Taiwan Short Interest - Largan and Innolux Diverge
Total short notional in Taiwan stocks is TWD 266,567 mm (~US$8.62 bn) as of yesterday's close.Over the fortnight, the largest short positions were...
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Tesla - Missed Model 3 Deliveries as Expected; More Value at Its Suppliers than Tesla Itself
What's new?According to Tesla Motors Inc (TSLA US)'s press release yesterday, Tesla delivered 26,150 vehicles in 3Q17, up 19% q/q and up 5% y/y...
1.1k Views
Hota: Gears in Motion to Back Big Sales to Car Makers
Low price volatility versus the Taiwanese market and good pricemomentum relative to its sector Hota supplies reduction gear and differentials to...
319 Views
Tesla - Missed Deliveries Again and What's the Next Excuse for the Miss?
What's new?According to Tesla Motors Inc (TSLA US)'s press release today, Tesla delivered just over 22,000 vehicles in 2Q17, down 12% q/q and up...
330 Views
Risks to Suppy Chain and Consensus Estimates Due to Tesla's Miss
Summary Tesla announced a miss on production challenges: Tesla delivered a miss with approximately 22,200 vehicles in Q4 due to short-term...
342 Views