LG Corp Holdco/Synthetic Sub: Classic Arb Opening with Holdco Currently At -3σ
LG Holdco (LG Corp) is currently at -3.2σ on a 20D MA to the synthetic sub. This should be a classic arb trade opening. It is made up of the 4...
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EV Batteries Monthly: Battery Makers Look Upstream While Panasonic/Toyota Target Hybrids
The highlights for August are as follows: Panasonic Corp (6752 JP) prefers to strengthen its bond with Toyota Motor (7203 JP) and capitalise on...
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Tesla's Cash-Strapped Shanghai Plant Construction Is Hurtling Forward--What Could Go Wrong?
Tesla Motors (TSLA US) has finally received its "first comprehensive acceptance certificate" from inspectors of its hurriedly constructed assembly...
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LG Chem, Samsung SDI & Panasonic: Tesla GF3 Battery Situation
We heard this LG Chem/Tesla story from Bloomberg last Friday. LG Chem still stays mum on this, and Tesla isn't saying anything either. But has...
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EV Batteries Monthly: Concentration on Europe Increases, Toyota’s Focus on Chinese Players Grows
Highlights for July are as follows: Europe continues to attract attention, with Chinese player SVOLT Energy Technology planning to build a battery...
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