Delta Electronics: Taiwan Vs. Thailand Pairs Monitor, Call with Management
We had a call with Delta Electronics (2308 TT) management to understand the company’s latest developments, particularly in relation to its growing...
253 Views
EVA Precision 838 HK: Play on EV Market Growth
Eva Precision Industrial Holdings (838 HK) is a supplier of office and automotive equipment (seat/battery frames and molds), trading at 8.1x PE...
559 Views
Hyundai Motor Group Becomes the Largest Shareholder of KT Corp
On 9 May, KT Corp (030200 KS) announced that it will cancel 5.1 million treasury shares (about 2% of outstanding shares), representing...
567 Views
Tesla's Won't Fix It's Worst Problems With Elon Musk In Charge
As I warned, Elon Musk's next move is typically worse than the last. News today reports he axed Tesla's supercharger group, new product...
474 Views
International Automobile Analysis
China markets showing excellent resilience and could be a good sign for the global economy. Automobile plays that may benefit.
205 Views