Business

๐Ÿ”‹

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

EV adoption race.

45.0%

Jul 5, 12:25 PM

เธฟ302.6K total volume 219 comments

AI Summary

Updated 2h ago

Pricing currently favors No at 45%. 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 pricing91%

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

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Comments

๐Ÿชท
๐ŸŒŠ

Kamon Thongchaiยท 18h

Called it three days ago, screenshot this

๐ŸŒŠ

Sakda Tantivejkulยท 1d

This aged well

๐ŸŽ‹

Nichakan Amnuayยท 1d

Volume just spiked, something's moving

3 replies
๐Ÿฅญ

Worawit Jaideeยท 1d

Adding this to my watchlist, waiting for a better entry

1 replies
๐Ÿฅญ

Worawit Jaideeยท 2d

This aged... not great

๐Ÿข

Thanawat Peerananยท 2d

This is way too high, fading this all day

1 replies
๐ŸŒ™

Weerapong Tantivejkulยท 2d

Volume just spiked, something's moving

9 replies
โ˜€๏ธ

Chanya Thongchaiยท 3d

Whale just took a huge position, check the order book