A Monthly on EV Batteries: Intense Competition on Capacity Expansions and Securing Deals
This is our first monthly insight on EV batteries, which focuses mainly on Li-ion batteries, and their development. In this note we take a look at...
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China Meidong Auto (1268): Low Inventory to Carry On?
Luxurious auto car distribution in China sounds like a great business to have, supported by the rising number of wealthy individuals springing up...
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Tesla: When a Spartan Diet + $2 Billion Isn't Enough
Six weeks into the second quarter, and just two weeks after raising more than $2 billion selling stock and bonds, Tesla Motors (TSLA US) CEO Elon...
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Samsung SDI: Higher Probability of a Partnership with Tesla & Beneficiary of No Chinese EV Subsidy
There is an increasing probability of a major partnership between Tesla Motors (TSLA US) and Samsung Sdi (006400 KS) for a potential long-term...
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Smartkarma’s Week that Was in JP/KR: Chiyoda, SoftBank, Nexon and CJ Olive Networks
We have covered two weeks of insights in this week’s report as we did not publish the weekly during the first week of May as Japan was enjoying an...
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