ENTITY
XPeng

XPeng (XPEV US)

585
Analysis
Consumer Discretionary • 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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•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...

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bullish•Li Auto
•28 Nov 2023 18:49

[Blue Lotus Transportation Sector Update]: Huawei’s R&D & Marketing Alignment Makes It Stronger

​Huawei's acceptance of investments for its Intelligent Automotive Solution (HI) does not affect its Harmony Intelligent Mobility Alliance (HIMA),...

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•28 Nov 2023 15:43

[Blue Lotus Daily]: TSLA/XPEV/NIO/LI/BIDU/1211.HK/600104.CH/601633.CH/ATAT/BEKE

​Tesla is set to launch Full Self-Driving (FSD) in China, Japanese auto makers reduce prices in Thailand to compete with Chinese EVs, and BYD...

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bullish•ZEEKR
•27 Nov 2023 14:44

Zeekr Pre-IPO - Quick Note - Recent Filing Updates - 007, Earnings on Track

ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), aims to raise around US$500m in its US listing. In this note, we talk about the updates...

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bullish•ZEEKR
•25 Nov 2023 23:30

ZEEKR IPO Valuation Analysis: Next BYD or Tesla?

ZEEKR is expected to IPO in December. I value ZEEKR shares using a 50/50 blend of EV/Sales analysis and long-term DCF analysis, and see potential...

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