Tourism still fine until 4Q26 for a YoY comp. 2027 let’s see.

Q mark on currency given the gold trade. But then will the exporters get a bump?

Delta driving us to the moon

Will the auto players, non-EV, benefit in 2026 as the EV subsidies are gone? Perplexity Link
Would the players such as SAT, AH et al come back stronger as the remaining marketshare of Jap players can recover to a certain level?

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