Tesla (TSLA): Highlights from the 2Q18 Earnings Call - Chinese Banks to Fund Gigafactory 3
Tesla's 2Q earnings conference call was devoid of the dramatic tension that characterized the company's 1Q earnings call, with management reverting...
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Tesla (TSLA): A Few Thoughts on the China Plant Announcement
Tesla's announcement of its 500k unit production facilities in Shanghai did not come as a surprise to us. In fact, the China factory has been...
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Hirata Corp--Why This Falling Knife May Yield a Long-Term Rewards
Hirata Corp, the automotive and flat-panel display (FPD) production line manufacturer, has seen its stock price decline by -42% year-to-date as...
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JDI: Report of Full Switch to OLED by Apple in 2019 Hits Suppliers, JDI Down 16%
Reports from South Korea's Electronic Times that Apple would be switching to OLED for all of its 2019 models has pummelled LCD supply chain names,...
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Yasunaga/Hirata/SMM: Up 14, 10 and 7%% - EV Battery Names Surging for Various Reasons
We have discussed Yasunaga Corp (7271 JP) a couple of times, noting that the company has been highly conservative with its earnings guidance in the...
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