Asahi (3333 Jp): I Want to Ride My Bicycle
Life behind bars We believe that Asahi has an interesting secular growth story unrealized by most institutional investors. At a Y37bn market cap,...
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My Thoughts from the S-Fuelcell's CEO Presentation
S-Fuelcell (SFUEL KS)'s CEO made a presentation of the company today, which I attended. The institutional investors bookbuilding for the...
319 Views
Lithium 'Glut' Fears Overblown, as Solid State Battery Progress Slows…
‘Solid state batteries are already working in the lab, but bringing them to production is proving incredibly difficult…’ Dr. Ian Robertson, head...
299 Views
Japan and China to Set A De-Facto EV Charging Standard: Charging Solutions Like Battery Swap Viable?
The Nikkei reported that Japan’s CHAdeMo Association (a group of auto and battery makers that promote Japan’s fast-charging standard, called...
432 Views
JDI: 50%/100% QoQ Revenue Growth in 2Q/3Q to Power Stock Near Term but What Happens After?
We visited Japan Display (6740 JP) recently to find that the ramp towards the all important third quarter is proceeding smoothly. Demand is close...
405 Views