[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...
423 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...
384 Views
China TMT Update (Apr.18): XPEV/LKNCY/1211HK - Xpeng Unveils Next-Gen Technology Architecture
Xpeng unveils next - gen technology architecture; Hot weather supports new product sales, bodes well for 2Q23; Brazilian President Lula met with...
258 Views
CX Daily: Chinese Auto Makers Rev Up Price War in Race for Market Dominance
Cover Story: Chinese automakers rev up price war in race for market dominance. China will do more to open its markets, vice premier says
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