XPeng: Moment Of Truth

2022-09-07

XPeng is an EV-focused player in the Chinese market with very good long-term growth prospects.

Q2 2022 provided decent numbers, but guidance related to Q3 is weak again due to several headwinds from external factors.

Its valuation is quite low, and upside potential is quite large over the medium term, if management can execute on its growth plan.

XPeng's stock has lost more than 50% of its market value this year and has yet to stage a recovery despite consistent fundamental outperformance against its Chinese EV peers.

The stock has been diverging from its Chinese EV peer group in recent months, extending a gradual downtrend while others are staging a modest rally on improving industry sentiment.

XPeng's upcoming 2Q22 earnings call is expected to be a key determinant on whether the divergence continues.

$XPeng Inc.(XPEV)$

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Comments

gsazer
2022-09-08
gsazer
[Grin] [Grin] [Sly] [Duh]
ccy1122
2022-09-08
ccy1122
[Like] [Like] [Like]
wingcheong
2022-09-08
wingcheong
Great. Thanks for sharing.
CalvinCougar
2022-09-08
CalvinCougar
EV is the things for future
rachhy
2022-09-08
rachhy
vested in li auto tho
JeremyKok
2022-09-08
JeremyKok
thank you for sharing.

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