Tesla China and EV Subsidies Fact Checks - January 2020
In this note, we share our latest on the ground checks on Tesla Motors (TSLA US) China this month. We believe that both the GF3 production...
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HK - Shorts Increase on Tencent, Ping An, China Mobile, Alibaba
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 13 December.Total short notional...
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EV Batteries Monthly: Panasonic Says ‘No’ to Tesla, South Korean Players Focus on China and the US
The highlights for November are as follows: Panasonic Corp (6752 JP): Reports hesitance to continue with Tesla’s expansion plans. The company...
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HK - Stocks Higher, Shorts Higher
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 22 November.Total short notional...
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China NEV: 2020 Outlook
China's NEV PV demand is still declining fast. In 2019, we estimate China's NEV PV shipment to be flattish yoy, the first year that China's NEV PV...
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