Founder & CEO Bond Angle, LLC, Bond Angle, LLC

Vicki Bryan

Founder & CEO Bond Angle, LLC

Bond Angle, LLC

Insightful commentary and analysis on bond markets and market movers, including financial, economic, and industry catalysts and management shenanigans. 

High yield market investment research

Credit

<ul>
<li>Early reports of Tesla's "strong" Feb "sales" left out critical data, 
</li>
<li>Like Model 3 deliveries sunk like an anchor, as I expected, and Model Y pace may already be slowing. </li>
<li>
Critical March is now hit with a major Covid outbreak—and lockdowns.</li>
</ul>


Early reports of Tesla's "strong" Feb "sales" left out critical data, 

Like Model 3 deliveries sunk like an anchor, as I expected, and Model Y pace may already be slowing. 

Critical March is now hit with a major Covid outbreak—and lockdowns.


Tesla China Deliveries: Weaker And More Important Than You Think

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

<ul>
<li>NIO announced that it would look to list in the HK by way of introduction with trading set to begin on 10th March 2022.</li>
<li>Unlike a secondary or a dual primary listing, there will be no new capital raised and there will be no secondary shares sold either.</li>
<li>In this note we take a quick look at the deal dynamics.</li>
</ul>


NIO announced that it would look to list in the HK by way of introduction with trading set to begin on 10th March 2022.
Unlike a secondary or a dual primary listing, there will be no new capital raised and there will be no secondary shares sold either.
In this note we take a quick look at the deal dynamics.


<ul>
<li>Tesla's is in a slump entirely of its own making—and totally predictable.</li>
<li>Waves of recalls and lawsuits and government probes. Profitability has a serious asterisk. Market share is shrinking.</li>
<li>January monthly sales were sad. Will February results look better? 
</li>
</ul>


Tesla's is in a slump entirely of its own making—and totally predictable.
Waves of recalls and lawsuits and government probes. Profitability has a serious asterisk. Market share is shrinking.
January monthly sales were sad. Will February results look better? 



<ul>
<li>
Tesla is already straining versus its record 2021 pace when MY was new, M3 was still growing, competition was still thin, regulator oversight was still lax &amp; recalls were few. </li>
<li>
CEO Elon Musk's vulgar "jokes" don't help—nor does he care.</li>
<li>The bills are finally coming due for Tesla—but Tesla's workers and customers and other victims have borne the cost.</li>
</ul>



Tesla is already straining versus its record 2021 pace when MY was new, M3 was still growing, competition was still thin, regulator oversight was still lax &amp; recalls were few. 

CEO Elon Musk's vulgar "jokes" don't help—nor does he care.
The bills are finally coming due for Tesla—but Tesla's workers and customers and other victims have borne the cost.


Dear Elon: There's Nothing Funny About Hitler

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>The year 2021 was a particularly historic one for Tesla and electric vehicles.</li><li>Although the management faced supply chain challenges throughout the year, they increased their volumes by nearly 90% which was truly remarkable.</li><li>Tesla is building Model Ys in Texas with the structural battery pack and 4680 cells, and they will start delivering after the vehicle receives final certification, which should happen soon.</li></ul>

The year 2021 was a particularly historic one for Tesla and electric vehicles.Although the management faced supply chain challenges throughout the year, they increased their volumes by nearly 90% which was truly remarkable.Tesla is building Model Ys in Texas with the structural battery pack and 4680 cells, and they will start delivering after the vehicle receives final certification, which should happen soon.

Tesla Inc.: Is The Cost Advantage Sustainable? 02/22

United States

Tesla Inc. operates as a multinational automotive and clean energy company. The Company designs and manufactures electric vehicles, battery energy storage from home to grid-scale, solar panels and solar roof tiles, and related products and services. Tesla owns its sales and service network and sells electric power train components to other automobile manufacturers.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Tesla (TSLA US)

Tesla China Deliveries: Weaker And More Important Than You Think

Early reports of Tesla's "strong" Feb "sales" left out critical data, like Model 3 sunk like an anchor, as I expected, and Model Y pace may already...

Vicki Bryan

NIO HK Listing - Ticking the Box

NIO announced that it would look to list in the HK by way of introduction with trading set to begin on 10th March 2022. In this note, we take a...

Sumeet Singh

Will Tesla Get Good News This Week?

It's been raining recalls and lawsuits and government probes. January monthly sales were sad. Tesla's profitability has a serious asterisk. Will...

Vicki Bryan

Dear Elon: There's Nothing Funny About Hitler

Tesla is already straining vs its record 2021 pace when MY was new, M3 was still growing, competition was still thin, regulator oversight was still...

Vicki Bryan

Tesla Inc.: Is The Cost Advantage Sustainable? 02/22

The year 2021 was a particularly historic one for Tesla and electric vehicles. Although the management faced supply chain challenges throughout...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)