Week Ahead in Global Macro: US CPI, Iran Accord, BOE, RBNZ, Italy Govt, Malaysia GE, China Trade
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We stick to conditional trades if catalysts...
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Tesla: Taking a Closer Look at The Company's Automotive Gross Margins
Consensus EBIT estimates following Tesla's 1Q earnings release has been increasing again while actual 4 quarter moving average automotive gross...
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Tesla's Bizarre Q1 2018 Earnings Call
Tesla yesterday reported Q1 2018 earnings which were slightly better than previously lowered expectations with revenues of $3.4 billion and a net...
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Tesla--Q1 Results Not So Bad; Future Outlook Is Worrisome
Tesla's Q1 results were slightly better than expected on most measures, but the outlook is worrisome, as Elon Musk said that the Model 3 would not...
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Samsung SDI (Major Highlights of 1Q18 Conference Call)
This note provides the major highlights of Samsung SDI Co Ltd (006400 KS)'s 1Q18 conference call. The overall tone of the conference call was...
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