What's the Secret Sauce in EV Production Forecasts
I have spent the last few weeks immersed in hundreds of papers on EVs and EV batteries to get a fix on increased volumes in related materials. My...
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CATL IPO - Riding on Global and China EV Battery Demand
A leading EV battery vendor in China: CATL aims to be listed at Shenzhen Stock Exchange as A-share listing middle next year. The company will...
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First Look at MSSL: Aggressive Growth Strategies with No Significant Upside
Motherson Sumi Systems Limited (MSSL), the flagship company of the Samvardhana Motherson Group (SMG) is one of the global solution providers of...
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Meidong: After 30% Correction from High, New Buying Opportunity Going into '18; +78% Upside to FV
My latest piece on China Meidong Auto Holdings (1268 HK) advised investors to be cautious as sentiment on Meidong had gotten too bullish and the...
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Solid State Lithium Batteries 101 (WYLTKM)
Would You Like To Know More? provides a deeper dive into specific items mentioned in our 21 things series ( 21 Things Worth Knowing Today ). These...
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