大家點睇 CANOO (GOEV)

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😎柏克萊工程佬 2021-04-21 00:00:31

(Bloomberg) --

U.S. electric-car startups Fisker, Lordstown Motors and Canoo initiated at BofA, as analyst John Murphy said that it is “without question that the advent of electric vehicles has arrived.”

Said that while EVs will likely be on a slow penetration curve globally over the next decade, it would still translate into significant volume growth in absolute terms, from a low base

This is more of an opportunity for EV-centric automakers -- such as FSR, RIDE, GOEV)-- versus a risk (and opportunity) for traditional automakers, the analyst wrote in a note

However, added that the competitive landscape among incumbents/entrants in the march toward electrification is becoming increasingly fierce, which is an under-appreciated risk for any EV maker

Initiated FSR with buy, PT of $31, saying the company’s key competitive advantages are interesting product and its platform-sharing and contract-manufacturing agreements

Initiated RIDE with neutral PT $13; sees RIDE’s underlying technology as less of a differentiating factor versus competitors, although its niche target market of trucks/vans/SUVs for fleet customers is logical

Initiated GOEV with underperform, PT $6; noted that GOEV’s business model is increasingly in flux, with several significant pivots/changes just recently announced

跟唐俊健去紐西蘭 2021-04-21 10:12:33

$20睇到$7.6
有d心動😅

腿強麵熱幻茶走 2021-04-21 10:27:45

斬左妖股 SPCE 未?