Insights
Deutsche Bank's first look on Nio Q2 earnings: Lower gross margin likely due to higher supply chain inefficiencies
Nio reported Q2 earnings earlier today that exceeded Wall Street's expectations, and Deutsche Bank analyst Edison Yu's team released their initial take.
Analysts expect software to bring sustained revenue for Xpeng
Realization of the XPILOT software will be a sustained source of revenue and profit for Xpeng Motors in addition to vehicle sales, Northeast Securities said in a report released Tuesday.
Nio to report its Q2 earnings this week, what to watch?
Edison Yu's team from Deutsche Bank maintained a Buy rating on Nio and a $60 price target. Nio closed down 3.86 percent to $43.84 on Friday.
Analysts raise BYD price target after strong delivery data
The report said it raised its 6-month price target to RMB 360 ($55.7) from RMB 290 per share and maintained a "Buy-A" rating as the company's battery capacity and vehicle sales exceeded expectations.
CICC raises Xpeng price target by 20% to $55
CICC said it raised the price target of Xpeng's US stock by 19.6 percent to $55, with a 36 percent upside, considering its sales continue to exceed expectations.
Daiwa initiates coverage on Xpeng with Buy rating and HK$200 price target for its HK shares
Daiwa expects Xpeng to be a leader in China's autonomous driving space and a leader in its commercialization process. The team believes Xpeng will be profitable by 2022.
Analysts say BYD's market cap on track to reach RMB 1 trillion
Analysts at Huachuang Securities see BYD's market capitalization heading toward RMB 1 trillion ($155 billion), citing strong fundamentals including its auto business as well as its battery business.
Credit Suisse raises Xpeng price target to $72
Credit Suisse raised its price target on Xpeng Motors in a research note issued Monday, citing the electric car maker's strong July deliveries.
Deutsche Bank raises price target on Li Auto by $5 to $32
Deutsche Bank's Edison Yu's team raised their price target on Li Auto by $5 to $32 with a Hold rating in a research note sent to investors on Monday.
CMB International initiates coverage on Xpeng with Buy rating and HK$196 price target
CMB International initiated coverage of Xpeng Motors on Monday, giving its Hong Kong-listed stock a HK$196 ($25.2) price target and a buy rating.