EV Batteries Monthly: COVID 19 Risks; Panasonic-Tesla Gigafactory Profits & CATL Partners with Tesla
Highlights since our last monthly- ‘EV Battery Monthly: No Further Cut in Subsidies for NEVs in China Suggests Better Market Conditions’ are as...
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Tesla Placement: Pushing the Limits
Tesla Motors (TSLA US) announced plans to raise up to $2.3 billion through an underwritten registered public offering. Tesla intends to use the net...
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Take Profits on Samsung SDI Pref (Up 92% YTD)
Samsung SDI Co Ltd (006405 KS) shares have been soaring this year (up 92% YTD), versus KOSPI which is up only 1% YTD. Samsung SDI Pref has been one...
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SH/SZ Connect Flows: Tesla Trade
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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Evidence of Global Slowdown Accumulates as Stores Remain Closed and Supply Chains Are Crippled
Evidence of an impending global slowdown continues to accumulate as stores remain closed across China, factories reduce capacity, and workers are...
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