Professional
Added to YB: 2024-12-04
Pitch date: 2024-12-02
EH [bullish]
EHang Holdings Limited
-9.03%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
EHang Holdings Limited operates as an urban air mobility (UAM) technology platform company in the People’s Republic of China, East Asia, West Asia, North America, South America, West Africa, and Europe.
Market Cap
$7.7B
Pitch Price
$15.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
-26.74
P/E
-29.95
EV/Sales
14.95
Sector
Aerospace and Defense
Category
growth
Idea Brunch with Christian Putz of ARR Investment Partners - EHang Holdings Limited
EH: Only eVTOL co. w/ all certs for commercial ops. 1,100 backlog, 62% GM. China tourism mkt needs 10k units. Proj. triple-digit YoY growth, full-year profit next yr. Partnered w/ GAC for production. China lead in battery tech. Govt subsidies ~$15-40/passenger/flight. 12-mo advantage over competitors.
Read full article (3 min)