Gouxuan Hi Tech: Valuation Decoupled From Fundamentals
Guoxuan High-Tech Co Ltd (002074 CH) is lithium battery producers for electric commercial and passenger vehicles. The company has a market cap of...
375 Views
CATL: Tesla Effect Priced In, Sector Headwinds Getting Stronger
The market has been excited on CATL joining the Tesla's supply chain, and CATL's share price surged by 22% since 3rd February. We believe current...
330 Views
EV Batteries Monthly: COVID 19 Risks; Panasonic-Tesla Gigafactory Profits & CATL Partners with Tesla
Highlights since our last monthly- ‘EV Battery Monthly: No Further Cut in Subsidies for NEVs in China Suggests Better Market Conditions’ are as...
397 Views
SH/SZ Connect Flows: Tesla Trade
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
286 Views
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...
325 Views