Japan Gets an Object Lesson in Investor Relations
It seems strange that of all the firms in Japan to error so badly on the investor relations front it should be Sony (6758 JP). Management has a...
377 Views
Tesla, Panasonic and Breaking Trends Abound
Tesla Motors Inc (TSLA US) remains in the news as a string of unfortunate accidents and increasingly inconsistent (in our view) moves by management...
136 Views
BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long...
134 Views
Panasonic: Tesla Fires Are a Concern
Following the fatal crash and fire in Florida last week, Tesla Motors Inc (TSLA US) is once again in the news as an accident in Switzerland claims...
145 Views
Energy Rally Accelerates, But So Does Renewables Threat...
I’ve been a cyclical bull on crude oil and the global energy sector, but the longer-term transition toward a renewables led and distributed power...
160 Views