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TSLA

+35 pts



$TSLA - Goldman says Model S Plaid is important to illustrate Tesla's technology leadership, shrugs off China sales concerns, estimates 2021 deliveries to beat expectations

By cassie on June 11, 2021, 9:49 a.m.
Tagged topics: analyst checks , China , electric vehicles , Goldman Sachs , Model S Plaid

Views: 195, Votes: 4, Responses: 0, Attachments: 5
TSLA , RIDE , AAPL , GM , F

+31 pts



$TSLA - Deutsche says May's China sales data disproves concerns on demand

By cassie on June 10, 2021, 11:56 a.m.
Tagged topics: analyst checks , China , electric vehicles , Deutsche Bank , strong demand

Views: 270, Votes: 1, Responses: 0, Attachments: 11
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
BABA

+37 pts



$BABA - Goldman sees Alibaba reaching its growth target 2 years earlier than planned after hosting management

By josiebe on May 28, 2021, 11:39 a.m.
Tagged topics: China , eCommerce , non deal roadshow , Goldman Sachs , upside to estimates

Views: 141, Votes: 3, Responses: 0, Attachments: 4
US Macro , Global Macro

+36 pts



Goldman says buy commodities (oil, copper, soybeans) because this 'super-cycle' is global and no longer China-centric (deep dive)

By phenphen on May 27, 2021, 4:54 p.m.
Tagged topics: China , commodities , Goldman Sachs , supercycle , localizing world , decentralized production , CNY , renminbi

Views: 138, Votes: 4, Responses: 0, Attachments: 10
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: 8643, Votes: 5, Responses: 2, Attachments: 4