$XPeng (XPEV.US)$ Xpeng is touting a new record alongside its latest production milestone surrounding its new MONA M03 EV, launched less than a year ago. The company recently hit 100,000 builds of the M03 as demand for the new model continues to grow in China. Even before its official launch in China, XPeng began mass production of the MONA M03 in anticipation of high demand for an AI-centric EV model that promised to be af...
$XPeng (XPEV.US)$With no sales in US, XPeng is unlikely to be affected by US tariffs. If China retaliates with tariffs on US cars, it will be even better for China EVs including XPeng. I don’t see how XPeng can lose this tariff war, except the macro sentiments holding it back.
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Cui Nyonya Kueh
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chain reaction... if HSI down , xpeng will affected as well.
TWeiT
OPCui Nyonya Kueh
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This would be the macro sentiments I mentioned. However, fundamentally XPeng’s sales and deliveries are what matters. Stock price will always fluctuate due to market sentiments. Value will be in the actual performance of the company, like sales.
$XPENG-W (09868.HK)$MONA M03 100,000th came off production line after 216 days (7months) since launch. Delivering more than 15,000 M03 cars monthly for the past 3 months shows continued domestic demands for this model.
EV maker$Tesla (TSLA.US)$is perhaps the most controversial stock in U.S financial markets right now. Sales appear to be slowing, while CEO Elon Musk's position as a Trump administration adviser has led political opponents to attack Tesla vehicles, dealerships and even some vehicle owners. TSLA popped 11.9% on Monday (March 24), but has generally been sinking for months. What does technical and fundamental analysis say might happen next...
ZnWC
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This article analysed Tesla based on a car making company - focusing on EV sales. It is never complete if you ignore the other aspects such as energy storage, autonomous (FSD), robotaxi (Cybercab), robotics (Optimus) and artificial intelligence (DOJO) - Tesla is a tech company. What is the fair value of the stock will depend on what you want to believe. Read more here: What's a Fair Valuation for Tesla (TSLA) Today? The article also didn't mention the main reason for the delivery shortfall recently. Piper Sandler emphasized that supply constraints, rather than demand issues, are the primary factor behind the anticipated Q1 delivery shortfall. Read more here: Piper Sandler maintains Tesla stock Overweight with $450 target - Investing
$XPeng (XPEV.US)$With many brokerages’ target price from USD24-32, it’s an upside of at least 20% if you can hold till Q4 when they breakeven. They also have no exposure to US, with global footprint of 60 countries unaffected, looking good in Q4. Recommended to buy some at below USD20.
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在美钞美股
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Follow-up on the increased issuance will happen soon.
TWeiT
OP
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I don’t think so. They have enough cash and sales of 30,000 monthly will bring in cashflow unlike Nio. Nio is hsving only less than half of XPeng sales and still falling behind on cost control and ADAS.
Stocks that are expected to benefit from a Federal Reserve rate cut. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in Fed Rate Cut Beneficiaries, ranked from highest to lowest based on real-time market data. Stocks that are expected to benefit from a Federal Reserve rate cut. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in Fed Rate Cut Beneficiaries, ranked from highest to lowest based on real-time market data.
MonkeyGee OP : Xpeng up 8% now in Asian market