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Technology Stocks : "NIO, XPEV, LI, BYD.. China's Quads -- Ignore unavailable to you. Want to Upgrade?

To: Julius Wong who wrote (2413)	3/29/2024 11:58:32 AM
From: roto	Respond to of 2779

If I read my tea leaves correctly, China may have a problem exporting EVs to Europe & NorthAmerica. Too many negative China- domestic issues are in play.. youth unemployment, a collapsed real estate market & banking tanking, also international political pressures. But, as I indicated in my post, the currency exchange rate much favors the US$.. the RMB is cheap this moment! Maybe something positive export- wise, but cheap new EVs sitting idle by the thousands in China's parking lots, may be a better play in S.E. Asia, S.America, Africa.. I'm thinking where Japan & Korea enjoys their historically current high tide. Maybe better opportunity for cheap Chinese EVs. The Japanese & Koreans are not idle sitting.. they'll make a game of it too. Interesting, everything hinges on China's huge foreign currency reserves.. the gift that keeps on giving.

To: Julius Wong who wrote (2413)	3/9/2025 12:10:41 PM
From: roto	Read Replies (1) \| Respond to of 2779

DJ Xiaomis EV Business Will Likely Swing to Profit This Year -- Market Talk 2:22 AM ET 3/6/25 \| Dow Jones 0722 GMT - Xiaomi's electric-vehicle business is likely to generate net profit of more than CNY4.7 billion this year compared with a net loss last year, HSBC Global Research analysts write in a note. Its SU7 Ultra orders exceeded 19,000 units as of March 2, well above the brokerage's previous estimates for full-year sales of 5,000 units. The robust sales is likely due to its lower-than-expected price tag and superior cost performance, they say. Xiaomi's average selling price and EV margins would likely benefit from its robust sales. The brokerage forecasts 30,000 SU7 Ultra sales this year with a gross margin of 30%. HSBC Global Research maintains a buy rating for the stock and raises the target price to HK$65.60 from HK$49.90. Shares last at HK$54.90.(jiahui.huang@wsj.com; @ivy_jiahuihuang)