Panasonic
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 10, 2023 by Tarun Mehta · said 2 times in 2 episodes since 2023 · across every show →
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brought up most by Tarun Mehta (1), Kun Tang (1)
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2026 1 mention in 1 episode
Everything said about Panasonic, oldest first
Dec 10, 2023 neutral
Mehta: Giant battery cell makers operate at thin 4-6% PAT margins
“Most cell manufacturing companies, the really enormous ones, like LG Chem, Panasonic, all these guys, even in the best times that they made cells and sold cells, had like crazy ability to sell price at any point. They can sell at any price, like last year basi…”