EHang Holdings (A) (A) WKN: A2PWWB ISIN: US26853E1029 Kürzel: EH Forum: Aktien Thema: Hauptdiskussion

The company updated shareholders during its second-quarter earnings call that its corporation framework with Xiyu Tourism, a leading tourism enterprise in China, has advanced with the establishment of a joint venture and the delivery of the first batch of five minutes of EH216-S AAV's to the JV. The EH216-S will be used by Xiyu for low-altitude tourism and sightseeing in scenic areas in Northwestern China, including the Heavenly Lake of Tianshan, a Chinese 5A-class tourist attraction. The guidance is that the JV will operate a minimum of 120 units of the EH216-S within the next five years. This is set against a 100+ units order pipeline for the EH216-S in China and 1,200+ units of the EH216 series and VT-30 pre-orders overseas

There are a few truths from the bullish camp. Firstly, China has clear leadership in the drone space with Shenzhen-based DJI being the world's preeminent consumer drone company. Further, the Chinese authorities were indeed always keen to support a domestic company is a space that's been frequently flagged as one of the moonshot industries of the future. eVTOLs do hold the potential to build adjacent multi-billion dollar total addressable markets, or TAMs, with EHang's focus on deliveries, emergency response, and tourism breaking away from a sole focus on air taxi services of its peers.

Liquidity is important also against this, with EHang raising $23 million from a South Korean entrepreneur to boost a cash and equivalents position that sat at $17.5 million at the end of its fiscal 2023 second quarter. The China Order Pipeline Sentiment is key in a space whose initial foundations were built around the hype of early 2021 trading. My first article on EHang was published around this time, with the ticker trading hands then for $61 per share.

I think EHang's historic outperformance could repeat itself in 2024, as its peers experience a reversion to new lows on the back of their continued cash burn and lack of certification traction. The company first received CAAC certification in August 2023 for its Unmanned Aircraft Cloud System ("UACS") for test operations. The UACS includes the functionality for managing flight plans and operators, airspace management, and integrating uncrewed aerial vehicles. The CAAC approval for UACS set an immediate backdrop for the company to launch commercial operations following the full certification of the EH216-S.

EHang's current market cap at $994 million is the aggregate of the two worst-performing eVTOL tickers and has come even as stock market sentiment for Chinese companies dampened. Full certification has now been received, with the company's shares resuming trading after a suspension in place since 9 October 2023. The certification confirms that the EH216-S’s model design fully complies with CAAC’s safety standards and airworthiness requirements.

When I last covered EHang Holdings Limited (NASDAQ:EH) at the end of 2022, the Chinese autonomous aerial aircraft manufacturer was chasing certification for its EH216-S from the Civil Aviation Administration of China. Enthusiasm around certification from the Chinese equivalent of the Federal Aviation Administration later would push up the shares of EHang to highs that it has built on since then. The company is up a staggering 400% over the last 1 year, outperforming its eVTOL rivals from Vertical Aerospace (EVTL) to Joby Aviation (JOBY) by a large margin.

Seeking Alpha Summary EHang Holdings has received certification for its EH216-S after suspending the trading of its American depositary shares earlier this week. EH stock has surged a material 400% over the last 1 year in anticipation of certification. This makes EHang the first of its peers to receive such approval, positioning it to capture market share in the fledging global market for urban air mobility.

HEUTE WAR ERST DER ANFANG: Ich bin zwar auch etwas enttschäuscht über den Kursverlauf heute, aber weshalb sollte der Kurs denn heute auch durch die Decke gehen? Ehang wird ausschließlich an der Nasdaq gehandelt (deshalb wäre auch das Zweitlisting in HK so wichtig). Wie viele kennen Ehang und EVTOLs? In China seit heute wesentlich mehr, aber weltweit nicht viele...Der Kurs wird signifikant steigen mit den Bestellungen und dem kommerziellen Betrieb, wenn die Firma die entsprechenden Zahlen vorweisen kann. Darüber hinaus wird beim kommerziellen Betrieb die Berichterstattungen, Aufmerksamkeit und der Bekanntheitsgrad steigen...

Herrlich, dieses Video bildet den heutigen Kursverlauf auf unterhaltsamer Weise ab. 🤣 https://twitter.com/NoContextHumans/status/1712773266274758663?t=ONZ__-9Hy6G0WpfNesySFg&s=19

Weil sehr viele Abgeordnete in Ethereum investiert sind. Und dieses Kapital muss man unter allen Umständen schützen.

Warum? Würde ich gerne wissen. gerne per PM.

Mit den Kryptos beschäftige ich mich nicht, dazu kann ich nichts sagen.

Du musst dir nur ansehen was mit Ethereum passiert ist. Vor kurzem hat die SEC viele Kryptocoins als Aktien eingestuft, nur Ethereum nicht. Was glaubst du, warum das nicht passiert ist?

So, 20 Dollar heute und kommende Woche geht es weiter aufwärts. Hauptsache der Nahost Konflikt kommt uns nicht auch noch in die Quere.

Aber ja, die US-Army könnte sich das durchaus leisten. Und wenn genügend Kongressabgeordnete Verluste verzeichnen, dann könnte das durchaus passieren.

Das war ja auch Spaß