Xpeng IPO: Valuation Insights
Xpeng Motors (XPEV US) is a leading BEV (battery electric passenger vehicle) company in China. XPeng is backed by Alibaba Group (9988 HK) (14.4%...
517 Views
Niu: 2Q Volumes Soar as COVID Accelerates Shift to EV Micromobility, Raise FV to US$31.4 (+42%)
Niu shares have soared by ~170% since we initiated coverage on the Company in January 2020. We believe that COVID-19 has validated Niu's value...
543 Views
NIU 1Q20: COVID-19 Could Accelerate a Shift To Individual Mobility Solutions
NIU reported weak overall performance for their 1Q20 earnings as storefronts in the domestic and overseas markets were not able to open for...
254 Views
NIU: Stress-Testing Post-Management Call; Look Through COVID and Accumulate
Niu is a leader in the global 2-wheel EV space with an early foothold in key markets international markets beyond China. This favorably positions...
576 Views
Niu 1-1 Conf Call: How To Sell Electric Motorcycles 100% Online, 1Q20 Orders 2.5x YoY
Call with management. We had a conference call with Niu management to discuss the company's latest earnings. Our questions centered around how the...
479 Views