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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China Meidong (1268 HK): Standout Performer All-Around, YTD +31% As China Luxury Car Demand Recovers
As investors, we always strive to find ten baggers. Stocks that go up 1,000% are rare. Auto dealers that go up 1,000% in 3 years are unheard of....
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AAPL Supply Chain COVID-19 Disruption March Update
We summarize key takeaways for our checks with the Asian semi supply chain relevant to AAPL’s H1 production and the iPhone 12 launch schedule...
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Panasonic Suspends Production at Its Gigafactory: The Tesla-Effect on Panasonic Again?
Last week it was reported that Panasonic Corp (6752 JP) and Tesla Motors (TSLA US)’s Gigafactory 1 in Nevada, will close for 14 days after March...
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