Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
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EV Batteries Monthly: Partnerships for Strengthening Upstream, Recycling Batteries & Other Solutions
The highlights for October are as follows: Panasonic Corp (6752 JP): Reported weak 2Q earnings, though above consensus estimates. The recent...
399 Views
Midea (000333): Sell and Wait for the Robot
Investors are hopeful that the US-China Trade issues will be resolved soon, driving the share price up by almost 100% YTD when in reality, every...
439 Views
Farasis IPO: Carbon Neutral Production Process Is Its Key
Last month, Farasis Energy Gan Zhou Co-A (1748530D CH), an advanced lithium-ion battery technology company, reported its plan to IPO 214.1mn shares...
683 Views
EV Batteries Monthly: CVs Draw Attention; On HEVS- CATL/Bosch Teams Similar to Panasonic/Toyota
The highlights for September are as follows: Panasonic-Toyota alliance intensifies: The JV (planned in Jan this year: Panasonic Is Bonding with...
851 Views