Xpeng (XPEV.US): New Star Rising
By using Tesla's peak P/S rate of 16x happened when it net profit turned positive, Xpeng's fair value stands at US$71 for the next 12 months. Xpeng...
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A Look at Nio’s Operations: BaaS Is the Recent Addition
In this insight, we look at Nio's operations, specifically its new business venture: battery as a service (BaaS), which it will jointly operate...
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China EV: New Era, Smart Era!
With more EV brands launching their flagship models, market recognition on EV cars is changing and differentiating from ICE cars in China....
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China EV: New Threats from Tesla Coming, Prefer XPEV
China's Startup EV brands have been ramping up quickly. BYD showed marketshare gains in September thanks to newly launched Model Han. However,...
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China Macro and Geopolitical Briefing
With only 40+ days left before the Presidential Election in the U.S, China is wisely taking a laissez faire approach to the bilateral issues and...
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