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Apple International (2788) · RiskFirst stated

Risk From Increasing Chinese-Made Electric Vehicles in Sales of Japanese-Made Vehicles to Thailand

First written in FY2026-H1. . Latest entry: FY2026-H1.

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Intensifying competition in sales of Japanese vehicles in Thailand due to the rise of Chinese-made EVsA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

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  1. FY2026-H1First statedAnnual report

    「In Thailand, sales of Japanese vehicles increased year on year despite remaining sluggish, while the outlook for sales of Japanese vehicles became uncertain as the number of Chinese-made electric vehicles increased.」

    The company first explicitly identified the increase in Chinese-made electric vehicles as a risk making the outlook for Japanese-vehicle sales in Thailand uncertain, while noting that sales increased year on year despite weak conditions.
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Apple International's next results are scheduled for 2026-11-13. Read the earnings preview
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