Deutsche Bank on Nio’s Q3 results: Somewhat messy, but focus will soon shift to delivery recovery
Nio announced its third-quarter earnings today, and Deutsche Bank analyst Edison Yu's team offered their first look.
Deutsche Bank believes Nio’s stock ready to catch up with its closest peers, here are the potential catalysts
Edison Yu's team explains why Nio stock is underperforming and points to several potential catalysts for it to perform better.
CITIC Securities says Nio expected to catch up with Tesla in medium to long term, maintains Buy rating
The team said Nio's sales are expected to recover to the level of 10,000 units in both November and December, and is expected to achieve over…
BYD gets optimistic analyst ratings after stellar October sales performance
As of press time, BYD was up about 7 percent to RMB 325.08 in Shenzhen with a turnover exceeding RMB 10 billion yuan.
Deutsche Bank ups Nio price target by $10 to $70
The team raised their forecast for Nio's deliveries in 2025 significantly to 750k from 465k.
Soochow Securities initiates coverage on Xpeng with Buy rating
The team believes Xpeng should enjoy a higher valuation premium as its software revenue rises.
China Securities initiates coverage on Nio with Buy rating and $54 price target
China Securities analysts expect Nio to achieve single-quarter profitability in the coming quarters.
Daiwa Securities says it’s reasonable if Tesla adds BYD as new LFP battery supplier
Daiwa Securities believes that 10 GWh of installed battery capacity could translate into close to 200,000 vehicles, which could be supplied…
Deutsche Bank ups Xpeng price target to $57, raises expectations for next year’s deliveries to 190k
Edison Yu's team believes that the biggest overhang on the stock is investor caution on Chinese ADRs, but that sentiment could bottom out…
Nomura initiates coverage on Li Auto with Buy rating and $43.4 price target
Nomura believes that Li Auto's solution not only reduces mileage anxiety, but also allows the company to unlock markets in regions where…