WM Motor Reverse Merger and Placement - The US$2bn Merger and US$500m Planned Placement
On 11th Jan 2023, WM Motor Technology Co Ltd announced its intention to merge with Apollo Future Mobility (860 HK) . In this note, we talk about...
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Good Morning Japan |Fed 1 Inflation 0, Fed Wins; Equity Bid Continues; Telsa Cuts Px; BOJ in Focus
Fed 1 Inflation 0, Fed Wins; Equity Bid Continues; Telsa Cuts Px (positive Panasonic); BOJ in Focus. Expect the BOJ to lift JGB buying and do what...
338 Views
Taiwan Tech Weekly: Signs TSMC Winning the 3-Nm Battle Vs. Samsung, Apple Bargaining Down Suppliers
TSMC's revenue could drop in the near-term due to customers cutting orders, however full year 2023E growth still likely thanks to advanced chips.
416 Views
Tesla Q4: Elon's Burning It All Down
I've long warned 2H this year will mark passing of Tesla's dominance—mainly cuz larger EV mkt is catching up & doing EV better. Fading China sales...
729 Views
VinFast Auto Pre-IPO - The Negatives - ... But Starting Low
VinFast is looking to raise up to US$1bn in its upcoming US IPO. In this note, we talk about the not-so-positive aspects of the deal.
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