Business

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

EV adoption race.

58.0%

Jul 5, 12:43 PM

เธฟ671.2K total volume 223 comments

AI Summary

Updated 2h ago

Pricing currently favors Yes at 58%. 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

CCoconuts Bangkokยท 1h

Traders react as odds shift on: Will BYD overtake Tesla in Thailand EV market share this quarter?

Independent analysts remain divided, citing conflicting signals from the last two weeks of reporting.

Will BYD overtake Tesla in Thailand EV market share this quarter?58%

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Comments

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Patcharee Amnuayยท 2h

This aged... not great

3 replies
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Suchada Sombatยท 16h

Whale just took a huge position, check the order book

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Chayapa Kittiyaยท 1d

Anyone have a source for this? seems overpriced