Research Note

  • 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.

  • 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.

  • Fitch says Nio, Xpeng, Li Auto thrive on products and ecosystems, but warns on competition

    Nio, Xpeng, Li Auto thrive on products and ecosystems, but fierce competition requires significant investment to stay competitive, according to Fitch.

  • Li Auto to report Q4 earnings on Feb 25, what to watch?

    Deutsche Bank maintains a Hold rating on Li Auto and a $34 price target, implying a 14.8 percent upside.

  • CITIC Securities says Nio, Xpeng, Li Auto severely undervalued, calls for new valuation metrics

    CITIC Securities believes that Nio, Xpeng, and Li Auto are in an accelerated period of improving profitability and are expected to approach the break-even point in the coming year.

  • Barclays initiates coverage on Nio, Xpeng, Li Auto with Overweight ratings

    Barclays gives Nio a price target of $34, Xpeng $45 and Li Auto $38.

  • Ping An Securities initiates coverage on Xpeng with 'Recommend' rating, expects it to turn profitable in 2024

    This means the team sees Xpeng outperforming the overall market by 10-20 percent within the next six months.

  • Nio, Xpeng, Li Auto: What could get their stocks out of slump?

    Deutsche Bank analyst Edison Yu's team sees three ways Chinese EV stocks could potentially come out of this slump.

  • Guosheng Securities initiates coverage on Nio with Buy rating and $50 price target

    The team said Nio is a first mover in the premium electric vehicle market and is bullish on its potential for intelligence and the expansion of its user base with lower-priced products.