[XPeng Inc. (XPEV US, BUY, TP US$28) Review]: When Margin and Cash Is Right, Growth Is Secondary
XPeng reported Q2 2025 financials, with losses wider than expected but improved vehicle gross margin. Analysts maintain a top buy rating with...
440 Views
[XPeng Inc. (XPEV US, BUY, TP US$30) TP Change]: C1Q25 Review: Early Signs of a Chinese Tesla
XPeng (XPEV) beats estimates in Q1, plans new model launches and aims for operating breakeven in Q4, prompting analysts to raise TP to US$30 and...
404 Views
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...
1.4k Views
JD Industrials IPO Trading - Decent Pricing but Weakish Demand
JD Industrials (7618 HK) raised around US$383m, after pricing in its Hong Kong IPO at the mid-point. Demand overall was weakish.
359 Views
Tech Supply Chain Tracker (19-Dec-2024): XPeng, Nio drop Nvidia Thor chip due to delays.
XPeng and Nio switch from Nvidia Thor chip, Wistron to open new plant in Vietnam, MSI introduces Indian-made notebooks, Honda and Nissan mull...
287 Views