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...
390 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...
415 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...
316 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...
338 Views
Farasis IPO: Carbon Neutral Production Process Is Its Key
Last month, Farasis Energy Gan Zhou Co-A (1748530D CH), an advanced lithium-ion battery technology company, reported its plan to IPO 214.1mn shares...
535 Views