China TMT Update （Mar. 28）- XPEV / LKNCY/BABA : Jack Ma Appears in Hangzhou
Baba: Jack Ma appears in Hangzhou on heels of State Council’s China Development Forum; Xpeng P7i's lead time extends to 8 weeks; LKNCY/BABA:...
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XPeng Predicts Revenue, Deliveries to Nosedive in the First Quarter
XPeng Inc. has predicted that revenue and vehicle deliveries will nosedive in the current quarter after the Chinese electric-vehicle (EV) upstart...
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Leapmotor IPO Lock-Up - A Precursor to a Larger Release Later in the Year
Leapmotor (9863 HK) raised around US$800m in its Hong Kong IPO, after pricing at the low-end. The stock was listed on 29th Sep 2022, its six-month...
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CX Daily: 2008 Redux? SVB Collapse Raises Questions About Banking Oversight
Cover Story: 2008 Redux? SVB collapse raises questions about banking oversight. China launches campaign to tackle pressing domestic challenges.
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[XPeng (XPEV US) Earnings Review]: Facing Price War and Fiercer Competition in 2023
We maintain SELL, because 1) price war and intensified competition in 2023; 2) margin pressure ahead amid the price war.
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