Valuetronics: Interim Dividend a Positive Surprise but After +52% in 6 Months Fair Value Is Reached
Valuetronics Holdings Ltd (VALUE SP) reported results last week and I met with management recently for an update.The results of the company can be...
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U.S. October Auto Demand: Storm Effects Beginning to Subside as SAAR Softens to 18.09m Units
U.S. Light Vehicle SAAR softened to 18.09m units in October, from 18.57m units in September. Based on initial estimates from OEMs and other...
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FCC (7296)--Bright Spot in the Gloomy Automotive World
FCC (7296) is a Honda-affiliated clutch supplier which had a blow-out Q2 result on October 27th, booking an OP of Y3.6bn, which beat the consensus...
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Incumbent 'Second Mover' Advantage as AI Hype Risks Reality Check...
The aggregation effects that fuelled social media/search and e-commerce platforms are not relevant in hardware and the premia being applied to...
251 Views
Tesla: Living Off Subsidies
Tesla’s federal tax benefit will start phasing out from 3Q 2018. This would increase the price of a Model 3 by 11% from 3Q 2018, and 27% from 3Q...
274 Views