$NIO Inc.(NIO)$  seem that nio management is very confident in hitting dec delivery target of 30,499 to meet guidance. If 30k is hit, it shall be the highest deliveries till date. Whether it hit or not will depend on 27 Dec. Why it is 27 Dec. If they dont publish a reduced guidance = it means it will hit Dec Target. So investors, 27 Dec is a critical day and we shall monitor weekly insurance registration I am hopefully onvo at 11k, nio at 19k for december Worse case : onvo 10k. Nio 17k = 27k Likely case : onvo 10.5k, nio 20k = 30.5k Best case onvo 11.5k , nio 21k = 32.5k

$NIO-SW(09866)$  looking at the partners nio. Many ev doesnt do such partnership , but by doing this, branding improves and it will leads to monetisation in the very near future (within 1 to 3 years) as volume increase, partners have more options to work with NIO. Positivity pls everyone. It goes back to where it was after Q2, and i can see a higher low. So chinese equities will be back again 2025, those who believe shd board the boat. PS RATIO AT 1 X , reven expect to grow 60 to 80% in 2025, +ve free cash flow, i think is no brainer to stick around this stock. So everyone buy where u can or just hold on. 

$NIO Inc.(NIO)$  Nio (NYSE: NIO) has entered into a partnership with multinational payment services giant Mastercard to pave the way for better vehicle-related payment services for users outside China. The Chinese electric vehicle (EV) maker signed a strategic cooperation agreement with Mastercard today in Shanghai, where it has its global headquarters, according to an announcement. The two companies will develop a deep strategic partnership globally in the areas of user value-added services, payment innovation, data services and consulting, joint marketing, and ESG (environmental, social, and governance). https://cnevpost.com/2024/12/05/nio-partnership-mastercard/

$NIO-SW(09866)$  be patience

$Lucid Group Inc(LCID)$  lucid trading at 8x sales. But chinese counter part trading at 1x sales. Who is overvalued or who is undervalued. Let buy NIO too! 

$NIO Inc.(NIO)$  i hope nio will give a santa rally this month. Of course they need to meet their 30k target, so each week insurance registration is crucial. If by 2nd week, there is problem reaching the target, then the stock will crash. It doesnt bode well with their 10 anniversary. I hope they know consquences. Stock crashing on 10th anniversary is a big JOKE

$NIO Inc.(NIO)$  decemeber is nio day + 10 years anniversary, can you imagine if they published a guidance saying that they cant meet q4 targert ? It will be a BIGGEST joke of the year. I suspect they will do the best and top up the difference using onvo pre existing order.. so dont be surprise we will have onvo at 13k, nio at 17k-ish by end of the month. Of course, the best outcome is onvo 10k, nio 20k. 

$NIO-SW(09866)$  NIO day is coming. 10th anniversary. I feel this is the turning point for nio. 3.5 years of bear market in china. Macro environment is picking up, so will the CN equities! Believe in nio. Foundamentally , they are improving and learning from past mistakes. Nio might appear slow in delivieres but they are fastest in the infrastructure which lays the foundations to be in the EV games for the next decade. If i want disqualify a ev company, i wont expel nio because of their moat in power grid ,battery swap and alliance partners. 

$NIO Inc.(NIO)$  nio definitely has a strong moat. 3 brands, battery as a service, swap, upgradable battery, premium branding, i think the time has come. Just be patience for a few more months. Once it start delivering >30k. All lights will be on nio. Power grid is also a rev stream + skyOS is a strong strong point ! 

$Li Auto(LI)$  why li auto free cash flow is just 1.3b usd while nio has 6.0b? 

$LI AUTO-W(02015)$  because when u look at li vis nio and xpeng, they lack the technological in their car, is just a transition they r profitable, slowly their market share will be eaten up with no serious new technological development 

$NIO-SW(09866)$  is a golden opportunity for Nio. Next year nio will be impressive. Mgt is transparent in their accounting. They could have put the capex as intangible asset , but instead they expensed off. CYVN bought at $7-8/share. Now is $4.50. No brainer to buy it, rem china stimulus will raise all boats ! And sentiment on nio is already at the bottom. In persective they are not doing that bad. Any tiny bit of good news will send the stocks to soar+nio day is round the corner. Conclusion: diamond hand and hold on to the stocks! 

$NIO Inc.(NIO)$  something is wrong with GOLDMAN SACS, how come they are buying the stocks when they downgrade to $4. A joke