India Vulnerable to EM Reversal, Li-Ion Batteries Set to Dominate Grid Storage...
The stunning EM equity rally YTD led by Asia has been justified by improving earnings/macro momentum and underpinned by tumbling IG and HY...
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KRX Short Interest Weekly (Apr 24th): SK Hynix, DB HiTek, KOREA AEROSPACE, HDHMS
We analyzed KRX short interest report for the past week and highlighted short interest changes in SK Hynix, DB HiTek, KOREA AEROSPACE, HDHMS, HD...
394 Views
Electrification and Autonomous Trends Reshaping Auto Industry…
Investing thematically in the electric/autonomous vehicle trends covered regularly since 2013 has proved profitable, with many battery, lithium and...
643 Views
KRX Foreign Holding Weekly (Apr 24th): SK Hynix, Doosan Enerbility, HD HYUNDAI HEAVY INDUSTRIES
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Doosan Enerbility, HD HYUNDAI HEAVY...
259 Views
Andrew on Tech: Rechargeable Battery - The Next US$100bn Industry /Part 1
Over US$100bn industry by 2026E: By assuming BEVs to have 13% of global automotive industry shares at battery cell cost of US$80/KWh and 95KWh...
459 Views