Toyota: Rising 2.9% After Highest Volume in 5 Years Yesterday
Toyota is significantly outperforming auto sector peers on no news. Is this a sign that sellers have been flushed out? While we remain neutral on...
129 Views
Valuetronics: Blame the Dutch
Valuetronics Holdings Ltd (VALUE SP) reported FY2018 results which basically met consensus estimates but were not enough to reignite interest in...
195 Views
Tesla: Impressions on the Latest List of New Hires - Where Are the Car Guys?
Staffing at companies often reveal more about where management focus lies than what PR channels say to the public. Tesla's latest list of new...
133 Views
The Week That Was In North Asia@Smartkarma: A Week of Cancellations & Baby Come Back
This past week was one of cancellations, highlighted by Trump cancelling his meeting with Kim Jong-Un and the Hyundai Motor Group cancelling the...
148 Views
CATL Pre-IPO: Funds for Capacity Expansion to Power China to Leading EV Battery Producer Status?
China hopes to become the “Detroit of Battery Powered EVs” supported by the new favorable government policies for foreign players. The rising...
217 Views