One Simple Rule to Beat the Market in Korea - SAMSUNG
In this report, we provide one simple rule to beat the market in Korea, which is to stick with the Samsung Group.We want to state 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...
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KRX Short Interest Weekly (Jun 5th): SAMSUNG C&T, NAVER, LG Electronics, LG Innotek, SamsungElecMech
We analyzed KRX short interest report for the past week and highlighted short interest changes in SAMSUNG C&T, NAVER, LG Electronics, LG Innotek,...
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EV Battery: Which One Is for You?
​Comparing Samsung SDI, LG Energy Solution, and CATL in the battery business, highlighting the importance of US AMPC and alternative valuation...
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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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