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Goldman Sachs: Raised the Target Price of Siasun Robot&Automation-W to HKD 13.33, maintaining a "Buy" rating.
Goldman Sachs released a research report stating that Horizon Robotics-W (09660) saw its revenue and operating profit meet expectations in the second half of last year, with gross margin exceeding expectations. The firm holds an optimistic view on the company, believing it will benefit from the accelerated普及 of smart driving applications in China, helping auto original equipment manufacturers stand out in fierce competition and attract buyers; increased local customer adoption of chips; and a shift towards high-end products. The firm maintains a 'Buy' rating on Horizon Robotics and raises the Target Price from 11.77 HKD to 13.33 HKD. Recently, Li Auto announced plans to adopt Horizon Robotics in its L/MEGA series models.
Rayhoo Motor Dies (002997.SZ): Has established cooperative relationships with several mainstream new car manufacturers such as Li Auto and XPeng Motors.
On March 26, Gelonghui reported that Rayhoo Motor Dies (002997.SZ) stated on the investor interaction platform that the company has established cooperative relationships with several mainstream new energy vehicle manufacturers, including Li Auto and Xiaopeng Motors.
The tug-of-war between bulls and bears in Hong Kong stocks intensifies: short-selling of Internet giants cools down while the Autos Sector experiences deepening divergence.
① In the context of the generally declining Short Sell ratio among Internet giants, why has Kuaishou's Short Sell data risen against the trend? ② Recently, Xiaomi Group saw a surge in Short Sell shares due to a stock placement, but the Short Sell ratio decreased instead of increasing. How do Institutions evaluate this?
Choosing between A-shares or Hong Kong stocks, Technology or non-Technology? Goldman Sachs' Research Reports respond to two major hot topics in investing in China.
① Currently, should investors continue investing in Hong Kong Stocks or shift to the A-share market? Should the focus be on the Technology Sector or shift to Consumer, Real Estate, and other non-Technology sectors? ② On Wednesday, Goldman Sachs' chief China Stocks strategist, Liu Jinjing, provided an analysis in his report.
Brokerage morning meeting highlights: The points of general Consumer are gradually increasing, focusing on high cost-performance directions.
In today's Brokerage morning meeting, HTSC suggested that the highlights of the Consumer sector are gradually increasing, recommending the selection of high cost-performance directions; China International Capital Corporation believes that with the MLF restarting net injection after 8 months, it may imply a decrease in the probability of short-term reserve requirement cuts; China Securities Co.,Ltd. indicated that the Hardware and Software of the AI Industry Chain resonate simultaneously and recommends paying attention to the ongoing changes in the AI industry.
Hong Kong Stock Morning Report | US stock index closed higher while Chinese concept stocks fell, Morgan Stanley raised the target point for the Hang Seng Index.
① The results of the Saudi talks between the USA, Russia, and Ukraine have been disclosed, achieving a consensus on a ceasefire in the Black Sea. ② Consumer confidence in the USA further deteriorated in March. ③ The three main US stock indices rose on Tuesday, while China Concept Stocks declined. ④ Data shows that the US stock market is in a state of "Institutions fleeing, retail investors buying heavily." ⑤ According to sources, Trump is considering implementing a two-step tariff system on April 2. ⑥ Morgan Stanley has raised the year-end target point for the Hang Seng Index.
WayneTheBoon : question us how much are they able to monetize R&D? while competitors are giving out similar tech free
010010010 : It is not about how much money spent, its about how efficiently the money is ultilized. You can pay billion to an employee and say you spent a billion dollars on R&D, but it doesn't mean you have the most advanced technology. And everybody knows that NiO is likes to burn moneybon useless projects.
KDee OP 010010010 : yea. but they did have alot of patents. i not sure the valuation. but china is already 3 years infront.
i think byd xiaomi xpeng and nio technology can be the top. but did they value these patents etc as asset?
TMW1986 : Nio R&D needs to translate into profit or turn into asset.
103027647 : most patent with swap so catl need partner nio for swap as nio swap protected by patent.byd dnt want swap as no patent so use 1000v instead and battery as buffering
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