XPeng (9868 HK/Buy)High Growth Coupled with Autonomous Driving Competitiveness
We initiate our coverage of XPeng with a Buy rating and target price of HK$110, which we derived by applying a P/S of 1.5x to our 2025-26 average...
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Primer: XPeng (9868 HK) - Sep 2025
Technology-Forward Strategy with Key Partnerships: XPeng is differentiating itself through significant in-house R&D in autonomous driving...
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Dongfeng (489 HK): Revisiting VOYAH's Spin-Off Valuation
There's been a lot of enthusiasm for HK spin-offs of late, such as Zijin Mining and MINISO. I'm not convinced Dongfeng Motor deserves similar...
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China ADRs Delisting - Friday Could Be Judgment Day for over US$800bn Mcap of Stocks
PCAOB officials concluded their Hong Kong visit last month and PCAOB is due to announce its annual judgment on whether it had adequate access to US...
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JD Industrials IPO - Valuation Cut Means Its Priced to Go
JD Industrials (7618 HK) is now looking to raise up to US$421m, in its Hong Kong IPO. In this note, we talk about valuations.
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