KINTO Mobility’s Post

At Ampurdan Equity Research, we have published a new high-conviction investment idea in the UK facilities services sector: Kinovo Group. Ticker: KINO.L   🔹Market Cap: 39.1 M£ 🔹Share price: 0.62 £ 🔹Base Case Price Target: 1.49 £ 🔹5.5x EV/EBITDA 🔹7x EV/FCF Key Points: - Management with a strong track record and experience in capital allocation. - Growth opportunity driven by significant government investment in renewable energies with the goal of zero emissions by 2030. - Low valuation multiples due to the costly divestment of the construction subsidiary.   You can read our full investment thesis at the following link: https://lnkd.in/dsugGPsS   Follow us for more investment ideas:   𝕏 https://lnkd.in/dgi-Spq4

In a landmark move to reinforce its presence in Southeast Asia, Geely Holding Group (“Geely Holding”) has partnered with DRB-HICOM (“DRB-HICOM”) to form a joint venture focusing on the recently announced Automotive High-Tech Valley (“AHTV”) project. Simultaneously, Geely Holding’s subsidiary, GYMD Digital Technology Co., Ltd. (“GYMD”), has entered into a Heads of Agreement with ALTEL Group Sdn Bhd (“ALTEL”), further showcasing its commitment to diversify industrial growth. These initiatives mark a pivotal moment for Malaysia’s automotive sector, ushering in a new era defined by innovation and progress. The AHTV joint venture aims to position Malaysia as a prominent hub for next-generation vehicles within an integrated automotive and mobility ecosystem. This encompasses advanced research and development facilities, state-of-the-art manufacturing units, and supportive services like logistics and training – all framed within a sophisticated smart city framework. It is a strategic move set to elevate Malaysia’s standing in the #automotive sector. The Heads of Agreement between GYMD and ALTEL expands cooperation into key areas, including digital transformation, smart logistics, and advancements in the energy sector. This amplifies Geely Holding’s commitment to seamlessly integrate modern technology into automotive and related sectors, affirming its dedication to stay at the forefront of #technological #innovation. Signatories for the AHTV joint venture agreement between Geely Holding and DRB-HICOM include Geely Holding CEO, Daniel Li, and DRB-HICOM Group Managing Director, Tan Sri Syed Faisal Albar. For the Heads of Agreement between GYMD and ALTEL, signatories include GYMD CEO, Wang Xiaohu, and ALTEL Director, Dato’ Sri Amrin Awaluddin. The two signed agreements were exchanged in the presence of Malaysian Prime Minister, Dato’ Sri Anwar Ibrahim, and Geely Holding Chairman, Eric Li. Geely Holding’s strategic collaboration in Malaysia signifies a crucial milestone in its journey to foster a globally competitive automotive ecosystem. The #partnerships with DRB-HICOM and ALTEL go beyond mere business expansions as they represent the company’s commitment to innovative growth and sustainable development in the automotive sector, with the goal of enriching the local industry, contributing to technological advancements, and supporting the socioeconomic progress in #Malaysia. Daniel (Donghui) Li GEELY #colloboration

Next on #ManagingAsia, I travelled to Taipei, Taiwan to talk to Horace Luke, founder & CEO of Gogoro who is taking the world's two-wheeler EV market by storm, first by developing and creating from scratch a smart battery swapping solution, and designing and building his own e-scooters. Since launching Gogoro in 2011, the Nasdaq listed Taiwanese unicorn now has 13,000 battery swapping stations in nine countries and its proprietary batteries fit not only his own branded electric scooters but also a range of e-scooter brands such Yamaha, Aeon, and Suzuki Taiwan.  Ask Horace anything about his business and you know he is the kind of founder that is involved in every single detail of the company, from concept, to design, to production, to launch. He energy is infectious and he drives not only himself but his employees as well, with a sense of purpose. Nothing stops him and he just keeps going till he finds the answer. Horace himself gave me a tour of his battery production facility in Taichung, where no TV crew has been allowed in, to film. We were able to see up close the entire battery production process, from the stacking of individual battery cells to the final battery pack, all done with 46 different robots. His grand vision is to change the world of urban mobility and tackle the pollution in densely populated cities and actually calculates how many hundred tons of CO2 he has taken out of the atmosphere. Dubbed the "Elon Musk of the East" and the "Tesla of Scooters", Horace laughs at the comparison and says he would rather be known as the "Android of EVs", opening up his technology platform to other EV makers. When asked what he is like as the boss, he tells me he sees himself very much as a cheerleader, whether its in the lab or the factory, because he says "good talent as a lot of different options" The interview airs this weekend on CNBC International EUROPE (CEST) 22 May WED: 23:00 25 May SAT: 7:00, 10:00, 18:00 26 May SUN: 6:00, 16:00, 19:00   ASIA (HK/SIN) 25 May SAT: 8:00, 18:00 26 May SUN: 7:00, 9:00, 19:00 #Leadership #EVs #escooters #Taiwan #unicorn #twowheeler #EVbattery #batterysolutions #Gogoro

🏁 Racing through the year at TenangAI felt like being in a Formula 1 Grand Prix – a test of speed, strategy, and resilience. Looking back at 2023, it’s clear that we've been on a thrilling and challenging circuit. 🚨 For me, 2023 was a year of resilience. One of our most significant challenges was facing rejections and being ghosted by over 30 VCs. It felt like we were stuck in the pit lane, watching others speed by. 🚀 Yet, in the spirit of F1, where every lap is an opportunity for greatness, we didn't let these setbacks keep us off the track. We kept tweaking our strategy, and refining our pitch, and in the end, we hit a milestone – we found our revenue path and saw people genuinely benefitting from Nesya Tenang AI. ✨ Seeing GenZ's lives improve was the moment that proved we're on the right track ✨ We also learned a valuable lesson about setting our goals 🎯 . Initially, we thought we were aiming high enough, but as the year unfolded, we surpassed our own expectations. It reminded me of a racer breaking their personal best when they least expect it. 🚀 It's not just about setting goals; it's about breaking through them. And then despite occasional differences in perspective among co-founders, we remained united by our shared vision. Every discussion, and every contrasting viewpoint, fueled our collective drive, making us a more cohesive and focused team 🤝 Now, as we approach the final lap of 2023 and look towards 2024, we do so with a deeper sense of purpose and conviction. ✨ We're ready to take on the new challenges ahead with greater agility, smarter strategies, and unwavering teamwork ✨. Here's to embracing every twist and turn, to learn from every pit stop, and to cross the finish line with a champion's mindset 🌟 🙌 Thank you 2023. Now, we're ready to accelerate toward 2024 of breakthroughs, innovation, and shared success. #NewYearGoals #Resilience #Teamwork #StartupJourney #2024Vision #GrowthMindset #2024Goals #Grit

Day 2 of our Kaikaku visit continued on a high note! We had the pleasure of visiting Avex, one of the esteemed automotive suppliers. Based in Kuwana, Mie prefecture, Avex specialises in high precision engine parts for Daihatsu, Toyota, Aishin, and more for past 70+ years. What stood out was that both Tel-Mic and Avex's used the ‘Lehman Brothers’ crises to catapult them on a growth trajectory and resilience - when hit hard by the pandemic, they emerged stronger. Avex’s founder adopted the strategy of 'planned obsolescence' and embraced the change in relevance of their offerings. With this in mind they started identifying alternate industry segments, 10 yrs ago to stay relevant as ICE engines give way to electrification. To deliver the strategy, Avex's leadership has invested heavily in human capital development, creating a multi-skilled and flexible workforce that erases functional lines between operations, maintenance, and engineering. The in-house development of automation kaizen ideas has been so successful that operator-designed solutions are now driving new revenue streams. It's refreshing to see the integration of HR development activities such as upskilling and part-time working with clear business growth ambitions - a unique example in a world where human capital is often seen as a cost burden for short-term gains. Thank you, Kenji-Ikoma-san, for your humble and caring leadership. We are rooting for the Avex team and are confident that your dream of reaching a century of operational continuity will come true. #kaizen #hrcommunity #Avexinc #operationalexcellence #Kaikaku #japan #resilientfuture

At adapa we firmly believe that true team spirit is the driving force behind our success. As a packaging company committed to excellence, we live and breathe the essence of team spirit, transforming countless "I's" into a powerful, united "We." 🤝 Every member of our team plays a vital role in shaping the present and future of our company and our products. We appreciate the unique skills, perspectives, and contributions and channel them towards a common goal. Team spirit means that we support and uplift one another. We foster an environment of trust, respect, and open communication, where ideas are freely shared and feedback is constructively received. Through challenges and triumphs, we stand together, providing a safety net for each other and fostering an atmosphere where everyone can thrive. 💜 #teamadapa #flexiblepackaging #adapa #packaging

At Aroscent, we believe in the power of continuous learning and development to drive personal growth and professional success. That's why we're thrilled to share how we're taking our commitment to employee development to the next level! We support our team members in their journey of learning and growth by providing them with: 1.Tailored Learning Paths: We understand that each individual has unique goals and aspirations. That's why we offer personalized learning paths tailored to the specific needs and interests of our employees. Whether you're looking to enhance your technical skills, develop leadership abilities, or explore new areas of expertise, we've got you covered! 2. Mentorship and Coaching: Learning doesn't happen in isolation. That's why we foster a culture of mentorship and coaching, where experienced professionals share their knowledge and expertise with colleagues who are eager to learn and grow. Our mentorship programs provide valuable guidance and support to help our employees reach their full potential. 3. Continuous Feedback and Support: We believe in the power of feedback to fuel growth and development. That's why we provide regular performance evaluations and constructive feedback to help our employees identify areas for improvement and take proactive steps towards achieving their goals. At Aroscent, we're not just building a company — we're building a community of lifelong learners who are passionate about pushing boundaries, challenging the status quo, and driving innovation. Join us on this exciting journey of growth and discovery! #fragrance #fragranceindustry #fragrances #chemist #chemistry #employeeappreciation #employeeengagement #laboratory #sustainability #development #hiring #job #careerdevelopment

Dribe is going global… 🌍   2024 will be a very special year for Dribe. We are expanding the potential of our platform and are expanding the company internationally. Over the next months, we aim to find new franchisees across the world to meet the huge demand for a flexible car subscription model that meets the needs of both consumers and businesses.   We have already entered our first franchise agreement with Kosmocar in Greece, who distribute cars from Volkswagen Group. We take immense pride in this achievement and approach the future with optimism! Such agreements are a part of a wider effort to comprehend and employ emerging market dynamics. We are confident that this partnership can form a robust alliance that challenges conventional notions of car ownership.   Countries such as the UK, the Netherlands, France, and Germany have huge untapped potentials. These markets are competitive like never before, and we see a competitive edge in having built a powerful IT-platform and plug-and-play solution that demands minimal effort from our future partners. The Dribe platform offers efficient management of an extensive vehicle fleet and thereby facilitates a subscription-based business model that takes little manual intervention while optimizing resource usage.   We look forward to telling you more about our future growth plans. Follow Dribe, and join us on our journey, where we will share stories about our work, business strategy, new partnerships, and business tips. 🚗 #internationalexpansion #automotiveinovation #digitaltransformation #carsubscription #furturemobility #digital #greatteam #Asimplerway

It is about time for dual speed gear reducers in mass market EVs.

Whether you're embarking on a road trip or a daily commute, Invicto S Connect turns every journey into an exciting experience. Embrace the fusion of technology and driving like never before. #Invicto #LeagueOfExtraordinary #LeagueOfExtraordinary #LeagueOfExtraordinary #LeagueOfExtraordinary #NEXAExperience #NEXAExperience #NEXAExperience #NEXA #CreateInspire #CreateInspire