Guest Post
Tesla can deal with supply chain shortage, unlike most Chinese peers
Why didn't the shortage bother Tesla much? What's the crisis' implication on EV stock valuations?
Guest Post
Li Auto: Challenges, opportunities and stock valuation
Due to some technical and strategic issues, the company's outlook is mixed. Now is a good time for investors who have faith in EREV to make a decision.
Guest Post
BYD, China's next hardware giant
Although BYD just saw a market cap rally in the past few days, we believe it is still undervalued and has a 22% upbeat opportunity as of August 20, 2021.
Guest Post
Nio sprints back into growth mode -- and there is no regulatory risk thus far
Suffering from the chip shortage, Nio is currently fairly priced. And is well set to gain more in the following quarters.
Guest Post
2022 might be winning year for Xpeng – and the stock is finally fairly priced now
This article presents a forecast of Xpeng's EV sales in 2022 and evaluates its stock by analyzing each model of Xpeng and using the valuation multiples.
Xpeng's P5 is the next killer model in China's booming EV space
Although P5 may push the company's profitability down, the P5 model is well designed to increase Xpeng's brand influence in China's EV market.
A peek into China's best-selling EV, a product of GM and SAIC's joint venture
In the first quarter of 2021, SGMW shipped in excess of 100,000 electric cars in China, leaving behind Tesla, Nio, BYD and all others.
Nio in April 2021: Fresh sales record, new major partnership
Nio is actively reinforcing its business through infrastructure-related collaborations.