Latest ideas and analyses related to autonomous vehicles

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HMC

+40 pts



Auto/Parts: Virtuous cycle to sustain through 2023

By arstgurujai on June 10, 2021, 1:15 p.m.
Tagged topics: autonomous vehicles , automobile , automative demand

Views: 93, Votes: 4, Responses: 0, Attachments: 11
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
BP , TOT , RDS.A

+30 pts



Barclays says despite electrification, energy demand from transport will continue to grow for the next decade

By cassie on May 16, 2021, 11:27 a.m.
Tagged topics: energy sector , autonomous vehicles , electric vehicles , long-term growth , Barclays , future of transport

Views: 105, Votes: 1, Responses: 0, Attachments: 42
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
TSP

+30 pts



$TSP - Needham recommends buying TuSimple as it is the future 5G network for autonomous freight (deep dive)

By cassie on May 10, 2021, 12:08 p.m.
Tagged topics: cost savings , autonomous vehicles , deep dive , Needham , 5G network , autonomous freight , Level 4 autonomy , thin margins , trucking industry

Views: 111, Votes: 1, Responses: 0, Attachments: 47
BIDU

+10 pts





By Noto on May 8, 2021, 12:30 a.m.
Tagged topics: buying opportunity , positive catalyst , acquisition , growing competition , autonomous vehicles , acquired for value

Views: 1, Votes: 1, Responses: 0, Attachments: 0
BIDU

+38 pts



BIDU potential

By SRandA on May 7, 2021, 1:40 p.m.
Tagged topics: buying opportunity , positive catalyst , autonomous vehicles

Views: 43, Votes: 3, Responses: 1, Attachments: 0
GM

+30 pts



$GM - Deutsche raises target to $70 on Q1 beat, encouraged by aggressive electrification and autonomous driving strategy

By cassie on May 6, 2021, 6:10 p.m.
Tagged topics: earnings results , autonomous vehicles , electric vehicles , analyst raises estimates , analyst raises target , beat and raise , Deutsche Bank , Strong execution

Views: 93, Votes: 1, Responses: 0, Attachments: 4
TSLA , NIO , LI

+1 pts





By guccihammers on April 26, 2021, 4:37 p.m.
Tagged topics: China , service growth , autonomous vehicles , subscription , electric vehicles , Deutsche Bank , ET7 , analyst lowers target , more pain before gain

Views: 3, Votes: 1, Responses: 0, Attachments: 0
NIO , LI , TSLA

+44 pts



$NIO - Deutsche lowers target to $60 with 2021 may be 'uneventful', but says 2022 will be a 'pivotal year' with flagship ET7 likely to sell out and launch of AV service

By cassie on April 26, 2021, 9:33 a.m.
Tagged topics: China , service growth , autonomous vehicles , subscription , electric vehicles , Deutsche Bank , ET7 , analyst lowers target , more pain before gain

Views: 193, Votes: 5, Responses: 1, Attachments: 3