 users in the 2025 fiscal budget to maintain the affordability of locally produced autos,...
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$S&P 500 Index (.SPX.US)$pull back with FOMC meeting on 18th Dec sowing some uncertainty for now on Fed 2025 policy.
Mixed results on Magnificent 7, while healthy pull back after a previous gains is expected. $Tesla (TSLA.US)$ , $Apple (AAPL.US)$ , $Alphabet-A (GOOGL.US)$ .
$NVIDIA (NVDA.US)$on the other hand, always hold a special place in my portfolio. Expecting to pickup some undervalued stock while I’m confident with its 2025 performance.
Mixed results on Magnificent 7, while healthy pull back after a previous gains is expected. $Tesla (TSLA.US)$ , $Apple (AAPL.US)$ , $Alphabet-A (GOOGL.US)$ .
$NVIDIA (NVDA.US)$on the other hand, always hold a special place in my portfolio. Expecting to pickup some undervalued stock while I’m confident with its 2025 performance.
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