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Globally, EVs accounted for less than 5% of total car sales in 2020, but the segment grew 45% to even amid the pandemic. Beyond commitments from OEMs to expand their EV lineups, supportive government policies around the world are further driving EV adoption. While OEMs and governm...
Panasonic Corporation (PCRFY) Q4 2021 Earnings Conference Call May 10, 2021 02:00 AM ET Company Participants Hirokazu Umeda - Chief Financial Officer Kazuhiro Tsuga - President Conference Call Participants Ryosuke Katsura - SMBC Nikko Securities Kota Ezawa - Citigroup Securities Yu Okazaki - ...
The following slide deck was published by Panasonic Corporation in conjunction with their 2021 Q4 earnings call. For further details see: Panasonic Corporation 2021 Q4 - Results - Earnings Call Presentation
Panasonic's automotive battery business contributes approximately 6% of total sales despite being the third-largest global manufacturer. Key competitors are ramping up manufacturing capacity, whilst Panasonic appears to be circling back to strengthen its appliances business. The s...
Fukushima Galilei's business is a geared recovery on the Japanese restaurant industry supplying commercial refrigerators and freezers. The timing of recovery may take longer than expected - we believe trading conditions will improve from Q3 FY3/2022. The company is a Japanese smal...
The ETF diversifies across the lithium and battery industry by including the most prominent companies in the space. More than 100 million electric cars are expected to drive on global roads, a major growth catalyst for the ETF. Although valuations remain high, the ETF is well-dive...
The telecommunication infrastructure business is capital intensive, competitive with fast price erosion, creating challenges that Nokia is not communicating with investors. Management lacks the leadership needed to carry and lead the world to the next generation of telecommunication t...
2020 in review: Global electric car sales grew ~43% in 2020 as conventional car sales decreased 14%, led by Tesla and Europe. My thoughts on the EV sector for 2021 - EV sales forecasts, EV manufacturers, Li-ion battery manufacturers, and the EV metal miners. Risks, further reading...
"Tesla to produce a $25K car as early as 2022 in Gigafactory Shanghai - report." If correct, it looks like being a game changer in the car industry less than a year away. The EV boom is accelerating. Cost parity between ICE and EVs is the holy grail for the EV boom. Tesla may make...
With the growth that will outpace EV manufacturers, and more certain futures, I believe that these suppliers are the prime means of capitalizing off of the global transition to EVs. Even as the pandemic has dampened electric vehicle adoption last year, lithium remains a strong market ...