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...
401 Views
HK - Shorts Pile Into Tencent, CCB, Ping An, Sunny Optical, AIA; Cover Mobile, China Tower, BYD
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 7 February 2020.Total...
392 Views
HK - Big Shorts in Financials and Consumer Discretionary Names; A Look at Airline Stocks
We take a look at the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 17 January 2020.Total...
390 Views
BYD's (1211.HK) Blade Battery - Overselling the Innovation, but Tangible Profitability Improvement
Since BYD's announcement on mass production of its 'new' battery (the "Blade" battery), its share price surged by 22.5% in HK market. However the...
642 Views
EV Battery Monthly: No Further Cut in Subsidies for NEVs in China Suggests Better Market Conditions
The highlights for December are as follows:Panasonic: The labour shortage at the Nevada plant is said to be under control. Thus, delays in supply...
325 Views