EV Batteries Monthly: Panasonic Says ‘No’ to Tesla, South Korean Players Focus on China and the US
The highlights for November are as follows: Panasonic Corp (6752 JP): Reports hesitance to continue with Tesla’s expansion plans. The company...
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HK - Stocks Higher, Shorts Higher
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 22 November.Total short notional...
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China NEV: 2020 Outlook
China's NEV PV demand is still declining fast. In 2019, we estimate China's NEV PV shipment to be flattish yoy, the first year that China's NEV PV...
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HK - Sniffing Out The Shorts
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 15 November.Total short notional...
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Nippon Paint (4612) Vs Geely Auto (175): A Relative Value on Chinese Auto Sector
Nippon Paint Holdings (4612 JP)share price has run-up in the past 6 months ahead of its peers and customers such as Honda Motor (7267 JP) on the...
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