Japan and China to Set A De-Facto EV Charging Standard: Charging Solutions Like Battery Swap Viable?
The Nikkei reported that Japan’s CHAdeMo Association (a group of auto and battery makers that promote Japan’s fast-charging standard, called...
562 Views
JDI: 50%/100% QoQ Revenue Growth in 2Q/3Q to Power Stock Near Term but What Happens After?
We visited Japan Display (6740 JP) recently to find that the ramp towards the all important third quarter is proceeding smoothly. Demand is close...
518 Views
La Cobaltera: New Ethical Source of Cobalt Is Good News for Electric Car Makers
Electric cars use lithium-ion batteries, majority of which use cobalt in their cathodes to improve structural stability and prevent...
947 Views
Tesla (TSLA): Highlights from the 2Q18 Earnings Call - Chinese Banks to Fund Gigafactory 3
Tesla's 2Q earnings conference call was devoid of the dramatic tension that characterized the company's 1Q earnings call, with management reverting...
733 Views
Panasonic (6752)--A Global Mega-Automotive Supplier & Perfect Hedge Against a Tesla Short
Panasonic Under-Performs both Topix & Tesla: Panasonic has under-performed both the Topix index by -9% but also Tesla's share price by -12%...
478 Views