Tesla China and EV Subsidies Fact Checks - January 2020
In this note, we share our latest on the ground checks on Tesla Motors (TSLA US) China this month. We believe that both the GF3 production...
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Korea - Semco and Hynix Rising, FILA Korea Falling
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 10 January...
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Korea - Shorts Increase on Samsung Elec, Celltrion, Shinhan; Decrease on Semco, Hyundai Motor, KT
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 3 January...
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LG Chem Divestiture: Battery Unit ECO Next July, What's Pushing It?
Joongang first reported on the possibility of LG Chem divestiture to spin off the EV battery unit two days ago. The following day, LG Chem said in...
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EV Batteries Monthly: Panasonic Says ‘No’ to Tesla, South Korean Players Focus on China and the US
The highlights for November are as follows: Panasonic Corp (6752 JP): Reports hesitance to continue with Tesla’s expansion plans. The company...
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