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.
Deutsche Bank lowers price target on Li Auto to $28 ahead of Q1 results
Edison Yu's team lowered their price target on Li Auto by $6 to $28, based on 3.0x 2023E EV/Sales, down from 3.5x previously.
XPeng stock could see relief rally with April monthly sales, says Deutsche Bank
XPeng's production and logistics appear to be the least affected by the Shanghai lockdown, and supply chain management also appears to be more resilient than peers, said Edison Yu.
Guosen Securities initiates coverage on NIO with Overweight rating
The analyst expects NIO to post a net loss of 7.3 billion yuan this year, a loss of RMB 4.4 billion next year, and a profit of RMB 800 million in 2024.
XPeng sell-off overdone, says Deutsche Bank
Edison Yu's team believes XPeng will see the biggest negative impact in deliveries in April, with deliveries only returning to closer to normal levels by June.
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.
XPeng to report Q4 earnings on March 28, what to expect?
Deutsche Bank analyst Edison Yu's team lowered their price target on XPeng by $2 to $55, maintaining a Buy rating.
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.
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.