Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.
The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.
Perfect for your commute, coffee break, or pre-market scan.
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Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.
The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.
Perfect for your commute, coffee break, or pre-market scan.
CATL Dominance at Risk? Goldman July Report Reveals Battery Giant's Struggles
the Wall Street Journal Podcast
6 minutes 31 seconds
3 months ago
CATL Dominance at Risk? Goldman July Report Reveals Battery Giant's Struggles
Goldman Sachs' July 31 report shows CATL's Q2 net profit of RMB 16.5bn beat expectations by 34%, but battery unit gross profit pressured to RMB 135/kWh. Intensified domestic competition delays margin trough to 2026. Company increases capex to 24% for market share gains, solid-state battery production targeted for 2027. Goldman maintains A-share "Buy" at RMB 328, downgrades H-share to "Neutral" at HKD 436, forecasting 24% EPS CAGR 2024-2030.
the Wall Street Journal Podcast
Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.
The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.
Perfect for your commute, coffee break, or pre-market scan.
