Is $20 per share justifiable for Xpeng (XPEV)

LukeTan
2023-07-27

July 26, 2023, Volkswagen AG announced that it would invest $700 million in Xpeng Inc., a Chinese electric vehicle (EV) maker. Volkswagen will also jointly develop EV models with Xpeng in China.


The news was met with positive reaction by investors, and Xpeng's stock price rose by more than 10% in the following days.


**The Analysis**


The investment from Volkswagen is a significant vote of confidence in Xpeng. It shows that Volkswagen sees Xpeng as a leading player in the Chinese EV market, and it is willing to partner with the company to develop new EV models.


The joint development of EV models with Volkswagen will give Xpeng access to Volkswagen's engineering and manufacturing expertise. This could help Xpeng to improve the quality of its EV models and to reduce its production costs.


The investment from Volkswagen could also help Xpeng to expand its sales network in China. Volkswagen has a strong sales network in China, and this could help Xpeng to reach a wider audience.


**The Valuation**


Xpeng's stock is currently trading at around $20 per share. This is a reasonable valuation for the company, given its growth prospects.


Xpeng is one of the leading EV makers in China, and it is growing rapidly. The company's sales are expected to grow by more than 50% in 2023.


Xpeng is also well-positioned to benefit from the growth of the Chinese EV market. The Chinese government is providing subsidies for EV buyers, and this is driving demand for EVs in China.


**Overall, the investment from Volkswagen and Xpeng's growth prospects make the company a good investment at its current valuation.**


**However, there are some risks to consider before buying Xpeng stock.** First, the Chinese EV market is still relatively small, and it is possible that the market could slow down in the future.


Second, Xpeng is a relatively new company, and it is not yet profitable. The company is still losing money, and it is not clear when it will become profitable.


**Investors should carefully consider these risks before deciding whether to buy Xpeng stock.**

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • vippy
    2023-07-29
    vippy

    Greenspan once used the term “the irrational exuberance “ but XPeng is not even close, in fact it’s just getting started. The shares have been suppressed enough for too long.

  • frosti
    2023-07-29
    frosti

    I bought two EV stocks XPENG was one The other you dont want to know. It makes me sick to think about it. Hint (It's located in Ohio)

  • pixiezz
    2023-07-29
    pixiezz

    Buy before it's too late. Don't wait, it's not going to come down. Wise person would buy while it's still under 25 !

    • LukeTan
      Though I'm bullish on this stock, there is always corrections where investors can enter during the dip.
  • zinglee
    2023-07-29
    zinglee

    they should be averaging 10k+ in sales a month from q3 onwards. next week should be interesting

  • wigglyz
    2023-07-29
    wigglyz

    Who in the right mind will sell the stock when in just started going up?

    • LukeTan
      It's always good to take profit if someone entered at the very low price.
  • nimbly
    2023-07-29
    nimbly

    I raised my price target to 80 next week

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