Xpeng (9868.HK, XPEV): Painful Year, but Payoffs for Technology Improvements Ahead
After a 86% decline on share price YTD, we believe it’s time to revisit Xpeng. We believe the market has overreacted, while the company’s...
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BYD (1211 HK): Is Buffett Bailing?
BYD is expensive, even after this morning's decline. The recent price run-up appears to hit Buffet's exit level. I'd look to sell here and on any...
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EVA Precision 838 HK: Play on EV Market Growth
Eva Precision Industrial Holdings (838 HK) is a supplier of office and automotive equipment (seat/battery frames and molds), trading at 8.1x PE...
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Xpeng: Milestone Year Ahead
Short term interruption from chips and LFP battery shortage would be eased in 2H2022.Xpeng’s monthly delivery would ramp up to 30,000 cars with the...
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[Blue Lotus Daily]:BEKE US/1211 HK/TSLA US/1810 HK/XPEV US/NIO US/LI US/ATAT US/BIDU US
Government in BEKE US cuts property transaction taxes, saving 2.5%-4.5% per unit; EV deliveries mixed in 45th week, Atour Pillow's Double 11 sales...
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