Can I read Catalogue record on EtoBox?

Catalogue record is a book available to read on EtoBox.

What is Catalogue record about?

Page 1 1 We continue to forecast 25% auto semis growth y-o-y in 2021. 1 Strong auto semis growth in 2021E ahead and thoughts on hydrogen 1 State of play - sector leading indicators trending positively 1 Valuation / stock preferenes 1 Disclosure 1 Page 2 2 Q3 MARKS TROUGH BUT HOW STRONG WILL 2021 BE? 2 Graphics Title: Figure 1: UBS auto semis model - content growth assumptions 2 Page 3 3 Q3 MARKS TROUGH BUT HOW STRONG WILL 2021 BE? (CONT) 3 Table Title: Figure 2: UBS Auto semis revenue model (US$m) 3 Table Title: Figure 3: UBS auto semis revenue model - powertrain / EV estimates 3 Page 4 4 Coronavirus tracker 4 Page 5 5 China recovery continues: Sales +15% y/y in July 5 Could hydrogen be a disruptor to Autos in the era of ongoing decarbonisation? 5 Page 6 6 Could hydrogen be a disruptor to Autos in the era of ongoing decarbonisation? (CONT) 6 Graphics Title: Figure 4: Hydrogen costs ($/Kg) for electricity-based and gas-based on 'blue' (carbon capture and storage - CCUS) 6 Graphics Title: Figure 5: Fuel prices ($/kg average and range) paid in IEA countries + China, incl. taxes and tariffs. Also hydrogen prices for refining applications 6 Table Title: Figure 6: Key challenges for hydr

Language

ZH