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...
435 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...
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EV Batteries Monthly: Battery Makers Look Upstream While Panasonic/Toyota Target Hybrids
The highlights for August are as follows: Panasonic Corp (6752 JP) prefers to strengthen its bond with Toyota Motor (7203 JP) and capitalise on...
562 Views
South Korea Excludes Japan from Its Whitelist & A List of 25 Japanese Stocks Impacted by Conflict
The South Korean government announced today that it will officially exclude Japan from its "whitelist" of preferred trading countries with fast...
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