The Smartkarma Week That Was in JP/KR: Nissan, J-Retail, Tesla/Panny, SK Rights, Biosimilars, Trade
This past week featured ~160 insights across the Smartkarma platform, with 35+ of them dealing with Japan, South Korea, and semiconductors/memory...
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Great Magic Trick Tesla; Now Do It Again
Tesla Motors (TSLA US) “faced a severe threat of death due to the Model 3 production ramp” and was “weeks away from death” at one point over the...
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China/US Trade War Spurs Delta To Buy Thai Associate
On 1st August 2018, electronics components manufacturer Delta Electronics Thai (DELTA TB) ("DET") announced that Delta Electronics International...
523 Views
Obscuring the True Cost of Management (North America)
The accounting rules for equity compensation are deeply flawed. They obscure the true cost and imply there is no impact on cashflow. In reality,...
448 Views
General Motors (GM): Trading in ICE for EV and AI?
GM announced on November 26 that it will seek to achieve $6bn in cash savings annually with a $4.5bn annual cost reduction and a lower annual...
411 Views