Let's see where the journey takes us.
Discussion sur XPEV
Postes
24
1Mo·
Successful together
#momentum Strategy week 33
Hello my dears,
stocks mentioned so far were
$MP (+4,04 %)
$NBIS (-0,62 %)
$LMND (+2,77 %)
$AAPL (-0,28 %)
$BMNR (+8,11 %)
$ELF (-1,05 %)
$9868 (-0,94 %)
$XPEV (-0,82 %)
$UCG (-0,63 %)
$PRY (+1,77 %)
$G1A (+1,06 %)
$LOTB (-0,99 %) +10% $UFPT (+0,84 %) +9,34%. $AHT (-0,4 %) 7,15%. $UNH (+1,04 %) 20,26%
$ETH (+2,37 %)
$NB (+2,48 %)
$VLA (+2,2 %)
$HOT (+2,59 %) +13%. $CWCO (+0,35 %) +14%
$ALV (+0,32 %) +6,4 %. $MAIN (+1,83 %) +5,3%. $TUI1 (+0,86 %) +18,3%
$RDDT . $GUBRA (+7,49 %)
$ONDS (-0,97 %)
$IREN (-1,86 %)
My shares would be
$MU (+5,62 %) +17%. $GILT (+2,65 %) +20%. $APP (+3,83 %) +17%
The shares are for identification purposes only.
And does not constitute a buy recommendation.
An analysis and evaluation of the multiples should definitely be carried out here.
You are also welcome to share your results with us.
I look forward to hearing more about your performers.
1Mo·
Momentum strategy, being successful together.
Hello my dears,
What do you think of the idea that we might share our weekly winners once a week.
This way we discover all the stocks that are currently showing high momentum.
These might be suitable for a short-term trade.
But we might also discover a long-term investment.
Stocks that are just breaking out due to a story, good figures, new innovations, approvals, etc
And are perhaps not yet on the radar of the community.
What do you think of my idea?
Who's in and which day do you think makes sense?
1919
25 Commentaires
I use this strategy in a passive way with the ETF "iShares Edge MSCI World Momentum Factor"
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33
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3Mo·
What do you think of Xpeng
$XPEV (-0,82 %) I'm currently considering buying into Xpeng, but I haven't really looked at the company yet - I'm just very fascinated by their pretty cars. Are you invested and what do you think will come out of the earnings on Wednesday🫣?
11
8 Commentaires
I'm in with $XPEV since January. I saw the car in person in Belgium, very nice, real contestant for european cars, good price. And most importantly for me, a good EV (fast charging, 800V architecture, big batteries, awesome tech). The press seems to love it too.
Xpeng is a young brand, +-13% of Chinese market share, impressive growth YoY. They start to sell internationaly. It's the beginning, but still big ambition for Europe (double the dealer in France, expansion in Italy and other countries).
What I don't like:
The share is still volatile somehow and its hard to find informations (like other chinese brand).
They mimic Tesla and waste time and ressources with humanoid robots. Same for their flying cars.
My opinion :
The customer who bought a Chinese car won't easily buy another brand. I find the Xpeng proposition solid. It's a matter of time for the customer to learn it and consider it. A bit like Japanese cars back then.
Bonus:
I find this website helpfull to learn more about Chinese car market : https://cnevpost.com/
Cheers
Xpeng is a young brand, +-13% of Chinese market share, impressive growth YoY. They start to sell internationaly. It's the beginning, but still big ambition for Europe (double the dealer in France, expansion in Italy and other countries).
What I don't like:
The share is still volatile somehow and its hard to find informations (like other chinese brand).
They mimic Tesla and waste time and ressources with humanoid robots. Same for their flying cars.
My opinion :
The customer who bought a Chinese car won't easily buy another brand. I find the Xpeng proposition solid. It's a matter of time for the customer to learn it and consider it. A bit like Japanese cars back then.
Bonus:
I find this website helpfull to learn more about Chinese car market : https://cnevpost.com/
Cheers
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22
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7Mo·
Chinese EV deliveries January 🇨🇳
$NIO (+0,8 %) provides January 2025 delivery update:
- 13,863 vehicles were delivered in January 2025 (+37.9% YoY).
- Cumulative deliveries reached 685,427 as of January 31, 2025.
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$LI (-1,11 %) Auto delivers 29,927 cars in Jan, almost halves from Dec
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$XPEV (-0,82 %) 30,350 (+268% YOY), surpassing Li Auto in monthly deliveries for the first time since 4Q22
44
7Mo·
XPENG January 2025 Delivery figures
In January 2025, XPENG delivered $9868 (-0,94 %) respectively $XPEV (-0,82 %) 30,350 Smart EVs, an increase of 268% compared to the previous year and exceeding the 30,000 unit mark for the third consecutive month.
The XPENG MONA M03 has delivered more than 15,000 units per month for two consecutive months.
The XPENG P7+ has reached 20,000 cumulative deliveries within just two months of its market launch.
The penetration rate of monthly active users of XNGP in urban transportation reached 87% in January 2025.
At the same time, XPENG launched its latest XOS version, AI Tianji 5.5.0, which includes door-to-door ADAS and other advanced smart driving functions such as the world's first bus vehicle detection
with bypass function for authorized customers across China. The update provides owners with a seamless smart driving experience in various scenarios, including parking lots, highways and city streets.
In January, the company unveiled the right-hand drive version of the XPENG X9 MPV globally at the Singapore Motor Show.
In the same month, XPENG expanded its global presence by entering the markets of Belgium, Luxembourg, Ireland and Finland.
+ 2
66
7 Commentaires“Chinese meuk”, we say in Dutch. Means Chinese rubbish.
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7Mo·
Podcast episode 73 "Buy High. Sell Low."
Podcast episode 73 "Buy High. Sell Low."
Subscribe to the podcast to beat cancer.
00:00:00 Donald Trump inauguration
00:15:40 Tempus AI A40EDP $TEM (+1,37 %)
00:26:00 Groupon $GRPN (+0,54 %)
00:30:20 Palantir $PLTR
00:35:00 Insider Trading
00:40:20 Netflix $NFLX (+0,73 %)
00:59:00 Adobe AI $ADBE (+2,28 %)
01:01:00 Alibaba $BABA (-1 %)
$9988 (-0,69 %)
01:07:40 Baidu $BIDU (-1,63 %)
$9888 (-1,2 %)
01:15:15 JD com $9618 (+0,59 %)
$89618
$JD (-0,08 %)
01:16:40 PDD Holdings $PDD (-0,88 %)
01:19:00 Xpeng $9868 (-0,94 %)
$XPEV (-0,82 %)
01:21:00 Nio, BYD, Xiaomi, Huawei $9866 (+0,68 %)
$NIO (+0,8 %)$1810 (-0,4 %)
$XIACY (-1,27 %)
$81810
01:28:00 Li Auto $AUTO (-0,78 %)
$LI (-1,11 %)
01:35:20 Bitcoin $BTC (+2,21 %)
Spotify
https://open.spotify.com/episode/4xzXvdMeMtWs5fgYoQaNHU?si=3JuxaaqaQ2KM55PHh5IYWg
YouTube
Apple Podcast
open.spotify.comFolge 73: Netflix, Tempus AI, Palantir, Alibaba, Bitcoin, Trump, Baidu, Nio
44
2 Commentaires
The podcast is in German, I need to learn German first.
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•8Mo·
The Age of Robots is Here:
Humanoids
$TSLA (+1,11 %)
Tesla
$XPEV (-0,82 %)
Xpeng
$1810 (-0,4 %)
Xiaomi
$HYUD
Hyundai
Logistics
$SERV
Serve Robotics
$AMZN (+0,53 %)
Amazon
$SYM
Symbotic
$AUTO (-0,78 %)
AutoStore
Robotics Software
$NVDA (+3,2 %)
NVIDIA
$PTC (+1,9 %)
PTC
Sensors
$OUST
Ouster
Healthcare Robotics
$ISRG (-0,16 %)
Intuitive Surgical
$SYK (+0,31 %)
Stryker
$MDT (-0,14 %)
Medtronic
$ARAY (+4,07 %)
Accuray
Industrial Robotics
$HON (+1,26 %)
Honeywell
$TER (+2,47 %)
Teradyne
$LECO (+1,26 %)
Lincoln Electric
Robotics Automation
$ROK (+1,65 %)
Rockwell Automation
$ABBN (+0,74 %)
ABB
$ZBRA (+2,18 %)
Zebra Technologies
$CGNX (+2,92 %)
Cognex
$PATH (+1,67 %)
UiPath
$PEGA (+3,74 %)
Pegasystems
Defense Robotics
$AVAV (+4,61 %)
AeroVironment
$KTOS (+3,54 %)
Kratos
$LMT (-0,16 %)
Lockheed Martin
$NOC (-0,91 %)
Northrop Grumman
$BA (+0,54 %)
Boeing
$GD (+0,02 %)
General Dynamics
Consumer & B2B Robotics
$IRBT (+8,66 %)
iRobot
$1810 (-0,4 %)
Xiaomi
$RR
RichTech Robotics
Specialized Robotics
$OII (+1,46 %)
Oceaneering
$FARO
FARO Technologies
8Mo·
China EV Sales December 🇨🇳
$NIO (+0,8 %) Nio Shatters Delivery Records with Over 31,000 Cars in December, Eyes Faster Growth
$LI (-1,11 %) Li Auto Achieves Record December Deliveries Despite Missing Quarterly Guidance
$XPEV (-0,82 %) Xpeng Sets New Record with 91,507 Car Deliveries in Q4, Surpasses Guidance
China's EV Market Surges: BYD Tops with 72,100, Tesla and Nio See Notable Growth
33
9Mo·
EV deliveries China November:
$XPEV (-0,82 %) (NYSE:XPEV) delivered 30,895 Smart EVs in November 2024, representing growth of 54% year-over-year and 29% over the prior month. Deliveries of XPENG MONA M03 exceeded 10,000 units for the third consecutive month since its launch. For the first eleven months of 2024, XPENG delivered 153,373 Smart EVs, a 26% increase from the same period last year.
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$NIO (+0,8 %) reports November 2024 deliveries of 20,575 vehicles, up 28.9% YoY Nio released its delivery figures for November 2024, reporting a total of 20,575 vehicles delivered, marking a 28.9% year-over-year growth. This included 15,493 vehicles from its premium smart electric vehicle brand, Nio, and 5,082 vehicles from its family-focused brand, ONVO. As of November 30, 2024, Nio’s cumulative deliveries reached 640,426 units.
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$LI (-1,11 %) reported 48,740 deliveries for November, up about 19% from a year ago. Based on recent guidance from Li’s third-quarter earnings, the company should deliver about 65,000 cars in December, up 29% from a year ago.
22
9Mo·
$XPEV (-0,82 %) Inc. Q3 FY2024 #EarningsReport Summary
In Q3 FY2024, XPENG achieved significant operational and financial progress, with revenue growth driven by higher vehicle deliveries and improved gross margins. Strategic initiatives in AI and new product launches marked this period.
📊 Income Statement Highlights (vs. Q3 FY2023):
▫️ Net Loss: $0.26B vs. $0.55B (-53.5%)
▫️ Total Revenue: $1.44B vs. $1.21B (+18.4%)
▫️ Vehicle Sales: $1.25B (+12.1%)
▫️ Services and Others: $0.19B (+90.7%)
▫️ Gross Margin: 15.3% vs. -2.7% (+18.0 pts)
▫️ Vehicle Margin: 8.6% vs. -6.1% (+14.7 pts)
💼 Balance Sheet Highlights (as of Sep 30, 2024):
▫️ Total Assets: $10.89B
▫️ Total Liabilities: $6.33B
▫️ Equity: $4.56B
🔮 Future Outlook:
▫️ Q4 Vehicle Deliveries: Expected between 87,000 and 91,000 (+44.6% to +51.3% YoY).
▫️ Q4 Revenue: Anticipated between $2.18B and $2.31B (+17.2% to +24.1% YoY).
XPENG’s future strategy focuses on mass adoption of AI technology in mobility, emphasizing cost-efficient growth and continued innovation in smart EV solutions.
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Données en temps réel par LSX · Données financières de FactSet