What's the Secret Sauce in EV Production Forecasts
I have spent the last few weeks immersed in hundreds of papers on EVs and EV batteries to get a fix on increased volumes in related materials. My...
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U.S. November Light Vehicle Sales Outlook: Expect Continuing Post Hurricane Normalization
As we get ready to head off to the Thanksgiving holidays in the U.S., we should expect to see a post-hurricane normalization pattern to U.S. SAAR...
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First Look at MSSL: Aggressive Growth Strategies with No Significant Upside
Motherson Sumi Systems Limited (MSSL), the flagship company of the Samvardhana Motherson Group (SMG) is one of the global solution providers of...
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Good Battery-Nomics – Something for Tesla to Boast About
Model 3 could be the first successful long-range mass market electric vehicle (EV), as the Chevrolet Bolt is supposedly making losses. Tesla’s...
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Yixin IPO Preview: When It Sounds Too Good to Be True, It Probably Is
The upcoming IPO of Yixin Group Ltd (2858 HK) is all set to be a blockbuster with the shares pricing at HK$7.70, the upper end of its pricing...
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