CATL Could Be Tesla’s New Battery Supplier- Panasonic in Trouble?
The news released on the 11th of March, about Tesla Motors (TSLA US) choosing CATL (A) (300750 CH) as battery supplier has focused much attention...
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NIO: A Survivor Among All the Chinese Start-Ups
Since its announcement on 4Q2018 results and termination of Jiading plant construction, NIO's share price has been halved. We believe the market...
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NVIDIA's $6.9 Billion Mellanox Band-Aid Is A Strategic Misstep
On March 11'th 2019, Nvidia announced the acquisition of market leading high-speed interconnect company Mellanox for $6.9 billion in an all-cash...
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Tesla - Now We Know The Y, But Not the How
The eagerly awaited and long promised Model Y is out and it looks...like Model 3. That's OK, just no shock and awe which Tesla really needed to...
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A Few Thoughts on Weak February China Auto Sales - Lunar Holidays Don't Explain It in SAAR Terms
February 2019 had 2 more selling days than February 2018, and 5 less selling days than in January 2019. While CAAM and other media reports were...
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