EqualOcean

EqualOcean is an investment research and information service provider with offices across China and the United States.
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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. ...