Liquid Universe of European Ordinary and Preferred Shares: December‘23 Report
Since mid-November, spreads have generally widened across our European liquid universe of ordinary and preferred shares (9 have tightened, 10...
359 Views
Tesla (TSLA) No Longer Prevails, a Dilemma and Touch Challenges Ahead
Tesla No Longer Prevails, a Dilemma and Three Touch Challenges Ahead: 1. Collapsing margin vs. rising margin for peers; 2. Cybertruck is selling at...
954 Views
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...
267 Views
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...
288 Views
Liquid Universe of European Ordinary and Preferred Shares: November‘24 Report
Since mid-October, share-price spreads have generally tightened across European liquid universe of ordinary and preferred shares (10 have...
147 Views