Build-Your-Dream on Government's Life Support
Our deep dive into BYD Co Ltd (H) (1211 HK)'s electric vehicle business model last year led us to the conclusion that as soon as the governments’...
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The Week that Was in Greater China@Smartkarma: We Have Cars, Houses, Sports and Great Stock Calls
This is the 9th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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China's Auto Sales Monthly Data - June 2017
Production (5%), Wholesale (3%), and Retail (5%)Auto Sales Temporarily Rebounded on Pricing DiscountsLast month/Jun 2017, Auto retail, wholesale,...
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Hirata: 19% Drop on Tesla Struggles Is a Buying Opportunity/TSLA Hedge on OLED and EUR Luxury EVs
Hirata is up 3% after falling 19% since 22 Jun (most likely in sympathy with Tesla which also fell 19%). We believe Tesla IS a key customer and a...
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Panasonic - Regains #1 Slot in EV Batteries
Shares in Panasonic (6752 JP) hit a 52-week high following a report in the Nikkei suggesting that the company has regained the No. 1 slot in...
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