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China Electric eMobility eV Research Note XPeng XPeng Stock

Deutsche Bank on Xpeng stock pullback: Markets missing the forest for the trees

Shares of Xpeng have given up the entire rally that followed the Volkswagen announcement, suggesting that the markets are missing the forest for the trees, Deutsche Bank said.

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China Earnings Electric eMobility eV Research Note XPeng

Xpeng Q2 earnings: Deutsche Bank’s 1st look

Xpeng reported second-quarter earnings today, and Deutsche Bank analyst Edison Yu's team provided their first impressions.

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China Electric eMobility eV Nio Research Note

BofA further raises Nio price target, expects deliveries of 20,000-21,000 per month in Aug and Sep

Nio's vehicle deliveries in August and September are expected to be 20,000-21,000 units per month due to auto parts constraints, but parts supply will improve in the fourth quarter, BofA said.

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China Electric eMobility eV Nio Research Note

BofA raises price target on Nio, expects solid delivery momentum to continue into Q4

Nio's effective pricing adjustments and more models offered to the market have driven solid sales, BofA said.

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China Earnings Earnings Preview Electric eMobility eV Research Note XPeng

Xpeng Q2 earnings preview: No big surprises, but H2 outlook expected to improve meaningfully

Deutsche Bank expects Xpeng to report mixed results for the second quarter, while the outlook for the third and fourth quarters will show meaningful sequential improvement driven by a strong G6 order book.

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China Electric eMobility eV Li Auto Li Auto Stock Research Note

Deutsche Bank on Li Auto Q2 earnings: Tough to top already high bar

While Li Auto's underlying execution remains strong, Nio, Xpeng will be more compelling growth stories in coming quarters, said Deutsche Bank.

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China Electric eMobility eV Nio NIO Stock Research Note

Morgan Stanley expects Nio shares ‘very likely’ to rise over next 15 days

A solid order backlog and improving production ramp bode well for Nio's ongoing operational recovery and rising sales, Morgan Stanley said.

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China China EV Market Insight Electric eMobility eV Li Auto Nio Research Note XPeng

Deutsche Bank on China EV sales: Jul shows strength of new product cycles

Following a price cut and a slew of new models, Nio's sales efficiency has improved materially and should maintain this level of demand for at least the rest of the third quarter, said Edison Yu's team.

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China China EV Market Insight Electric eMobility eV Li Auto Nio Research Note XPeng

Morgan Stanley raises price targets on Chinese EV trio, sees potential re-rating opportunities

Morgan Stanley raised its price target on Nio to $18.7, on Xpeng to $25.4, and on Li Auto to $53, all keeping their ratings at Overweight.

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China China EV Market Insight Electric eMobility eV Research Note Volkswagen XPeng

VW deal marks time for ‘Xpeng Inside’, says Morgan Stanley

Volkswagen's deal with Xpeng could be the first of many strategic partnerships between global automakers and Chinese EV startups, Morgan Stanley said.

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