CnEVPost Newsletter: China EV stocks: Is an upward re-rating looming?
China EV stocks: Is an upward re-rating looming? - CnEVPost — cnevpost.com "Looking ahead, we could envision a re-rating upward of China EV stocks given the large discount relative to US peers," said Deutsche Bank analyst Edison Yu's team.
EV stocks rise in Hong Kong as market sees overall rebound - CnEVPost XPeng up about 7 percent, Li Auto up about 6 percent, BYD up more than 4 percent and NIO up more than 3 percent.
Deutsche Bank on Chinese EV startup 'Fab 5' deliveries: Impact of Covid lockdown limited - CnEVPost Edison Yu's team does not expect raw material price increases to have a materially negative impact on EV demand, considering that many ICE vehicle prices are also rising.
Fitch says China EV deliveries to remain strong despite rising prices - CnEVPost "Fitch believes the prospects for China's EV market are bright, given still-strong demand," the credit rating firm said.