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…
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…
BYD’s auto business has passed its most stressful time, net profit will improve quarter by quarter, analysts say
BYD's net profit will continue to improve every quarter going forward as lithium carbonate prices fall and model price increases bring profit…
April could be lost month for Chinese EV makers as Covid situation worsens, says Deutsche Bank
Deutsche Bank analyst Edison Yu's team expects sales of EVs to fall across the board in April and may also be affected in May, leading to a…
Fitch says China EV deliveries to remain strong despite rising prices
"Fitch believes the prospects for China's EV market are bright, given still-strong demand," the credit rating firm said.
Deutsche Bank on Chinese EV startup ‘Fab 5’ deliveries: Impact of Covid lockdown limited
Edison Yu's team does not expect raw material price increases to have a materially negative impact on EV demand, considering that many ICE…
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…
Deutsche Bank’s first look at Xpeng’s Q4 earnings
Xpeng delivered mixed fourth-quarter results along with guidance that appears somewhat conservative, according to Deutsche Bank analyst Edison…
Deutsche Bank’s first look at Nio’s Q4 earnings
Nio reported mostly uneventful 4Q results and provided in-line 1Q guidance, Deutsche Bank analyst Edison Yu's team said.
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.