Weride Inc ADR WRD

$WRD four likely scenarios are laid out in this chart. This mornings bounce was crucial, timely and very technical. What happens next is TBD. My choice would be gap fill before the 2nd anniversary of the IPO. Moves higher of that size are common after drops of the most recent size.

$WRD RHD markets cover approximately 3 billion people, representing 36% of the world’s population. That’s a significant market in terms of people. About 10% is currently addressable for economics to make sense. In terms of largest opportunities based on GDP (and largest cities): Singapore, Ireland (Dublin), Australia (Sydney, Brisbane, Adelaide), United Kingdom (London, Manchester), Hong Kong, Japan (Tokyo, Yokohama, Osaka, Nagoya, Sapporo, Fukuoka, Kawasaki, Kobe, Kyoto, Saitama)

$WRD some chart views that may show why WRD dropped in tandem with Chinese equity market. If China recovers, will WRD and PONY do the same? Chart 1 is KWEB Chinese Internet ETF that looks somewhat like WRD since the IPO just on a much shorter time frame. Chart 2 is KWEB current time frame showing a Bull Flag that would have good upside potential to $55+/- or a possible move lower by 10% to retest the bottom channel before that happens. Chart 3 is FXI dragging ass like WRD and PONY showing how dead that sector is while Wall Street chases 10 AI tickers in the USA. Chart 4. Day they all peaked and fell in tandem. KWEB looks ready to fire first. SOMETIMES CORRELATIONS TELL A BETTER STORY.

$WRD this employee head count divergence is something I hope Tony explains to make that make sense. WeRide employee head counts is 3.3X bigger than PONY. For H1 2026: WeRide revenue per employee is $9,300 on $51MM of rev. PONY revenue per employee is $42,240 on $70.50MM. of rev. PONY had 40% more revenue than WeRide did wit h1/3 the staff. Look at the breakdown in the attachment. Incredible to me. Perhaps all this data harvesting has future revenues to pay for it or to make Weride better. But it seems liek PONY AV are about as safe and good as WeRide's are so what gives? WRD continues to be trashed while WeRide has the biggest footprint in all of AV but it isn't deploying AV at scale that matters with the number of emp/locations/models it has.

$WRD this happened on the streets of Shenzhen today, the poor guy got 3 fingers trapped. This model, a mass produced Aion V, does not have modified doors, to fit autonomous driving requirements. It's a clear reminder, that product design and safety go way beyond safe driving. Good to know WeRide's GXR is equipped with a certain anti-pinch function. If the vehicle detects that the door is not closed properly or has caught an obstacle, it will reopen. WeRide's doors are automatic sliding doors, with a 30-second opening time for getting in and out. If you feel that the door opening time is too short, there is a delayed opening button on the tablet inside the car that you can click to delay the opening. It can avoid painly situations like this. This accident is filed by the police as an accident (not traffic accident). Which makes sense. Still, that poor guy has three reason less to care about that.

$WRD 🇫🇷 WeRide just launched road testing in Chateauroux with Keolis and Renault. Operational by EOY. Keolis runs ~24,000 buses , and contracts 300 Public Transport Authorities globally to operate these transit networks. A $7B revenue global transit company. A likely step up to secure an initial 100+ bus potential tender in Paris, through another PT giant RATP. But good news won’t stop this stock from falling further. Market behaves irrational.

$WRD half of the mcap IS cash this a ridicule price 7/8$ minimum target here

$WRD 🇫🇷 Chateauroux Another step toward public transport deployment in France. Keolis began testing an autonomous shuttle in central Châteauroux in late September. Public service is targeted before year-end, on a 5 km route between Place Voltaire and Balsan’éo. Transport trade press identifies the vehicles as WeRide shuttles. The potential value is a working reference for further deployments with Keolis: Autonomous vehicles serving an actual urban transport route. Also, Île-de-France Mobilités (Paris) announced its plan on 10 Sept: • Competitive tendering in 2027. • 1st vehicle operating in early 2028, with around 20 minibuses and small coaches planned for the pilot. • Expansion to 100+ vehicles by 2030. • The strongest connection is the proposed structure: autonomous driving software integrated into a European vehicle platform, supported by a supervision centre. That fits Renault - WeRide - Beti The Chateauroux service has yet to launch. Encouraging deployment progress.