I am more optimistic about Xpeng Motors, while I believe NIO’s battery swap model is a strategy that requires huge investments to build swap stations, which is a completely flawed decision. The construction of swap stations not only requires massive capital investment but also faces high operating costs and maintenance challenges. In a large market like China, building and operating such a vast infrastructure is no easy task, and the adoption and acceptance of the battery swap model by users are uncertain. In contrast, Xpeng Motors focuses more on improving charging infrastructure and developing intelligent technologies, while also leading the industry in battery technology and autonomous driving innovations. This allows Xpeng to maintain high operational efficiency and profit potential wi

Overview of the Markets Global markets have remained volatile as mixed economic data and corporate earnings reports continue to shape investor sentiment. In Asia, Chinese equities faced pressure following Nio's $NIO Inc.(NIO)$  $NIO Inc.(NIO.SI)$  disappointing Q3 earnings, with broader EV sector stocks underperforming due to concerns over slowing growth. In the U.S., a slight rebound in tech stocks offset declines in EV and industrial sectors, as investors balanced optimism over potential interest rate cuts with caution about corporate profitability. Electric Vehicle (EV) Sector: Nio's Headwinds Nio's Q3 earnings highlighted signifi

$NIO Inc.(NIO)$ Company Overview NIO is a Chinese electric vehicle company focused on designing and developing premium EVs, including electric SUVs and sedans. Known for its innovative battery swapping technology, NIO offers a unique approach to electric vehicle ownership. The company operates globally, primarily in China, and has made significant inroads in the high-end EV market. In recent years, NIO has expanded its model lineup and improved its financial metrics, including production capacity and market share in the BEV sector. Earning Overview NIO's Q3 2024 results revealed a revenue of 18.67 billion yuan ($2.66 billion), which marked a 2.1% decline year-over-year but a 7% increase from the previous quarter. Vehicle deliveries grew by 11.6% ye

Introduction to the Stock Market The stock market is an ever-evolving system that provides a platform for buying and selling shares of publicly listed companies. Investors and traders engage in stock market activities with the goal of making a profit, typically by buying low and selling high. The market reflects the health of individual companies as well as the broader economy, with indices such as the S&P 500, Dow Jones, and NASDAQ serving as indicators of overall market performance. The stock market has witnessed numerous changes over the years, influenced by technology, economic conditions, and regulatory policies. For instance, the advent of electronic trading platforms has revolutionized how stocks are bought and sold. Additionally, the rise of algorithmic trading and artificial i

Introduction to the Stock Market The stock market is an ever-evolving system that provides a platform for buying and selling shares of publicly listed companies. Investors and traders engage in stock market activities with the goal of making a profit, typically by buying low and selling high. The market reflects the health of individual companies as well as the broader economy, with indices such as the S&P 500, Dow Jones, and NASDAQ serving as indicators of overall market performance. The stock market has witnessed numerous changes over the years, influenced by technology, economic conditions, and regulatory policies. For instance, the advent of electronic trading platforms has revolutionized how stocks are bought and sold. Additionally, the rise of algorithmic trading and artificial i

Nio, Xpeng, and the EV Landscape: Which Stocks to Bet On? Nio's Q2 2024 results showed a net loss of $624.1 million, but delivery numbers are up 35.8% YoY from January to August! Moderate Buy rating and $5.97 price target imply 8.84% upside. Xpeng faces execution issues and poor margins (6.4% vs. Nio's 12.2% and Li Auto's 18.7%). However, its tech focus and autonomous driving capabilities show promise. Li Auto boasts superior margins, profitability, and attractive valuation (P/S ratio of 1.1x). Moderate Buy rating and $26.82 price target make it a compelling long-term bet. Other EV Contenders: - BYD: Established player with strong domestic and international presence. - Tesla: Global EV leader with a $100B+ brand value. Key Takeaways: -Nio's delivery growth is encouraging, but profitability

$NIO Inc.(NIO)$ NIO recently released its Q3 earnings, which fell short of expectations.Revenue and Sales PerformanceQ3 revenue was ¥18.67 billion, down 2.1% YoY, below analysts' forecast of ¥19.17 billion and the lower end of management’s guidance (¥19.1 billion).Vehicle deliveries reached 61,855 units, slightly under the forecast of 62,053 units by just 0.32%, yet revenue was down 2.59%.This discrepancy stems from a decline in average revenue per vehicle (ARPV). ARPV in Q3 was ¥270,000, down 14% YoY and below the forecast of ¥276,000. The drop was largely due to NIO’s second brand, ALDO, whose first model, the L60, is priced lower at ¥206,900–¥255,900. ALDO sold 832 units in Q3, and sales surged to 4,319 in October, accounting for 20.6% of total

$XPeng Inc.(XPEV)$ Financial HighlightsXpeng Motors recently released its Q3 earnings report, slightly beating revenue expectations and achieving a record-high gross margin. However, the stock initially plunged 8% before recovering to a 3.77% loss, indicating mixed market reactions.Key InsightsRevenue Performance:Q3 revenue reached RMB 10.1 billion, up 18.4% YoY, slightly above the RMB 9.91 billion forecast.Business Breakdown:Vehicle Sales: RMB 8.8 billion, up 12.1% YoY.R&D and Spare Parts: RMB 1.31 billion, a 91% YoY surge driven by technical collaboration with Volkswagen, with a 60% profit margin far exceeding vehicle sales.Sales Data:Q3 deliveries totaled 46,533 units, up 16.3% YoY.New model Mona 03 performed strongly but dragged down the a

$XPeng Inc.(XPEV)$  reported a record gross margin of 15.3 percent in Q3, compared to negative 2.7 percent in the same period in 2023 and 14.0 percent in Q2 2024. Xpeng's revenues from services and others for the third quarter were RMB 1.31 billion, an increase of 90.7 percent from RMB 690 million for the same period in 2023, mainly due to the increase in revenues generated from the technology partnership with$Volkswagen AG(VWAGY)$ .

$XPeng Inc.(XPEV)$ is expected to report its quarterly earnings for period ending 30 September 2024 on 19 Nov 2024 before the market open. XPEV is expected to show an increase in its quarterly revenue mainly due to a significant increase in the deliveries for the third quarter. Revenue is expected to see a 14.5% increase in revenue to CNY 9.769 billion from CNY 8.53 billion a year ago. This is near the high side of the guidance that was given for period ending 30 Sep 2024 on 20 Aug 2024 which estimated revenue to come in between CNY 9.10 billion and CNY 9.80 billion. Earnings per share for XPEV is expected to come in at a loss of CNY1.71 per share or 29 cents. Xpeng (XPEV) Registrations In China Declining -> Worrying Signs? XPEV insurance regis

With XPeng (XPEV) and Nio (NIO) set to release their earnings reports this week, the spotlight is on China's electric vehicle (EV) giants. Both companies are navigating an increasingly competitive EV market, but their strategies and financial performances could set them apart. XPeng: Aiming for Steady Growth XPeng is projected to report Q3 2024 revenue of 10.091 billion RMB, an 18.3% year-over-year increase. While the expected EPS remains negative at -1.95 RMB, the narrowing of losses by 56.52% year-over-year reflects improving operational efficiency. Key Drivers to Watch: Delivery Momentum: XPeng's delivery volumes have improved, driven by the success of its G6 SUV and P7i sedan. Partnership with Volkswagen: The collaboration with VW on EV technology and production could bolster investor

EVs are very 2021 back in the pandemic 

I bet on nio given how the mgt says abt 2025 growth.

What to Expect in the Week Ahead (WMT, NIO and NVDA Earnings; US Manufacturing PMI ) $NVIDIA Corp(NVDA)$   is poised to release its Q3 2024 earnings on November 20, with expectations set high due to the company's significant growth driven by its AI chips, especially the new Blackwell GPUs. Analysts predict a substantial year-over-year revenue increase to $33.03 billion, up 82%, and earnings per share to rise by 88.11% to $0.70. The Data Center segment remains a key growth driver, anticipated to contribute $29.098 billion this quarter, showcasing a 100.48% increase from the previous year. Investor sentiment is buoyed by Nvidia's aggressive $50 billion buyback program, indicating strong confidence in the comp

Looking at the share price now seems to tell something is not right.  Ppl dumping this share. Why?  Don't expect any surprise.  Just worry management may spend more money. 

Yes nio will bring surprise 

Yea nio will outperform!