Weak FY03/20 Places Toyota Battery Business as Hope for LT Recovery
The company’s FY20 results, though weak were not disappointing. Panasonic Corp (6752 JP) managed to slightly surpass consensus and our estimates...
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MergerTalk: SPAC VectoIQ Acquisition Corp (VTIQ US)/Nikola Corporation- A Heavy Duty Tesla
Our insight https://www.smartkarma.com/insights/mergertalk-game-on-for-spacs published on January 27, 2020, focused on an underappreciated category...
443 Views
Tesla CEO Diverts Q1 Call With WTF Rant
Tesla Motors (TSLA US) managed to top greatly reduced market estimates with a tiny profit generated for its first-quarter, as announced Wednesday...
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CATL Alone Looks Expensive- So, Why Not A CATL/Tesla Pair Trade?
We have looked at CATL (A) (300750 CH) quite closely for some time, and have been bullish on the company. However, as we previously mentioned, the...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/24/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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