BYD's (1211.HK) Blade Battery - Overselling the Innovation, but Tangible Profitability Improvement
Since BYD's announcement on mass production of its 'new' battery (the "Blade" battery), its share price surged by 22.5% in HK market. However the...
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EV Battery Monthly: No Further Cut in Subsidies for NEVs in China Suggests Better Market Conditions
The highlights for December are as follows:Panasonic: The labour shortage at the Nevada plant is said to be under control. Thus, delays in supply...
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Apple Supplier Foxconn to Make Electric Cars Jointly with Fiat Chrysler
It was reported by several news media outlets including the Nikkei on Friday (17th January) that Apple supplier Foxconn and Fiat Chrysler (FCA)...
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Tesla China and EV Subsidies Fact Checks - January 2020
In this note, we share our latest on the ground checks on Tesla Motors (TSLA US) China this month. We believe that both the GF3 production...
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HK - Shorts Increase on Tencent, Ping An, China Mobile, Alibaba
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 13 December.Total short notional...
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