Tesla: Of SR+s and Gross Margins
Tesla Motors (TSLA US) announced strong 2Q delivery numbers on Tue with Model S/X deliveries hitting 17,650 units (up 46% QoQ) and Model 3...
457 Views
Tata Motors: Down But Not Out
The Downgrades Moody’s downgraded Tata Motors Ltd (TTMT IN) (TM)'s senior unsecured debt rating on 20-June to Ba3 from Ba2 on weakening...
464 Views
Renault-Nissan : Détente or Dégringolade?
The Renault SA (RNO FP) - Nissan Motor (7201 JP) saga has been played out in the media and behind closed doors since early 2018 when the French...
482 Views
Beijing’s Setback in Putting Genie Back in the Bottle;Market Cheering on the Unlikely Trump-Xi Deal
When we post pictures of the massive protests in HK over the last few weeks on WeChat Moments, often mainland Chinese contacts ask, “Where is...
446 Views
A Monthly on EV Batteries: Intense Competition on Capacity Expansions and Securing Deals
This is our first monthly insight on EV batteries, which focuses mainly on Li-ion batteries, and their development. In this note we take a look at...
676 Views