EV Batteries Monthly: Battery Makers Look Upstream While Panasonic/Toyota Target Hybrids
The highlights for August are as follows: Panasonic Corp (6752 JP) prefers to strengthen its bond with Toyota Motor (7203 JP) and capitalise on...
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HSCEI Dividends - Buy the Dip
Since we published our earlier Insight, the HSCEI dividends futures expiring in December 2020 have sold-off around 7% mainly driven by a 4%...
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HK Short Interest - Numb3rs, Ch@rts and Financial Stocks
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 16 August.Total short notional...
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Widodo's Cabinet Hints: Plus Ça Change / Auto Sector: Major EV Push Needs Broader Reform / Ore Ban
Finance Minister Sri Mulyani Indrawati will return in the next cabinet, but President Joko Widodo added that “it is time [for her] to have larger...
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China Auto: July NEV PV Sales Declined, Earlier than Expected
NEV PV sales growth turned negative due to buyers bringing forward the intended purchase in June before the subsidy is cut. While July NEV sales...
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