Japan Quake and Chip Shortages, Tough on Auto?
Will Saturday's Japan earthquake further disrupt the semiconductor supply chain? Early reports seem tame enough, but automobile manufacturers are...
377 Views
Biden COVID-19 Response Plan: Overview of Its Inherent Investment Themes
Biden's recently-announced COVID-19 response plan suggests a number of investment themes. This Insight overviews the more significant of those...
366 Views
Momenta Global (6880 HK) IPO: Priced for Perfection
Momenta Global's IPO aims to raise HK$5.6bn, highlighting its leadership in autonomous driving. At 13.1x P/S for FY27, it is pricier than the...
247 Views
Xi & Shenzhen/ Trade/ US-China/ Taiwan/ Electric Cars
I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and highlight why I think the...
420 Views
EV Batteries Monthly- Toyota To Invest In China Despite COVID Risks; GM's EV Plan Benefits LG Chem
The highlights since our last monthly, ‘EV Batteries Monthly: COVID 19 Risks; Panasonic-Tesla Gigafactory Profits & CATL Partners with Tesla’...
399 Views