•18 Nov 2023 16:47
[XPeng Inc. (XPEV US, SELL, TP US$9) Rating Change]: Strategic Options May Come Late and Uncertain
XPeng reported Q3 2023 results with losses worse than expected due to an End-Of-Production charge, and faces tough competition and eroding...
•16 Nov 2023 20:30•Broker Report
Xpeng Inc. (XPEV US) – GPM Pressure Persists Despite Possible Sales Beat
Maintain HOLD. Although we see upside potential for Xpeng’s FY24E sales volume and revise it up to 0.26mn units, its low GPM could persist until 1H24E
bullish•Thematic (Sector/Industry)•30 Nov 2023 21:09•Broker Report
China Auto Sector – Competition Pushes Technological Advancement, Overseas Expansion
While it is still difficult to identify long-term winner in China’s auto industry, competition, overseas expansion and technological advancement...
•30 Nov 2023 09:11
Sino-Synergy Hydrogen IPO - High Potential but Comes with Ample Issues
Sino-Synergy Hydrogen Energy Technology (9663 HK) (SHET) is looking to raise around US$200m in its Hong Kong IPO. In this note we look at its past...
•22 Aug 2023 07:34•Broker Report