Electrification/Autonomy Trends Begin Reshaping Global Auto Sector…
Last month saw a spate of key auto sector news flow, from Honda and SenseTime collaborating on self-driving to BMW acquiring a solid state battery...
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A-Share Pre-IPO Note: CATL'S Core Competitiveness and Estimation of Future Revenue
Contemporary Amperex Technology Co. Ltd (CATL) submitted its prospectus, planning to raise about $2billion in China A-share IPO for expansion and...
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EM Outlook: Bullish, Led by BRIC and Asia
Asia and the BRIC segment continue to outperform the broad EM universe. Based on technical breakouts in each of their relative strength trends (vs....
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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...
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CATL IPO - Riding on Global and China EV Battery Demand
A leading EV battery vendor in China: CATL aims to be listed at Shenzhen Stock Exchange as A-share listing middle next year. The company will...
736 Views