[XPeng (XPEV US, BUY, TP US$11.5) Rating Change]: G6 Is a Superb Answer to Tesla Model Y…UG to BUY
We think G6 has reasonable opportunities to win market share from Tesla Model Y. We estimate G6’s monthly delivery to reach 10%-15% of Model Y.
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IMotion Automotive Technology Pre-IPO - The Negatives - But Profitability Still a Black Box
IMotion Automotive Technology (1812706D CH) is looking to raise about US$300m in its upcoming HK IPO. In this note, we talk about the not-so...
435 Views
IMotion Automotive Technology Pre-IPO - The Positives - Strong Growth Ahead with Some Big Names
IMotion Automotive Technology (1812706D CH) is looking to raise about US$300m in its upcoming HK IPO. In this note, we talk about the positive...
394 Views
China’s NEV Sales Are Both Surging and Sinking, Depending on the Company
Major Chinese manufacturers’ new-energy vehicle (NEV) sales were all over the map in March, with companies that recently released budget-friendly...
300 Views
CX Daily: Long Tethered to Apple, Chinese Suppliers Seek New Options
Apple /: In Depth: Long tethered to Apple, Chinese suppliers seek new options GDP /: China’s first-quarter GDP grows 4.5% on pickup in...
280 Views