【辉立证券】每月SET策略.pdf

每月SET策略

National Day Holiday: Set Sail and Forge Ahead

4Q23 results set the tone for resilient FY24

Auto: Sep NEV leading indicators set the tone for 4Q

Flat FY24 earnings, with FY25 set for double-digit growth

BYD is set to lead a new round of price war

Designing Air Quality Measurement Systems in Data-Scarce Settings

每月SET策略：2019年2月泰国股市展望

光伏背板及胶膜保持领先，SET材料出货量高速增长

Expect an unexciting set of results in 1Q24E, potential recovery in 2H24E