China NEV: Subsidy Cut Deeper than Expected, Avoid BYD
2019 NEV subsidy policy announced on March 26th, which cut subsidies deeper than expected. However, as the new policy will take effect only on June...
667 Views
Tesla Model 3 China Q1 Delivery Preview
Tesla Motors (TSLA US) is scheduled to report Q1 in approximately one week.  Our estimate for Q1 delivery in China is ~6,000 including 2,000 M3s...
686 Views
Tesla Shanghai Factory Update, Jan Import/Registration Data, Saga at China's Custom
CLICK HERE to see the latest video of Tesla Motors (TSLA US) Gigafactory 3 in Shanghai that we took the morning of March 6th (BJ time)....
385 Views
NIO Post-CBS Rally Making TSLA Valuation a Grand Bargain (Price Target =$3)
CBS 60 Minutes featuredNIO Inc (NIO US) , a Chinese electric car seller last weekend. The stock jumped 30% in the 2-days following the show being...
610 Views
BYD: Endless Darkness
Although its monthly sales is trending up, BYD's worst time isn't behind us yet. Completely switching to NMC battery for its EV passenger vehicles...
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