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Victoria Li

Victoria Li
China specialist, Auto and Industrial specialist

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China • Consumer Discretionary & Industrials • Equity Bottom-Up • Thematic (Sector/Industry)
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bearish•Li Auto•26 Mar 2023 05:17

Li Auto: First Quarterly Profit, Route to Sustained Annual Profits Will Be Harder

First quarterly profit in 4Q'22 (first amongst the 3 main emerging brands) has raised expectations of full year profitability in '2023

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Victoria Li
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bullish•XPeng•19 Mar 2023 05:42

Xpeng - Bold Intentions on Costs and Sales System Provide Some Silver Linings

25% reduction on hardware cost of car production in one year would be remarkable if achieved. Integrating two sales systems into one is a positive...

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Victoria Li
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bearish•Thematic (Sector/Industry)•12 Mar 2023 00:53

China Auto: ICE Price War Triggered by Dongfeng, JV Players Under Pressure

Dongfeng's irrational sales promitions announced last weekend has triggered a price war with more than 30 brands joining with similar ranges of...

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Victoria Li
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bullish•Thematic (Sector/Industry)•06 Mar 2023 01:08

China Auto - Trough Behind Us, Green Shoots Ahead

2M2023 retail sales of passengers vehicles down 21% yoy, the biggest decline in 10 years. Demand recovery is expected from March with signs of...

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Victoria Li
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bullish•XPeng•31 Jan 2023 06:07

Xpeng: Accelerated Model Launch Campaign May Surprise

Xpeng has announced it is speeding up its new model launch pipeline by launching 5 new models this year.If all go to plan, Xpeng's sales may hit...

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Victoria Li
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