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golf59orange
Community Contributor
Green Revolution through EV - or false alert?
Key Takeaways I am of the opinion EV is over hyped and the buying public do not fully understand either the true carbon footprint or the practical realities regarding the provision of power Catalysts How knowledgeable are buyers of EV's about the true carbon footprint to produce an EV? Will the discovery and reality of the actual manufacturing carbon footprint make them change their mind and therefore reduce demand?
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HK$180.00
FV
28.0% undervalued
intrinsic discount
9.88%
Revenue growth p.a.
Set Fair Value
1
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1
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29
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about 1 year ago
author updated this narrative
Nexteer Automotive Group
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Expansion Into China And India Will Strengthen Future Market Position With Advanced Automotive Technologies
Key Takeaways Nexteer is capitalizing on electrification by expanding in China and India, aiming to significantly enhance revenue and profitability through new electric vehicle systems. Strategic cost optimizations and partnerships are set to improve net margins and diversify product offerings, supporting earnings growth through expansions and alliances.
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HK$6.61
FV
5.0% undervalued
intrinsic discount
6.46%
Revenue growth p.a.
Set Fair Value
0
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0
users have commented on this narrative
2
users have followed this narrative
3 days ago
author updated this narrative
9863
Zhejiang Leapmotor Technology
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Stellantis Partnership And Global Expansion Will Open New EV Markets
Key Takeaways International expansion and strategic partnerships are broadening market access, diversifying revenue, and positioning Leapmotor for strong top-line growth and improved margins. Advances in vehicle technology and proprietary R&D are enhancing product competitiveness, supporting pricing power, and enabling sustainable growth amid rising global demand for feature-rich EVs. Expansion abroad and intense domestic competition, coupled with high R&D spend, threaten profitability and earnings stability amid regulatory, tariff, and funding uncertainties.
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HK$69.58
FV
9.9% undervalued
intrinsic discount
50.38%
Revenue growth p.a.
Set Fair Value
0
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0
users have commented on this narrative
3
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3 days ago
author updated this narrative
Geely Automobile Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Launching 10 NEV Models In 2025 Will Expand Global Market Reach
Key Takeaways Launching new NEV models and expanding globally will positively impact revenue through increased market penetration and sales volume. Merging Zeekr and Lynk & Co aims to reduce costs, enhance earnings, and improve efficiency through lower R&D and operational expenses.
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HK$24.75
FV
21.4% undervalued
intrinsic discount
21.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
3 days ago
author updated this narrative
9863
Zhejiang Leapmotor Technology
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Tariffs And Rising Compliance Costs Will Severely Limit Expansion
Key Takeaways Geopolitical friction and stricter foreign regulations severely constrain global expansion and increase compliance costs, intensifying pressure on margins and long-term profitability. Reliance on costly R&D, competitive price wars, and risky joint ventures undermine scalability, threaten earnings growth, and pose significant execution and integration risks.
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HK$36.07
FV
73.8% overvalued
intrinsic discount
31.62%
Revenue growth p.a.
Set Fair Value
0
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0
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0
users have followed this narrative
3 days ago
author updated this narrative
Nexteer Automotive Group
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
EV And ADAS Trends Will Expand Steer-by-Wire Platforms
Key Takeaways Nexteer is set to outperform market expectations through rapid adoption of advanced steering technologies and major new business wins, especially in electrification and autonomy. Expansion into brake-by-wire and software integration strengthens its role as a key partner to automakers, boosting both market share and profit margins.
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HK$8.04
FV
21.9% undervalued
intrinsic discount
11.56%
Revenue growth p.a.
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0
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0
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0
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New
narrative
Geely Automobile Holdings
AN
AnalystLowTarget
Consensus Narrative from 23 Analysts
Rising Tariffs And Supply Chain Woes Will Limit EV Profitability
Key Takeaways Exposure to geopolitical risks and supply chain volatility could severely impact international expansion, revenue stability, and operational consistency. Technological disruption and fierce EV competition may erode market share, compress margins, and outpace Geely's investments in R&D and product innovation.
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HK$16.59
FV
17.3% overvalued
intrinsic discount
14.22%
Revenue growth p.a.
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0
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0
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0
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3 days ago
author updated this narrative
9863
Zhejiang Leapmotor Technology
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Global Electrification And Smart Cities Will Expand EV Markets
Key Takeaways Rapid overseas expansion, diverse model launches, and digital process integration position Leapmotor for faster global growth, greater pricing power, and higher profitability than market expectations. Advanced R&D and early-mover advantages support structural cost reductions and market share gains, enabling long-term leadership in the global EV and smart mobility sectors.
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HK$89.84
FV
30.2% undervalued
intrinsic discount
89.20%
Revenue growth p.a.
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0
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0
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0
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3 days ago
author updated this narrative
Geely Automobile Holdings
AN
AnalystHighTarget
Consensus Narrative from 23 Analysts
Global EV Adoption And Smart Mobility Will Transform Markets
Key Takeaways Geely's strong NEV growth, advanced AI ecosystem, and global supply chain enable accelerated revenue, margin expansion, and resilience against market volatility. Strategic multi-brand positioning and vertical integration secure cost leadership, broad market capture, and multi-year pricing power globally.
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HK$32.91
FV
40.9% undervalued
intrinsic discount
34.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
3 days ago
author updated this narrative
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