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XPeng (XPEV US)
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585
Analysis
Consumer Discretionary
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China
XPeng Inc. designs, produces, and distributes electric vehicles. The Company designs, develops, manufactures and markets smart smart electric vehicles, as well as finance, parts, and maintenance services. XPeng serves customers in China.
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bearish
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ZEEKR
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24 Apr 2024 00:55
ZEEKR IPO Valuation Update: Likely To Price IPO Below Last Round Valuation of ~$13B
ZEEKR restarted US IPO in April and plans to raise up to $500M. I’m cautious about buying into ZEEKR IPO as EV stocks have significantly...
Andrei Zakharov
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476 Views
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bullish
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Horizon Robotics
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23 Apr 2024 13:31
Horizon Robotics Pre-IPO - The Positives - Rapid Revenue Growth
Horizon Robotics is looking to raise US$500m in its upcoming Hong Kong IPO. In this note, we talk about the positive aspects of the deal.
Sumeet Singh
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584 Views
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bearish
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Sichuan Baicha Baidao Industrial
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23 Apr 2024 07:28
Sichuan Baicha Baidao IPO Trading - Tepid Demand, While Peers Have Corrected
Sichuan Baicha Baidao Industrial (2555 HK) (SBBI) raised around US$330m in its HK IPO. In this note, we talk about the trading dynamics.
Sumeet Singh
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413 Views
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bullish
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Xiaomi
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22 Apr 2024 10:34
China Consumption Weekly (22 Apr 2024): Xiaomi, Transsion, Tims China, Xpeng, Tesla
In 1Q24, Xiaomi and Transsion shipments grew rapidly. Tims China’s revenue expanded with new openings. In China, Tesla fired salespeople.
Ming Lu
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518 Views
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bullish
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Thematic (Sector/Industry)
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19 Apr 2024 18:10
[Blue Lotus Daily]:1810 HK/1211 HK/LI US/XPEV US/NIO US/BEKE US/300750 SZ
New energy vehicle growth rate dips in 15th week of 2024, CATL shows strong pricing power in Q1, BEKE US sees 30% YoY drop in new home sales value...
Blue Lotus Research Institute
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482 Views
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