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2023-10-30 12:14:13 ET More on Tesla Tesla: Looking Beyond Quarterly Swings Tesla: Fairly High Margins Despite Continued Price Declines Tesla: Expecting Shares Down To Double-Digits By End Of 2024 Tesla raises price of Model Y SUV in China DataTrek: L...
2023-10-16 05:00:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. International markets ...
2023-09-05 11:06:28 ET Summary We consider Daikin's shares expensive due to signs of slowing demand in Japan, China, and Europe. Concerns include market share loss in Japan and the U.S., as well as negative impact from the weakening Chinese real estate sector. We downgrade our...
2023-09-05 10:14:48 ET Summary Backed by a growing earnings base, Panasonic stock has deservedly been on a tear this year. The EV batteries business remains the crown jewel, though smaller growth engines within the portfolio also present long-term optionality. Yet, Panasonic...
2023-07-26 22:26:00 ET Summary Countries and companies are increasingly wary of possible shortages of raw materials going forward and seek to secure supply. Battery metal demand is also evolving as demand shifts between chemistries. Current interdependence is significant and a...
2023-07-11 06:35:00 ET Summary Since there is an outspoken minority of doves on the Fed, I think the July FOMC decision will rest on the June inflation reports, especially the Consumer Price Index (CPI). As CPI surged 1.2% in June 2022, I am expecting that its annual pace this mon...
Panasonic Releases Firmware Version 2.3 for GH6 To Support 4K 120p/100p HDMI output and BRAW recording PR Newswire NEWARK, N.J. , July 5, 2023 /PRNewswire/ -- Today, Panasonic announced the upcoming release of the Ver.2.3 firmware update program for the...
2023-07-03 07:38:45 ET Panasonic Energy would have to set up four more factories to meet its target for a sharp increase in annual capacity of batteries for electric vehicles (EVs) by 2031, Reuters reported citing the company's Chief Technology Officer (CTO) Shoichiro Watanabe ...
2023-06-12 13:00:53 ET Summary indie Semiconductor, Inc. announced a significant ADAS design win at General Motors in partnership with Sharp Japan, and that it secured initial Vision sockets at Panasonic in support of Honda. The company improved its competitive position as the tec...
2023-05-08 01:26:28 ET Summary Still my favorite Japan play, Panasonic Holdings Corp. is making a big transition into a lithium battery giant. Panasonic Holdings Corp. has an ultra-low price-to-sales ratio, which is below book value as well. While Buffett is strictly in Japane...
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Panasonic Energy and Mazda Enter Agreement Towards Supply of Cylindrical Automotive Lithium-ion Batteries Osaka and Hiroshima, Japan, Mar 29, 2024 - (JCN Newswire) - Panasonic Energy Co., Ltd., a Panasonic Group Company, and Mazda Motor Corporation today announced they have signed a...
In a recent earnings call, Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk said that Chinese automakers could “demolish” their global counterp...
In a recent earnings call, Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk said that Chinese automakers could “demolish” their global counterp...