Tactical Trade Idea – Auto Sector
EU zero-emission target by 2035 may place Chinese carmakers on the fast track. The law has been drafted and agreed by EU countries last October and...
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Screening for GEMs: January 2023
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
408 Views
Trade Idea - Competition Heats up in the BEV Market Globally
Tesla’s share price has plunged by more than 75% from its Nov 2021 peak. Market worries that the global EV leader cannot sustain its competitive...
678 Views
An Update to the Long-Short Pair Trade on Hyundai Motor & Tesla
In this insight, we provide an update to our long-short pair trade of Hyundai Motor (long) and Tesla Motors (short), which we presented back in...
544 Views
Mahindra & Mahindra (MM IN) | Scorpio-N Fake Bookings
One of our routine channels is suggesting the possibility of some of the Mahindra & Mahindra (MM IN) 's Scorpio-N bookings being fake.
859 Views