SELL NIO –A Dangerous Bet on Chinese EV Target Price: $3 (52% Downside)
Interestingly, despite the choice of listing NIO in the US, to our knowledge the company hasn’t invited any American reviewers to test drive the...
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Equity Asia Weekly Research - 3 Oct 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
446 Views
Aisin Seiki: Reorganisation, Licencing Opportunities Should Boost Margin as ATs Power Revenue Growth
Aisin Seiki (7259 JP) was down 4.5% today following downgrades by Goldman Sachs and Mizuho. This comes after a 16% rally since the middle of Aug...
465 Views
Yamaguchi Financial Group (8418 JP): In Autumn Finery
Established in October 2006 as a defensive response to the rise of Bank of Fukuoka (part of the Fukuoka Financial Group (8354 JP) to its west, and...
432 Views
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...
899 Views