Xpeng3 Min Read RainManonMay 17, 2023 Xpeng Q1 earnings preview: Counting down to G6 Xpeng's financial performance in the first quarter and its outlook for the second quarter will be weak, though the company may see a…
Xpeng3 Min Read RainManonMarch 15, 2023 Xpeng earnings preview: Q4 to be soft with promotions hitting margins "We expect generally soft results and a weak 1Q23 outlook due to challenging demand and pricing dynamics," Edison Yu's team said.
Li Auto3 Min Read RainManonFebruary 23, 2023 Li Auto Q4 earnings preview: Solid results expected with potential margin upside Deutsche Bank believes the true test for Li Auto will come in the second half of the year.
Nio4 Min Read RainManonFebruary 23, 2023 Nio Q4 earnings preview: Will cloudy skies last until summer? Deutsche Bank's Edison Yu's team thinks Nio's performance will improve significantly in the second half of the year, but there's a big "IF" in it.
Li Auto2 Min Read RainManonDecember 10, 2022 Li Auto Q3 earnings: Deutsche Bank’s first look The sharp decline in gross margin was due to a huge hit of $803 million from inventory provisioning and loss of purchase commitments related…
Li Auto3 Min Read RainManonDecember 8, 2022 Li Auto to report Q3 earnings on Dec 9, what to watch? "We expect a somewhat messy quarter due to accelerated phase-out of the Li ONE materially hurting margins," Deutsche Bank analyst Edison Yu's…
Xpeng3 Min Read RainManonNovember 28, 2022 Xpeng winning back demand could take several quarters, says Deutsche Bank The key to Xpeng regaining relevance is winning back demand, and that could take several quarters, creating significant uncertainty heading into 2023.
Nio3 Min Read RainManonNovember 8, 2022 Nio to report Q3 earnings on Nov 10, what to watch? "Our gross margin is meaningfully higher as we believe Nio will recognize the majority of its regulatory credit sales in 3Q, similar to last…
BYD3 Min Read RainManonAugust 30, 2022 BYD earnings beat expectations, here’s what analysts say An increase in vehicle prices and an upward pivot in its product sales mix are seen as the main reasons why BYD beat earnings estimates in the…
Nio4 Min Read RainManonAugust 29, 2022 Nio Q2 earnings preview: Will this be last reset before product supercycle hits full stride? Edison Yu's reiterated Nio as their top pick for China electric vehicles and kept Buy rating for the stock.