AI and Global Deep Tech, Mint Finance

Uttkarsh Kohli

AI and Global Deep Tech

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Equity Bottom-Up

<ul>
<li>Tesla projects Q3 2024 EV sales of 460,000–470,000, reflecting 8% YoY growth, driven by high demand in China and robust Gigafactory operations. </li>
<li>The October 10 Robotaxi event will spotlight Tesla’s Full Self Driving tech, attracting intense investor interest in autonomous transportation’s future prospects. Investors eye a new cheaper Tesla model release.</li>
<li>Waymo leads the U.S. market, with 100,000+ weekly paid robotaxi trips, intensifying pressure on Tesla to match or surpass this scale in its robotaxi rollout. </li>
</ul>


Tesla projects Q3 2024 EV sales of 460,000–470,000, reflecting 8% YoY growth, driven by high demand in China and robust Gigafactory operations. 
The October 10 Robotaxi event will spotlight Tesla’s Full Self Driving tech, attracting intense investor interest in autonomous transportation’s future prospects. Investors eye a new cheaper Tesla model release.
Waymo leads the U.S. market, with 100,000+ weekly paid robotaxi trips, intensifying pressure on Tesla to match or surpass this scale in its robotaxi rollout. 


Tesla Gears Up for Game-Changing Robotaxi Event Amid EV Sales Surge

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>iPhone 16 sales disappoint, LGD faces market obstacles, while Huawei enhances AI quality control in smart medicine.</li><li>Reduce defense emissions to combat climate change, safeguarding national security amid declining EV demand and weakening investments in European battery makers.</li><li>Thailand to establish first SiC facility by 2027, Taiwan introduces closed-loop lithium battery recycling system, boosts semiconductor innovation with US$9.3 billion initiative to stay competitive in the industry. US bans Chinese automotive tech.</li></ul>

iPhone 16 sales disappoint, LGD faces market obstacles, while Huawei enhances AI quality control in smart medicine.Reduce defense emissions to combat climate change, safeguarding national security amid declining EV demand and weakening investments in European battery makers.Thailand to establish first SiC facility by 2027, Taiwan introduces closed-loop lithium battery recycling system, boosts semiconductor innovation with US$9.3 billion initiative to stay competitive in the industry. US bans Chinese automotive tech.

Tech Supply Chain Tracker (27-Sep-2024): iPhone 16 sales lag, LGD struggles.

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Graduates / Cover Story: China’s record class of college graduates face final test in shrinking job market</li><li>Jobless /Chart of the Day: China’s urban youth unemployment hits record for second month</li><li>China-Japan /: Japanese firms offer to move staff out of China after deadly stabbing</li></ul>

Graduates / Cover Story: China’s record class of college graduates face final test in shrinking job marketJobless /Chart of the Day: China’s urban youth unemployment hits record for second monthChina-Japan /: Japanese firms offer to move staff out of China after deadly stabbing

CX Daily: China’s Record Class of College Graduates Faces Final Test in Shrinking Job Market 

European Event-Driven Analyst

Jesus Rodriguez Aguilar

Event-Driven

<ul>
<li>Since mid-August, share-price spreads have generally widened across our European liquid universe of ordinary and preferred shares (13 have tightened, 4 widened, 2 remained at same level).</li>
<li>Recommended trades long preferred / short ordinary shares: Atlas Copco, Grifols SA, Media-for-Europe, Sixt.</li>
<li>Recommended trades long ordinary / short preferred shares: Carlsberg, Henkel, SSAB Svenska Stal.</li>
</ul>


Since mid-August, share-price spreads have generally widened across our European liquid universe of ordinary and preferred shares (13 have tightened, 4 widened, 2 remained at same level).
Recommended trades long preferred / short ordinary shares: Atlas Copco, Grifols SA, Media-for-Europe, Sixt.
Recommended trades long ordinary / short preferred shares: Carlsberg, Henkel, SSAB Svenska Stal.


Liquid Universe of European Ordinary and Preferred Shares: September‘24 Report

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>European EV market divided with luxury segment growing rapidly but mass market stagnating, reflecting consumer preferences.</li><li>Tata announcing construction of two new fabs in India highlights increasing investment in semiconductor manufacturing in the country.</li><li>Samsung Display preparing to supply Apple with foldable displays in 2024 showcases the competition and advancements in tech industry.</li></ul>

European EV market divided with luxury segment growing rapidly but mass market stagnating, reflecting consumer preferences.Tata announcing construction of two new fabs in India highlights increasing investment in semiconductor manufacturing in the country.Samsung Display preparing to supply Apple with foldable displays in 2024 showcases the competition and advancements in tech industry.

Tech Supply Chain Tracker (17-Sep-2024): Luxury EV market surges, mass market lags.

Germany

Volkswagen AG manufactures and sells vehicles. The Company offers economy and luxury automobiles, sports cars, trucks, and commercial vehicles. Volkswagen serves customers worldwide.

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Volkswagen (Pref) (VOW3 GR)

Tesla Gears Up for Game-Changing Robotaxi Event Amid EV Sales Surge

Tesla hopes to reshape the autonomous vehicle landscape in the 10/10 Robotaxi event, building on its EV success. Strong Q3 24 sales projections...

Mint Finance

Tech Supply Chain Tracker (27-Sep-2024): iPhone 16 sales lag, LGD struggles.

iPhone 16 sales disappoint, LGD faces market obstacles, Huawei improves AI for smart medicine, Europe's battery makers struggle with declining EV...

Tech Supply Chain Tracker

CX Daily: China’s Record Class of College Graduates Faces Final Test in Shrinking Job Market

Graduates / Cover Story: China’s record class of college graduates face final test in shrinking job market China’s record class of 2024 college...

Caixin Global

Liquid Universe of European Ordinary and Preferred Shares: September‘24 Report

Since mid-August, share-price spreads have generally widened across our European liquid universe of ordinary and preferred shares (13 have...

Jesus Rodriguez Aguilar

Tech Supply Chain Tracker (17-Sep-2024): Luxury EV market surges, mass market lags.

European luxury EV market booming, Tata to build fabs in India, Samsung Display to supply Apple with foldable displays, Red Sea crisis easing,...

Tech Supply Chain Tracker

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