China Evergrande: The Case of Rising Leverage and Lower Margins
Having paid dividends of RMB 27.7bn in 2018, noteholders must have been relieved when Evergrande Real Estate Group (3333 HK) (“Evergrande” or the...
687 Views
Tesla: Accrued Expenses, Implied Cash Balances and Hemingway's Wisdom
Bloomberg reports that Morgan Stanley has cut its bear-case target for Tesla Motors (TSLA US) to $10 from $97. While this reeks of a "stealth sell"...
534 Views
Tesla: When a Spartan Diet + $2 Billion Isn't Enough
Six weeks into the second quarter, and just two weeks after raising more than $2 billion selling stock and bonds, Tesla Motors (TSLA US) CEO Elon...
1.2k Views
Samsung SDI: Higher Probability of a Partnership with Tesla & Beneficiary of No Chinese EV Subsidy
There is an increasing probability of a major partnership between Tesla Motors (TSLA US) and Samsung Sdi (006400 KS) for a potential long-term...
777 Views
Steady FY03/19 Earnings,Followed by Some Strategic Moves-Panasonic Shaping Itself for Future Growth?
On Thursday, alongside reporting rather steady earnings for FY03/19, Panasonic Corp (6752 JP) also announced its new JV with Toyota for their “Town...
493 Views