Research Note

  • 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.

  • Analysts raise Nio price target ahead of July delivery data release

    CMB International raised its price target for Nio by 13.6 percent to $52.6 per ADS, maintaining a buy rating. Nio closed up 4.83 percent to $44.68 on Friday and the price target implies an upside of about 18 percent.

  • Analysts say CATL's sodium-ion batteries to be used primarily in energy storage and two-wheelers

    Chinese power battery giant CATL unveiled its first-generation sodium-ion battery Thursday, marking the start of a new round of innovation in the industry. In the view of analysts, the battery cells will be used mainly in energy storage and two-wheeled vehicles.

  • CICC initiates coverage on Xpeng with Outperform rating and $46 price target

    CICC said its target price implies 33 percent upside for Xpeng's US shares and 29 percent upside for its Hong Kong shares.

  • Analysts say sodium-ion battery adoption expected to accelerate

    In an era of the energy revolution, sodium-ion batteries are expected to accelerate adoption due to their clear advantages in terms of resource quantity and cost.

  • Deutsche Bank reiterates China EV stocks could be one of the best relative safe havens

    The latest news "reaffirms our belief China EV stocks could be one of the best relative safe havens for growth investors," Yu's team said.

  • Analyst says it's possible that Tesla's software business will be more valuable than hardware

    Tesla recently launched a monthly subscription service for Full Self-Driving (FSD), and the potential of the business promises to make Tesla's software business more valuable than its hardware, according to Morgan Stanley.

  • Analysts say China's new carmakers and Tesla growing sales together, not eating into each other's markets

    Whenever Tesla starts offering lower-priced models in China, there is always talk of the doom and gloom for China's new carmakers. In the analysts' view, this is overblown.