The Case for Growth in Minor Bulks From EVs (Initial Study & Workbook in Bulk Shipping)
Forecast numbers on EV (and autonomous EV/auto) ridership are all over the map. But it is also clear that EV growth and demand for raw materials...
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What's the Secret Sauce in EV Production Forecasts
I have spent the last few weeks immersed in hundreds of papers on EVs and EV batteries to get a fix on increased volumes in related materials. My...
147 Views
First Look at MSSL: Aggressive Growth Strategies with No Significant Upside
Motherson Sumi Systems Limited (MSSL), the flagship company of the Samvardhana Motherson Group (SMG) is one of the global solution providers of...
417 Views
Yixin IPO Preview: When It Sounds Too Good to Be True, It Probably Is
The upcoming IPO of Yixin Group Ltd (2858 HK) is all set to be a blockbuster with the shares pricing at HK$7.70, the upper end of its pricing...
722 Views
Nvidia - Another Double-Digit Sales/EPS Beat for Gaming and Datacenter
SummaryDespite we are seeing a major sell-off in US semiconductor index to decline 2% overnight to 1,295 and Nvidia Corp (NVDA US) to fall 1.84%...
287 Views