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Will BYD overtake Tesla in Thailand EV market share this quarter?

EV adoption race.

67.0%

Jul 5, 12:39 PM

เธฟ776.2K total volume 12 comments

AI Summary

Updated 3h ago

Pricing currently favors Yes at 67%. Volume and recent order flow suggest the market has priced in most public information, with the largest remaining swing factor being new model launches.

Confidence in current pricing89%

Bull case

  • New model launches points toward Yes resolving true.
  • Historical base rates for similar questions skew higher than current price.
  • Order flow over the last 24h has been net buyers on Yes.

Bear case

  • Government EV subsidy changes could flip this quickly.
  • Thin liquidity outside the top-of-book means the price can be misleading.
  • A key event before resolution could shift sentiment sharply.
New model launchesGovernment EV subsidy changes

Related news

NNikkei Asiaยท 1d

Analysts split on will BYD overtake Tesla in Thailand EV market share this quarter

A second independent source has now corroborated the initial report, adding confidence to the read.

Will BYD overtake Tesla in Thailand EV market share this quarter?67%

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Comments

๐Ÿชท
๐Ÿต๏ธ

Pimchanok Sombatยท 13h

Confidence score on the AI card looks off to me

๐ŸŒพ

Anong Ruangritยท 16h

The resolution criteria here is actually pretty clear, good market

3 replies
๐Ÿ›บ

Suchada Srisawatยท 1d

Anyone have a source for this? seems overpriced

๐Ÿฆ‹

Patcharee Jaideeยท 2d

The resolution criteria here is actually pretty clear, good market

๐Ÿชท

Darika Suksawatยท 3d

market's asleep on this one, free money