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Morgan Stanley's Analyst Remains Bullish on Li Auto and Xpeng into 3Q

By Michael Elkins A Morgan Stanley analyst remains bullish on electric vehicle company’s Li Auto (NASDAQ:LI) and Xpeng (NYSE:XPEV) with price targets of $53 and $41,...
Morgan Stanley's Analyst Remains Bullish on Li Auto and Xpeng into 3Q © Reuters. Morgan Stanley’s Tim Hsiao Remains Bullish on Li Auto (LI) and Xpeng (XPEV) into 3Q

By Michael Elkins

A Morgan Stanley analyst remains bullish on electric vehicle company’s Li Auto (NASDAQ:LI) and Xpeng (NYSE:XPEV) with price targets of $53 and $41, respectively.

Li Auto’s pessimistic 3Q volume guidance suggests to the analyst that the EV maker expects the company’s delivery slump to extend into august. However, with the L9 gaining traction, and a Rmb7k discount on the Li ONE, the anlayst sees potential for an easy 3Q beat.

According to Li Auto, total monthly rate for L9 could ramp up to 15k units into 4Q22. The EV maker also indicated that it plans to launch and start delivery of L8 faster than expected. Management is now expecting the model to launch in September (vs. previous anticipation of October). With a shorter launch-to-delivery time compared to the L9, management believes that the L8 should start delivery soon after launch and meaningfully contribute to 4Q volume.

XPeng remains an attractive buy as the company finished a launch event for its new supercharging technology. XPEV launched its first S4 supercharger together with the rollout of its 1000th self-charging station.

The S4 supercharger is 2-3x faster than existing superchargers, allowing for XPeng vehicles to run with a range of more than 200km on a five-minute charge, according to the China Light-Duty Vehicle Test Cycle (CLTC). Using liquid cooling technology to enhance safety and efficiency, charger activation time is reduced to below 15 seconds. The S4 supercharger will be compatible with XPeng's newest model G9 and upcoming models built on 800V platform.

XPeng management introduced an aggressive plan to install thousands of S4 superchargers by 2025. However, the analyst believes that the prevalence of 800V/480kWh supercharging would call for an upgrade of China's power grid. Also, the high cost of SiC, a critical component of HPC architecture, remains a hindrance to rapid adoption.

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29-09-2022 06:31:06 (UTC+7)

EUR/USD

0.9717

-0.0017 (-0.17%)

Summary

Sell

Moving Avg:

Buy (5)

Sell (7)

Indicators:

Buy (4)

Sell (5)

EUR/USD

0.9717

-0.0017 (-0.17%)

Summary

Sell

Moving Avg:

Buy (5)

Sell (7)

Indicators:

Buy (4)

Sell (5)

GBP/USD

1.0849

-0.0039 (-0.36%)

Summary

Neutral

Moving Avg:

Buy (6)

Sell (6)

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Buy (5)

Sell (3)

USD/JPY

144.40

+0.23 (+0.16%)

Summary

↑ Buy

Moving Avg:

Buy (10)

Sell (2)

Indicators:

Buy (9)

Sell (0)

AUD/USD

0.6511

-0.0011 (-0.17%)

Summary

Neutral

Moving Avg:

Buy (6)

Sell (6)

Indicators:

Buy (5)

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USD/CAD

1.3622

+0.0017 (+0.12%)

Summary

Neutral

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Sell (6)

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EUR/JPY

140.30

-0.03 (-0.02%)

Summary

↑ Buy

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Buy (11)

Sell (1)

Indicators:

Buy (8)

Sell (0)

EUR/CHF

0.9492

-0.0008 (-0.09%)

Summary

Sell

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Buy (2)

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Gold Futures

1,666.15

-3.85 (-0.23%)

Summary

Buy

Moving Avg:

Buy (7)

Sell (5)

Indicators:

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Silver Futures

18.867

-0.013 (-0.07%)

Summary

Buy

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Copper Futures

3.3773

-0.0042 (-0.12%)

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Neutral

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Crude Oil WTI Futures

81.75

-0.40 (-0.49%)

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↑ Sell

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Brent Oil Futures

87.98

+3.11 (+3.66%)

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Natural Gas Futures

6.982

-0.045 (-0.64%)

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US Coffee C Futures

227.80

+3.45 (+1.54%)

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↑ Sell

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Buy (1)

Sell (11)

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Buy (1)

Sell (7)

Euro Stoxx 50

3,335.30

+6.65 (+0.20%)

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Neutral

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Buy (7)

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Indicators:

Buy (2)

Sell (5)

S&P 500

3,719.04

+71.75 (+1.97%)

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↑ Sell

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Sell (9)

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DAX

12,183.28

+43.60 (+0.36%)

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Neutral

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Buy (1)

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FTSE 100

7,005.39

+20.80 (+0.30%)

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Neutral

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Sell (6)

Hang Seng

17,250.88

-609.43 (-3.41%)

Summary

Buy

Moving Avg:

Buy (8)

Sell (4)

Indicators:

Buy (5)

Sell (2)

US Small Cap 2000

1,725.13

+62.62 (+3.77%)

Summary

↑ Buy

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Buy (12)

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Buy (4)

Sell (3)

IBEX 35

7,442.20

-3.50 (-0.05%)

Summary

Neutral

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Buy (12)

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Sell (5)

BASF SE NA O.N.

39.415

-0.080 (-0.20%)

Summary

↑ Buy

Moving Avg:

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Buy (10)

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Bayer AG NA

48.19

-0.07 (-0.13%)

Summary

Neutral

Moving Avg:

Buy (8)

Sell (4)

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Allianz SE VNA O.N.

160.72

-3.02 (-1.84%)

Summary

↑ Buy

Moving Avg:

Buy (12)

Sell (0)

Indicators:

Buy (9)

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Adidas AG

130.24

+2.94 (+2.31%)

Summary

↑ Buy

Moving Avg:

Buy (12)

Sell (0)

Indicators:

Buy (10)

Sell (1)

Deutsche Lufthansa AG

5.772

-0.024 (-0.41%)

Summary

↑ Buy

Moving Avg:

Buy (12)

Sell (0)

Indicators:

Buy (8)

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Siemens AG Class N

99.46

+1.54 (+1.57%)

Summary

↑ Buy

Moving Avg:

Buy (12)

Sell (0)

Indicators:

Buy (10)

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Deutsche Bank AG

7.854

-0.274 (-3.37%)

Summary

↑ Sell

Moving Avg:

Buy (3)

Sell (9)

Indicators:

Buy (0)

Sell (7)

 EUR/USD0.9717Sell
 GBP/USD1.0849Neutral
 USD/JPY144.40↑ Buy
 AUD/USD0.6511Neutral
 USD/CAD1.3622Neutral
 EUR/JPY140.30↑ Buy
 EUR/CHF0.9492Sell
 Gold1,666.15Buy
 Silver18.867Buy
 Copper3.3773Neutral
 Crude Oil WTI81.75↑ Sell
 Brent Oil87.98↑ Buy
 Natural Gas6.982↑ Sell
 US Coffee C227.80↑ Sell
 Euro Stoxx 503,335.30Neutral
 S&P 5003,719.04↑ Sell
 DAX12,183.28Neutral
 FTSE 1007,005.39Neutral
 Hang Seng17,250.88Buy
 Small Cap 20001,725.13↑ Buy
 IBEX 357,442.20Neutral
 BASF39.415↑ Buy
 Bayer48.19Neutral
 Allianz160.72↑ Buy
 Adidas130.24↑ Buy
 Lufthansa5.772↑ Buy
 Siemens AG99.46↑ Buy
 Deutsche Bank AG7.854↑ Sell
Mua/Bán 1 chỉ SJC
# So hôm qua # Chênh TG
SJC Eximbank6,410/ 6,510
(0/ 0) # 1,818
SJC HCM6,420/ 6,520
(0/ 0) # 1,831
SJC Hanoi6,420/ 6,522
(0/ 0) # 1,833
SJC Danang6,420/ 6,522
(0/ 0) # 1,833
SJC Nhatrang6,420/ 6,522
(0/ 0) # 1,833
SJC Cantho6,420/ 6,522
(0/ 0) # 1,833
Cập nhật 29-09-2022 06:31:08
Xem lịch sử giá vàng SJC: nhấn đây!
ↀ Giá vàng thế giới
$1,657.68+28.571.75%
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Sản phẩmVùng 1Vùng 2
RON 95-V23.26023.720
RON 95-III22.58023.030
E5 RON 92-II21.78022.210
DO 0.05S22.53022.980
DO 0,001S-V24.51025.000
Dầu hỏa 2-K22.44022.880
ↂ Giá dầu thô thế giới
WTI$81.33-3.15-4.02%
Brent$87.71-3.39-4.02%
$ Tỷ giá Vietcombank
Ngoại tệMua vàoBán ra
USD23.580,0023.890,00
EUR22.159,1623.399,49
GBP24.732,3625.786,46
JPY159,76169,13
KRW14,2317,34
Cập nhật lúc 04:57:15 29/09/2022
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