Toyota's Q2 Is a Huge Miss; EV Strategy in Flux
Toyota saw a huge miss in Q2 and admits they're revamping their EV plans. This may seem negative, but it's a huge positive ahead of a recovering...
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Delta Electronics: Taiwan Vs. Thailand Pairs Monitor, Call with Management
We had a call with Delta Electronics (2308 TT) management to understand the company’s latest developments, particularly in relation to its growing...
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Liquid Universe of European Ordinary and Preferred Shares: July‘24 Report
Since mid-June, share-price spreads have generally tightened across our European liquid universe of ordinary and preferred shares (13 have...
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Selected European HoldCos and DLC: June'24 Report
Discounts to NAV of covered holdcos didn't follow a clear trend during June. What seems interesting: Porsche SE vs. listed assets and the Rio DLC...
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For Chinese BEV Makers, A Potential 'Backdoor' to the US BEV Market May Be Shut by Mexico
Chinese BEV makers appear increasingly eager to gain a foothold in Mexico, probably with the ultimate goal of exporting to the US market.
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