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Morgan Stanley highlights near-term opportunity in this China auto stock

Wed, 02 Jul 2025 08:28:59 -0400

Investing.com -- Morgan Stanley has identified Geely Automobile Holdings (OTC:GELYF) as a “research tactical idea” in a note Wednesday, seeing near-term upside potential in the stock.

The firm expects the share price to rise in absolute terms over the next 15 days. The positive outlook follows Geely Group’s recent revision of its full-year volume guidance, which was raised by 11% to 3 million units from 2.71 million units.

Morgan Stanley highlighted that this upgrade is “largely from Geely Galaxy,” which “accounted for 39% of total sales volume and contributed ~85% of the year-over-year increment year-to-date.”

The analysts emphasized

Morgan Stanley highlights near-term opportunity in this China auto stock

Wed, 02 Jul 2025 08:28:59 -0400

Investing.com -- Morgan Stanley has identified Geely Automobile Holdings (OTC:GELYF) as a “research tactical idea” in a note Wednesday, seeing near-term upside potential in the stock.

Morgan Stanley highlighted that this upgrade is “largely from Geely Galaxy,” which “accounted for 39% of total sales volume and contributed ~85% of the year-over-year increment year-to-date.”

The analysts emphasized

Morgan Stanley highlights near-term opportunity in this China auto stock

Wed, 02 Jul 2025 08:28:59 -0400

Investing.com -- Morgan Stanley has identified Geely Automobile Holdings (OTC:GELYF) as a “research tactical idea” in a note Wednesday, seeing near-term upside potential in the stock.

Morgan Stanley highlighted that this upgrade is “largely from Geely Galaxy,” which “accounted for 39% of total sales volume and contributed ~85% of the year-over-year increment year-to-date.”

The analysts emphasized

Morgan Stanley highlights near-term opportunity in this China auto stock

Wed, 02 Jul 2025 08:28:59 -0400

Investing.com -- Morgan Stanley has identified Geely Automobile Holdings (OTC:GELYF) as a “research tactical idea” in a note Wednesday, seeing near-term upside potential in the stock.

Morgan Stanley highlighted that this upgrade is “largely from Geely Galaxy,” which “accounted for 39% of total sales volume and contributed ~85% of the year-over-year increment year-to-date.”

The analysts emphasized

Bernstein Maintains Bullish View on Chinese EV Sector

Mon, 09 Jun 2025 07:47:55 -0400

Berstein analyst Eunice Lee weighs in on the Chinese EV sector.

The analyst commented: "Welcome to the 2025 edition of Bernstein’s Electric Revolution series — our annual crosssector look at the transformation of the EV landscape. This year’s theme is divergence: while China’s EV market pushes ahead with scale and innovation, the West is slowing, facing demand headwinds, policy uncertainty, and rising costs. The result? A bifurcated global EV industry, with distinct implications for OEMs, suppliers, energy players, and investors. In this note we look at China's journey to becoming a global leader in EV adoption, offering insights for other regions

Bernstein Maintains Bullish View on Chinese EV Sector

Mon, 09 Jun 2025 07:47:55 -0400

Berstein analyst Eunice Lee weighs in on the Chinese EV sector.

Bernstein Maintains Bullish View on Chinese EV Sector

Mon, 09 Jun 2025 07:47:55 -0400

Berstein analyst Eunice Lee weighs in on the Chinese EV sector.

Bernstein Maintains Bullish View on Chinese EV Sector

Mon, 09 Jun 2025 07:47:55 -0400

Berstein analyst Eunice Lee weighs in on the Chinese EV sector.

Bernstein Maintains Bullish View on Chinese EV Sector

Mon, 09 Jun 2025 07:47:55 -0400

Berstein analyst Eunice Lee weighs in on the Chinese EV sector.

Bernstein Maintains Bullish View on Chinese EV Sector

Mon, 09 Jun 2025 07:47:55 -0400

Berstein analyst Eunice Lee weighs in on the Chinese EV sector.

Bernstein Maintains Bullish View on Chinese EV Sector

Mon, 09 Jun 2025 07:47:55 -0400

Berstein analyst Eunice Lee weighs in on the Chinese EV sector.

Bernstein Maintains Bullish View on Chinese EV Sector

Mon, 09 Jun 2025 07:47:55 -0400

Berstein analyst Eunice Lee weighs in on the Chinese EV sector.

Bernstein answers how low EV production can go in 2025

Sun, 01 Dec 2024 04:00:00 -0400

With EV sales under pressure in Western markets, OEMs in the U.S. and Europe have already downwardly revised their production targets. With further cuts expected next year, analysts at Bernstein assess how low production can be expected to go in 2025.

The firm notes that while Western OEMs are looking to lower production, with US companies having already lowered production plans by 50% and European ones by 29%, EV companies in China continue “unperturbed” as they see sequential expansion of targets.