Research Note
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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
The analyst expects Nio to deliver 140,000, 200,000 and 270,000 units from 2022-2024, respectively.
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Nio to report Q1 earnings on June 9, what to watch?
Deutsche Bank analyst Edison Yu's team cut their price target on Nio by $5 to $45, but said Nio is on track to return to its product super cycle this year.
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Xpeng making bold strategic pivots that should bear fruit longer term, says Deutsche Bank
Xpeng's management is repositioning its vehicle lineup to surgically go after the premium market, according to Edison Yu's team.
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Deutsche Bank on China EV deliveries in May: Recovery getting some traction
Chinese EV makers are expected to see a material improvement in deliveries in June as work and production resume in Shanghai, according to Edison Yu's team.
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Deutsche Bank's first look at Xpeng's Q1 earnings
Xpeng delivered mixed underlying first-quarter results with guidance reflecting lingering challenges from the Covid lockdowns.
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Nio's inclusion in Hang Seng Tech Index expected to bring in $44.3 million in passive inflows, analysts say
Considering Nio's average daily trading volume in Hong Kong for the past month, the inflow of funds from ETFs will last about 10.3 days, according to CICC.
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Soochow Securities initiates coverage on Nio with Buy rating
As Nio's existing model matrix continues to improve and the sub-brand allows further sales growth, Nio's annual sales are expected to reach 1-million-unit level by 2025, the team said.
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Xpeng to report Q1 earnings on May 23, what to watch?
Deutsche Bank analyst Edison Yu's team lowered their price target on Xpeng by $2 to $53, taking into account slightly lower expected sales.
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BofA upgrades rating on Nio from Neutral to Buy
BofA raised its price target on Nio from $25 to $26, believing negative factors seen are priced in.
