Kevin Mak
As seen in:
TechInsights,
LinkedIn News,
Seeking Alpha,
New Atlas,
hkust.edu.hk,
NewsBreak,
Lexology
Principal Analyst, Market Analysis-Automotive Electronics at TechInsights (Strategy Analytics)
Is this you? As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.
Claim your profile
Articles by Kevin Mak
SGX RegCo to Incorporate IFRS Standards Into Mandatory Climate Reporting Rules
Listed issuers will be subject to additional emissions disclosure requirements as the Singapore Exchange Regulation announces enhancements to its sustainability reporting regime. On 23 September 2024, the Singapore Exchange Regulation (SGX RegCo) announced that it will begin incorporating the IFRS Sustainability Disclosure Standards (IFRS Standards) issued by the International Sustainability Standards Board (ISSB) into its sustainability reporting regime.
HUMA Seminar - 招牌街景的文化傳承
Abstract: Neon lights are the icons of Hong Kong city, the talk is about the development & preservation of this vanishing culture. Street Sign HK is a group formed by 2 architects would like to raise the awareness of our heritage. Biography: Street Sign HK is formed by 2 architects Ken Fung and Kevin Mak. They co-founded this Hong Kong signboard heritage conservation platform in 2017, they have been engaged extensively in signboard-streetscape preservation works, exhibitions & community projects.
Core Scientific: Of CORZ It's Not Arbitrage, But The CVR Is Very Compelling
Apr. 25, 2024 9:41 AM ETCore Scientific, Inc. (CORZ) Stock, CORZR Stock Summary Core Scientific, Inc. has an undervalued contingent rights vehicle, or CVR, that resembles a put option with unique features. The CVR trades at a significant discount to its fair value due to its complexity and illiquidity. The CVR has a strike price of $5.02, a 3-year maturity, and annual settlements capped at $0.84 per year. Introduction Core Scientific, Inc.
Mandatory Climate Reporting in Singapore From FY2025
The Accounting and Corporate Regulatory Authority and Singapore Exchange Regulation have provided details of mandatory climate reporting for listed issuers and large non-listed companies. On 28 February 2024, the Accounting and Corporate Regulatory Authority (ACRA) and Singapore Exchange Regulation (SGX RegCo) introduced regulations for mandatory climate-related disclosures (CRD) (the Regulations).
Four Stock Exchanges Collaborate to Develop the ASEAN-Interconnected Sustainability Ecosystem
The stock exchanges of Malaysia, Indonesia, Thailand, and Singapore have partnered to advance sustainability in ASEAN through the development of an interregional ESG ecosystem. On February 15, 2024, Bursa Malaysia Berhad (Bursa Malaysia), Indonesia Stock Exchange (IDX), The Stock Exchange of Thailand (SET), and Singapore Exchange (SGX Group) released a joint statement announcing their collaboration on the development of the ASEAN-Interconnected Sustainability Ecosystem (ASEAN-ISE).
Singapore Unveils Blueprint for Sustainable Air Hub
The Civil Aviation Authority of Singapore will also launch 12 key initiatives, including a levy on sustainable aviation fuel and low-carbon electricity imports. The Civil Aviation Authority of Singapore (CAAS) has launched the Singapore Sustainable Air Hub Blueprint (Blueprint) as part of its efforts to decarbonise Singapore’s aviation sector while enabling sustainable growth.
Cellebrite: Growth, Profits, And Consistency
By signing up for our newsletter, you agree to our Terms of Use and Privacy Policy
Cellebrite: Growth, Profits, And Consistency (CLBT)
Introduction Cellebrite DI Ltd. (NASDAQ:CLBT) is an Israeli company that specializes in digital forensics data extraction, analytics and management. Their primary digital forensics software product, Inseyets (launched in January 2024), allows law enforcement to connect its software to a mobile device like a cell phone or tablet and securely access the device and extract data from it.
Sphere Fiscal Q2 2024 Earnings Expectations (NYSE:SPHR) Original
Introduction Sphere Entertainment Co. (NYSE:SPHR) reports their fiscal Q2 numbers for the period ended Dec 31st, 2023 on Monday February 5th before the open. This is a key earnings report, because it's the first quarterly report that encompasses an entire quarter of operations. Market/street expectations were originally very soft for the quarter, but have since been revised upwards dramatically as the venue has built up its audience and offerings.
Singapore Publishes Eligibility List Under the International Carbon Credit Framework
|
The Eligibility List sets out the approved host countries, carbon crediting programmes, and methodologies that meet the established Eligibility Criteria in Singapore. On 19 December 2023, the Ministry of Sustainability and the Environment (MSE) and the National Environment Agency (NEA) in Singapore published the Eligibility List under Singapore’s International Carbon Credit (ICC) Framework, which took effect from 1 January 2024 and was published on Singapore’s Carbon Markets Cooperation website.
By Paul Davies Verified, Jean-Philippe Brisson, Farhana Sharmeen, Michael Green, Qingyi Pan, James W. Bee, Kevin Mak
|
Lexology
Verified
MAS publishes Code of Conduct for ESG Rating and Data Product Providers
The voluntary code aims to enhance transparency and improve comparability and reliability of ESG data and scores. The Monetary Authority of Singapore (MAS) has published a Code of Conduct for Providers of Environmental, Social, and Governance (ESG) Rating and Data Products (Code), and an accompanying compliance checklist for providers (Checklist), following a public consultation conducted from June to August 2023.
MAS launches Singapore-Asia taxonomy
The Taxonomy aims to define green and transition economic activities to identify and allocate capital to sustainable projects and initiatives. On 3 December 2023, the Monetary Authority of Singapore (MAS) unveiled the Singapore-Asia Taxonomy for Sustainable Finance (Taxonomy) at the United Nations COP28 climate conference in Dubai.
Singapore establishes new platform for ESG data
The artificial intelligence platform is the most recent development in Singapore’s green initiatives as part of Project Greenprint. A new platform called “Gprnt.ai” (Gprnt), which launched in November 2023, aims to unify existing pilots under Project Greenprint to support Singapore’s sustainability reporting and data needs. The full platform is due to go live in early 2024, and will scale up progressively.
Sphere Continues To Dazzle, Markets Continue To Underprice (NYSE:SPHR)
As we expected, we got a few morsels of information in the latest release of Fiscal Q1 (ending Sept 30th, 2023) financials from Sphere Entertainment (NYSE:SPHR). In this article we’ll take a look at their disclosures and build a forecast for Fiscal Q2 link that to a valuation for the firm. This article assumes you're familiar with the Sphere company and is designed to build on my previous work published here.
Hong Kong skyscraper is tailor-made for energy efficiency Original
Snøhetta has completed work on an ambitious new skyscraper in Hong Kong named Airside. Built on the site of the Kai Tak Airport district, the building incorporates an impressive degree of sustainable design, including solar power and rainwater collection. Airside consists of five interconnected volumes that gradually increase in height from a nearby river and culminate in the tallest tower, which rises to a height of 213 m (almost 700 ft).
A Deep Dive Into Sphere's Unit Economics And Valuation (NYSE:SPHR)
Quick Take Sphere Entertainment Co. (NYSE:SPHR) is a publicly traded company that operates two major segments, MSG Networks and Sphere Las Vegas. The latter segment is a very interesting asset that has little operating history or comparable data. The market is currently valuing it based on traditional entertainment venue operations that are likely inappropriate.
Pagaya Technologies Q2 Earnings Review (NASDAQ:PGY)
Introduction Pagaya Technologies Ltd. (NASDAQ:PGY) reported Q2 earnings on August 10th. The company exceeded both company guidance and the Wall Street consensus, here's a summary of the headline numbers: Revenue was slightly stronger than expected and operating costs were in line with expectations. The notable standout was that their production costs (a cut of fees paid back to their lending partners) were significantly lower than previous quarters which led to a very strong adjusted EBITDA number.
Pagaya Stock: Still Underpriced, And Setting The Stage To Grow Quickly (NASDAQ:PGY)
Jun. 07, 2023 11:31 AM ETPagaya Technologies Ltd. (PGY)UPST Summary Pagaya Technologies Ltd., an AI-driven consumer lending platform, has seen a 50% increase in its stock price since the previous article, and I remain bullish on the company's future prospects due to its strong operating network and market potential.
Pagaya: Misunderstood And Mispriced (PGY)
Introduction Pagaya (NASDAQ:PGY) is an Israeli fintech startup that specializes in providing AI-based credit scoring. The company claims its proprietary systems are able to analyze a potential borrower's credit attributes with a higher degree of accuracy than traditional methods and can make more accurate predictions of their ability to repay a loan.
iStar And Safehold, A Perplexing But Intriguing Merger Arb
Introduction Let's get something out of the way, I don't analyze or invest in REITs, and the two tickers I'm talking about are both REITs. However, as you'll soon see, the purpose of this analysis, largely isn't about whether these REITs are worthwhile or not, it's about the upcoming merger of the two companies and the possible pricing discrepancies that exist as we approach the consummation of the deal.
Resetting The Clock On The APE/AMC Arbitrage (NYSE:AMC)
Prologue This article talks about the ongoing special situation class consolidation for AMC Networks. I've written extensively on the topic in these previous articles: AMC-APE Convergence Trade AMC and Antara jointly loosen lockup restrictions The AMC and APE Consolidation Saga, Part 3 Introduction The last article that I published was rather hasty as I was trying to get it submitted and approved for publication prior to the release of the court dates.
The Fall and Rise Again of Steer-by-Wire: Is It Any Closer To Deployment?
Already a Client? Log in to read this document Become a client Strategy Analytics is a leader in supporting companies across their planning lifecycle through a range of research solutions. Contact us to learn more about the benefits of becoming a client. Buy Report Users can buy this report for $4999. UK users will be charged £3700 To add the report to your cart, please Log in or Sign-up
The AMC And APE Consolidation Saga, Part 3 (NYSE:AMC)
This article is written as a continuation/update based on two previous submissions, the AMC/APE Convergence Trade and AMC and Antara Jointly Loosen Lockup Restrictions, But Why?. If you are not familiar with the situation, I strongly suggest you read those articles first. Feb 13-17th - As expected, Antara Sells We left off by hearing that Antara Capital and AMC Entertainment Holdings, Inc.
AMC And Antara Jointly Loosen Lockup Restrictions, But Why? (NYSE:AMC)
Feb. 10, 2023 11:12 AM ETAMC Entertainment Holdings, Inc. (AMC), APE Summary After the close on Feb 9th, AMC Entertainment Holdings, Inc. released an amendment to their agreement with Antara that both parties can sell additional shares into the market despite previous lockup provisions. This is categorically bad (or neutral, in the best case scenario) for AMC preferred shares (APE). How it filters through the arbitrage spread to AMC commons remains unknown.
A SPAC, Spinoff, And Short Squeeze Walk Into A Bar (NASDAQ:SCLX)
Part 1 - The SPAC The story begins with Sorrento Therapeutics (NASDAQ:SRNE). The company is generally considered a battleground stock with multiple short-seller reports against the company and a moderately fervent retail base of shareholders. Sorrento is involved in a plethora of lawsuits and legal battles that are not within the scope of this article, but SA marketplace contributor Avisol Capital Partners does a good job summarizing some of it in their article here.
AMC - APE Convergence Trade
Introduction On December 22nd, AMC announced a multi-part deal where they agreed to sell and swap millions of shares of their APE (AMC Preferred Shares) to a hedge fund in exchange for their pledge to vote "yes" for an effective share consolidation of APE and AMC shares. Given the dynamics that I'll cover later, this vote will likely pass and the spread between AMC and APE shares will close.
Kevin Mak on LinkedIn: Agenda
Principal Automotive Electronics Industry Analyst at Strategy Analytics 3h I will be speaking #ePowertrainechSummit on 22nd-24th March 2023 in Berlin: I hope everyone had a great holiday break and recharged for 2023! 🔋 I am back with a new event announcement! Save the date for the #ePowertrainTechSummit on March 22-24, 2023, in Berlin! The ePowertrain Tech Summit will bring together over 150 of the most influential technical #EV motor and powertrain experts and executives from leading...
Automotive Cameras: More Demand, More Performance
Already a Client? Log in to read this document Become a client Strategy Analytics is a leader in supporting companies across their planning lifecycle through a range of research solutions. Contact us to learn more about the benefits of becoming a client. Buy Report To add the report to your cart, please Log in or Sign-up
OEM Hybrid and Electric Vehicle Strategies: Global OEMs Raise Production Capacity For "All-Electric" While Chinese OEMs Begin Exports
Already a Client? Log in to read this document Become a client Strategy Analytics is a leader in supporting companies across their planning lifecycle through a range of research solutions. Contact us to learn more about the benefits of becoming a client. Buy Report Users can buy this report for $4999. UK users will be charged £3700 To add the report to your cart, please Log in or Sign-up
Electric Vehicle Charging Infrastructure: Expansion To Support Growing Demand For Electrification, Fast-Charging Backed By 800 Volts and Battery Technologies
Already a Client? Log in to read this document Become a client Strategy Analytics is a leader in supporting companies across their planning lifecycle through a range of research solutions. Contact us to learn more about the benefits of becoming a client. Buy Report Users can buy this report for $3000. UK users will be charged £2200 To add the report to your cart, please Log in or Sign-up
Electric Vehicle Motors: Auto Makers Deploy Integrated E-Axles While Exploring New Technologies
Already a Client? Log in to read this document Become a client Strategy Analytics is a leader in supporting companies across their planning lifecycle through a range of research solutions. Contact us to learn more about the benefits of becoming a client. Buy Report Users can buy this report for $3000. UK users will be charged £2200 To add the report to your cart, please Log in or Sign-up
Electric Vehicle Power Electronics: Increasing Use of 800 Volts, Integrated Designs and Silicon Carbide
Already a Client? Log in to read this document Become a client Strategy Analytics is a leader in supporting companies across their planning lifecycle through a range of research solutions. Contact us to learn more about the benefits of becoming a client. Buy Report Users can buy this report for $4999. UK users will be charged £3700 To add the report to your cart, please Log in or Sign-up
Electric Vehicle Batteries: LFP Boosted By Pack Topologies, But Race On For Cost-Effective Chemistries
Already a Client? Log in to read this document Become a client Strategy Analytics is a leader in supporting companies across their planning lifecycle through a range of research solutions. Contact us to learn more about the benefits of becoming a client. Buy Report Users can buy this report for $4999. UK users will be charged £3700 To add the report to your cart, please Log in or Sign-up
Innoviz-Volkswagen CARIAD Deal: Second Wave of High-Resolution LiDAR Deployments
Already a Client? Log in to read this document Become a client Strategy Analytics is a leader in supporting companies across their planning lifecycle through a range of research solutions. Contact us to learn more about the benefits of becoming a client. Buy Report To add the report to your cart, please Log in or Sign-up
NXP Trimension: Expanding UWB's Market Reach with RADAR
Already a Client? Log in to read this document Become a client Strategy Analytics is a leader in supporting companies across their planning lifecycle through a range of research solutions. Contact us to learn more about the benefits of becoming a client. Buy Report To add the report to your cart, please Log in or Sign-up
Can Solid-State Batteries Reach Mass Production?
Already a Client? Log in to read this document Become a client Strategy Analytics is a leader in supporting companies across their planning lifecycle through a range of research solutions. Contact us to learn more about the benefits of becoming a client. Buy Report Users can buy this report for $3000. UK users will be charged £2200 To add the report to your cart, please Log in or Sign-up
Cost and Technical Challenges Will Limit the Automotive CO2 Sensors Opportunity
Already a Client? Log in to read this document Become a client Strategy Analytics is a leader in supporting companies across their planning lifecycle through a range of research solutions. Contact us to learn more about the benefits of becoming a client. Buy Report Users can buy this report for $4999. UK users will be charged £3700 To add the report to your cart, please Log in or Sign-up
Minima: Blockchain Technology To Realize Protocol In V2X
Already a Client? Log in to read this document Become a client Strategy Analytics is a leader in supporting companies across their planning lifecycle through a range of research solutions. Contact us to learn more about the benefits of becoming a client. Buy Report To add the report to your cart, please Log in or Sign-up
Ukraine War Disruption to Automotive
The Russian invasion of Ukraine is causing a number of issues that will affect the automotive sector: Further acceleration towards electrified vehicles Energy prices, in general, will increase, making the drive for more fuel economy or for electrified vehicles even greater. Platinum prices will increase given that Russia is the second largest producer of the metal, used in catalytic converters.
Ukraine War Disruption to Automotive
by Kevin Mak | Mar 04, 2022 The Russian invasion of Ukraine is causing a number of issues that will affect the automotive sector: Further acceleration towards electrified vehicles Energy prices, in general, will increase, making the drive for more fuel economy or for electrified vehicles even greater. Platinum prices will increase given that Russia is the second largest producer of the metal, used in catalytic converters.
Retrofitments: WiTricity Halo Charging Raising Consumer Awareness Of Wireless Charging
This report has been removed, please click the menu above to find the latest research from Strategy Analytics. Ask the author Author: Kevin Mak Publication Date: Feb 23 2022 Pages: 9 Report Type: Insight, Word Powertrain, Body, Chassis and Safety Retrofitments: WiTricity Halo Charging Raising Consumer Awareness Of Wireless Charging Available to Clients Only This report is available to Strategy Analytics clients only. You can see the benefits of becoming a client here.
CES 2022: Omicron Subdues Show, CASE Message Continues
Despite the Omicron variant of COVID-19 causing disruption to CES 2022, it remains a show that best showcases the CASE (Connected, Autonomous, Shared and Electrified) trend in automotive. This report highlights the developments in electrification, instrumentation, in-vehicle networking and safety. Table of Contents 1. Executive Summary 2. Introduction 3.
Herbert Diess - The Man Behind VW’s Transformation To Electric
by Kevin Mak | Dec 15, 2021 On Friday, 10th December, the supervisory board at Volkswagen Group extended the CEO contract of Herbert Diess, the man behind the transformation of the auto group to electric. The announcement comes after strong reticence among the workforce and trade unions over comments made by the CEO regarding the future of the main Wolfsburg plant in Germany.
2022: The Year When Imaging RADAR Enters Automotive
Table of Contents 1. Executive Summary 2. Introduction 3. Frequencies and Bandwidth 3.1 Transition to 77 GHz 3.2 Lack of Global Standard for 79 GHz 3.3 Growing Acceptance of 60 GHz 4. Applications and Performance 4.1 Blind Spot Detection 4.2 Distance Warning 4.3 Front Corner Alert 4.4 Park Assist 4.5 Interior 5. Imaging RADAR 5.1 Strategies 5.2 Ainstein 5.3 Arbe 5.4 Echodyne 5.5 Greenerwave 5.6 Metawave 5.7 RFIsee 5.8 Steradian Semiconductor 5.9 Vayyar 5.10 Others 6.
OEM Hybrid and Electric Vehicle Strategies: Global OEMs Plan For All-Electric Future
Table of Contents 1. Executive Summary 2. Introduction 2.1 800-900 Volts 2.2 Contract Manufacturing Platforms 2.3 Dedicated Hybrid Transmissions 2.4 Plug-and-Charge 2.5 OEM Battery Cell Production 2.6 Increasing Energy Density 3.
Power and Automotive Sectors Intertwined - Another Pitfall In Transitioning To Electric?
After my visit to the 2021 British Motor Show at the Farnborough International Exhibition Centre last month, I returned to the same showground for the Fully Charged Outside event last week. In the previous Fully Charged Show in 2019 (obviously, the 2020 show had been cancelled by the pandemic), there was growing consumer interest in leasing and purchasing electric vehicles.
Efficiency and Programmability, Lattice's Certus-NX Automotive FPGA Targets Edge Processing
This report has been removed, please click the menu above to find the latest research from Strategy Analytics. Ask the author Author: Kevin Mak Publication Date: Aug 26 2021 Pages: 8 Report Type: Insight, Word Powertrain, Body, Chassis and Safety Efficiency and Programmability, Lattice's Certus-NX Automotive FPGA Targets Edge Processing Available to Clients Only This report is available to Strategy Analytics clients only. You can see the benefits of becoming a client here.
Education, Expectation and Experience - The Challenge of Converting Consumers to Electric at the British Motor Show
The coronavirus had brought trauma on the automotive industry. From last year’s haemorrhage in car sales to this year’s chip shortages stymying the recovery, the pandemic has also frozen out motor shows - until Thursday, 19th August 2021, when the 2021 British Motor Show opened its doors, the first time a national show was opened to the public since the start of the pandemic in 2020.
After Acquiring Hella, Will Faurecia Become A Major Automotive Tier 1?
This report has been removed, please click the menu above to find the latest research from Strategy Analytics. Ask the author Author: Kevin Mak Publication Date: Aug 18 2021 Pages: 11 Report Type: Insight, Word Powertrain, Body, Chassis and Safety After Acquiring Hella, Will Faurecia Become A Major Automotive Tier 1? US and global visitors can buy this report for $499UK visitors will be charged £400 This report is available for individual purchase.
European Automakers Announce Step Change in Electrification
This report has been removed, please click the menu above to find the latest research from Strategy Analytics. Ask the author Author: Kevin Mak Publication Date: Aug 03 2021 Pages: 13 Report Type: Insight, Word Powertrain, Body, Chassis and Safety European Automakers Announce Step Change in Electrification Available to Clients Only This report is available to Strategy Analytics clients only. You can see the benefits of becoming a client here.
Show More
loading
Actions
Is this you?
As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.Get in touch with Kevin
Contact Kevin, search articles and posts on X, monitor coverage, and track replies from one place.
Learn more about Muck Rack