Latest ideas and analyses related to electric vehicles

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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
RIDE

+30 pts



$RIDE - RBC sees Lordstown's market as "small and fiercely competitive", recommends staying away from stock (deep dive)

By cassie on June 10, 2021, 11:40 a.m.
Tagged topics: downside risk , e-pickups , growing competition , electric vehicles , deep dive , RBC , small TAM

Views: 104, Votes: 1, Responses: 0, Attachments: 49
GM , F , APTV , FSR , RACE , PII , TSLA , RIDE , TEN , BWA , VC

+30 pts



$GM, $F - Morgan Stanley says EV potential is great, but the drag from declining ICE business cannot be overlooked; bullish on GM, bearish on F

By cassie on June 8, 2021, 2:39 p.m.
Tagged topics: valuations , electric vehicles , Morgan Stanley , ICE vs BEV , winners vs losers

Views: 274, Votes: 1, Responses: 0, Attachments: 22
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
GM , F

+10 pts





By yrc7777 on June 4, 2021, 11:38 p.m.
Tagged topics: electric vehicles , analyst raises estimates , analyst raises target , JP Morgan , FSD data , semi shortage , inflation beneficiaries , better than feared

Views: 1, Votes: 1, Responses: 0, Attachments: 0
GM , F

+38 pts



$GM, $F - JP Morgan raises estimates and targets on benefit from inflation and less-than-feared impact from semi shortage

By cassie on June 4, 2021, 10:57 a.m.
Tagged topics: electric vehicles , analyst raises estimates , analyst raises target , JP Morgan , semi shortage , inflation beneficiaries , better than feared

Views: 298, Votes: 4, Responses: 1, Attachments: 19
GM

+30 pts



$GM - Barclays hosted investor meetings with top management, says GM can win shares in coastal markets with EVs without neglecting mid-America

By cassie on June 3, 2021, 5:05 p.m.
Tagged topics: electric vehicles , non deal roadshow , Barclays , ESG initiatives , Mary Barra

Views: 114, Votes: 1, Responses: 0, Attachments: 3
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