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CATL, the largest battery maker has been added to the list
Following up on my last article regarding Panasonic Holdings Corporation (OTCPK:PCRFF)(OTCPK:PCRHY), the primary catalyst that I noted to
Panasonic's Market Share May Rise With CATL's Addition To The 'Barred List'
Summary
- CATL, the largest battery maker in the world, has been added to the US military black list, highlighting a significant future TAM hole potential for growth for competition.
- Despite being considered "dirt cheap," Panasonic's valuation may remain low indefinitely, posing a risk for investors.
- Growth optimism is fueled by positive developments from Panasonic, with new growth investment also going into Data Center power pack storage and circuit board components.
- The recent rescinding of the ADR adds complexity to the investment, requiring careful consideration by retail investors. It now only trades under tickers PCRFF and an unsponsored ADR PCRHY.
I'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and Fortress Investment Group.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of PCRFF, PCRHY, TSLA, AMZN, GOOGL, AAPL, META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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