Tesla--Supply Management Hell & Tales from an Anonymous Supplier We Know
Bloomberg reported last Thursday that the man overseeing Tesla's supply chain, Liam O'Connor, resigned. This is the fifth executive departure at...
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Last Week in GER Research: Meituan, IPO Trading Strategy, Shandong Gold, Maoyan and Viomi
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight that Meituan is closer to fair value...
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Which One Is the Best of New Forces Producing Cars in China?
Since China launched its own brand-making car era in 2000, all Chinese car firms have relied on their cost-effective products to take over half of...
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What Tesla Can Learn From Navistar About Arrogant Management, Serious Mistakes, and Survival
Tesla Motors (TSLA US) has become disturbingly troubled, mostly because of serious mistakes which seem to be increasing. Navistar International...
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China NEV Outlook Part 2: Winners and Losers
Today, overall NEV (New Energy Vehicles) market size is expanding quickly in China. Government subsidies keep users' purchasing cost attractive....
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