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TSLA , NIO , XPEV , F , LI

+33 pts



$TSLA - signs of fading Tesla fever in China? JP Morgan finds declining wait times but consistent store traffic, though competition is heating up

By cassie on June 7, 2021, 1:23 p.m.
Tagged topics: analyst checks , China , growing competition , electric vehicles , JP Morgan

Views: 156, Votes: 1, Responses: 0, Attachments: 4
NIO , XPEV

+38 pts



$NIO - Deutsche says the European opportunity is underappreciated by investors

By cassie on June 7, 2021, noon
Tagged topics: China , Europe , electric vehicles , Deutsche Bank , luxury vehicles , underappreciated opportunity

Views: 157, Votes: 4, Responses: 0, Attachments: 4
XPEV , NIO

+32 pts



$XPEV - Deutsche says the strong May deliveries show volume inflection is underway

By cassie on June 2, 2021, 1:40 p.m.
Tagged topics: analyst checks , China , electric vehicles , Deutsche Bank

Views: 115, Votes: 1, Responses: 0, Attachments: 3
NIO , XPEV , LI , China Autos

+5 pts





By khlifihussein on May 31, 2021, 5:53 a.m.
Tagged topics: China , growing competition , electric vehicles , JP Morgan , risk to estimates , semi shortage , inflation fears , chip shortage

Views: 6, Votes: 1, Responses: 0, Attachments: 0
NIO , XPEV , LI , China Autos

+1 pts





By joe_sole on May 28, 2021, 3:30 p.m.
Tagged topics: China , growing competition , electric vehicles , JP Morgan , risk to estimates , semi shortage , inflation fears , chip shortage

Views: 4, Votes: 1, Responses: 0, Attachments: 0
NIO , XPEV , LI , China Autos

+48 pts



$NIO - Chip shortages, competition and inflation fears drove the pullback, but JPM believes investors should buy again even with 'potential hiccups'

By cassie on May 27, 2021, 2:03 p.m.
Tagged topics: China , growing competition , electric vehicles , JP Morgan , risk to estimates , semi shortage , inflation fears , chip shortage

Views: 8618, Votes: 5, Responses: 2, Attachments: 4
XPEV

+38 pts



$XPEV - Deutsche sees upside surprise to XPILOT adoption and gross margins after meeting with management

By cassie on May 21, 2021, 11:32 a.m.
Tagged topics: management commentary , China , autonomous vehicles , electric vehicles , non deal roadshow , Deutsche Bank , investor sentiments , XPILOT

Views: 145, Votes: 4, Responses: 0, Attachments: 3
XPEV , TSLA

+35 pts



$XPEV - we could be near the end of 'EV fatigue', Deutsche says Tesla's bad press in China could provide a 'perceived benefit' for domestic competitors

By cassie on May 17, 2021, 10:07 a.m.
Tagged topics: intensified competition , China , electric vehicles , Deutsche Bank , investor sentiments , EV fatigue

Views: 276, Votes: 2, Responses: 0, Attachments: 3
XPEV

+34 pts



$XPEV - JP Morgan believes XPeng on track to more than double sales volume this year

By cassie on May 14, 2021, 11:22 a.m.
Tagged topics: capacity expansion , China , earnings results , autonomous vehicles , electric vehicles , beat and raise , JP Morgan , P5 Sedan , Shanghai Auto Show

Views: 242, Votes: 6, Responses: 0, Attachments: 4
TSLA , NIO , XPEV , LI

+37 pts



$TSLA - two different takes on China: RBC sees worrying demand weakness, while Piper Sandler sees a buying opportunity

By cassie on May 11, 2021, 10:32 a.m.
Tagged topics: China , global EV market , electric vehicles , RBC , Piper Sandler , Shanghai plant , halt to expansion

Views: 131, Votes: 4, Responses: 0, Attachments: 4