Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Equity Bottom-Up

Hon Hai Precision Industry / Equity Bottom-Up

<ul>
<li>Major milestones for Hon Hai's EV platform could be unveiled at today's Hon Hai Tech Day.</li>
<li>Apple's dropping of a key China supplier shows how international players may want to just avoid even non-restricted products from China.</li>
<li>Senior semiconductor executives across the industry are halting work for China-based firms, including some leading Chinese execs.</li>
</ul>


Major milestones for Hon Hai's EV platform could be unveiled at today's Hon Hai Tech Day.
Apple's dropping of a key China supplier shows how international players may want to just avoid even non-restricted products from China.
Senior semiconductor executives across the industry are halting work for China-based firms, including some leading Chinese execs.


Taiwan Tech Weekly: Hon Hai Tech Day Today, Apple Drops China Supplier; Shows Severity of New Rules

Senior Equity Derivatives Trader

Simon Harris

Event-Driven

<ul>
<li>TS LA reports earnings on October 19th, and we analyse expected moves using the options market</li>
<li>Stock has suffered some production issues, but we think company has potential to beat the lowered estimates</li>
<li>We identify some option strategies to play the event with goof risk/reward</li>
</ul>


TS LA reports earnings on October 19th, and we analyse expected moves using the options market
Stock has suffered some production issues, but we think company has potential to beat the lowered estimates
We identify some option strategies to play the event with goof risk/reward


EQD | Tesla (TSLA US): How to Play Earnings Via Options

Smartkarma Research Team, Smartkarma

Smartkarma Research

Smartkarma Research Team

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Thematic (Sector/Industry)

<p>In our next Webinar, we welcome Analysts <a href="https://www.smartkarma.com/profiles/sc-capital/analysis" target="_blank" rel="noopener">Chris Redl (SC Capital)</a> and <a href="https://www.smartkarma.com/profiles/sameer-taneja-a0539e0c-84dd-4e66-9c40-6e598edfb4c5/analysis" target="_blank" rel="noopener">Sameer Taneja (Investics Research)</a>, who will be joined by Smartkarma CEO Raghav Kapoor in an exciting discussion on the EV landscape in China.</p>
<h3>The webinar will be hosted on Friday, 21 October 2022, 11:00 SGT/HKT.</h3>
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<h2><a href="https://share.hsforms.com/1H9pFZOB-RF2J00kbvMmxcw2c5gj?zoom_webinar_id=86304030271" target="_blank" rel="noopener">Register for the Webinar here</a></h2>
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<p>Chris Redl has over 20 years' experience covering the global automotive industry both on the Sell-side (UBS &amp; Morgan Stanley) and Buy-side (Och-Ziff). His current focus is on electric vehicle stocks &amp; their supply chains, aiming is to identify the winners and losers from a long/short perspective. This includes close coverage of legacy automakers as well.<br><br>Sameer Taneja is the founder of Investics Research, a firm that engages in bottom-up sectoral research, fundamental research of publicly listed companies as well as forensic analysis. He started his career as a sell-side analyst in a stockbroking firm called B&amp;K Securities (India) from 2004-07, covering the ferrous sector. From 2007-16 he worked as an investment analyst in a hedge fund called Kelusa Capital, covering the materials, utilities, construction &amp; heavy machinery, and the auto sector. He continued to work on the buy-side from 2017-19 in a firm called Skale Investments (with similar sectoral coverage), before founding Investics Research in 2019.</p>
<p>Raghav is the co-founder and CEO of Smartkarma.</p>

In our next Webinar, we welcome Analysts Chris Redl (SC Capital) and Sameer Taneja (Investics Research), who will be joined by Smartkarma CEO Raghav Kapoor in an exciting discussion on the EV landscape in China.
The webinar will be hosted on Friday, 21 October 2022, 11:00 SGT/HKT.



Register for the Webinar here



Chris Redl has over 20 years' experience covering the global automotive industry both on the Sell-side (UBS &amp; Morgan Stanley) and Buy-side (Och-Ziff). His current focus is on electric vehicle stocks &amp; their supply chains, aiming is to identify the winners and losers from a long/short perspective. This includes close coverage of legacy automakers as well.  Sameer Taneja is the founder of Investics Research, a firm that engages in bottom-up sectoral research, fundamental research of publicly listed companies as well as forensic analysis. He started his career as a sell-side analyst in a stockbroking firm called B&amp;K Securities (India) from 2004-07, covering the ferrous sector. From 2007-16 he worked as an investment analyst in a hedge fund called Kelusa Capital, covering the materials, utilities, construction &amp; heavy machinery, and the auto sector. He continued to work on the buy-side from 2017-19 in a firm called Skale Investments (with similar sectoral coverage), before founding Investics Research in 2019.
Raghav is the co-founder and CEO of Smartkarma.

Smartkarma Webinar | China EVs: Sales Strong, Stocks Weak?! 🤨

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

<ul>
<li>
<a href="https://www.smartkarma.com/entities/byd-co-ltd-h" target="_blank" data-smartkarma-citation="entities:20962:1" rel="noopener">BYD (1211 HK)</a> has recorded a more respectable result this year compared to the peers such as Tesla, Nio, and Xpeng. </li>
<li>Overseas sales could be the next growth engine if the domestic market sales may stall. </li>
<li>The price increase early this year to the customers did not deter the company's growth rate which indicates its pricing power. </li>
</ul>



BYD (1211 HK) has recorded a more respectable result this year compared to the peers such as Tesla, Nio, and Xpeng. 
Overseas sales could be the next growth engine if the domestic market sales may stall. 
The price increase early this year to the customers did not deter the company's growth rate which indicates its pricing power. 


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

Cross Asset Strategy

<ul><li><p>Cover Story: ByteDance faces tough sell abroad in bid to commercialize TikTok</p></li><li><p>Xi briefs Central Committee on Party Congress work report</p></li><li><p>Analysis: How a Chinese mRNA Covid vaccine was approved in Indonesia</p></li></ul>

Cover Story: ByteDance faces tough sell abroad in bid to commercialize TikTokXi briefs Central Committee on Party Congress work reportAnalysis: How a Chinese mRNA Covid vaccine was approved in Indonesia

CX Daily: ByteDance Faces Tough Sell Abroad in Bid to Commercialize TikTok

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)

Taiwan Tech Weekly: Hon Hai Tech Day Today, Apple Drops China Supplier; Shows Severity of New Rules

Major Hon Hai EV developments could be unveiled today. Also, Apple's dropping of a key China supplier shows how international players may want to...

Vincent Fernando, CFA

EQD | Tesla (TSLA US): How to Play Earnings Via Options

We look at TSLA earnings this week, and back out expected moves from the options market. We recommend option strategies to play the event.

Simon Harris

Smartkarma Webinar | China EVs: Sales Strong, Stocks Weak?! 🤨

On 21 October 11am SGT, Smartkarma CEO Raghav Kapoor will be joined Analysts Chris Redl and Sameer Taneja in an exciting discussion on the EV...

Smartkarma Research

BYD (1211): Respectable Result

BYD currently trading at 0.46 forward PEG, a 36% discount compared to Tesla which is trading at 0.72x forward PEG. Its monthly sales growth rate is...

Henry Soediarko

CX Daily: ByteDance Faces Tough Sell Abroad in Bid to Commercialize TikTok

Cover Story: ByteDance faces tough sell abroad in bid to commercialize TikTok. Xi briefs Central Committee on Party Congress work report

Caixin Global

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