Discover Singapore: Memtech. ~30% Net Cash Company Trading At 8.3x Ex-Cash PE
We met with Mr. Chuang Tze Mon of Memtech International Ltd (MTEC SP) on Friday, 28 April 2017. This meeting was a post 1Q results briefing and an...
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Yahoo Japan - Knee Jerk Reaction to Results Looks All Wrong
One of the switcheroos of 21st Century investing is that it is US investors that are now willing to back companies, which forgo short-term...
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US Light Truck/SUV Boom Forces Toyota to Respond to Capacity Constraints
North American Market Grew – Toyota Fell BehindNet revenues in North America increased by JPY1,374bn (+14.2% YoY) to JPY11,052bn in FY2016 compared...
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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...
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Tencent Invests USD 1.78 Billion for 5% Stake of Tesla
Tencent became the fifth-largest shareholder of Tesla Motors Inc (TSLA US). According to Tesla’s public filings, Tencent acquired 8,167,544 shares...
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