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The following slide deck was published by Panasonic Holdings Corporation in conjunction with their 2023 Q3 earnings call. For further details see: Panasonic Holdings Corporation 2023 Q3 - Results - Earnings Call Presentation
Summary A timely candid presentation laid the roadmap for production and commercialization as well as increased transparency into the business. Enovix's new COO has finetuned its production and ramp-up strategy and expects a doubling of shipments every quarter. Full transparency of ...
Summary KARS provides diverse exposure to the entire EV value chain without overweight exposure to Tesla. I believe it is poised to do well, driven by: Increasing demand for EVs as total cost of ownership falls. Younger generations are more sustainability-conscious. Strong EV sa...
Summary Furukawa Battery is 57.2% owned by parent Furukawa Electric, which divested an asset to private equity in November 2022. With growing attention of erasing parent-listed subsidiary structures in corporate Japan, Furukawa Battery appears like a potential candidate. Unfortunate...
Summary Tesla has experienced a steep declining run earlier this week, with the stock breaching the $110-level as investors mull implications of growing demand risks ahead of mounting macroeconomic uncertainties. Yet, the stock's latest market-defying rebound underscores investor confid...
Summary Tesla and General Motors are two major leaders in a highly competitive market, both offering significant opportunities, while also reporting different risk profiles. Tesla reported massive performance over the past years, while GM is struggling to gain positive momentum and its ...
Summary Daikin's shares have held up YTD despite deteriorating conditions in real estate. Our primary concerns are a slowdown in commercial real estate and the European and Asia/Oceania markets. With the shares trading on consensus PER FY3/2024 22.4x, we have a neutral rating....
The following slide deck was published by Panasonic Holdings Corporation in conjunction with their 2023 Q2 earnings call. For further details see: Panasonic Holdings Corporation 2023 Q2 - Results - Earnings Call Presentation
Panasonic Holdings Corporation (PCRFY) Q2 2023 Earnings Conference Call October 31, 2022 2:30 AM ET Company Participants Hirokazu Umeda - Chief Financial Officer Tetsuro Homma - Executive Vice President Conference Call Participants Watanabe - Kyodo News A...
Summary FREYR, a lithium ion based battery manufacturer, is one of the best–positioned companies to benefit from energy transition policy in the U.S. and Europe. FREYR manufactures lithium-ion based batteries using a novel process that dramatically lowers carbon footprint. ...