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INSIGHT PROVIDER
Victoria Li
China Specialist, Auto and Industrial Specialist
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Location:
United Kingdom
Joined:
19 July 2016
172
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China
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Consumer Discretionary & Industrials
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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bearish
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Li Auto
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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
Victoria Li
339 Views
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bullish
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XPeng
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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...
Victoria Li
334 Views
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bearish
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Thematic (Sector/Industry)
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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...
Victoria Li
391 Views
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bullish
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Thematic (Sector/Industry)
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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...
Victoria Li
308 Views
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bullish
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XPeng
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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...
Victoria Li
275 Views
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