EV Batteries Monthly: COVID 19 Risks; Panasonic-Tesla Gigafactory Profits & CATL Partners with Tesla
Highlights since our last monthly- āEV Battery Monthly: No Further Cut in Subsidies for NEVs in China Suggests Better Market Conditionsā are as...
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Factories Outside of China Now Halting Production as Virus Impact Expands
As a follow up to our note Evidence of Global Slowdown Accumulates as Stores Remain Closed and Supply Chains Are Crippled, reports that business...
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3Q Points to Recovery: Increase in OP and A New Prismatic Battery JV with Toyota
3Q Earnings were quite strong for Panasonic Corp (6752 JP). Although revenue declined and failed to meet consensus (-3.2%) and our estimates...
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šÆšµ JAPAN ā¢ Results & Revisions Daily Roundup - 3rd February ā²8591 6752 3064 ā¼6503 4768 6920
3RD FEBRUARY ROUNDUP - The 107 Results and 44 Forecast/Revision announcements yesterday nudged both our Scores lower again as the Total Market...
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Global Equity Strategy: Growth Over Value
We continue to see coronavirus concerns as helping correct the excess bullish sentiment across global equity markets in the short-term....
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