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Thai Stanley Electric vs Hyundai Mobis Co.,Ltd: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Thai Stanley Electric Public Company Limited (STANLY.BK)

Q3 2026
▲2▼2

STANLY hit by floods and weak Q1, but EV tax policy and stimulus offer recovery

  • Floods halt Honda and Toyota production, STANLY most exposed Flooding in Chonburi and Rayong forced Honda and Toyota to pause plants, disrupting just-in-time parts supply. STANLY is seen as hardest hit because Honda alone is 33% of its revenue. Lost output may be recovered later, but overtime and freight costs could squeeze margins.

    This is the most recent and direct negative shock to STANLY's near-term sales and earnings.

  • Weak Q1 profit as Honda cuts orders amid Chinese EV competition STANLY's fiscal Q1 net profit fell 2% year-on-year and 19% quarter-on-quarter, missing market expectations. Sales dropped 9% as key customer Honda cut production due to intense competition from Chinese electric vehicles. The company kept a strong gross margin, but recovery depends on a broader auto rebound.

    This shows the underlying earnings pressure that explains why the stock is not rising despite some positive policy news.

  • EV excise tax plan favors local parts, benefiting STANLY The government approved in principle a restructured EV excise tax that gives lower rates to carmakers using more Thai-made parts. This should push EV makers to buy from local suppliers like STANLY. However, exact rates and timing are still unclear, so the near-term earnings boost is limited.

    This is a new policy catalyst that could support demand for STANLY's parts over the medium term.

  • STANLY holds sales, cuts costs, and expects second-half recovery Despite a 10% drop in the auto market, STANLY kept sales flat by adding new products and non-automotive business. It has nearly 10 billion baht in cash, no debt, and is investing in automation to cut costs. Management expects a second-half recovery from government stimulus and new model launches.

    This shows the company's resilience and self-help measures that could support future earnings and the stock.

August 2026
▲2▼2

STANLY hit by floods and weak Q1, but EV tax policy and stimulus offer recovery

  • Floods halt Honda and Toyota production, STANLY most exposed Flooding in Chonburi and Rayong forced Honda and Toyota to pause plants, disrupting just-in-time parts supply. STANLY is seen as hardest hit because Honda alone is 33% of its revenue. Lost output may be recovered later, but overtime and freight costs could squeeze margins.

    This is the most recent and direct negative shock to STANLY's near-term sales and earnings.

  • Weak Q1 profit as Honda cuts orders amid Chinese EV competition STANLY's fiscal Q1 net profit fell 2% year-on-year and 19% quarter-on-quarter, missing market expectations. Sales dropped 9% as key customer Honda cut production due to intense competition from Chinese electric vehicles. The company kept a strong gross margin, but recovery depends on a broader auto rebound.

    This shows the underlying earnings pressure that explains why the stock is not rising despite some positive policy news.

  • EV excise tax plan favors local parts, benefiting STANLY The government approved in principle a restructured EV excise tax that gives lower rates to carmakers using more Thai-made parts. This should push EV makers to buy from local suppliers like STANLY. However, exact rates and timing are still unclear, so the near-term earnings boost is limited.

    This is a new policy catalyst that could support demand for STANLY's parts over the medium term.

  • STANLY holds sales, cuts costs, and expects second-half recovery Despite a 10% drop in the auto market, STANLY kept sales flat by adding new products and non-automotive business. It has nearly 10 billion baht in cash, no debt, and is investing in automation to cut costs. Management expects a second-half recovery from government stimulus and new model launches.

    This shows the company's resilience and self-help measures that could support future earnings and the stock.

Latest
▲2▼2

STANLY hit by floods and weak Q1, but EV tax policy and stimulus offer recovery

  • Floods halt Honda and Toyota production, STANLY most exposed Flooding in Chonburi and Rayong forced Honda and Toyota to pause plants, disrupting just-in-time parts supply. STANLY is seen as hardest hit because Honda alone is 33% of its revenue. Lost output may be recovered later, but overtime and freight costs could squeeze margins.

    This is the most recent and direct negative shock to STANLY's near-term sales and earnings.

  • Weak Q1 profit as Honda cuts orders amid Chinese EV competition STANLY's fiscal Q1 net profit fell 2% year-on-year and 19% quarter-on-quarter, missing market expectations. Sales dropped 9% as key customer Honda cut production due to intense competition from Chinese electric vehicles. The company kept a strong gross margin, but recovery depends on a broader auto rebound.

    This shows the underlying earnings pressure that explains why the stock is not rising despite some positive policy news.

  • EV excise tax plan favors local parts, benefiting STANLY The government approved in principle a restructured EV excise tax that gives lower rates to carmakers using more Thai-made parts. This should push EV makers to buy from local suppliers like STANLY. However, exact rates and timing are still unclear, so the near-term earnings boost is limited.

    This is a new policy catalyst that could support demand for STANLY's parts over the medium term.

  • STANLY holds sales, cuts costs, and expects second-half recovery Despite a 10% drop in the auto market, STANLY kept sales flat by adding new products and non-automotive business. It has nearly 10 billion baht in cash, no debt, and is investing in automation to cut costs. Management expects a second-half recovery from government stimulus and new model launches.

    This shows the company's resilience and self-help measures that could support future earnings and the stock.

Hyundai Mobis Co.,Ltd (012330.KO)

Q3 2026
▲2

Hyundai Mobis Expands EV Parts in Europe, Buyback and Earnings in Focus

  • New European EV powertrain plant Hyundai Mobis opened its first European plant for integrated electric powertrains in Slovakia, with capacity for 280,000 units a year. This expands its electric-vehicle parts business and supports its goal of growing sales to global automakers, a long-term positive for the stock.

    This is a major new expansion that directly increases future production capacity and revenue potential.

  • Long-term memory supply deals with Micron Hyundai Mobis signed multi-year agreements with Micron to secure memory chips for smart and AI-enabled vehicles. This locks in supply and pricing, reducing risk and supporting its technology plans, which is a positive for the business and the stock.

    These deals secure critical components and show Hyundai Mobis is a key partner in the growing automotive AI supply chain.

  • Buyback lifts shares, but earnings drop Hyundai Mobis completed a buyback of about 1% of its shares, which pushed the stock up 7.4% in July. However, despite higher second-quarter operating profit, the stock fell 7.8% on the earnings report, showing mixed investor reactions.

    These are the main price-moving events for the stock this period, reflecting both positive capital returns and negative earnings sentiment.

August 2026
▲2

Hyundai Mobis Expands EV Parts in Europe, Buyback and Earnings in Focus

  • New European EV powertrain plant Hyundai Mobis opened its first European plant for integrated electric powertrains in Slovakia, with capacity for 280,000 units a year. This expands its electric-vehicle parts business and supports its goal of growing sales to global automakers, a long-term positive for the stock.

    This is a major new expansion that directly increases future production capacity and revenue potential.

  • Long-term memory supply deals with Micron Hyundai Mobis signed multi-year agreements with Micron to secure memory chips for smart and AI-enabled vehicles. This locks in supply and pricing, reducing risk and supporting its technology plans, which is a positive for the business and the stock.

    These deals secure critical components and show Hyundai Mobis is a key partner in the growing automotive AI supply chain.

  • Buyback lifts shares, but earnings drop Hyundai Mobis completed a buyback of about 1% of its shares, which pushed the stock up 7.4% in July. However, despite higher second-quarter operating profit, the stock fell 7.8% on the earnings report, showing mixed investor reactions.

    These are the main price-moving events for the stock this period, reflecting both positive capital returns and negative earnings sentiment.

Latest
▲2

Hyundai Mobis Expands EV Parts in Europe, Buyback and Earnings in Focus

  • New European EV powertrain plant Hyundai Mobis opened its first European plant for integrated electric powertrains in Slovakia, with capacity for 280,000 units a year. This expands its electric-vehicle parts business and supports its goal of growing sales to global automakers, a long-term positive for the stock.

    This is a major new expansion that directly increases future production capacity and revenue potential.

  • Long-term memory supply deals with Micron Hyundai Mobis signed multi-year agreements with Micron to secure memory chips for smart and AI-enabled vehicles. This locks in supply and pricing, reducing risk and supporting its technology plans, which is a positive for the business and the stock.

    These deals secure critical components and show Hyundai Mobis is a key partner in the growing automotive AI supply chain.

  • Buyback lifts shares, but earnings drop Hyundai Mobis completed a buyback of about 1% of its shares, which pushed the stock up 7.4% in July. However, despite higher second-quarter operating profit, the stock fell 7.8% on the earnings report, showing mixed investor reactions.

    These are the main price-moving events for the stock this period, reflecting both positive capital returns and negative earnings sentiment.