Autonomous Tech Redefines Global Auto Sector…
Honda chose to collaborate with Cruise and GM based on their leadership in autonomous and electric vehicle technology and our shared vision of a...
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Autonomous Vehicles Mean Massive Disruption and Opportunity
AVs could change society more than anything else this century, bringing a threat to automakers, but also new markets.We think autonomous vehicles...
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TOPIX FFW Changes for October 2018
Friday night after the close, the TSE announced the changes to the revisions to the constituents of the TOPIX New Index Series (i.e. the sub-series...
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SELL NIO –A Dangerous Bet on Chinese EV Target Price: $3 (52% Downside)
Interestingly, despite the choice of listing NIO in the US, to our knowledge the company hasn’t invited any American reviewers to test drive the...
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Equity Asia Weekly Research - 3 Oct 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
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