Autonomous Driving- Startups Stealing A March On Waymo & GM
Recently, two relatively unknown autonomous driving startups have announced the launch of self-driving taxi pilots, posing an interesting...
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Margin Expansion on Rechargeable Battery Is Not Fully Embedded to Panasonic's Current Share Price
We make minor updates to Panasonic Corp (6752 JP)'s earnings forecast, and revise our fair value estimate to JPY 2,000 from JPY 1,950. While we...
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Prismatic Battery Cells in BEVs: A Breakthrough Is Necessary
As we mentioned in A Look at Panasonic’s Battery Business: Will the Company Drift Away from Tesla?, Panasonic has tied up with Toyota to develop...
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Tesla China Update: Tariff Cut on July 1st Mutes Q2 Delivery; Model 3 Component Shipment Ramps
China Import and Registration UpdateIn April 1,331 Tesla Motors Inc (TSLA US) Model 3 units were imported to China, up 464% year-over-year. ...
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Tesla Inc. – Musk Wins the Showdown – Onwards and Upwards to Shanghai, Europe and Mars
In ANTYA’s view, the worst is behind Tesla Motors Inc (TSLA US). A barrage of criticism in the media failed to dislodge current management at the...
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