The Downward Revision in FY03/19 Guidance Places Panasonic in Our Worst-Case Scenario
Panasonic Corp (6752 JP)’s 3Q earnings were quite weak, failing to meet both consensus and our estimates. Panasonic reported revenue of...
487 Views
Honda Chooses CATL as Battery Partner for Their EVs; Panasonic Has Lost the Chance
CATL (A) (300750 CH) announced on Monday that it has signed a deal with Honda Motor (7267 JP) for jointly developing Li-ion batteries. This news...
586 Views
Nissan: Is the Alliance Ghosn With the Wind?
The shocking news that Nissan Motor (7201 JP) CEO Carlos Ghosn has been arrested for misreporting income, misappropriating investment funds and...
687 Views
CATL - Downward Pressure On the New Global EV Battery Leader
We appreciate CATL as a leader in EV battery market, and believe it would maintain its solid market position in the long term. However, we are...
610 Views
Nio’s Lacklustre Performance Didn’t Last for Long; A 65% Gain For Those Who Subscribed
The news stated that NIO Inc (NIO US) made its debut into a sell-off, although it did manage to rise above its low-end offer price at the day’s...
395 Views