Xpeng partners with DIDI

$XPeng Inc.(XPEV)$ & $DiDi Global Inc.(DIDI)$ Xpeng will be partnering DIDI to create a branch of electrical vehicles called 'Mona' for $744 million. This is tremendous good news for holders of DIDI considering that it has been hit heavily by regulators.

This demonstrates that amidst all the hoo-ha and negative perception so far, DIDI is a company that continues to bring great value that invites investors like Xpeng to continue collaboration. Also it has not slowed down to continue its autonomus driving business. [1,2]

Compared to its counter parts in the US, it remains grossly undervalued [3] Comparing P/B of 1.08 for DIDI vs Uber at 11.37 and lyft at 9.65. Although I agree that the price is priced in due to the relationship with China and the US, I believe that the relationship will improve and will help drive up prices.

Inconclusion, although this is not turning point news but it continues to demonstrates the strong moat of DIDI as a strong ride hailing business.

References:

1
https://www.reuters.com/markets/deals/chinas-xpeng-take-over-didis-autonomus-vehicle-unit-eyeing-2024-launch-2023-08-28/

2

https://www.youtube.com/watch?v=s4RA3b9uWZY

3

https://seekingalpha.com/article/4612970-didi-global-potential-upside-if-market-reco gnizes-intrinsic-value

Modified in.2023-08-29

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This is tremendous good news for holders of DIDI considering that it has been hit heavily by regulators.&nbsp;</p>\n<p>This demonstrates that amidst all the hoo-ha and negative perception so far, DIDI is a company that continues to bring great value that invites investors like Xpeng to continue collaboration. Also it has not slowed down to continue its autonomus driving business.&nbsp; [1,2]</p>\n<p>Compared to its counter parts in the US, it remains grossly undervalued [3] Comparing P/B of 1.08 for DIDI vs Uber at&nbsp; 11.37 and lyft at 9.65. 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Although I agree that the price is priced in due to the relationship with China and the US, I believe that the relationship will improve and will help drive up prices.</p>\n<p>Inconclusion, although this is not turning point news but it continues to demonstrates the strong moat of DIDI as a strong ride hailing business.</p>\n<p>References:</p>\n<p>1<br>https://www.reuters.com/markets/deals/chinas-xpeng-take-over-didis-autonomus-vehicle-unit-eyeing-2024-launch-2023-08-28/</p>\n<p>2</p>\n<p>https://www.youtube.com/watch?v=s4RA3b9uWZY</p>\n<p>3</p>\n<p>https://seekingalpha.com/article/4612970-didi-global-potential-upside-if-market-reco gnizes-intrinsic-value</p></body></html>","text":"$XPeng Inc.(XPEV)$ & $DiDi Global Inc.(DIDI)$ Xpeng will be partnering DIDI to create a branch of electrical vehicles called 'Mona' for $744 million. This is tremendous good news for holders of DIDI considering that it has been hit heavily by regulators. This demonstrates that amidst all the hoo-ha and negative perception so far, DIDI is a company that continues to bring great value that invites investors like Xpeng to continue collaboration. Also it has not slowed down to continue its autonomus driving business. [1,2] Compared to its counter parts in the US, it remains grossly undervalued [3] Comparing P/B of 1.08 for DIDI vs Uber at 11.37 and lyft at 9.65. Although I agree that the price is priced in due to the relationship with China and the US, I believe that the relationship will improve and will help drive up prices. Inconclusion, although this is not turning point news but it continues to demonstrates the strong moat of DIDI as a strong ride hailing business. 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