I see WeRide as value play in the next few years
cuz with the robotaxi fleet expansion globally in developed countries like Abu Dhabi, Switzerland, Belgium, Saudi Arabia, etc when people talk about robotaxi, they only talk about waymo and tesla in US. Outside of US, we have WeRide, the vision, story and branding with their smart strategy in global expansion will bring them the best value in the next few years. As I can say, they are now the leaders in SEA, Europe and UAE. They turn their L4 permits into a real deal. Getting the driverless permit from those countries, especially in Europe is not that easy, we all know the regulation in Europe is stricter than most countries when it comes to transportation. Moreover, they got pretty much major funds from names like ARK Invest, Fidelity Management & Research, Greenwoods Asset Management, Hudson Bay Capital, Invesco, M&G, Mirae Asset, Morgan Stanley Investment Management, Temasek and also the connection with Bosch, Uber and Grab to operate their services in those countries. I assume that this is a good move because to collab with these big guys is a good way to market for their branding, a different perspective from Uber, Grab and Bosch audience target. At first when I read the news about them starting to do some tests, I was thinking that was it, never deploy something real, but this isnt a promise or a press flex on surface with nothing inside, they actually run their services. Q3 performance is also very impressive, with a heavy production of this auto space market, they really did a great job in controlling their numbers. So for me, outside of US, WeRide is a leader, a value play, a better company than any other robotaxi brands.
Posted Dec 11, 2025, 9:56 AM UTC