New Subsidy Policy of New Energy Vehicles in 2018, Which Companies Will Benefit or Lose?
On February 13th, the Chinese ministry of finance issued "on the adjustment to the subsidy policy of new energy automobile application”, which...
274 Views
Tesla China 2017 Shipment & License Registrations: Robust X Demand, Rising Share & Local Partnership
During 2017, 16,918 units of Tesla Motors Inc (TSLA US) were imported to China and 18,218 units were registered (Exhibit 1). Among the registered...
117 Views
Week Ahead in Global Macro: Inflation (US, UK, Oil Reports, India), Japan/EU GDP, Lunar New Year
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we maintain short positions on US stocks...
242 Views
Tesla 4Q Earnings Impressions: Another Consensus Miss, but How Much Will Shares Fall?
As of the time of this writing on the morning of Feb. 08, the shares are down by more than 5% from previous close. But as we have seen throughout...
149 Views
Week Ahead in Global Macro: US Stopgap #5, UST Auctions, RBA, RBNZ, BOE, China Trade, Phils. BSP
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. Trade ideas: We position for a policy-driven...
248 Views