2H21 Obex Research Short Portfolio
We like the Teradata short setup into 2Q21, and think Tesla may finally be safe to short. Apple remains our preferred large cap short, while...
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Smartkarma Webinar | Foundations of Sustainable/ESG Investing and Finance
On 14 July, 5pm SGT, join our webinar with Kyle Rudden, who will be sharing his insights on the trending issue of ESG Investing and the Triple...
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Plaid Sales Edge Tesla Q2 Deliveries Above 200,000
Q2 Deliveries topped 200k market consensus and my 187k est. A deeper look revealed weakness vs Q1 building for months. See how the numbers landed...
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Tesla Q2 "Complications"
Major Recall in China to fix a problem Tesla has long denied; QE Inventory shuffles and rumors; Bitcoin still no "Store of Value"; Q2 Delivery...
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Xpeng Motors HK Listing - Will Probably Be Hot Given Strong Momentum but past Deal Didn’t Do Well
Xpeng Motors (XPEV US) is looking to raise about US$1.7bn via a listing in Hong Kong. We have the IPO and its previous deal. In this note, we will...
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