uh i i think the chinese china is going to favor its local producers like neo
and others x-pang uh and i think they're granting subsidies to nio which is the battery swap company
even on its very high-end cars which they are not granting to tesla so it's obvious and it
has always been obvious that china would favor a local producer but what we are seeing from china
and particularly tesla is exports into europe uh where it does not yet have a plant
and what we're hearing is uh the especially in germany but well all over europe
where their their standards are extremely high for cars in terms of design
and performance uh that they would prefer cars from shanghai which is a much newer plant
and much more productive much more efficient in terms of these design perfecting these designs
than is fremont and so i think we're seeing a big export market develop from china into europe and
i think china will like that china wants to be known not for shipping or exporting you know
cheap goods but also high-end goods so this could be the beginning of a trend what's up investors
kathy wood seems to have a more positive outlook for the major chinese evs in new and expand
so in this video i'll be sharing with you their latest company news their key catalyst and price
targets on this top two chinese ev stocks to buy or watch now so let's get straight into it
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thoughts in the comment section below what other ev stocks you currently hold in your portfolio
and so with that said let's get straight into it and have a look at new new has a share price of 34
dollars per share and a market capitalization of 42.5 billion dollars its share price is
down by 38.5 in the last month but it has had a blistering last 12 months or by over 791 percent
which is fantastic and seems like there's plenty more momentum and opportunities to bind this deep
if we look at where nio was trading at its all-time highs at over 62 dollars per share
in january and february of this year you can see that it has had just shy of a 50 drop from
its peak so the recent market sell-off has provided lots of buy-to-deep opportunities
if you believe in their story nio recently announced their financial results for q121
where the confirmed deliveries of vehicles were 20 060 representing an increase of 422.7 percent
from q1 2020 and an increase of 15.6 percent from q4 2020 vehicle sales were 1.13 billion
dollars in q121 representing an increase of 489.9 percent from q1 2020 and an increase of 20 from q4
2020 their vehicle margin was 21.2 compared with negative 7.4 percent in q1 2020 and 17.2 percent
in q4 2020 so increasing sales and profit margins in the right direction and quarter and quarter
which is just exciting the ceo bin li commented that the overall demand for their products
continues to be quite strong those significant challenges due to the semiconductor shortages
and they still expect to deliver between 21 000 to 22 000 vehicles in q2 2021
with capacity being a key criteria for success in the ev market together with their partners
they have kicked off the planning and building of a new plant in xinqial industrial park in hefei
nio also officially announced their market entry strategy to norway
marking their first steps overseas nyo will establish a full-fledged ev ecosystem
with the first service and delivery center in oslo to open in september 2021
neo will also bring its holistic charging and swapping system to norway and by the end of 2022
new estimates will have battery swap stations in no way connecting five major cities and freeways
next up is xpeng expand has a share price of 28.58 per share and a market capitalization
of 22.9 billion dollars its share price is down 60.4 percent in the last month
but looking at its performance since it was listed in august 2020 it is only up by 34.6
which for me represents deep value and seems like there's plenty more momentum and opportunities
to buy in this dip given where they traded in november at all-time highs of 72 dollars per share
expand recently announced its financial results for q121
where the confirmed deliveries of vehicles reach 13 340 representing an increase of 487 from q1
2020 and an increase of 2.9 percent from q4 2020 total revenues were 450 million dollars for q121
representing an increase of 616 percent on q1 2020 and an increase of 3.5 percent from q4 2020
their vehicle margin was 10.1 for q121 compared to negative 5.3 percent for the same period in 2020
and 6.8 percent for q4 2020 so equally an increasing positive trend on margins and sales
their ceo commented that their strong momentum in the quarter
was propelled by the industry-leading full-stack autonomous driving technology solid differentiated
product strategy and their vision to lead smart ev development and transformation
expand entered into a cooperation agreement with the city of wuhan to develop and build the expend
motors wuhan smart evs and with an annual capacity of a hundred thousand units the wuhan bays will
further bolster expense ability to capture growing consumer demand for smart evs and expanding into
china's major auto manufacturing hub with strong local government support is another landmark
in expense strategic development and cements its leadership position in the smart ev sector
expand also debuted its third production model the expand p5 smart sedan which is the world's first
mass-produced smart ev equipped with automotive grade leader technology
this new leader equipped p5 is expected to be a game changer for smart ev
xpeng also entered into a memorandum of understanding
with zhongsheng group to establish a long-term strategic partnership to deliver both expanse
industry-leading smart eva products and zhongshank's high quality services to consumers
so some really solid performances across all these two top ev stocks with some very positive
financials a strong pipeline of catalyst and positive outlook over the coming months
so if you want to invest in any of these stocks you want to strike in at the price which you like
and one that works for you so i'll start by cost averaging in with the stop loss i did in
the range of five to ten percent the share prices at the present price levels present
loads of entry opportunities giving the strong pullbacks from their all-time highs
but when you look at the share price performance of both shares against tesla
you can see that nio has outperformed a lot by a distant mile over the last year
expand being new to the market needs a few more quarterly results underneath his belt
to gain credibility so it certainly looks like deep value against this other pair looking at
the market capitalizations of 42 and 22 billion dollars for new and expanding respectively against
tesla at 560 billion dollars you can very quickly begin to see how a 10x upside is very possible
from current levels if they can scale up profitably to be able to deliver up to
500 000 vehicles or more in the coming years tesla will always command a bigger valuation
as it is more than an ev company but exciting times ahead for these stocks with up to 10x
upside over the long term from current levels as my price target but please do your own research
you need to be aware that despite the positive outlook with these stocks
investing in them is still risky and volatile given the current market conditions
so just make sure you're planning for any trade accordingly and it falls within your
risk tolerance this video is not a buy or sell recommendation but it's meant to bring
some new and exciting companies to your attention for you to do your own research
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