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neo26000
2023-07-12

Dont you just love these guys? Tell you to buy after it has gone up a lot.

Goldman Sachs Starts Xpeng at Buy, Expects Rise in Margins and Overseas Volumes

Goldman Sachs initiated coverage on Chinese electric automaker, XPeng (NYSE: XPEV) with a Buy rating and a 12-month price target ...(Premium-only article. Please sign in or upgrade to SI Premium to view.)

Goldman Sachs Starts Xpeng at Buy, Expects Rise in Margins and Overseas Volumes

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ICEsh00ter
·2023-07-13
coz they hv no idea it's going up until everyone else has bought it up. 🤣
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Tell you to buy after it has gone up a lot.","highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/197131402477832","repostId":2350242361,"repostType":4,"repost":{"id":"2350242361","pubTimestamp":1689130662,"share":"https://www.laohu8.com/m/news/2350242361?lang=&edition=full","pubTime":"2023-07-12 10:57","market":"us","language":"en","title":"Goldman Sachs Starts Xpeng at Buy, Expects Rise in Margins and Overseas Volumes","url":"https://stock-news.laohu8.com/highlight/detail?id=2350242361","media":"Investing.com","summary":"Goldman Sachs initiated coverage on Chinese electric automaker, XPeng (NYSE: XPEV) with a Buy rating and a 12-month price target ...(Premium-only article. Please sign in or upgrade to SI Premium to view.)","content":"<html><head></head><body><p>Goldman Sachs initiated coverage on Chinese electric automaker, <a href=\"https://laohu8.com/S/XPEV\">Xpeng Inc</a> with a Buy rating and a 12-month price target of $18.10 as analysts expect Chinese auto OEMs’ overseas sales volume to rise from 2.7 million to 8.5M in 2022-2030E, driven by leading technology and product competencies of Chinese EV models.</p><p style=\"text-align: left;\">In the near-term, Goldman Sachs expects to see the company’s vehicle delivery volume to regain momentum following the latest G6 model launch. Additionally, the analysts expect margins to improve on larger vehicle delivery scale together with battery pricing decline.</p><p style=\"text-align: left;\">They wrote in a note, “We see the launch of G6 to help the company enhance market share – with entry price at Rmb210k, Rmb54k (20%) / Rmb73k (26%) lower than Tesla Model Y / BYD Tang EV, XPeng’s G6 presents strong advantages in areas such as long wheelbase, charging speed (800V fast charging), and leading smart features. Therefore, we expect G6, together with P7/P7i, to be major volume contributors going forward, driving a 62% CAGR in vehicle sales and market share gain from 2.1% to 3.7% over 2023E-2025E and leading to 4%-22% higher than Bloomberg consensus revenue estimates.”</p><p style=\"text-align: left;\">Goldman Sachs models 151k vehicle sales in 2023, 5% higher than Visible Alpha consensus. In the longer-term, they expect XPeng’s leading position in NOA (navigation on autopilot) with strong R&amp;D focus to provide further upside to its revenue growth and margin profile.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs Starts Xpeng at Buy, Expects Rise in Margins and Overseas Volumes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sachs Starts Xpeng at Buy, Expects Rise in Margins and Overseas Volumes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-12 10:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/stock-market-news/goldman-sachs-starts-xpeng-at-buy-expects-rise-in-margins-and-overseas-volumes-432SI-3123475><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs initiated coverage on Chinese electric automaker, Xpeng Inc with a Buy rating and a 12-month price target of $18.10 as analysts expect Chinese auto OEMs’ overseas sales volume to rise ...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/goldman-sachs-starts-xpeng-at-buy-expects-rise-in-margins-and-overseas-volumes-432SI-3123475\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://www.investing.com/news/stock-market-news/goldman-sachs-starts-xpeng-at-buy-expects-rise-in-margins-and-overseas-volumes-432SI-3123475","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2350242361","content_text":"Goldman Sachs initiated coverage on Chinese electric automaker, Xpeng Inc with a Buy rating and a 12-month price target of $18.10 as analysts expect Chinese auto OEMs’ overseas sales volume to rise from 2.7 million to 8.5M in 2022-2030E, driven by leading technology and product competencies of Chinese EV models.In the near-term, Goldman Sachs expects to see the company’s vehicle delivery volume to regain momentum following the latest G6 model launch. Additionally, the analysts expect margins to improve on larger vehicle delivery scale together with battery pricing decline.They wrote in a note, “We see the launch of G6 to help the company enhance market share – with entry price at Rmb210k, Rmb54k (20%) / Rmb73k (26%) lower than Tesla Model Y / BYD Tang EV, XPeng’s G6 presents strong advantages in areas such as long wheelbase, charging speed (800V fast charging), and leading smart features. Therefore, we expect G6, together with P7/P7i, to be major volume contributors going forward, driving a 62% CAGR in vehicle sales and market share gain from 2.1% to 3.7% over 2023E-2025E and leading to 4%-22% higher than Bloomberg consensus revenue estimates.”Goldman Sachs models 151k vehicle sales in 2023, 5% higher than Visible Alpha consensus. 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