taytt

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taytt

11-21 11:25

$XPENG-W(09868)$ i will only give xpeng a ps ratio of say 1.2 times. Li auto was 1.2time. Nio was 1.0. Have a ps ration of 2.28 for xpeng is not normal at the present valaution. No dbt product is improving bur not the extend.

taytt

11-21 10:56

$NIO Inc.(NIO)$ my analysis. Revenue expect to increase by 80% in 2025 and with China determination to simulate the economy next year. I see lots of potential in NIO. p/s ratio is at historical low of 0.98. Imagine sale increase by 80% next year, i can only imagine the stock price willincrease by 80% using the same ps ratio. If global investor give higher valu!tion to china equities stock (in nio) say to 1.5 to 2 times ps ratio (could be more. Nio median is 3 times). I can foresee by end of 2025 , sp will reach $12 To $16 end 2025. It is no brainer that sale will increase as nio sets the brands right. And POSTIVE Cash flow just move things forwards much easier. Cash is king ! Rem nio main operation is in china a

taytt

11-21 06:48

This macquerie is trash. Their outlook is 12mths. They publish an upgrade 2 months and quickly changed their perspective..come on. Of course their rate is 80%. I feel nio earning with outlook and positive CASH FLOW is already a surprise. Dbl sale in 2025. Gross margin target at 15% and gradually to 20%. What wrongs with TBESE analyst. Join the wind, as always

Nio downgraded to Neutral from Outperform at Macquarie

taytt

11-20 21:58

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

taytt

11-20 21:03

$NIO Inc.(NIO)$ the ceo and cfo during live. 2026 to be profitable. 2025 net loss to narrow. Delivery to double in 2025 with firefly, onvo, nio.vehicle margin at 15% to 20%. Very strong committment by NIO

taytt

11-20 19:47

Exactly. $6BILLION in cash, is an improvement. And cash itself take up $3. Maybe it will be postive today. And rev by analyst is bs. Some site say is above estimates. Top line.

@qunz:$NIO Inc.(NIO)$ No reason to drop from revenue slight miss. Read the fine prints, margins are up, cash flow positive, forecasts ramping to 72k+ this quarter. Yet market cap less than 10B with 6B in cash. Kinda easy to spot such bear traps.

taytt

11-20 18:38

Cash increase too! The u turn has to be near.

@Retail Ape:$NIO Inc.(NIO)$ Guidance for Q4 deliveries 72k-75k.

taytt

11-20 17:49

I am just surprise tat nos of delivery is within guidance and the miss the revenue. They reported q2 on 5 sep. And they forecast for 6 sep to 30sep and yet they fail

NIO Sales Fall Short as China EV Price War Weighs on Revenue

taytt

11-20 12:00

So do we follow GAPP or Non GAAP ? Your net loss in GAAP result. Should we follow the non GAAP since is a chinese companies. When is non GAAP, We told out the share based compensation. Any fellow knows ?

NIO Net Loss Likely Widened on Flat Revenue in Third Quarter -- Earnings Preview

taytt

11-20 11:59

$NIO Inc.(NIO)$ hi fellow investors, when the media mentioned about net loss, eps. Sometime i realise some told the GAAP and some took the non-Gaap. So which one to follow ?

taytt

11-20 06:52

Oh is from seeking alpha, normally they talk good abt Li auto as always and doubtful on nio.

NIO Remains A Wildcard Before Q3 FY2024 Earnings Release

taytt

11-19 19:37

Already priced in stock. Nothing interesting

XPeng Forecasts Upbeat Fourth Quarter Revenue as New Launches Improve Demand

taytt

11-19 17:17

But with net loss increases. Why ?

XPeng Forecasts Upbeat Fourth Quarter Revenue as New Launches Improve Demand

taytt

11-19 14:39

$NIO Inc.(NIO)$ I will say tomorrow surprise in Q3 Will be the other incomes. I am quite confident on the vehicle margin as LI n xpeng shown improvement. The company mention is 19.1b to 19.6b with delivery btween 61k and 63k. They did 61.855k . The other income by math shd be around 2.6b, a significant increase vs last few Q, i can only imagine it will come from NIO POWER increase in revenue. The everyone will be like wow wow wow., just like telsa in the power storage. Rnd will be contant. SG&A will increase. Net loss will reduce. What do you guys think?

taytt

11-19 14:37

I will say tomorrow surprise in Q3 Will be the other incomes. I am quite confident on the vehicle margin as LI n xpeng shown improvement. The company mention is 19.1b to 19.6b with delivery btween 61k and 63k. They did 61.855k . The other income by math shd be around 2.6b, a significant increase vs last few Q, i can only imagine it will come from NIO POWER increase in revenue. The everyone will be like wow wow wow., just like telsa in the power storage.

NIO Remains A Wildcard Before Q3 FY2024 Earnings Release

taytt

11-18

i really hope so. I WILL buy u a nio if that happen. keep my words

@Frances Edmund:$NIO Inc.(NIO)$ my prediction for this week ? 1. Monday NiO jump to 5 ✅2. Tuesday weekly deliveries NiO jump to 4500 ONVO 2500 together 7000 wow NiO jump to 5.8 ✅✅ 3. Wednesday ER the best ever NiO jump to 9.6 ✅✅✅ 4. Thursday NiO jump to 10.5 ✅✅✅ 5. Friday mother of all short squeeze NiO jump to 12 ✅✅✅✅ That’s my guess 🙏🔥🔥🚀🚀🚀

taytt

11-18

$NIO Inc.(NIO)$ does anyone know what is the consensus eps and revenue that analyst is looking for in Q3 ?

taytt

11-15

Dont get it. Someone enlighten pls

Hong Kong Shares of Bilibili Set to Open Down 9.6% After Q3 Results

taytt

11-13

$HORIZONROBOT-W(09660)$

taytt

11-12

$BABA-W(09988)$ what is your average price ? Hope it will go up soon. Bros, any input ? Super Sad

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