Research on Tech Companies

Evelyn Zhang

Thematic (Sector/Industry)

<ul>
<li>Shanghai and Jilin became the epicenter of a new wave,  supply chain of raw materials affected due to logistical strains caused by lockdown controls</li>
<li>Semiconductors and consumer electronics in short terms are controllable, thanks to the sufficient inventory but will see slowing down if lock down in Shanghai continues .</li>
<li>Automotive manufacturing and  delivery, especially electrical vehicle will be hit hard as raw material delivery tightens</li>
</ul>


Shanghai and Jilin became the epicenter of a new wave,  supply chain of raw materials affected due to logistical strains caused by lockdown controls
Semiconductors and consumer electronics in short terms are controllable, thanks to the sufficient inventory but will see slowing down if lock down in Shanghai continues .
Automotive manufacturing and  delivery, especially electrical vehicle will be hit hard as raw material delivery tightens


China Pandemic Round 2: Shanghai in Stasis

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

<ul><li>Nickel has captured much of the limelight among battery metals in recent weeks, and understandably so</li><li>Even so, it’s another metal that’s been causing concern in the world’s largest electric vehicle market. </li><li>China’s government last month hauled in a whole range of market players for two days of talks focused on halting a breakneck run-up in lithium, the metal that’s vital for almost all rechargeable batteries and critical to the roll-out of emissions-free cars and clean energy</li></ul>

Nickel has captured much of the limelight among battery metals in recent weeks, and understandably soEven so, it’s another metal that’s been causing concern in the world’s largest electric vehicle market. China’s government last month hauled in a whole range of market players for two days of talks focused on halting a breakneck run-up in lithium, the metal that’s vital for almost all rechargeable batteries and critical to the roll-out of emissions-free cars and clean energy

The Battery Metal Really Worrying China Is Lithium, Not Nickel

Founder & CEO Bond Angle, LLC, Bond Angle, LLC

Vicki Bryan

Founder & CEO Bond Angle, LLC

Bond Angle, LLC

Insightful commentary and analysis on bond markets and market movers, including financial, economic, and industry catalysts and management shenanigans. 

High yield market investment research

Credit

<ul>
<li>
Tesla Shanghai is still down nearly two weeks so far on stringent health orders to address surging Covid cases across China.</li>
<li>This threatens Tesla's second quarter results just after it likely missed market expectations for record first quarter results.</li>
<li>And still not a peep out of Tesla CEO Elon Musk, who rarely misses a chance to complainabout government oversight—at least in the US.</li>
</ul>



Tesla Shanghai is still down nearly two weeks so far on stringent health orders to address surging Covid cases across China.
This threatens Tesla's second quarter results just after it likely missed market expectations for record first quarter results.
And still not a peep out of Tesla CEO Elon Musk, who rarely misses a chance to complainabout government oversight—at least in the US.


Tesla Shanghai Still Down; Elon Still Quiet

<ul>
<li>Tesla managed to the hit the low end of recently and substantially reduced market estimates for Q1 deliveries at 310,048.</li>
<li>That was enough to top record record Q4 results—but not enough to hit ambitious market estimates for the year.</li>
<li>Revenue quality improved on higher prices and mix, but profitability is less clear until we get sales results for March from China—where Tesla generates most all its profits.</li>
</ul>


Tesla managed to the hit the low end of recently and substantially reduced market estimates for Q1 deliveries at 310,048.
That was enough to top record record Q4 results—but not enough to hit ambitious market estimates for the year.
Revenue quality improved on higher prices and mix, but profitability is less clear until we get sales results for March from China—where Tesla generates most all its profits.


Tesla Q1 Deliveries Come In Under The Wire

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Equity Bottom-Up

Korea Aerospace Industries / Equity Bottom-Up

<ul>
<li>On 29 March, Hanwha Asset Management launched the first local stocks-focused, aerospace &amp; UAM (Urban Air Mobility) themed ETF named ‘ARIRANG iSelect Aerospace &amp; UAM ETF’.</li>
<li>The share prices of the 18 stocks included in this ETF are up on average 6% YTD, outperforming KOSPI which is down 7.8% in the same period.</li>
<li>As of 30 March, iSelect Aerospace &amp; UAM ETF had a market cap of 10.1 billion won which is likely to increase much higher in the coming months. </li>
</ul>


On 29 March, Hanwha Asset Management launched the first local stocks-focused, aerospace &amp; UAM (Urban Air Mobility) themed ETF named ‘ARIRANG iSelect Aerospace &amp; UAM ETF’.
The share prices of the 18 stocks included in this ETF are up on average 6% YTD, outperforming KOSPI which is down 7.8% in the same period.
As of 30 March, iSelect Aerospace &amp; UAM ETF had a market cap of 10.1 billion won which is likely to increase much higher in the coming months. 


First Local Aerospace & UAM (Urban Air Mobility) ETF in Korea

United States

Tesla Inc. operates as a multinational automotive and clean energy company. The Company designs and manufactures electric vehicles, battery energy storage from home to grid-scale, solar panels and solar roof tiles, and related products and services. Tesla owns its sales and service network and sells electric power train components to other automobile manufacturers.

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Tesla (TSLA US)

China Pandemic Round 2: Shanghai in Stasis

As Shanghai, Jilin and Guangzhou enter into lockdown, China is facing a major economic challenge, some industries are hit harder than others

Evelyn Zhang

The Battery Metal Really Worrying China Is Lithium, Not Nickel

Nickel has captured much of the limelight among battery metals in recent weeks, and understandably so. Even so, it’s another metal that’s been...

Caixin Global

Tesla Shanghai Still Down; Elon Still Quiet

The forced shutdown at Tesla Shanghai continues indefinitely as Covid cases surge alarmingly across China. And normally bombastic CEO Elon Musk has...

Vicki Bryan

Tesla Q1 Deliveries Come In Under The Wire

Tesla managed to the hit the low end of recently and substantially reduced market estimates for Q1 deliveries at 310,048, still a nudge higher...

Vicki Bryan

First Local Aerospace & UAM (Urban Air Mobility) ETF in Korea

On 29 March, Hanwha Asset Management launched the first local stocks-focused, aerospace & UAM (Urban Air Mobility) themed ETF named ‘ARIRANG...

Douglas Kim

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