3Q China Auto Demand: 2H19 Looks Stronger than 1H19 - 1Q Was the Worst Quarter in SAAR Terms
Our observations on China's auto demand on a quarterly basis in SAAR terms suggests that selling rates were weakest during 1Q19 but have...
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Tesla: Gauging Interest on Locally Produced Cars in China
Market has been expecting Tesla's Shanghai factory to comes onstream since September. Prior market chatter (from Tesla's suppliers) that said Tesla...
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WeWork Board and Softbank Battle CEO For Control
The Wall Street Journal broke news on Sunday that key board members at The We Company (WeWork) (WE US)are working to remove the company’s notorious...
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TSLA China Reality Checks - Sales Tax Cut and GF3 Ramp
On August 30th, China’s Ministry of Industry and Information Technology (MIIT) announced its purchase tax exemption for Tesla Motors (TSLA US) ...
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EV Batteries Monthly: Battery Makers Look Upstream While Panasonic/Toyota Target Hybrids
The highlights for August are as follows: Panasonic Corp (6752 JP) prefers to strengthen its bond with Toyota Motor (7203 JP) and capitalise on...
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