Oil and Japan Rallies Justified by Fundamentals, Indonesia Trip Notes…
On my Asian trip, the sharp rallies in Japanese equities and oil which surprised the consensus were a frequent topic of discussion – while...
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CATL IPO - Riding on Global and China EV Battery Demand
A leading EV battery vendor in China: CATL aims to be listed at Shenzhen Stock Exchange as A-share listing middle next year. The company will...
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Good Battery-Nomics – Something for Tesla to Boast About
Model 3 could be the first successful long-range mass market electric vehicle (EV), as the Chevrolet Bolt is supposedly making losses. Tesla’s...
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Valuetronics: Interim Dividend a Positive Surprise but After +52% in 6 Months Fair Value Is Reached
Valuetronics Holdings Ltd (VALUE SP) reported results last week and I met with management recently for an update.The results of the company can be...
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Some Thoughts on China's Proposed NEV Credits: What Can Kandi Do that Tesla Can't?
The basic structure of China's proposed NEV Credit system was modeled after California's ZEV Credit system, but that is where the similarities...
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