Insights

  • Wall Street analysts reaffirm positive views on Nio, refute short-selling allegations Nio

    Wall Street analysts reaffirm positive views on Nio, refute short-selling allegations

    Morgan Stanley sees Nio shares rising in the next 15 days, and Daiwa advises investors to accumulate Nio shares on any weakness.

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  • Chinese analyst team dismantles Yuan EV for their research on BYD BYD

    Chinese analyst team dismantles Yuan EV for their research on BYD

    In an 87-page report, analysts at Haitong International documented its disassembly of a BYD Yuan EV in detail.

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  • CICC raises price target on Xpeng, says EV maker undervalued in four fronts Xpeng

    CICC raises price target on Xpeng, says EV maker undervalued in four fronts

    CICC raised its price target on Xpeng to $45, saying the pace of the City NGP launch is expected to be a core catalyst for its share price rise.

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  • CITIC Securities expects China's NEV sales to reach record high in June EV Industry

    CITIC Securities expects China's NEV sales to reach record high in June

    CITIC Securities expects BYD to sell 140,320 units, Tesla China 87,182 units, Xpeng 19,281 units, Li Auto 19,447 units and Nio 10,772 units in June.

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  • Citi cuts price target on Nio as bank changes valuation approach to China's EV sector Nio

    Citi cuts price target on Nio as bank changes valuation approach to China's EV sector

    Citi lowered its price target on Nio to $41.1 from $87 and raised its price targets on BYD, Xpeng, and Li Auto, continuing to name Nio and BYD as top picks.

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  • CICC sees 30% upside for Nio, bullish on growth momentum for NT 2.0 platform models Nio

    CICC sees 30% upside for Nio, bullish on growth momentum for NT 2.0 platform models

    CICC says Nio is a leader in the premium smart electric vehicle segment, and that its NT 2.0 platform models will bring new growth momentum.

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  • Nio's product supercycle looks intact, says Deutsche Bank Nio

    Nio's product supercycle looks intact, says Deutsche Bank

    "Looking ahead, we can envision the stock outperforming in the 2H of the year at the very least on a relative basis," Deutsche Bank analyst Edison Yu's team said.

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  • CITIC Securities sees BYD's fair market cap at RMB 1.4 trillion BYD

    CITIC Securities sees BYD's fair market cap at RMB 1.4 trillion

    CITIC Securities was one of a handful of China-based brokerages last year that believed BYD's market capitalization would reach 1 trillion yuan by 2022.

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  • Deutsche Bank's first look at Nio's Q1 earnings Nio

    Deutsche Bank's first look at Nio's Q1 earnings

    "We continue to believe Nio can exit 2022 at around a 25,000 monthly deliveries run-rate," said Edison Yu's team.

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  • Kaiyuan Securities initiates coverage on Nio with 'Outperform' rating, says new models will drive sales growth Nio

    Kaiyuan Securities initiates coverage on Nio with 'Outperform' rating, says new models will drive sales growth

    The analyst expects Nio to deliver 140,000, 200,000 and 270,000 units from 2022-2024, respectively.

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