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...
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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...
389 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...
278 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...
310 Views
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...
449 Views