Loading investment pitches...
Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
One of our favorite names in the space is HD Hyundai Electric, a Korean company that was historically more domestically focused but has seen a surge in demand from U.S. utilities as U.S. transformer manufacturers have run out of capacity. HD also has...
— Daniel Barker
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on HD Hyundai Electric Co., Ltd.
More institutional theses from Apis Flagship Fund
While US investors praise Tesla, its growth has stalled relative to BYD's massive production scale and superior free cash flow generation. Tesla benefits from...
LS Electric is poised to benefit from US factory onshoring driven by the CHIPS Act, serving as a turnkey electrical solution provider for Korean car, battery, and semiconductor firms. Trading at 9x...
The manager argues that Amazon's stock rally is built on fragile assumptions of rising sales and earnings that have already priced in minor positive revisions. Trading at a...