Liquid Universe of European Ordinary and Preferred Shares: September‘23 Report
Since mid-August, spreads have not followed a clear pattern across the European liquid universe of ordinary and preferred shares (10 have...
312 Views
Porsche and Volkswagen CEO: Leadership, iconic cars & Chinese competition
The Porsche brand is synonymous with success in motorsport, focusing on drivability, innovation, and a commitment to achieving the best performance...
158 Views
Tesla (TSLA) No Longer Prevails, a Dilemma and Touch Challenges Ahead
Tesla No Longer Prevails, a Dilemma and Three Touch Challenges Ahead: 1. Collapsing margin vs. rising margin for peers; 2. Cybertruck is selling at...
928 Views
Toyota's Q2 Is a Huge Miss; EV Strategy in Flux
Toyota saw a huge miss in Q2 and admits they're revamping their EV plans. This may seem negative, but it's a huge positive ahead of a recovering...
250 Views
Delta Electronics: Taiwan Vs. Thailand Pairs Monitor, Call with Management
We had a call with Delta Electronics (2308 TT) management to understand the company’s latest developments, particularly in relation to its growing...
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