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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Says ‘No’ to Tesla in China; Concentrates on Improving Battery Quality, Is Now Using IC Chips
Last Friday, the Nikkei reported that Panasonic Corp (6752 JP) will not be a part of Tesla Motors (TSLA US)’s China plan. While Panasonic has...
381 Views
Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
405 Views
EV Batteries Monthly: Partnerships for Strengthening Upstream, Recycling Batteries & Other Solutions
The highlights for October are as follows: Panasonic Corp (6752 JP): Reported weak 2Q earnings, though above consensus estimates. The recent...
298 Views
Midea (000333): Sell and Wait for the Robot
Investors are hopeful that the US-China Trade issues will be resolved soon, driving the share price up by almost 100% YTD when in reality, every...
330 Views