Insights
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Nio embarking on most important product cycle in its history, says Deutsche Bank
Edison Yu's team sees the narrative for Nio shifting from supply constraints to a product super cycle, reiterating that the company is their top pick in the Chinese EV industry this year.
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Deutsche Bank's first look at Xpeng's Q4 earnings
Xpeng delivered mixed fourth-quarter results along with guidance that appears somewhat conservative, according to Deutsche Bank analyst Edison Yu's team.
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Deutsche Bank's first look at Nio's Q4 earnings
Nio reported mostly uneventful 4Q results and provided in-line 1Q guidance, Deutsche Bank analyst Edison Yu's team said.
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Nio to report Q4 earnings this week, what to watch?
Deutsche Bank analyst Edison Yu's team lowered their price target on Nio from $70 to $50, maintaining a Buy rating.
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Northeast Securities initiates coverage on Nio with 'Buy' rating
The team gave Nio shares traded in Hong Kong a six-month price target of HK$200 ($25.6), implying a 38 percent upside.
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Li Auto and its supply chain could be 'dark horse' in 2022, analysts say
The Li Auto L9 and Li ONE are ushering in a new category of "luxury cars for the family" that deserves a lot of attention, according to a team of local analysts.
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Deutsche Bank on 'fire sale' of China EV stocks: Near-term technical trough could occur, but multiples may remain paralyzed for awhile
Last week, some entities chose to "be first" and this may have turned into a fire sale where institutional shareholders simply have given up on China ADRs as an asset class.
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Guosheng Securities initiates coverage on Li Auto with Buy rating and $43.9 price target
The price target implies a 44 percent upside.
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Deutsche Bank on Nio's HK listing plan: Delisting overhang should largely be gone
The focus will shift to the expected production ramp-up of three new models starting in late March this year.
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Deutsche Bank's first look at Li Auto Q4 earnings
The team does not see compelling reason to own the stock as it will not have new products until the third quarter and the new EREV will target a relatively small segment.
