CATL Contemporary Amperex Technology Co., Limited Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
11:00
Oct 25
Oct 25
815 Money Talk
CATL margin deterioration weakens its investment case
CATL's revenue growth is strong, but profit growth is much slower, gross margin has fallen for two straight quarters, and the market is questioning price competition and earnings quality. The stock is reacting to margin deterioration rather than customer loss, and although CATL still holds over 40% of China's battery market, the speaker says its competitive fortress is starting to look less secure.
CATL
Contemporary Amperex Technology Co., Limited
Avoid
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06:31
Oct 21
Oct 21
Bloomberg Markets
CATL selloff likely temporary
CATL shares are down close to 10% after the earnings miss, but the selloff is hopefully temporary and he remains bullish on the stock.
CATL
Contemporary Amperex Technology Co., Limited
Long
1ST
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06:31
Oct 21
Oct 21
Bloomberg Markets
China EV profits under pressure
CATL's soft earnings show that even the market leader is not immune to China EV-sector overcapacity, relentless domestic competition, trade headwinds, and heavy R&D spending; EVs are a large part of HS Tech and have been under pressure because many Chinese players have impressive technology but weak margins and profitability.
CATL
Contemporary Amperex Technology Co., Limited
Avoid
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About CATL Investor Commentary
Across the available history and selected sources, Buzzberg tracks CATL (Contemporary Amperex Technology Co., Limited) across 19 sources: 28 bullish vs 0 bearish calls from 43 authors. Historical directional balance: 45% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 62 total trade ideas tracked. Past 7 days, before deduplication: 3 other directions. Latest voices: Choi Chang-gyu, David Ingles, Anthony.