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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Xpeng Inc. (XPEV US/9868 HK) - New Model Cycle + Overseas + AD + Robot
We raise our FY25-26E sales volume forecasts to 440,000 units and 600,000 units, respectively, given the current strong model cycle.
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CHINA: Fasten Your Seat Belts! BAIDU Accelerates in the Fast Growing Robotaxi Industry.
Baidu shares begin to re-rate as its new AI modil outperformed Google Gemini and Open AI's GPT-5. The new version of Ernie AI reasoning model also...
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2025 High Conviction Idea - DIDI Global, Smooth Ride to Higher Profits
Didi's share price has now broken major resistance levels at $5 and $6 on surging volume. The company's profit remains on track to double in 2025....
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