Broker Name: DBS Group Research
Date of Report: 09 June 2026
Excerpt from DBS Group Research report.
Report Summary
- Stock Focus: Geely Automobile Holdings Ltd (Ticker: 175 HK)
- Action: BUY
- 12-mth Target Price: HKD28.00
- Key Idea: Geely is advancing its intelligent driving solutions, particularly with the latest G-ASD 4.0 and Super EVA technologies, improving urban NOA performance, reducing driver intervention, and supporting future L3 and robotaxi development.
- Highlights:
- Enhanced intelligent driving stack (G-ASD 4.0) and deeper AI integration (Super EVA) position Geely ahead of peers in autonomous driving and cockpit experience.
- Long-term upside is expected from software monetisation, robotaxi deployment, and AI-led product differentiation, moving Geely beyond the traditional OEM model.
- Near-term earnings impact is limited, but foundations are being laid for scalable mobility platforms and future software revenues.
- Implications: Investors can expect Geely to leverage its technological advancements to drive value creation from new revenue streams, including software subscriptions and autonomous mobility services.
above is an excerpt from a report by DBS Group Research. Clients of DBS Group Research can be the first to access the full report from the DBS website : https://www.dbs.com/wealth-management/insights/direct.page
