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Pchk86
2023-01-25
Rocket up NIO
NIO: 50% Growth In The Cards
Pchk86
2022-01-21
Looking forward!!
Nio Has Big Plans for 2022, But the Nio Stock Recovery Might Take Longer
Pchk86
2021-08-04
Cool
Tesla Stock Barely Budged Tuesday. Here’s What History Says Happens Next.
Pchk86
2021-06-24
$NIO Inc.(NIO)$
Up up to the moon!!
Pchk86
2021-04-29
To the moon!!
NIO Q1 2021 Earnings Report Preview: What to Look For
Pchk86
2021-04-08
Hope it go up soon
Electric Vehicle Showdown: Tesla Vs. Nio Vs. XPeng Vs. Li Auto — How Q1 Deliveries Stacked Up
Pchk86
2021-02-16
Cool..
Here's the formula for spotting genuinely undervalued companies, claims this investment house
Go to Tiger App to see more news
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up NIO","listText":"Rocket up NIO","text":"Rocket up NIO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952871221","repostId":"2306177387","repostType":2,"repost":{"id":"2306177387","pubTimestamp":1674647730,"share":"https://ttm.financial/m/news/2306177387?lang=&edition=fundamental","pubTime":"2023-01-25 19:55","market":"sg","language":"en","title":"NIO: 50% Growth In The Cards","url":"https://stock-news.laohu8.com/highlight/detail?id=2306177387","media":"Seekingalpha","summary":"NIO (NYSE:NIO) ended FY22 with 122,486 deliveries after two record months in November and December c","content":"<html><head></head><body><p>NIO (NYSE:NIO) ended FY22 with 122,486 deliveries after two record months in November and December combined for nearly 30,000 units -- an annual 180,000 unit run rate. Looking ahead for 2023, differing EV market forecasts for China offer a bit of uncertainty around consumer demand and overall market growth, but the pieces are in place for NIO to potentially record 50% or higher delivery growth should demand remain firm for its models and production and covid-19 related headwinds ease.</p><h2>Chinese EV Market Outlook</h2><p>Forecasts for growth for the world's largest EV market offer some differing views for where the industry will end in 2023 -- the China Passenger Car Association is expecting growth of around 2.0 million vehicles to reach 8.5 million sales for the year, about 31% growth.</p><p>Other forecasts for growth suggest slightly lower growth to 8.4 million units on the basis that the EV "market is set to lose steam in 2023 as Beijing phases out cash subsidies and consumers shy away from big-ticket items over concerns about a gloomy economy." Subsidies phasing out could represent a major headwind to the market should consumer demand cut back as vehicles become relatively more expensive.</p><p>However, forecasts from UBS are suggesting "that passenger NEV sales would reach 8.8 million units in 2023, accounting for 38 percent of total passenger vehicle sales." This forecast sits about 4% higher than the CPCA's 8.5 million projection, seeing the renewed growth coming as "consumer confidence is restored and vehicle makers vie to launch new models."</p><p>So the main takeaway here is that the industry is widely projected to record at minimum 30% growth, to at least 8.3 million units, potentially up to 8.8 million or 8.9 million in upside forecasts.</p><p>Major Chinese OEMs are also targeting significant growth during 2023 -- Great Wall Motor (OTCPK:GWLLY) is aiming to launch 10 NEV models during the year to boost growth, Geely-backed Zeekr wants to double sales in 2023 to over 140,000 units, and Mercedes-Benz (OTCPK:MBGYY) is launching six models in the nation. For NIO, the question now circles back to growth -- will another ~30% y/y growth rate in deliveries be strong enough? Should Zeekr hit targets, it will be just 10k to 15k units shy of NIO with only two models, barely two years after launching sales -- this scenario would likely reflect poorly on NIO as it struggles against competitive pressure.</p><h2>Q4 Deliveries Hit A New High</h2><p>A very strong end to 2022 helped NIO reach new highs for Q4's deliveries, totaling 40,052 vehicles, +60% y/y. Q4 marked two consecutive quarters of greater that 26% sequential growth after Q3 broke past a 26k/quarter ceiling.</p><p>Essentially, NIO has quickly ramped up its average delivery run rate from around 8.5k per month up to 15k per month by the end of Q4, with November and December combining for just under 30k deliveries. However, maintaining this run rate is unlikely for the initial half of Q1 due to impacts from Lunar New Year affecting production and demand.</p><p></p><p><img src=\"https://static.tigerbbs.com/ef4f4031ffca0427f1cee4090a4aa5d4\" tg-width=\"603\" tg-height=\"378\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author calculations</p><p>The above graph shows NIO's quarterly delivery totals [blue] alongside sequential quarterly growth rates [orange] from Q2 2020 to the end of 2022. What's noticeable here is that sequential growth rates have picked back up towards late 2020's levels, bouncing off a decline in Q2 '22 after NIO had struggled for multiple quarters showing less than 5% sequential growth.</p><p>Resumption of ~26% q/q growth rates is a strong positive for shares moving forward, because it represents near-exponential scalability -- a 26% q/q rate for each quarter in FY23 would land at 293k units, or 140% y/y growth. Reining that in to a more manageable ~11% average sequential rate would project deliveries at 210k for FY23, or ~72% y/y growth. Reaching 72% y/y growth for 2023 would be a major accomplishment and a major recovery from 2022's 34% growth.</p><h2>Deliveries By Vehicle: A Red Flag?</h2><p>For the first time in December, sedan deliveries overtook SUV deliveries, with over 2.1k more sedans delivered during the month as SUVs dropped. Sedan deliveries have recorded a fifth straight month of growth, with a trajectory easily suggesting NIO could ramp above 10k/month rate during the early stages of FY23.</p><p>However, the delivery breakdown by vehicle is raising some red flags about growth possibilities -- NIO is heavily reliant on its newest models, the ET5 and ET7 (ES7) for growth.</p><p></p><p><img src=\"https://static.tigerbbs.com/3d10dc98ef01ae3aacd2569e7e177b93\" tg-width=\"546\" tg-height=\"368\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author calculations</p><p>Looking deeper into NIO's deliveries shows that ET5 contributed 48% of December's total deliveries, while the ET5 and ES7 [EL7] combined for over 74% of that total. Demand for the ET5 has been particularly high -- the model scaled from 221 units in September to nearly 7,600 by December, NIO's fastest ramp of its newest models.</p><p>This suggests that NIO is extremely concentrated and extremely reliant on these two new models to drive growth -- either demand for NIO's five older models has fallen substantially, or production has been reallocated to prioritize the two new models.</p><p>From a growth standpoint, the former would be a huge negative for NIO -- as rivals aim to turbocharge growth in 2023, demand destruction for NIO's long-standing models points to a more challenging growth picture with more EV models hitting the market. The latter scenario is not necessarily a positive or a negative, rather it offers a glimpse into how NIO could allocate production with up to five new models launched as capacity expands towards 30k/month.</p><h2>2023 Outlook</h2><p>Effectively handling industry headwinds and keeping fairly consistent production through the year (unlike April and Q3 2022) could put NIO on track to record 180k to 195k vehicles, or >50% y/y growth, for FY23. Capacity certainly supports such growth, as NeoPark's operations should provide the ability to reach a 20,000 to 25,000 units/month run rate. A five-year agreement with CATL will provide the necessary battery supply to support such growth.</p><p>Financially, there's still room to improve -- vehicle margins dipped slightly q/q in Q3 while gross margin rose slightly. Net losses widened 50.2% q/q as operating expenses, particularly R&D, jumped. EBITDA is moving farther into the red, with Q3 posting negative $484 million EBITDA compared to Q1 2021's negative $5.2 million.</p><p>With break-evens still far from view, as gross margin has fallen 700 bp y/y as of Q3 while operating expenses continue to rise, upside may be limited through FY23 even as deliveries are projected to rise 50% or more. At an initial revenue estimate of $13.8 billion and 3x EV/revenue multiple for FY23, shares could find meaningful upside to $27 should NIO execute accordingly and scale deliveries to 180,000 units or above, while also reversing a trend of growing losses.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: 50% Growth In The Cards</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: 50% Growth In The Cards\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 19:55 GMT+8 <a href=https://seekingalpha.com/article/4572174-nio-stock-50-percent-growth-expected-buy><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO (NYSE:NIO) ended FY22 with 122,486 deliveries after two record months in November and December combined for nearly 30,000 units -- an annual 180,000 unit run rate. Looking ahead for 2023, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4572174-nio-stock-50-percent-growth-expected-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4572174-nio-stock-50-percent-growth-expected-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306177387","content_text":"NIO (NYSE:NIO) ended FY22 with 122,486 deliveries after two record months in November and December combined for nearly 30,000 units -- an annual 180,000 unit run rate. Looking ahead for 2023, differing EV market forecasts for China offer a bit of uncertainty around consumer demand and overall market growth, but the pieces are in place for NIO to potentially record 50% or higher delivery growth should demand remain firm for its models and production and covid-19 related headwinds ease.Chinese EV Market OutlookForecasts for growth for the world's largest EV market offer some differing views for where the industry will end in 2023 -- the China Passenger Car Association is expecting growth of around 2.0 million vehicles to reach 8.5 million sales for the year, about 31% growth.Other forecasts for growth suggest slightly lower growth to 8.4 million units on the basis that the EV \"market is set to lose steam in 2023 as Beijing phases out cash subsidies and consumers shy away from big-ticket items over concerns about a gloomy economy.\" Subsidies phasing out could represent a major headwind to the market should consumer demand cut back as vehicles become relatively more expensive.However, forecasts from UBS are suggesting \"that passenger NEV sales would reach 8.8 million units in 2023, accounting for 38 percent of total passenger vehicle sales.\" This forecast sits about 4% higher than the CPCA's 8.5 million projection, seeing the renewed growth coming as \"consumer confidence is restored and vehicle makers vie to launch new models.\"So the main takeaway here is that the industry is widely projected to record at minimum 30% growth, to at least 8.3 million units, potentially up to 8.8 million or 8.9 million in upside forecasts.Major Chinese OEMs are also targeting significant growth during 2023 -- Great Wall Motor (OTCPK:GWLLY) is aiming to launch 10 NEV models during the year to boost growth, Geely-backed Zeekr wants to double sales in 2023 to over 140,000 units, and Mercedes-Benz (OTCPK:MBGYY) is launching six models in the nation. For NIO, the question now circles back to growth -- will another ~30% y/y growth rate in deliveries be strong enough? Should Zeekr hit targets, it will be just 10k to 15k units shy of NIO with only two models, barely two years after launching sales -- this scenario would likely reflect poorly on NIO as it struggles against competitive pressure.Q4 Deliveries Hit A New HighA very strong end to 2022 helped NIO reach new highs for Q4's deliveries, totaling 40,052 vehicles, +60% y/y. Q4 marked two consecutive quarters of greater that 26% sequential growth after Q3 broke past a 26k/quarter ceiling.Essentially, NIO has quickly ramped up its average delivery run rate from around 8.5k per month up to 15k per month by the end of Q4, with November and December combining for just under 30k deliveries. However, maintaining this run rate is unlikely for the initial half of Q1 due to impacts from Lunar New Year affecting production and demand.Author calculationsThe above graph shows NIO's quarterly delivery totals [blue] alongside sequential quarterly growth rates [orange] from Q2 2020 to the end of 2022. What's noticeable here is that sequential growth rates have picked back up towards late 2020's levels, bouncing off a decline in Q2 '22 after NIO had struggled for multiple quarters showing less than 5% sequential growth.Resumption of ~26% q/q growth rates is a strong positive for shares moving forward, because it represents near-exponential scalability -- a 26% q/q rate for each quarter in FY23 would land at 293k units, or 140% y/y growth. Reining that in to a more manageable ~11% average sequential rate would project deliveries at 210k for FY23, or ~72% y/y growth. Reaching 72% y/y growth for 2023 would be a major accomplishment and a major recovery from 2022's 34% growth.Deliveries By Vehicle: A Red Flag?For the first time in December, sedan deliveries overtook SUV deliveries, with over 2.1k more sedans delivered during the month as SUVs dropped. Sedan deliveries have recorded a fifth straight month of growth, with a trajectory easily suggesting NIO could ramp above 10k/month rate during the early stages of FY23.However, the delivery breakdown by vehicle is raising some red flags about growth possibilities -- NIO is heavily reliant on its newest models, the ET5 and ET7 (ES7) for growth.Author calculationsLooking deeper into NIO's deliveries shows that ET5 contributed 48% of December's total deliveries, while the ET5 and ES7 [EL7] combined for over 74% of that total. Demand for the ET5 has been particularly high -- the model scaled from 221 units in September to nearly 7,600 by December, NIO's fastest ramp of its newest models.This suggests that NIO is extremely concentrated and extremely reliant on these two new models to drive growth -- either demand for NIO's five older models has fallen substantially, or production has been reallocated to prioritize the two new models.From a growth standpoint, the former would be a huge negative for NIO -- as rivals aim to turbocharge growth in 2023, demand destruction for NIO's long-standing models points to a more challenging growth picture with more EV models hitting the market. The latter scenario is not necessarily a positive or a negative, rather it offers a glimpse into how NIO could allocate production with up to five new models launched as capacity expands towards 30k/month.2023 OutlookEffectively handling industry headwinds and keeping fairly consistent production through the year (unlike April and Q3 2022) could put NIO on track to record 180k to 195k vehicles, or >50% y/y growth, for FY23. Capacity certainly supports such growth, as NeoPark's operations should provide the ability to reach a 20,000 to 25,000 units/month run rate. A five-year agreement with CATL will provide the necessary battery supply to support such growth.Financially, there's still room to improve -- vehicle margins dipped slightly q/q in Q3 while gross margin rose slightly. Net losses widened 50.2% q/q as operating expenses, particularly R&D, jumped. EBITDA is moving farther into the red, with Q3 posting negative $484 million EBITDA compared to Q1 2021's negative $5.2 million.With break-evens still far from view, as gross margin has fallen 700 bp y/y as of Q3 while operating expenses continue to rise, upside may be limited through FY23 even as deliveries are projected to rise 50% or more. At an initial revenue estimate of $13.8 billion and 3x EV/revenue multiple for FY23, shares could find meaningful upside to $27 should NIO execute accordingly and scale deliveries to 180,000 units or above, while also reversing a trend of growing losses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007946264,"gmtCreate":1642754819354,"gmtModify":1676533743157,"author":{"id":"3576527174286528","authorId":"3576527174286528","name":"Pchk86","avatar":"https://static.tigerbbs.com/f9507b45dfa00b3fec756250834b19b4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576527174286528","authorIdStr":"3576527174286528"},"themes":[],"htmlText":"Looking forward!!","listText":"Looking forward!!","text":"Looking forward!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007946264","repostId":"1121102846","repostType":2,"repost":{"id":"1121102846","pubTimestamp":1642744306,"share":"https://ttm.financial/m/news/1121102846?lang=&edition=fundamental","pubTime":"2022-01-21 13:51","market":"us","language":"en","title":"Nio Has Big Plans for 2022, But the Nio Stock Recovery Might Take Longer","url":"https://stock-news.laohu8.com/highlight/detail?id=1121102846","media":"investorplace","summary":"Investors in the Chinese electric vehicle (EV) group Nio (NYSE:NIO) stock have been scratching their","content":"<html><head></head><body><p>Investors in the Chinese electric vehicle (EV) group Nio (NYSE:NIO) stock have been scratching their heads amidst the year-long decline. On Feb. 10, 2021, NIO stock hit a peak of $64.60 — a price that is now in the rearview mirror.</p><p>Then, Nio shares saw a 52-week low of $27.52 in late December and closed at $29.12 on Jan. 20, down 48% in the last 12 months and 4.5% year-to-date (YTD). By comparison, the S&P Kensho Electric Vehicles Index has dropped 21.6% in the past 52 weeks and 6.8% YTD.</p><p>Despite the decline in shares of many EV names, the industry is growing. For instance, new-energy vehicles (NEV) sales in China, the largest EV market in the world, is expected to exceed 5 million units in 2022. And EV sales should comprise over 30% of the nation’s auto market, reaching at least 7 million units, by 2025.</p><p>Meanwhile, Chinese authorities are reducing EV subsidies for 2022 and will withdraw them completely in 2023. Moreover, the government has recently removed a long-standing mandate and now allows for “full foreign ownership of passenger car manufacturing” in China.</p><p>Puzzled by the extended downtrend, investors of NIO stock wonder what could be in store for the company in 2022. Despite the positive industry outlook, fierce competition and stringent regulations could create further headwinds for NIO. Thus, investors might want to wait on the sidelines for the short-term.</p><p><b>Nio’s Q3 Performance</b></p><p>Founded in 2014, the China-based EV group Nio aims to differentiate itself through its battery swapping solutions, Battery as a Service (BaaS) and Autonomous Driving as a Service (ADaaS).</p><p>Management issued Q3 financial results in early November. Revenue soared 116.6% year-over-year (YoY) to 9,805.3 million RMB, or $1.5 billion. Total EV deliveries reached 24,439 vehicles, up 100.2% compared to year-ago quarter.</p><p>Net loss attributable to NIO’s ordinary shareholders came in at 2.86 billion RMB (or $443.7 million). It went up by over 140%, mainly due to the increase in operating expenses. Cash and equivalents were 47 billion RMB, or $7.3 billion at quarter end.</p><p>On these metrics, CEO William Bin Li said, “Despite the continued supply chain volatilities, our teams and partners are working closely together to secure the supply and production for the fourth quarter of 2021.”</p><p>Meanwhile, recent delivery figures point to a record delivery of 25,034 vehicles in Q4, up 44.3% YOY. Total deliveries ended 2021 with 91,429 vehicles, up 109.1% YOY. Nio is expected to report Q4 earnings in late February.</p><p><b>Adding NIO Stock to Portfolios</b></p><p>Among 26 analysts polled, NIO stock has a consensus buy rating. Also, the consensus of 25 analysts for a 12-month median price target stands around $58.43, implying an upside potential of 95% from current levels. The 12-month price estimates for the stock range between $37.74 and $87.64.</p><p>Its trailing price-to-book (P/B) and price-to-sales (P/S) ratios stand at 11.9 and 8.5, respectively. By comparison, these metrics for Tesla (NASDAQ:TSLA) are a P/B of 37.8 and a P/S of 24.7.</p><p>Put another way, despite the recent decline, NIO shares still look frothy by traditional valuation metrics. The same holds true for TSLA stock as well.</p><p>Yet the company gets significant attention due to its growth potential. Thus, despite the ongoing negative market sentiment, investors might want to keep the stock on their radars with a view to buy around $29, or even below.</p><p>Meanwhile, interested readers could also consider investing in an exchange-traded fund (ETF) that also holds NIO stock. Examples include the First Trust NASDAQ Clean Edge Green Energy Index Fund (NASDAQ:QCLN), the Invesco PureBeta FTSE Emerging Markets ETF (BATS:PBEE), the KraneShares MSCI China Clean Technology ETF (NYSEARCA:KGRN) or the VanEck Vectors Low Carbon Energy ETF (NYSEARCA:SMOG).</p><p><b>Bottom Line on NIO Stock</b></p><p>Currently, NIO is one of the top-selling EV manufacturers in China. It sells a number of car models including a coupe sports car and three SUV models. Since last September, Nio has been selling its ES8 model in Norway as well. The company plans to expand into five more countries in Europe in 2022 and more than 25 countries worldwide by 2025.</p><p>Also, this year management is launching two new models. The luxury sedan ET7, will be available for orders as of Jan. 20. Deliveries are expected to start by late-March. The other new model, the ET5, is a midsize premium smart electric sedan. Deliveries are anticipated to commence in September 2022.</p><p>As part of these expansion plans, a second manufacturing plant is being built at NeoPark in Hefei. The facility, which will help meet the growing demand, is expected to become operational around September 2022.</p><p>In summary, Nio has a solid product line and offers tangible growth strategies. However, NIO shares could continue to come under pressure in 2022, in part due to tougher competition, higher operational costs and regulatory risks. Given the upcoming tightening moves by the Federal Reserve, investors are also taking money off the table. Therefore, NIO stock could easily continue to slip further below $30. Long-term investors might still need to be patient.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Has Big Plans for 2022, But the Nio Stock Recovery Might Take Longer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Has Big Plans for 2022, But the Nio Stock Recovery Might Take Longer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-21 13:51 GMT+8 <a href=https://investorplace.com/2022/01/nio-has-big-plans-for-2022-but-the-nio-stock-recovery-might-take-longer/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors in the Chinese electric vehicle (EV) group Nio (NYSE:NIO) stock have been scratching their heads amidst the year-long decline. On Feb. 10, 2021, NIO stock hit a peak of $64.60 — a price that...</p>\n\n<a href=\"https://investorplace.com/2022/01/nio-has-big-plans-for-2022-but-the-nio-stock-recovery-might-take-longer/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2022/01/nio-has-big-plans-for-2022-but-the-nio-stock-recovery-might-take-longer/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121102846","content_text":"Investors in the Chinese electric vehicle (EV) group Nio (NYSE:NIO) stock have been scratching their heads amidst the year-long decline. On Feb. 10, 2021, NIO stock hit a peak of $64.60 — a price that is now in the rearview mirror.Then, Nio shares saw a 52-week low of $27.52 in late December and closed at $29.12 on Jan. 20, down 48% in the last 12 months and 4.5% year-to-date (YTD). By comparison, the S&P Kensho Electric Vehicles Index has dropped 21.6% in the past 52 weeks and 6.8% YTD.Despite the decline in shares of many EV names, the industry is growing. For instance, new-energy vehicles (NEV) sales in China, the largest EV market in the world, is expected to exceed 5 million units in 2022. And EV sales should comprise over 30% of the nation’s auto market, reaching at least 7 million units, by 2025.Meanwhile, Chinese authorities are reducing EV subsidies for 2022 and will withdraw them completely in 2023. Moreover, the government has recently removed a long-standing mandate and now allows for “full foreign ownership of passenger car manufacturing” in China.Puzzled by the extended downtrend, investors of NIO stock wonder what could be in store for the company in 2022. Despite the positive industry outlook, fierce competition and stringent regulations could create further headwinds for NIO. Thus, investors might want to wait on the sidelines for the short-term.Nio’s Q3 PerformanceFounded in 2014, the China-based EV group Nio aims to differentiate itself through its battery swapping solutions, Battery as a Service (BaaS) and Autonomous Driving as a Service (ADaaS).Management issued Q3 financial results in early November. Revenue soared 116.6% year-over-year (YoY) to 9,805.3 million RMB, or $1.5 billion. Total EV deliveries reached 24,439 vehicles, up 100.2% compared to year-ago quarter.Net loss attributable to NIO’s ordinary shareholders came in at 2.86 billion RMB (or $443.7 million). It went up by over 140%, mainly due to the increase in operating expenses. Cash and equivalents were 47 billion RMB, or $7.3 billion at quarter end.On these metrics, CEO William Bin Li said, “Despite the continued supply chain volatilities, our teams and partners are working closely together to secure the supply and production for the fourth quarter of 2021.”Meanwhile, recent delivery figures point to a record delivery of 25,034 vehicles in Q4, up 44.3% YOY. Total deliveries ended 2021 with 91,429 vehicles, up 109.1% YOY. Nio is expected to report Q4 earnings in late February.Adding NIO Stock to PortfoliosAmong 26 analysts polled, NIO stock has a consensus buy rating. Also, the consensus of 25 analysts for a 12-month median price target stands around $58.43, implying an upside potential of 95% from current levels. The 12-month price estimates for the stock range between $37.74 and $87.64.Its trailing price-to-book (P/B) and price-to-sales (P/S) ratios stand at 11.9 and 8.5, respectively. By comparison, these metrics for Tesla (NASDAQ:TSLA) are a P/B of 37.8 and a P/S of 24.7.Put another way, despite the recent decline, NIO shares still look frothy by traditional valuation metrics. The same holds true for TSLA stock as well.Yet the company gets significant attention due to its growth potential. Thus, despite the ongoing negative market sentiment, investors might want to keep the stock on their radars with a view to buy around $29, or even below.Meanwhile, interested readers could also consider investing in an exchange-traded fund (ETF) that also holds NIO stock. Examples include the First Trust NASDAQ Clean Edge Green Energy Index Fund (NASDAQ:QCLN), the Invesco PureBeta FTSE Emerging Markets ETF (BATS:PBEE), the KraneShares MSCI China Clean Technology ETF (NYSEARCA:KGRN) or the VanEck Vectors Low Carbon Energy ETF (NYSEARCA:SMOG).Bottom Line on NIO StockCurrently, NIO is one of the top-selling EV manufacturers in China. It sells a number of car models including a coupe sports car and three SUV models. Since last September, Nio has been selling its ES8 model in Norway as well. The company plans to expand into five more countries in Europe in 2022 and more than 25 countries worldwide by 2025.Also, this year management is launching two new models. The luxury sedan ET7, will be available for orders as of Jan. 20. Deliveries are expected to start by late-March. The other new model, the ET5, is a midsize premium smart electric sedan. Deliveries are anticipated to commence in September 2022.As part of these expansion plans, a second manufacturing plant is being built at NeoPark in Hefei. The facility, which will help meet the growing demand, is expected to become operational around September 2022.In summary, Nio has a solid product line and offers tangible growth strategies. However, NIO shares could continue to come under pressure in 2022, in part due to tougher competition, higher operational costs and regulatory risks. Given the upcoming tightening moves by the Federal Reserve, investors are also taking money off the table. Therefore, NIO stock could easily continue to slip further below $30. Long-term investors might still need to be patient.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807215507,"gmtCreate":1628038718309,"gmtModify":1703499997535,"author":{"id":"3576527174286528","authorId":"3576527174286528","name":"Pchk86","avatar":"https://static.tigerbbs.com/f9507b45dfa00b3fec756250834b19b4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576527174286528","authorIdStr":"3576527174286528"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/807215507","repostId":"1141615218","repostType":4,"repost":{"id":"1141615218","pubTimestamp":1628037926,"share":"https://ttm.financial/m/news/1141615218?lang=&edition=fundamental","pubTime":"2021-08-04 08:45","market":"us","language":"en","title":"Tesla Stock Barely Budged Tuesday. Here’s What History Says Happens Next.","url":"https://stock-news.laohu8.com/highlight/detail?id=1141615218","media":"Barrons","summary":"Tesla stock continued its recent winning streak Tuesday, by the slimmest of margins—shares inched up","content":"<p>Tesla stock continued its recent winning streak Tuesday, by the slimmest of margins—shares inched up just 7 cents. It’s very rare Tesla stock does nothing. And when it does nothing, it is actually a good sign for investors.</p>\n<p>Tesla (ticker: TSLA) stock closed at $709.75, up 0.0099%. The S&P 500 and Dow Jones Industrial Average both closed up about 0.8%. Tesla stock has risen for five consecutive trading sessions, adding 10.1%.</p>\n<p>Better than expected earnings appear to have catalyzed the jump. Shares dipped the day after reporting second-quarter numbers, but quickly recovered and have been higher since the July 28 report.</p>\n<p>Wednesday could mean more gains for Tesla shareholders.<i>Barron’s</i>found Tesla stock has moved less than 0.1%, up or down 9 times since the start of 2019—including Tuesday. It happens once every 70-or-so trading days. Six of the eight times prior to Tuesday, shares rose the following day by an average of 1.8%. The S&P 500 was flat, on average, on those days.</p>\n<p>Predicting one-day stock performance based on a prior day, frankly, isn’t great analysis. But Tesla, as ever, is a special case that gets endless scrutiny from Wall Street analysts, investors, and the press.</p>\n<p>And Tuesday was a slow news day for the world’s most valuable car company. Piper Sandler analyst Alexander Potter reviewed second-quarter numbers and Tesla’s quarterly filing in a research report, but not much changed.</p>\n<p>“Bottom line: We still really like this stock,” wrote Potter. He points out that Tesla is the number one EV brand in the U.S., the number two brand in China, and the number two brand in Europe. Potter maintained his Buy-rating and $1,200 price target—the highest target price on Wall Street.</p>\n<p>Looking at one-day performance trends is also an opportunity to remind investors that the chance a stock rises or falls on a given day is a little better than a coin flip—a 50/50 bet. Tesla stock, since the start of 2019, has risen 350 times and dropped 301 times. The numbers for the S&P 500 are 376 up days and 275 down days. It makes some sense stocks rise more often than they fall, the stock market tends to go up over time.</p>\n<p>Tesla stock so far in 2021 is, essentially, flat. Shares have paused after an epic 743% gain in 2020.</p>\n<p><b>Corrections & Amplifications</b>:Tesla stock is flat in 2021. An earlier version of this article said it was flat in 2020.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Barely Budged Tuesday. Here’s What History Says Happens Next.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Barely Budged Tuesday. Here’s What History Says Happens Next.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 08:45 GMT+8 <a href=https://www.barrons.com/articles/tesla-stock-51628025871?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla stock continued its recent winning streak Tuesday, by the slimmest of margins—shares inched up just 7 cents. It’s very rare Tesla stock does nothing. And when it does nothing, it is actually a ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-51628025871?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-51628025871?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141615218","content_text":"Tesla stock continued its recent winning streak Tuesday, by the slimmest of margins—shares inched up just 7 cents. It’s very rare Tesla stock does nothing. And when it does nothing, it is actually a good sign for investors.\nTesla (ticker: TSLA) stock closed at $709.75, up 0.0099%. The S&P 500 and Dow Jones Industrial Average both closed up about 0.8%. Tesla stock has risen for five consecutive trading sessions, adding 10.1%.\nBetter than expected earnings appear to have catalyzed the jump. Shares dipped the day after reporting second-quarter numbers, but quickly recovered and have been higher since the July 28 report.\nWednesday could mean more gains for Tesla shareholders.Barron’sfound Tesla stock has moved less than 0.1%, up or down 9 times since the start of 2019—including Tuesday. It happens once every 70-or-so trading days. Six of the eight times prior to Tuesday, shares rose the following day by an average of 1.8%. The S&P 500 was flat, on average, on those days.\nPredicting one-day stock performance based on a prior day, frankly, isn’t great analysis. But Tesla, as ever, is a special case that gets endless scrutiny from Wall Street analysts, investors, and the press.\nAnd Tuesday was a slow news day for the world’s most valuable car company. Piper Sandler analyst Alexander Potter reviewed second-quarter numbers and Tesla’s quarterly filing in a research report, but not much changed.\n“Bottom line: We still really like this stock,” wrote Potter. He points out that Tesla is the number one EV brand in the U.S., the number two brand in China, and the number two brand in Europe. Potter maintained his Buy-rating and $1,200 price target—the highest target price on Wall Street.\nLooking at one-day performance trends is also an opportunity to remind investors that the chance a stock rises or falls on a given day is a little better than a coin flip—a 50/50 bet. Tesla stock, since the start of 2019, has risen 350 times and dropped 301 times. The numbers for the S&P 500 are 376 up days and 275 down days. It makes some sense stocks rise more often than they fall, the stock market tends to go up over time.\nTesla stock so far in 2021 is, essentially, flat. Shares have paused after an epic 743% gain in 2020.\nCorrections & Amplifications:Tesla stock is flat in 2021. An earlier version of this article said it was flat in 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121249276,"gmtCreate":1624467440595,"gmtModify":1703837753421,"author":{"id":"3576527174286528","authorId":"3576527174286528","name":"Pchk86","avatar":"https://static.tigerbbs.com/f9507b45dfa00b3fec756250834b19b4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576527174286528","authorIdStr":"3576527174286528"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Up up to the moon!! ","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Up up to the moon!! ","text":"$NIO Inc.(NIO)$Up up to the moon!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121249276","isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109116618,"gmtCreate":1619672375634,"gmtModify":1704727780127,"author":{"id":"3576527174286528","authorId":"3576527174286528","name":"Pchk86","avatar":"https://static.tigerbbs.com/f9507b45dfa00b3fec756250834b19b4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576527174286528","authorIdStr":"3576527174286528"},"themes":[],"htmlText":"To the moon!! ","listText":"To the moon!! ","text":"To the moon!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109116618","repostId":"1183966356","repostType":2,"repost":{"id":"1183966356","pubTimestamp":1619665696,"share":"https://ttm.financial/m/news/1183966356?lang=&edition=fundamental","pubTime":"2021-04-29 11:08","market":"us","language":"en","title":"NIO Q1 2021 Earnings Report Preview: What to Look For","url":"https://stock-news.laohu8.com/highlight/detail?id=1183966356","media":"InvestoPedia","summary":"Analysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.Revenue is expected to soar on expanding vehicle sales.NIO Inc. , like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles . NIO's production stoppage in late March had little impact on the company's record ve","content":"<p>Focus on NIO vehicle deliveries</p>\n<p><b>KEY TAKEAWAYS</b></p>\n<ul>\n <li>Analysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.</li>\n <li>Vehicle deliveries, already announced, rose dramatically YOY.</li>\n <li>Revenue is expected to soar on expanding vehicle sales.</li>\n</ul>\n<p>NIO Inc. (NIO), like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles (EVs). NIO's production stoppage in late March had little impact on the company's record vehicle deliveries in Q1, but it could affect future production numbers.</p>\n<p>Investors will focus on how these forces affect NIO's immediate results, as well as its financial outlook, when the company reports earnings on April 29, 2021 for Q1 FY 2021.Analysts are expecting the company's loss per American depositary share (ADS) to narrow significantly as revenue expands at a rapid pace.</p>\n<p>Vehicle deliveries are another key metric investors watch in order to gauge the company's productive capacity. NIO already reported vehicle deliveries for the first quarter earlier this month, achieving a new quarterly record despite total deliveries coming in slightly below expectations.</p>\n<p>Shares of NIO have dramatically outperformed the broader market over the past year. But after reaching all-time highs earlier this year, the stock has fallen considerably and has been trading mostly sideways since early March. NIO's shares have provided investors with an astronomic total return of 1,171.9% over the past year, well above the S&P 500's total return of 45.5%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e1a915810ccbc7f07ec2adf16865b\" tg-width=\"3004\" tg-height=\"1798\"><span>Source: TradingView.</span></p>\n<p><b>NIO Earnings History</b></p>\n<p>The stock, which had been gathering downward momentum after peaking around mid-February, plunged following NIO's Q4 FY 2020 earnings report released at the beginning of March. The company reported a much larger loss per ADS than analysts expected and revenue also missed estimates. However, NIO's loss narrowed considerably compared to the year-ago quarter and revenue was still up 133.2%.The company was optimistic about its performance, noting that its gross margin rose to 17.2% compared to negative 8.9% in the year-ago quarter.</p>\n<p>In Q3 FY 2020, NIO posted a loss per ADS of 0.98 yuan ($0.15 as of the CNY/USD exchange rate on April 27, 2021).It was the smallest loss in at least 11 quarters. Revenue rose 146.4%, maintaining the pace of growth achieved in the second quarter.NIO said it delivered a record number of vehicles and saw improvements in its average selling price. The company also said that it was the second straight quarter of positive cash flow from operating activities.</p>\n<p>Analysts expect continued improvement in NIO's financial results in Q1 FY 2021. While NIO is still expected to post another loss per ADS, it is estimated to be the lowest in at least 14 quarters. Revenue for the quarter is forecast to rise 446.1%, which would be the fastest pace since Q2 FY 2019. For full-year FY 2021, analysts are currently expecting NIO to achieve a loss of 2.72 yuan per ADS, which would be the smallest loss in at least five years. Revenue is expected to rise 109.7%, a faster pace than in each of the last two years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d412a9c0aea28621f713f5afbfba444c\" tg-width=\"885\" tg-height=\"352\"><span>Source: Visible Alpha; NIO Inc.</span></p>\n<p><b>The Key Metric</b></p>\n<p>As mentioned above, investors are also watching the number of vehicles NIO delivers each quarter. NIO generates some revenue from various services it provides, but the majority of revenue is derived from vehicle sales.Currently, the company makes deliveries of three types of vehicles: the ES8, the company's 6-seater and 7-seater flagship premium smart electric SUV; the ES6, the company’s 5-seater high-performance premium smart electric SUV; and the EC6, the company’s 5-seater premium electric coupe SUV.The number of vehicle deliveries provides an indication of the demand for NIO's vehicles as well as the company's ability to scale production.</p>\n<p>NIO has significantly ramped up its production over the past few years. The company delivered 11,350 vehicles in FY 2018. In FY 2020, it had nearly quadrupled that figure, delivering 43,730 vehicles. Despite a slowdown in Q1 FY 2020 amid the COVID-19 pandemic, NIO quickly made up for the Q1 drop in deliveries with a 190.8% year-over-year increase in Q2 FY 2020. Total vehicle delivery growth decelerated to 154.3% in Q3 and then to 111.0% in Q4. However, vehicle deliveries rose 423.0% in Q1 FY 2021, hitting a new quarterly record, as mentioned above. For full-year FY 2021, analysts are forecasting NIO to deliver 88,280 vehicles, which would be more than double last year's total deliveries. However, NIO warned investors in early March that the global chip shortage is likely to cut its production capacity, at least in the second quarter.</p>","source":"lsy1606203311635","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Q1 2021 Earnings Report Preview: What to Look For</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Q1 2021 Earnings Report Preview: What to Look For\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 11:08 GMT+8 <a href=https://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991><strong>InvestoPedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Focus on NIO vehicle deliveries\nKEY TAKEAWAYS\n\nAnalysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.\nVehicle deliveries, already announced, rose dramatically YOY.\nRevenue is ...</p>\n\n<a href=\"https://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183966356","content_text":"Focus on NIO vehicle deliveries\nKEY TAKEAWAYS\n\nAnalysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.\nVehicle deliveries, already announced, rose dramatically YOY.\nRevenue is expected to soar on expanding vehicle sales.\n\nNIO Inc. (NIO), like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles (EVs). NIO's production stoppage in late March had little impact on the company's record vehicle deliveries in Q1, but it could affect future production numbers.\nInvestors will focus on how these forces affect NIO's immediate results, as well as its financial outlook, when the company reports earnings on April 29, 2021 for Q1 FY 2021.Analysts are expecting the company's loss per American depositary share (ADS) to narrow significantly as revenue expands at a rapid pace.\nVehicle deliveries are another key metric investors watch in order to gauge the company's productive capacity. NIO already reported vehicle deliveries for the first quarter earlier this month, achieving a new quarterly record despite total deliveries coming in slightly below expectations.\nShares of NIO have dramatically outperformed the broader market over the past year. But after reaching all-time highs earlier this year, the stock has fallen considerably and has been trading mostly sideways since early March. NIO's shares have provided investors with an astronomic total return of 1,171.9% over the past year, well above the S&P 500's total return of 45.5%.\nSource: TradingView.\nNIO Earnings History\nThe stock, which had been gathering downward momentum after peaking around mid-February, plunged following NIO's Q4 FY 2020 earnings report released at the beginning of March. The company reported a much larger loss per ADS than analysts expected and revenue also missed estimates. However, NIO's loss narrowed considerably compared to the year-ago quarter and revenue was still up 133.2%.The company was optimistic about its performance, noting that its gross margin rose to 17.2% compared to negative 8.9% in the year-ago quarter.\nIn Q3 FY 2020, NIO posted a loss per ADS of 0.98 yuan ($0.15 as of the CNY/USD exchange rate on April 27, 2021).It was the smallest loss in at least 11 quarters. Revenue rose 146.4%, maintaining the pace of growth achieved in the second quarter.NIO said it delivered a record number of vehicles and saw improvements in its average selling price. The company also said that it was the second straight quarter of positive cash flow from operating activities.\nAnalysts expect continued improvement in NIO's financial results in Q1 FY 2021. While NIO is still expected to post another loss per ADS, it is estimated to be the lowest in at least 14 quarters. Revenue for the quarter is forecast to rise 446.1%, which would be the fastest pace since Q2 FY 2019. For full-year FY 2021, analysts are currently expecting NIO to achieve a loss of 2.72 yuan per ADS, which would be the smallest loss in at least five years. Revenue is expected to rise 109.7%, a faster pace than in each of the last two years.\nSource: Visible Alpha; NIO Inc.\nThe Key Metric\nAs mentioned above, investors are also watching the number of vehicles NIO delivers each quarter. NIO generates some revenue from various services it provides, but the majority of revenue is derived from vehicle sales.Currently, the company makes deliveries of three types of vehicles: the ES8, the company's 6-seater and 7-seater flagship premium smart electric SUV; the ES6, the company’s 5-seater high-performance premium smart electric SUV; and the EC6, the company’s 5-seater premium electric coupe SUV.The number of vehicle deliveries provides an indication of the demand for NIO's vehicles as well as the company's ability to scale production.\nNIO has significantly ramped up its production over the past few years. The company delivered 11,350 vehicles in FY 2018. In FY 2020, it had nearly quadrupled that figure, delivering 43,730 vehicles. Despite a slowdown in Q1 FY 2020 amid the COVID-19 pandemic, NIO quickly made up for the Q1 drop in deliveries with a 190.8% year-over-year increase in Q2 FY 2020. Total vehicle delivery growth decelerated to 154.3% in Q3 and then to 111.0% in Q4. However, vehicle deliveries rose 423.0% in Q1 FY 2021, hitting a new quarterly record, as mentioned above. For full-year FY 2021, analysts are forecasting NIO to deliver 88,280 vehicles, which would be more than double last year's total deliveries. However, NIO warned investors in early March that the global chip shortage is likely to cut its production capacity, at least in the second quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341528882,"gmtCreate":1617841644646,"gmtModify":1704703763806,"author":{"id":"3576527174286528","authorId":"3576527174286528","name":"Pchk86","avatar":"https://static.tigerbbs.com/f9507b45dfa00b3fec756250834b19b4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576527174286528","authorIdStr":"3576527174286528"},"themes":[],"htmlText":"Hope it go up soon","listText":"Hope it go up soon","text":"Hope it go up soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341528882","repostId":"1188368649","repostType":2,"repost":{"id":"1188368649","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1617670773,"share":"https://ttm.financial/m/news/1188368649?lang=&edition=fundamental","pubTime":"2021-04-06 08:59","market":"us","language":"en","title":"Electric Vehicle Showdown: Tesla Vs. Nio Vs. XPeng Vs. Li Auto — How Q1 Deliveries Stacked Up","url":"https://stock-news.laohu8.com/highlight/detail?id=1188368649","media":"Benzinga","summary":"The quarterly scorecards for the electric vehicle manufacturers are in and despite industry-wide constraints and macroeconomic handicaps, performances for the month of March, as well as the first quarter, have been strong.Here's a comparative take on first-quarter deliveries of Tesla, Inc.TSLA 4.43%and the Chinese EV playersLi Auto Inc.LI 1.23%,XPeng Inc.XPEV 2.57%andNIO LimitedNIO 0.87%:. XPeng, which has a SUV named G3 and a sedan named P7, said its first-quarter deliveries totaled 13,340. Thi","content":"<p>The quarterly scorecards for the electric vehicle manufacturers are in and despite industry-wide constraints and macroeconomic handicaps, performances for the month of March, as well as the first quarter, have been strong.</p>\n<p>Here's a comparative take on first-quarter deliveries of <b>Tesla, Inc.</b>TSLA 4.43%and the Chinese EV players<b>Li Auto Inc.</b>LI 1.23%,<b>XPeng Inc.</b>XPEV 2.57%and<b>NIO Limited</b>NIO 0.87%:</p>\n<p><b>Q1 EV Scorecard:</b>Tesladelivered184,800 vehicles in the first quarter, with 99% of these being Model 3/Y vehicles. This represented a 2.3% quarterly increase and a 109% year-over-year jump.</p>\n<p>In comparison, Nio's first-quarter deliveries jumped 423% year-over-year to 20,060 vehicles. This represented a 15.6% quarter-over-quarter increase. The company currently sells three SUV models, namely ES6, ES8 and EC6.</p>\n<p>XPeng, which has a SUV named G3 and a sedan named P7, said its first-quarter deliveries totaled 13,340. This represents 487% year-over-year growth and a 2.9% quarter-over-quarter rise.</p>\n<p>Li Auto, which sells Li ONE SUV, reported deliveries of 12,579 for the first quarter, a climb of 334.4% from last year. On a quarter-over-quarter basis, deliveries fell 13%.</p>\n<p><img src=\"https://static.tigerbbs.com/f3b0fedd727db600b525c682d2a1b09a\" tg-width=\"603\" tg-height=\"182\">For Nio and Xpeng,quarterly performancesrepresented the biggest ever on record.</p>\n<p><b>Takeaways:</b>Going by absolute numbers, Tesla by far is the largest player in the EV arena. Nio's first-quarter deliveries were roughly 11% of what Tesla sold in the quarter. The EV market is turning out to be a crowded field with legacy automakers, pure-play EV companies, as well as tech companies, all flexing their muscles.</p>\n<p>Against this backdrop, the market is likely to get more fragmented than ever before, and incumbents will have a true challenge in maintaining or growing their share. The first-mover advantage has placed Tesla in a dominant position in the market, which others might find too difficult to challenge.</p>\n<p>However, Nio stands out in terms of growth. The company managed to grow decently both on a year-over-year and quarter-over-quarter basis.</p>\n<p><b>Looking Forward:</b>Sell-side is largely bullish on the EV industry as a whole. The Biden Administration's EV commitment and brisk demand in China and Europe are likely to propel the EV sector into a \"Golden Age,\" with a new auto supply of OEMs, battery, recycling, commercial vehicles, trucks and fleet conversions being built over the next decade, Wedbush's Daniel Ives said in a recent note.For Nio and Xpeng,quarterly performancesrepresented the biggest ever on record.</p>\n<p><b>Takeaways:</b>Going by absolute numbers, Tesla by far is the largest player in the EV arena. Nio's first-quarter deliveries were roughly 11% of what Tesla sold in the quarter. The EV market is turning out to be a crowded field with legacy automakers, pure-play EV companies, as well as tech companies, all flexing their muscles.</p>\n<p>Against this backdrop, the market is likely to get more fragmented than ever before, and incumbents will have a true challenge in maintaining or growing their share. The first-mover advantage has placed Tesla in a dominant position in the market, which others might find too difficult to challenge.</p>\n<p>However, Nio stands out in terms of growth. The company managed to grow decently both on a year-over-year and quarter-over-quarter basis.</p>\n<p><b>Looking Forward:</b>Sell-side is largely bullish on the EV industry as a whole. The Biden Administration's EV commitment and brisk demand in China and Europe are likely to propel the EV sector into a \"Golden Age,\" with a new auto supply of OEMs, battery, recycling, commercial vehicles, trucks and fleet conversions being built over the next decade, Wedbush's Daniel Ives said in a recent note.</p>\n<p>The analyst sees EV stocks moving 30-40% higher the rest of the year as the Street further digests this transformational growth on the horizon.</p>\n<p>Those firms which pursue innovation in technology and services, are customer-centric and provide value for buyers will leave the others behind in this \"hot-and-happening\" market.</p>\n<p><b>EV Price Action:</b>Reacting to the quarterly numbers, Tesla shares were up 4.43% to $691.05. Nio and XPeng and Li Auto shares are lower following Thursday's upside in reaction to their numbers.</p>\n<p>Nio was down 0.88% to $39.31, XPeng was down 2.54% to $36.01 and Li Auto was down 1.23% to $24.94.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Electric Vehicle Showdown: Tesla Vs. Nio Vs. XPeng Vs. Li Auto — How Q1 Deliveries Stacked Up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElectric Vehicle Showdown: Tesla Vs. Nio Vs. XPeng Vs. Li Auto — How Q1 Deliveries Stacked Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-04-06 08:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>The quarterly scorecards for the electric vehicle manufacturers are in and despite industry-wide constraints and macroeconomic handicaps, performances for the month of March, as well as the first quarter, have been strong.</p>\n<p>Here's a comparative take on first-quarter deliveries of <b>Tesla, Inc.</b>TSLA 4.43%and the Chinese EV players<b>Li Auto Inc.</b>LI 1.23%,<b>XPeng Inc.</b>XPEV 2.57%and<b>NIO Limited</b>NIO 0.87%:</p>\n<p><b>Q1 EV Scorecard:</b>Tesladelivered184,800 vehicles in the first quarter, with 99% of these being Model 3/Y vehicles. This represented a 2.3% quarterly increase and a 109% year-over-year jump.</p>\n<p>In comparison, Nio's first-quarter deliveries jumped 423% year-over-year to 20,060 vehicles. This represented a 15.6% quarter-over-quarter increase. The company currently sells three SUV models, namely ES6, ES8 and EC6.</p>\n<p>XPeng, which has a SUV named G3 and a sedan named P7, said its first-quarter deliveries totaled 13,340. This represents 487% year-over-year growth and a 2.9% quarter-over-quarter rise.</p>\n<p>Li Auto, which sells Li ONE SUV, reported deliveries of 12,579 for the first quarter, a climb of 334.4% from last year. On a quarter-over-quarter basis, deliveries fell 13%.</p>\n<p><img src=\"https://static.tigerbbs.com/f3b0fedd727db600b525c682d2a1b09a\" tg-width=\"603\" tg-height=\"182\">For Nio and Xpeng,quarterly performancesrepresented the biggest ever on record.</p>\n<p><b>Takeaways:</b>Going by absolute numbers, Tesla by far is the largest player in the EV arena. Nio's first-quarter deliveries were roughly 11% of what Tesla sold in the quarter. The EV market is turning out to be a crowded field with legacy automakers, pure-play EV companies, as well as tech companies, all flexing their muscles.</p>\n<p>Against this backdrop, the market is likely to get more fragmented than ever before, and incumbents will have a true challenge in maintaining or growing their share. The first-mover advantage has placed Tesla in a dominant position in the market, which others might find too difficult to challenge.</p>\n<p>However, Nio stands out in terms of growth. The company managed to grow decently both on a year-over-year and quarter-over-quarter basis.</p>\n<p><b>Looking Forward:</b>Sell-side is largely bullish on the EV industry as a whole. The Biden Administration's EV commitment and brisk demand in China and Europe are likely to propel the EV sector into a \"Golden Age,\" with a new auto supply of OEMs, battery, recycling, commercial vehicles, trucks and fleet conversions being built over the next decade, Wedbush's Daniel Ives said in a recent note.For Nio and Xpeng,quarterly performancesrepresented the biggest ever on record.</p>\n<p><b>Takeaways:</b>Going by absolute numbers, Tesla by far is the largest player in the EV arena. Nio's first-quarter deliveries were roughly 11% of what Tesla sold in the quarter. The EV market is turning out to be a crowded field with legacy automakers, pure-play EV companies, as well as tech companies, all flexing their muscles.</p>\n<p>Against this backdrop, the market is likely to get more fragmented than ever before, and incumbents will have a true challenge in maintaining or growing their share. The first-mover advantage has placed Tesla in a dominant position in the market, which others might find too difficult to challenge.</p>\n<p>However, Nio stands out in terms of growth. The company managed to grow decently both on a year-over-year and quarter-over-quarter basis.</p>\n<p><b>Looking Forward:</b>Sell-side is largely bullish on the EV industry as a whole. The Biden Administration's EV commitment and brisk demand in China and Europe are likely to propel the EV sector into a \"Golden Age,\" with a new auto supply of OEMs, battery, recycling, commercial vehicles, trucks and fleet conversions being built over the next decade, Wedbush's Daniel Ives said in a recent note.</p>\n<p>The analyst sees EV stocks moving 30-40% higher the rest of the year as the Street further digests this transformational growth on the horizon.</p>\n<p>Those firms which pursue innovation in technology and services, are customer-centric and provide value for buyers will leave the others behind in this \"hot-and-happening\" market.</p>\n<p><b>EV Price Action:</b>Reacting to the quarterly numbers, Tesla shares were up 4.43% to $691.05. Nio and XPeng and Li Auto shares are lower following Thursday's upside in reaction to their numbers.</p>\n<p>Nio was down 0.88% to $39.31, XPeng was down 2.54% to $36.01 and Li Auto was down 1.23% to $24.94.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏汽车","LI":"理想汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188368649","content_text":"The quarterly scorecards for the electric vehicle manufacturers are in and despite industry-wide constraints and macroeconomic handicaps, performances for the month of March, as well as the first quarter, have been strong.\nHere's a comparative take on first-quarter deliveries of Tesla, Inc.TSLA 4.43%and the Chinese EV playersLi Auto Inc.LI 1.23%,XPeng Inc.XPEV 2.57%andNIO LimitedNIO 0.87%:\nQ1 EV Scorecard:Tesladelivered184,800 vehicles in the first quarter, with 99% of these being Model 3/Y vehicles. This represented a 2.3% quarterly increase and a 109% year-over-year jump.\nIn comparison, Nio's first-quarter deliveries jumped 423% year-over-year to 20,060 vehicles. This represented a 15.6% quarter-over-quarter increase. The company currently sells three SUV models, namely ES6, ES8 and EC6.\nXPeng, which has a SUV named G3 and a sedan named P7, said its first-quarter deliveries totaled 13,340. This represents 487% year-over-year growth and a 2.9% quarter-over-quarter rise.\nLi Auto, which sells Li ONE SUV, reported deliveries of 12,579 for the first quarter, a climb of 334.4% from last year. On a quarter-over-quarter basis, deliveries fell 13%.\nFor Nio and Xpeng,quarterly performancesrepresented the biggest ever on record.\nTakeaways:Going by absolute numbers, Tesla by far is the largest player in the EV arena. Nio's first-quarter deliveries were roughly 11% of what Tesla sold in the quarter. The EV market is turning out to be a crowded field with legacy automakers, pure-play EV companies, as well as tech companies, all flexing their muscles.\nAgainst this backdrop, the market is likely to get more fragmented than ever before, and incumbents will have a true challenge in maintaining or growing their share. The first-mover advantage has placed Tesla in a dominant position in the market, which others might find too difficult to challenge.\nHowever, Nio stands out in terms of growth. The company managed to grow decently both on a year-over-year and quarter-over-quarter basis.\nLooking Forward:Sell-side is largely bullish on the EV industry as a whole. The Biden Administration's EV commitment and brisk demand in China and Europe are likely to propel the EV sector into a \"Golden Age,\" with a new auto supply of OEMs, battery, recycling, commercial vehicles, trucks and fleet conversions being built over the next decade, Wedbush's Daniel Ives said in a recent note.For Nio and Xpeng,quarterly performancesrepresented the biggest ever on record.\nTakeaways:Going by absolute numbers, Tesla by far is the largest player in the EV arena. Nio's first-quarter deliveries were roughly 11% of what Tesla sold in the quarter. The EV market is turning out to be a crowded field with legacy automakers, pure-play EV companies, as well as tech companies, all flexing their muscles.\nAgainst this backdrop, the market is likely to get more fragmented than ever before, and incumbents will have a true challenge in maintaining or growing their share. The first-mover advantage has placed Tesla in a dominant position in the market, which others might find too difficult to challenge.\nHowever, Nio stands out in terms of growth. The company managed to grow decently both on a year-over-year and quarter-over-quarter basis.\nLooking Forward:Sell-side is largely bullish on the EV industry as a whole. The Biden Administration's EV commitment and brisk demand in China and Europe are likely to propel the EV sector into a \"Golden Age,\" with a new auto supply of OEMs, battery, recycling, commercial vehicles, trucks and fleet conversions being built over the next decade, Wedbush's Daniel Ives said in a recent note.\nThe analyst sees EV stocks moving 30-40% higher the rest of the year as the Street further digests this transformational growth on the horizon.\nThose firms which pursue innovation in technology and services, are customer-centric and provide value for buyers will leave the others behind in this \"hot-and-happening\" market.\nEV Price Action:Reacting to the quarterly numbers, Tesla shares were up 4.43% to $691.05. Nio and XPeng and Li Auto shares are lower following Thursday's upside in reaction to their numbers.\nNio was down 0.88% to $39.31, XPeng was down 2.54% to $36.01 and Li Auto was down 1.23% to $24.94.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382289822,"gmtCreate":1613451727566,"gmtModify":1704880609125,"author":{"id":"3576527174286528","authorId":"3576527174286528","name":"Pchk86","avatar":"https://static.tigerbbs.com/f9507b45dfa00b3fec756250834b19b4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576527174286528","authorIdStr":"3576527174286528"},"themes":[],"htmlText":"Cool..","listText":"Cool..","text":"Cool..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382289822","repostId":"2110026963","repostType":4,"repost":{"id":"2110026963","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1613109422,"share":"https://ttm.financial/m/news/2110026963?lang=&edition=fundamental","pubTime":"2021-02-12 13:57","market":"us","language":"en","title":"Here's the formula for spotting genuinely undervalued companies, claims this investment house","url":"https://stock-news.laohu8.com/highlight/detail?id=2110026963","media":"Dow Jones","summary":"The growth stock vs. value stock dichotomy doesn't make sense, says ValuAnalysis. For most of 2020, investors poured money into names like online retailer Amazon $$, electric-car maker Tesla $$, and e-commerce platform Shopify -- \"growth\" stocks that kept indexes afloat in a turbulent year that hammered share prices across the board.But when news broke in early November 2020 that drug company Pfizer $$ and its partner BioNTech $$ had developed an effective vaccine against COVID-19, something pro","content":"<p>MW Here's the formula for spotting genuinely undervalued companies, claims this investment house</p>\n<p>The growth stock vs. value stock dichotomy doesn't make sense, says ValuAnalysis</p>\n<p>For most of 2020, investors poured money into names like online retailer Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, electric-car maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, and e-commerce platform Shopify (SHOP.T)-- \"growth\" stocks that kept indexes afloat in a turbulent year that hammered share prices across the board.</p>\n<p>But when news broke in early November 2020 that drug company Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and its partner BioNTech <a href=\"https://laohu8.com/S/BNTX\">$(BNTX)$</a> had developed an effective vaccine against COVID-19, something profound happened in financial markets.</p>\n<p>Investors rotated out of these investments in favor of \"value\" stocks hammered by the COVID-19 pandemic, like airlines.</p>\n<p>This rotation was based on an essential concept in investing: There are some stocks that are clearly undervalued based on standard metrics.</p>\n<p>And it is completely flawed, according to research from ValuAnalysis, a London-based fund manager and equity investment boutique, which specializes in valuation.</p>\n<p>The apparent difference between growth stocks and value stocks is that the former is overvalued based on fundamental metrics while the latter is undervalued.</p>\n<p>\"Everyone knows that this thing doesn't make any sense because growth is not the opposite of value,\" Pascal Costantini, who led the research at ValuAnalysis, tells MarketWatch.</p>\n<p>\"It should be high-growth and low-growth, and I can imagine that, somewhere in an office, some guy said 'well this is not catchy enough, so how about growth and value?'\"</p>\n<p>Analysts and investors use metrics like the price-to-earnings ratio, or price multiple, to value stocks. ValuAnalysis uses price as a multiple of normalized net free cash flow as its benchmark, and identifies the imaginary dividing line between value and growth stocks at 35x, which is the market median.</p>\n<p>The value vs. growth divide would suggest that a company trading at a 17x earnings multiple is undervalued. In reality, ValuAnalysis says it is likely a company that won't grow.</p>\n<p>In reality, a stock's value is based on the company's ability to grow free cash flow in an environment where the cost of capital is 5% to 6%. So if a company isn't outpacing that by improving revenue and margins, the multiple won't increase and the stock price is unlikely to rise.</p>\n<p>Stocks that are actually undervalued will trade between 25x and 35x free cash flow, Costantini says, outpacing the cost of capital but not breaking past the market median.</p>\n<p>To have potential, a company's accumulation of assets or revenue growth must outpace increases in global gross domestic product, and ideally show signs of accelerating. There must also be an increase in operational leverage through revenue or margins. A decrease in the risk premium, such as through advances in controlling carbon emissions, helps.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's the formula for spotting genuinely undervalued companies, claims this investment house</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's the formula for spotting genuinely undervalued companies, claims this investment house\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-02-12 13:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>MW Here's the formula for spotting genuinely undervalued companies, claims this investment house</p>\n<p>The growth stock vs. value stock dichotomy doesn't make sense, says ValuAnalysis</p>\n<p>For most of 2020, investors poured money into names like online retailer Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, electric-car maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, and e-commerce platform Shopify (SHOP.T)-- \"growth\" stocks that kept indexes afloat in a turbulent year that hammered share prices across the board.</p>\n<p>But when news broke in early November 2020 that drug company Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and its partner BioNTech <a href=\"https://laohu8.com/S/BNTX\">$(BNTX)$</a> had developed an effective vaccine against COVID-19, something profound happened in financial markets.</p>\n<p>Investors rotated out of these investments in favor of \"value\" stocks hammered by the COVID-19 pandemic, like airlines.</p>\n<p>This rotation was based on an essential concept in investing: There are some stocks that are clearly undervalued based on standard metrics.</p>\n<p>And it is completely flawed, according to research from ValuAnalysis, a London-based fund manager and equity investment boutique, which specializes in valuation.</p>\n<p>The apparent difference between growth stocks and value stocks is that the former is overvalued based on fundamental metrics while the latter is undervalued.</p>\n<p>\"Everyone knows that this thing doesn't make any sense because growth is not the opposite of value,\" Pascal Costantini, who led the research at ValuAnalysis, tells MarketWatch.</p>\n<p>\"It should be high-growth and low-growth, and I can imagine that, somewhere in an office, some guy said 'well this is not catchy enough, so how about growth and value?'\"</p>\n<p>Analysts and investors use metrics like the price-to-earnings ratio, or price multiple, to value stocks. ValuAnalysis uses price as a multiple of normalized net free cash flow as its benchmark, and identifies the imaginary dividing line between value and growth stocks at 35x, which is the market median.</p>\n<p>The value vs. growth divide would suggest that a company trading at a 17x earnings multiple is undervalued. In reality, ValuAnalysis says it is likely a company that won't grow.</p>\n<p>In reality, a stock's value is based on the company's ability to grow free cash flow in an environment where the cost of capital is 5% to 6%. So if a company isn't outpacing that by improving revenue and margins, the multiple won't increase and the stock price is unlikely to rise.</p>\n<p>Stocks that are actually undervalued will trade between 25x and 35x free cash flow, Costantini says, outpacing the cost of capital but not breaking past the market median.</p>\n<p>To have potential, a company's accumulation of assets or revenue growth must outpace increases in global gross domestic product, and ideally show signs of accelerating. There must also be an increase in operational leverage through revenue or margins. A decrease in the risk premium, such as through advances in controlling carbon emissions, helps.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"AMZN":"亚马逊","PFE":"辉瑞","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2110026963","content_text":"MW Here's the formula for spotting genuinely undervalued companies, claims this investment house\nThe growth stock vs. value stock dichotomy doesn't make sense, says ValuAnalysis\nFor most of 2020, investors poured money into names like online retailer Amazon $(AMZN)$, electric-car maker Tesla $(TSLA)$, and e-commerce platform Shopify (SHOP.T)-- \"growth\" stocks that kept indexes afloat in a turbulent year that hammered share prices across the board.\nBut when news broke in early November 2020 that drug company Pfizer $(PFE)$ and its partner BioNTech $(BNTX)$ had developed an effective vaccine against COVID-19, something profound happened in financial markets.\nInvestors rotated out of these investments in favor of \"value\" stocks hammered by the COVID-19 pandemic, like airlines.\nThis rotation was based on an essential concept in investing: There are some stocks that are clearly undervalued based on standard metrics.\nAnd it is completely flawed, according to research from ValuAnalysis, a London-based fund manager and equity investment boutique, which specializes in valuation.\nThe apparent difference between growth stocks and value stocks is that the former is overvalued based on fundamental metrics while the latter is undervalued.\n\"Everyone knows that this thing doesn't make any sense because growth is not the opposite of value,\" Pascal Costantini, who led the research at ValuAnalysis, tells MarketWatch.\n\"It should be high-growth and low-growth, and I can imagine that, somewhere in an office, some guy said 'well this is not catchy enough, so how about growth and value?'\"\nAnalysts and investors use metrics like the price-to-earnings ratio, or price multiple, to value stocks. ValuAnalysis uses price as a multiple of normalized net free cash flow as its benchmark, and identifies the imaginary dividing line between value and growth stocks at 35x, which is the market median.\nThe value vs. growth divide would suggest that a company trading at a 17x earnings multiple is undervalued. In reality, ValuAnalysis says it is likely a company that won't grow.\nIn reality, a stock's value is based on the company's ability to grow free cash flow in an environment where the cost of capital is 5% to 6%. So if a company isn't outpacing that by improving revenue and margins, the multiple won't increase and the stock price is unlikely to rise.\nStocks that are actually undervalued will trade between 25x and 35x free cash flow, Costantini says, outpacing the cost of capital but not breaking past the market median.\nTo have potential, a company's accumulation of assets or revenue growth must outpace increases in global gross domestic product, and ideally show signs of accelerating. There must also be an increase in operational leverage through revenue or margins. A decrease in the risk premium, such as through advances in controlling carbon emissions, helps.","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":807215507,"gmtCreate":1628038718309,"gmtModify":1703499997535,"author":{"id":"3576527174286528","authorId":"3576527174286528","name":"Pchk86","avatar":"https://static.tigerbbs.com/f9507b45dfa00b3fec756250834b19b4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576527174286528","authorIdStr":"3576527174286528"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/807215507","repostId":"1141615218","repostType":4,"repost":{"id":"1141615218","pubTimestamp":1628037926,"share":"https://ttm.financial/m/news/1141615218?lang=&edition=fundamental","pubTime":"2021-08-04 08:45","market":"us","language":"en","title":"Tesla Stock Barely Budged Tuesday. Here’s What History Says Happens Next.","url":"https://stock-news.laohu8.com/highlight/detail?id=1141615218","media":"Barrons","summary":"Tesla stock continued its recent winning streak Tuesday, by the slimmest of margins—shares inched up","content":"<p>Tesla stock continued its recent winning streak Tuesday, by the slimmest of margins—shares inched up just 7 cents. It’s very rare Tesla stock does nothing. And when it does nothing, it is actually a good sign for investors.</p>\n<p>Tesla (ticker: TSLA) stock closed at $709.75, up 0.0099%. The S&P 500 and Dow Jones Industrial Average both closed up about 0.8%. Tesla stock has risen for five consecutive trading sessions, adding 10.1%.</p>\n<p>Better than expected earnings appear to have catalyzed the jump. Shares dipped the day after reporting second-quarter numbers, but quickly recovered and have been higher since the July 28 report.</p>\n<p>Wednesday could mean more gains for Tesla shareholders.<i>Barron’s</i>found Tesla stock has moved less than 0.1%, up or down 9 times since the start of 2019—including Tuesday. It happens once every 70-or-so trading days. Six of the eight times prior to Tuesday, shares rose the following day by an average of 1.8%. The S&P 500 was flat, on average, on those days.</p>\n<p>Predicting one-day stock performance based on a prior day, frankly, isn’t great analysis. But Tesla, as ever, is a special case that gets endless scrutiny from Wall Street analysts, investors, and the press.</p>\n<p>And Tuesday was a slow news day for the world’s most valuable car company. Piper Sandler analyst Alexander Potter reviewed second-quarter numbers and Tesla’s quarterly filing in a research report, but not much changed.</p>\n<p>“Bottom line: We still really like this stock,” wrote Potter. He points out that Tesla is the number one EV brand in the U.S., the number two brand in China, and the number two brand in Europe. Potter maintained his Buy-rating and $1,200 price target—the highest target price on Wall Street.</p>\n<p>Looking at one-day performance trends is also an opportunity to remind investors that the chance a stock rises or falls on a given day is a little better than a coin flip—a 50/50 bet. Tesla stock, since the start of 2019, has risen 350 times and dropped 301 times. The numbers for the S&P 500 are 376 up days and 275 down days. It makes some sense stocks rise more often than they fall, the stock market tends to go up over time.</p>\n<p>Tesla stock so far in 2021 is, essentially, flat. Shares have paused after an epic 743% gain in 2020.</p>\n<p><b>Corrections & Amplifications</b>:Tesla stock is flat in 2021. An earlier version of this article said it was flat in 2020.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Barely Budged Tuesday. Here’s What History Says Happens Next.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Barely Budged Tuesday. Here’s What History Says Happens Next.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 08:45 GMT+8 <a href=https://www.barrons.com/articles/tesla-stock-51628025871?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla stock continued its recent winning streak Tuesday, by the slimmest of margins—shares inched up just 7 cents. It’s very rare Tesla stock does nothing. And when it does nothing, it is actually a ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-51628025871?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-51628025871?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141615218","content_text":"Tesla stock continued its recent winning streak Tuesday, by the slimmest of margins—shares inched up just 7 cents. It’s very rare Tesla stock does nothing. And when it does nothing, it is actually a good sign for investors.\nTesla (ticker: TSLA) stock closed at $709.75, up 0.0099%. The S&P 500 and Dow Jones Industrial Average both closed up about 0.8%. Tesla stock has risen for five consecutive trading sessions, adding 10.1%.\nBetter than expected earnings appear to have catalyzed the jump. Shares dipped the day after reporting second-quarter numbers, but quickly recovered and have been higher since the July 28 report.\nWednesday could mean more gains for Tesla shareholders.Barron’sfound Tesla stock has moved less than 0.1%, up or down 9 times since the start of 2019—including Tuesday. It happens once every 70-or-so trading days. Six of the eight times prior to Tuesday, shares rose the following day by an average of 1.8%. The S&P 500 was flat, on average, on those days.\nPredicting one-day stock performance based on a prior day, frankly, isn’t great analysis. But Tesla, as ever, is a special case that gets endless scrutiny from Wall Street analysts, investors, and the press.\nAnd Tuesday was a slow news day for the world’s most valuable car company. Piper Sandler analyst Alexander Potter reviewed second-quarter numbers and Tesla’s quarterly filing in a research report, but not much changed.\n“Bottom line: We still really like this stock,” wrote Potter. He points out that Tesla is the number one EV brand in the U.S., the number two brand in China, and the number two brand in Europe. Potter maintained his Buy-rating and $1,200 price target—the highest target price on Wall Street.\nLooking at one-day performance trends is also an opportunity to remind investors that the chance a stock rises or falls on a given day is a little better than a coin flip—a 50/50 bet. Tesla stock, since the start of 2019, has risen 350 times and dropped 301 times. The numbers for the S&P 500 are 376 up days and 275 down days. It makes some sense stocks rise more often than they fall, the stock market tends to go up over time.\nTesla stock so far in 2021 is, essentially, flat. Shares have paused after an epic 743% gain in 2020.\nCorrections & Amplifications:Tesla stock is flat in 2021. An earlier version of this article said it was flat in 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952871221,"gmtCreate":1674652111564,"gmtModify":1676538950904,"author":{"id":"3576527174286528","authorId":"3576527174286528","name":"Pchk86","avatar":"https://static.tigerbbs.com/f9507b45dfa00b3fec756250834b19b4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576527174286528","authorIdStr":"3576527174286528"},"themes":[],"htmlText":"Rocket up NIO","listText":"Rocket up NIO","text":"Rocket up NIO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952871221","repostId":"2306177387","repostType":2,"repost":{"id":"2306177387","pubTimestamp":1674647730,"share":"https://ttm.financial/m/news/2306177387?lang=&edition=fundamental","pubTime":"2023-01-25 19:55","market":"sg","language":"en","title":"NIO: 50% Growth In The Cards","url":"https://stock-news.laohu8.com/highlight/detail?id=2306177387","media":"Seekingalpha","summary":"NIO (NYSE:NIO) ended FY22 with 122,486 deliveries after two record months in November and December c","content":"<html><head></head><body><p>NIO (NYSE:NIO) ended FY22 with 122,486 deliveries after two record months in November and December combined for nearly 30,000 units -- an annual 180,000 unit run rate. Looking ahead for 2023, differing EV market forecasts for China offer a bit of uncertainty around consumer demand and overall market growth, but the pieces are in place for NIO to potentially record 50% or higher delivery growth should demand remain firm for its models and production and covid-19 related headwinds ease.</p><h2>Chinese EV Market Outlook</h2><p>Forecasts for growth for the world's largest EV market offer some differing views for where the industry will end in 2023 -- the China Passenger Car Association is expecting growth of around 2.0 million vehicles to reach 8.5 million sales for the year, about 31% growth.</p><p>Other forecasts for growth suggest slightly lower growth to 8.4 million units on the basis that the EV "market is set to lose steam in 2023 as Beijing phases out cash subsidies and consumers shy away from big-ticket items over concerns about a gloomy economy." Subsidies phasing out could represent a major headwind to the market should consumer demand cut back as vehicles become relatively more expensive.</p><p>However, forecasts from UBS are suggesting "that passenger NEV sales would reach 8.8 million units in 2023, accounting for 38 percent of total passenger vehicle sales." This forecast sits about 4% higher than the CPCA's 8.5 million projection, seeing the renewed growth coming as "consumer confidence is restored and vehicle makers vie to launch new models."</p><p>So the main takeaway here is that the industry is widely projected to record at minimum 30% growth, to at least 8.3 million units, potentially up to 8.8 million or 8.9 million in upside forecasts.</p><p>Major Chinese OEMs are also targeting significant growth during 2023 -- Great Wall Motor (OTCPK:GWLLY) is aiming to launch 10 NEV models during the year to boost growth, Geely-backed Zeekr wants to double sales in 2023 to over 140,000 units, and Mercedes-Benz (OTCPK:MBGYY) is launching six models in the nation. For NIO, the question now circles back to growth -- will another ~30% y/y growth rate in deliveries be strong enough? Should Zeekr hit targets, it will be just 10k to 15k units shy of NIO with only two models, barely two years after launching sales -- this scenario would likely reflect poorly on NIO as it struggles against competitive pressure.</p><h2>Q4 Deliveries Hit A New High</h2><p>A very strong end to 2022 helped NIO reach new highs for Q4's deliveries, totaling 40,052 vehicles, +60% y/y. Q4 marked two consecutive quarters of greater that 26% sequential growth after Q3 broke past a 26k/quarter ceiling.</p><p>Essentially, NIO has quickly ramped up its average delivery run rate from around 8.5k per month up to 15k per month by the end of Q4, with November and December combining for just under 30k deliveries. However, maintaining this run rate is unlikely for the initial half of Q1 due to impacts from Lunar New Year affecting production and demand.</p><p></p><p><img src=\"https://static.tigerbbs.com/ef4f4031ffca0427f1cee4090a4aa5d4\" tg-width=\"603\" tg-height=\"378\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author calculations</p><p>The above graph shows NIO's quarterly delivery totals [blue] alongside sequential quarterly growth rates [orange] from Q2 2020 to the end of 2022. What's noticeable here is that sequential growth rates have picked back up towards late 2020's levels, bouncing off a decline in Q2 '22 after NIO had struggled for multiple quarters showing less than 5% sequential growth.</p><p>Resumption of ~26% q/q growth rates is a strong positive for shares moving forward, because it represents near-exponential scalability -- a 26% q/q rate for each quarter in FY23 would land at 293k units, or 140% y/y growth. Reining that in to a more manageable ~11% average sequential rate would project deliveries at 210k for FY23, or ~72% y/y growth. Reaching 72% y/y growth for 2023 would be a major accomplishment and a major recovery from 2022's 34% growth.</p><h2>Deliveries By Vehicle: A Red Flag?</h2><p>For the first time in December, sedan deliveries overtook SUV deliveries, with over 2.1k more sedans delivered during the month as SUVs dropped. Sedan deliveries have recorded a fifth straight month of growth, with a trajectory easily suggesting NIO could ramp above 10k/month rate during the early stages of FY23.</p><p>However, the delivery breakdown by vehicle is raising some red flags about growth possibilities -- NIO is heavily reliant on its newest models, the ET5 and ET7 (ES7) for growth.</p><p></p><p><img src=\"https://static.tigerbbs.com/3d10dc98ef01ae3aacd2569e7e177b93\" tg-width=\"546\" tg-height=\"368\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author calculations</p><p>Looking deeper into NIO's deliveries shows that ET5 contributed 48% of December's total deliveries, while the ET5 and ES7 [EL7] combined for over 74% of that total. Demand for the ET5 has been particularly high -- the model scaled from 221 units in September to nearly 7,600 by December, NIO's fastest ramp of its newest models.</p><p>This suggests that NIO is extremely concentrated and extremely reliant on these two new models to drive growth -- either demand for NIO's five older models has fallen substantially, or production has been reallocated to prioritize the two new models.</p><p>From a growth standpoint, the former would be a huge negative for NIO -- as rivals aim to turbocharge growth in 2023, demand destruction for NIO's long-standing models points to a more challenging growth picture with more EV models hitting the market. The latter scenario is not necessarily a positive or a negative, rather it offers a glimpse into how NIO could allocate production with up to five new models launched as capacity expands towards 30k/month.</p><h2>2023 Outlook</h2><p>Effectively handling industry headwinds and keeping fairly consistent production through the year (unlike April and Q3 2022) could put NIO on track to record 180k to 195k vehicles, or >50% y/y growth, for FY23. Capacity certainly supports such growth, as NeoPark's operations should provide the ability to reach a 20,000 to 25,000 units/month run rate. A five-year agreement with CATL will provide the necessary battery supply to support such growth.</p><p>Financially, there's still room to improve -- vehicle margins dipped slightly q/q in Q3 while gross margin rose slightly. Net losses widened 50.2% q/q as operating expenses, particularly R&D, jumped. EBITDA is moving farther into the red, with Q3 posting negative $484 million EBITDA compared to Q1 2021's negative $5.2 million.</p><p>With break-evens still far from view, as gross margin has fallen 700 bp y/y as of Q3 while operating expenses continue to rise, upside may be limited through FY23 even as deliveries are projected to rise 50% or more. At an initial revenue estimate of $13.8 billion and 3x EV/revenue multiple for FY23, shares could find meaningful upside to $27 should NIO execute accordingly and scale deliveries to 180,000 units or above, while also reversing a trend of growing losses.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: 50% Growth In The Cards</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: 50% Growth In The Cards\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 19:55 GMT+8 <a href=https://seekingalpha.com/article/4572174-nio-stock-50-percent-growth-expected-buy><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO (NYSE:NIO) ended FY22 with 122,486 deliveries after two record months in November and December combined for nearly 30,000 units -- an annual 180,000 unit run rate. Looking ahead for 2023, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4572174-nio-stock-50-percent-growth-expected-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4572174-nio-stock-50-percent-growth-expected-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306177387","content_text":"NIO (NYSE:NIO) ended FY22 with 122,486 deliveries after two record months in November and December combined for nearly 30,000 units -- an annual 180,000 unit run rate. Looking ahead for 2023, differing EV market forecasts for China offer a bit of uncertainty around consumer demand and overall market growth, but the pieces are in place for NIO to potentially record 50% or higher delivery growth should demand remain firm for its models and production and covid-19 related headwinds ease.Chinese EV Market OutlookForecasts for growth for the world's largest EV market offer some differing views for where the industry will end in 2023 -- the China Passenger Car Association is expecting growth of around 2.0 million vehicles to reach 8.5 million sales for the year, about 31% growth.Other forecasts for growth suggest slightly lower growth to 8.4 million units on the basis that the EV \"market is set to lose steam in 2023 as Beijing phases out cash subsidies and consumers shy away from big-ticket items over concerns about a gloomy economy.\" Subsidies phasing out could represent a major headwind to the market should consumer demand cut back as vehicles become relatively more expensive.However, forecasts from UBS are suggesting \"that passenger NEV sales would reach 8.8 million units in 2023, accounting for 38 percent of total passenger vehicle sales.\" This forecast sits about 4% higher than the CPCA's 8.5 million projection, seeing the renewed growth coming as \"consumer confidence is restored and vehicle makers vie to launch new models.\"So the main takeaway here is that the industry is widely projected to record at minimum 30% growth, to at least 8.3 million units, potentially up to 8.8 million or 8.9 million in upside forecasts.Major Chinese OEMs are also targeting significant growth during 2023 -- Great Wall Motor (OTCPK:GWLLY) is aiming to launch 10 NEV models during the year to boost growth, Geely-backed Zeekr wants to double sales in 2023 to over 140,000 units, and Mercedes-Benz (OTCPK:MBGYY) is launching six models in the nation. For NIO, the question now circles back to growth -- will another ~30% y/y growth rate in deliveries be strong enough? Should Zeekr hit targets, it will be just 10k to 15k units shy of NIO with only two models, barely two years after launching sales -- this scenario would likely reflect poorly on NIO as it struggles against competitive pressure.Q4 Deliveries Hit A New HighA very strong end to 2022 helped NIO reach new highs for Q4's deliveries, totaling 40,052 vehicles, +60% y/y. Q4 marked two consecutive quarters of greater that 26% sequential growth after Q3 broke past a 26k/quarter ceiling.Essentially, NIO has quickly ramped up its average delivery run rate from around 8.5k per month up to 15k per month by the end of Q4, with November and December combining for just under 30k deliveries. However, maintaining this run rate is unlikely for the initial half of Q1 due to impacts from Lunar New Year affecting production and demand.Author calculationsThe above graph shows NIO's quarterly delivery totals [blue] alongside sequential quarterly growth rates [orange] from Q2 2020 to the end of 2022. What's noticeable here is that sequential growth rates have picked back up towards late 2020's levels, bouncing off a decline in Q2 '22 after NIO had struggled for multiple quarters showing less than 5% sequential growth.Resumption of ~26% q/q growth rates is a strong positive for shares moving forward, because it represents near-exponential scalability -- a 26% q/q rate for each quarter in FY23 would land at 293k units, or 140% y/y growth. Reining that in to a more manageable ~11% average sequential rate would project deliveries at 210k for FY23, or ~72% y/y growth. Reaching 72% y/y growth for 2023 would be a major accomplishment and a major recovery from 2022's 34% growth.Deliveries By Vehicle: A Red Flag?For the first time in December, sedan deliveries overtook SUV deliveries, with over 2.1k more sedans delivered during the month as SUVs dropped. Sedan deliveries have recorded a fifth straight month of growth, with a trajectory easily suggesting NIO could ramp above 10k/month rate during the early stages of FY23.However, the delivery breakdown by vehicle is raising some red flags about growth possibilities -- NIO is heavily reliant on its newest models, the ET5 and ET7 (ES7) for growth.Author calculationsLooking deeper into NIO's deliveries shows that ET5 contributed 48% of December's total deliveries, while the ET5 and ES7 [EL7] combined for over 74% of that total. Demand for the ET5 has been particularly high -- the model scaled from 221 units in September to nearly 7,600 by December, NIO's fastest ramp of its newest models.This suggests that NIO is extremely concentrated and extremely reliant on these two new models to drive growth -- either demand for NIO's five older models has fallen substantially, or production has been reallocated to prioritize the two new models.From a growth standpoint, the former would be a huge negative for NIO -- as rivals aim to turbocharge growth in 2023, demand destruction for NIO's long-standing models points to a more challenging growth picture with more EV models hitting the market. The latter scenario is not necessarily a positive or a negative, rather it offers a glimpse into how NIO could allocate production with up to five new models launched as capacity expands towards 30k/month.2023 OutlookEffectively handling industry headwinds and keeping fairly consistent production through the year (unlike April and Q3 2022) could put NIO on track to record 180k to 195k vehicles, or >50% y/y growth, for FY23. Capacity certainly supports such growth, as NeoPark's operations should provide the ability to reach a 20,000 to 25,000 units/month run rate. A five-year agreement with CATL will provide the necessary battery supply to support such growth.Financially, there's still room to improve -- vehicle margins dipped slightly q/q in Q3 while gross margin rose slightly. Net losses widened 50.2% q/q as operating expenses, particularly R&D, jumped. EBITDA is moving farther into the red, with Q3 posting negative $484 million EBITDA compared to Q1 2021's negative $5.2 million.With break-evens still far from view, as gross margin has fallen 700 bp y/y as of Q3 while operating expenses continue to rise, upside may be limited through FY23 even as deliveries are projected to rise 50% or more. At an initial revenue estimate of $13.8 billion and 3x EV/revenue multiple for FY23, shares could find meaningful upside to $27 should NIO execute accordingly and scale deliveries to 180,000 units or above, while also reversing a trend of growing losses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109116618,"gmtCreate":1619672375634,"gmtModify":1704727780127,"author":{"id":"3576527174286528","authorId":"3576527174286528","name":"Pchk86","avatar":"https://static.tigerbbs.com/f9507b45dfa00b3fec756250834b19b4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576527174286528","authorIdStr":"3576527174286528"},"themes":[],"htmlText":"To the moon!! ","listText":"To the moon!! ","text":"To the moon!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109116618","repostId":"1183966356","repostType":2,"repost":{"id":"1183966356","pubTimestamp":1619665696,"share":"https://ttm.financial/m/news/1183966356?lang=&edition=fundamental","pubTime":"2021-04-29 11:08","market":"us","language":"en","title":"NIO Q1 2021 Earnings Report Preview: What to Look For","url":"https://stock-news.laohu8.com/highlight/detail?id=1183966356","media":"InvestoPedia","summary":"Analysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.Revenue is expected to soar on expanding vehicle sales.NIO Inc. , like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles . NIO's production stoppage in late March had little impact on the company's record ve","content":"<p>Focus on NIO vehicle deliveries</p>\n<p><b>KEY TAKEAWAYS</b></p>\n<ul>\n <li>Analysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.</li>\n <li>Vehicle deliveries, already announced, rose dramatically YOY.</li>\n <li>Revenue is expected to soar on expanding vehicle sales.</li>\n</ul>\n<p>NIO Inc. (NIO), like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles (EVs). NIO's production stoppage in late March had little impact on the company's record vehicle deliveries in Q1, but it could affect future production numbers.</p>\n<p>Investors will focus on how these forces affect NIO's immediate results, as well as its financial outlook, when the company reports earnings on April 29, 2021 for Q1 FY 2021.Analysts are expecting the company's loss per American depositary share (ADS) to narrow significantly as revenue expands at a rapid pace.</p>\n<p>Vehicle deliveries are another key metric investors watch in order to gauge the company's productive capacity. NIO already reported vehicle deliveries for the first quarter earlier this month, achieving a new quarterly record despite total deliveries coming in slightly below expectations.</p>\n<p>Shares of NIO have dramatically outperformed the broader market over the past year. But after reaching all-time highs earlier this year, the stock has fallen considerably and has been trading mostly sideways since early March. NIO's shares have provided investors with an astronomic total return of 1,171.9% over the past year, well above the S&P 500's total return of 45.5%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e1a915810ccbc7f07ec2adf16865b\" tg-width=\"3004\" tg-height=\"1798\"><span>Source: TradingView.</span></p>\n<p><b>NIO Earnings History</b></p>\n<p>The stock, which had been gathering downward momentum after peaking around mid-February, plunged following NIO's Q4 FY 2020 earnings report released at the beginning of March. The company reported a much larger loss per ADS than analysts expected and revenue also missed estimates. However, NIO's loss narrowed considerably compared to the year-ago quarter and revenue was still up 133.2%.The company was optimistic about its performance, noting that its gross margin rose to 17.2% compared to negative 8.9% in the year-ago quarter.</p>\n<p>In Q3 FY 2020, NIO posted a loss per ADS of 0.98 yuan ($0.15 as of the CNY/USD exchange rate on April 27, 2021).It was the smallest loss in at least 11 quarters. Revenue rose 146.4%, maintaining the pace of growth achieved in the second quarter.NIO said it delivered a record number of vehicles and saw improvements in its average selling price. The company also said that it was the second straight quarter of positive cash flow from operating activities.</p>\n<p>Analysts expect continued improvement in NIO's financial results in Q1 FY 2021. While NIO is still expected to post another loss per ADS, it is estimated to be the lowest in at least 14 quarters. Revenue for the quarter is forecast to rise 446.1%, which would be the fastest pace since Q2 FY 2019. For full-year FY 2021, analysts are currently expecting NIO to achieve a loss of 2.72 yuan per ADS, which would be the smallest loss in at least five years. Revenue is expected to rise 109.7%, a faster pace than in each of the last two years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d412a9c0aea28621f713f5afbfba444c\" tg-width=\"885\" tg-height=\"352\"><span>Source: Visible Alpha; NIO Inc.</span></p>\n<p><b>The Key Metric</b></p>\n<p>As mentioned above, investors are also watching the number of vehicles NIO delivers each quarter. NIO generates some revenue from various services it provides, but the majority of revenue is derived from vehicle sales.Currently, the company makes deliveries of three types of vehicles: the ES8, the company's 6-seater and 7-seater flagship premium smart electric SUV; the ES6, the company’s 5-seater high-performance premium smart electric SUV; and the EC6, the company’s 5-seater premium electric coupe SUV.The number of vehicle deliveries provides an indication of the demand for NIO's vehicles as well as the company's ability to scale production.</p>\n<p>NIO has significantly ramped up its production over the past few years. The company delivered 11,350 vehicles in FY 2018. In FY 2020, it had nearly quadrupled that figure, delivering 43,730 vehicles. Despite a slowdown in Q1 FY 2020 amid the COVID-19 pandemic, NIO quickly made up for the Q1 drop in deliveries with a 190.8% year-over-year increase in Q2 FY 2020. Total vehicle delivery growth decelerated to 154.3% in Q3 and then to 111.0% in Q4. However, vehicle deliveries rose 423.0% in Q1 FY 2021, hitting a new quarterly record, as mentioned above. For full-year FY 2021, analysts are forecasting NIO to deliver 88,280 vehicles, which would be more than double last year's total deliveries. However, NIO warned investors in early March that the global chip shortage is likely to cut its production capacity, at least in the second quarter.</p>","source":"lsy1606203311635","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Q1 2021 Earnings Report Preview: What to Look For</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Q1 2021 Earnings Report Preview: What to Look For\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 11:08 GMT+8 <a href=https://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991><strong>InvestoPedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Focus on NIO vehicle deliveries\nKEY TAKEAWAYS\n\nAnalysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.\nVehicle deliveries, already announced, rose dramatically YOY.\nRevenue is ...</p>\n\n<a href=\"https://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183966356","content_text":"Focus on NIO vehicle deliveries\nKEY TAKEAWAYS\n\nAnalysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.\nVehicle deliveries, already announced, rose dramatically YOY.\nRevenue is expected to soar on expanding vehicle sales.\n\nNIO Inc. (NIO), like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles (EVs). NIO's production stoppage in late March had little impact on the company's record vehicle deliveries in Q1, but it could affect future production numbers.\nInvestors will focus on how these forces affect NIO's immediate results, as well as its financial outlook, when the company reports earnings on April 29, 2021 for Q1 FY 2021.Analysts are expecting the company's loss per American depositary share (ADS) to narrow significantly as revenue expands at a rapid pace.\nVehicle deliveries are another key metric investors watch in order to gauge the company's productive capacity. NIO already reported vehicle deliveries for the first quarter earlier this month, achieving a new quarterly record despite total deliveries coming in slightly below expectations.\nShares of NIO have dramatically outperformed the broader market over the past year. But after reaching all-time highs earlier this year, the stock has fallen considerably and has been trading mostly sideways since early March. NIO's shares have provided investors with an astronomic total return of 1,171.9% over the past year, well above the S&P 500's total return of 45.5%.\nSource: TradingView.\nNIO Earnings History\nThe stock, which had been gathering downward momentum after peaking around mid-February, plunged following NIO's Q4 FY 2020 earnings report released at the beginning of March. The company reported a much larger loss per ADS than analysts expected and revenue also missed estimates. However, NIO's loss narrowed considerably compared to the year-ago quarter and revenue was still up 133.2%.The company was optimistic about its performance, noting that its gross margin rose to 17.2% compared to negative 8.9% in the year-ago quarter.\nIn Q3 FY 2020, NIO posted a loss per ADS of 0.98 yuan ($0.15 as of the CNY/USD exchange rate on April 27, 2021).It was the smallest loss in at least 11 quarters. Revenue rose 146.4%, maintaining the pace of growth achieved in the second quarter.NIO said it delivered a record number of vehicles and saw improvements in its average selling price. The company also said that it was the second straight quarter of positive cash flow from operating activities.\nAnalysts expect continued improvement in NIO's financial results in Q1 FY 2021. While NIO is still expected to post another loss per ADS, it is estimated to be the lowest in at least 14 quarters. Revenue for the quarter is forecast to rise 446.1%, which would be the fastest pace since Q2 FY 2019. For full-year FY 2021, analysts are currently expecting NIO to achieve a loss of 2.72 yuan per ADS, which would be the smallest loss in at least five years. Revenue is expected to rise 109.7%, a faster pace than in each of the last two years.\nSource: Visible Alpha; NIO Inc.\nThe Key Metric\nAs mentioned above, investors are also watching the number of vehicles NIO delivers each quarter. NIO generates some revenue from various services it provides, but the majority of revenue is derived from vehicle sales.Currently, the company makes deliveries of three types of vehicles: the ES8, the company's 6-seater and 7-seater flagship premium smart electric SUV; the ES6, the company’s 5-seater high-performance premium smart electric SUV; and the EC6, the company’s 5-seater premium electric coupe SUV.The number of vehicle deliveries provides an indication of the demand for NIO's vehicles as well as the company's ability to scale production.\nNIO has significantly ramped up its production over the past few years. The company delivered 11,350 vehicles in FY 2018. In FY 2020, it had nearly quadrupled that figure, delivering 43,730 vehicles. Despite a slowdown in Q1 FY 2020 amid the COVID-19 pandemic, NIO quickly made up for the Q1 drop in deliveries with a 190.8% year-over-year increase in Q2 FY 2020. Total vehicle delivery growth decelerated to 154.3% in Q3 and then to 111.0% in Q4. However, vehicle deliveries rose 423.0% in Q1 FY 2021, hitting a new quarterly record, as mentioned above. For full-year FY 2021, analysts are forecasting NIO to deliver 88,280 vehicles, which would be more than double last year's total deliveries. However, NIO warned investors in early March that the global chip shortage is likely to cut its production capacity, at least in the second quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007946264,"gmtCreate":1642754819354,"gmtModify":1676533743157,"author":{"id":"3576527174286528","authorId":"3576527174286528","name":"Pchk86","avatar":"https://static.tigerbbs.com/f9507b45dfa00b3fec756250834b19b4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576527174286528","authorIdStr":"3576527174286528"},"themes":[],"htmlText":"Looking forward!!","listText":"Looking forward!!","text":"Looking forward!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007946264","repostId":"1121102846","repostType":2,"repost":{"id":"1121102846","pubTimestamp":1642744306,"share":"https://ttm.financial/m/news/1121102846?lang=&edition=fundamental","pubTime":"2022-01-21 13:51","market":"us","language":"en","title":"Nio Has Big Plans for 2022, But the Nio Stock Recovery Might Take Longer","url":"https://stock-news.laohu8.com/highlight/detail?id=1121102846","media":"investorplace","summary":"Investors in the Chinese electric vehicle (EV) group Nio (NYSE:NIO) stock have been scratching their","content":"<html><head></head><body><p>Investors in the Chinese electric vehicle (EV) group Nio (NYSE:NIO) stock have been scratching their heads amidst the year-long decline. On Feb. 10, 2021, NIO stock hit a peak of $64.60 — a price that is now in the rearview mirror.</p><p>Then, Nio shares saw a 52-week low of $27.52 in late December and closed at $29.12 on Jan. 20, down 48% in the last 12 months and 4.5% year-to-date (YTD). By comparison, the S&P Kensho Electric Vehicles Index has dropped 21.6% in the past 52 weeks and 6.8% YTD.</p><p>Despite the decline in shares of many EV names, the industry is growing. For instance, new-energy vehicles (NEV) sales in China, the largest EV market in the world, is expected to exceed 5 million units in 2022. And EV sales should comprise over 30% of the nation’s auto market, reaching at least 7 million units, by 2025.</p><p>Meanwhile, Chinese authorities are reducing EV subsidies for 2022 and will withdraw them completely in 2023. Moreover, the government has recently removed a long-standing mandate and now allows for “full foreign ownership of passenger car manufacturing” in China.</p><p>Puzzled by the extended downtrend, investors of NIO stock wonder what could be in store for the company in 2022. Despite the positive industry outlook, fierce competition and stringent regulations could create further headwinds for NIO. Thus, investors might want to wait on the sidelines for the short-term.</p><p><b>Nio’s Q3 Performance</b></p><p>Founded in 2014, the China-based EV group Nio aims to differentiate itself through its battery swapping solutions, Battery as a Service (BaaS) and Autonomous Driving as a Service (ADaaS).</p><p>Management issued Q3 financial results in early November. Revenue soared 116.6% year-over-year (YoY) to 9,805.3 million RMB, or $1.5 billion. Total EV deliveries reached 24,439 vehicles, up 100.2% compared to year-ago quarter.</p><p>Net loss attributable to NIO’s ordinary shareholders came in at 2.86 billion RMB (or $443.7 million). It went up by over 140%, mainly due to the increase in operating expenses. Cash and equivalents were 47 billion RMB, or $7.3 billion at quarter end.</p><p>On these metrics, CEO William Bin Li said, “Despite the continued supply chain volatilities, our teams and partners are working closely together to secure the supply and production for the fourth quarter of 2021.”</p><p>Meanwhile, recent delivery figures point to a record delivery of 25,034 vehicles in Q4, up 44.3% YOY. Total deliveries ended 2021 with 91,429 vehicles, up 109.1% YOY. Nio is expected to report Q4 earnings in late February.</p><p><b>Adding NIO Stock to Portfolios</b></p><p>Among 26 analysts polled, NIO stock has a consensus buy rating. Also, the consensus of 25 analysts for a 12-month median price target stands around $58.43, implying an upside potential of 95% from current levels. The 12-month price estimates for the stock range between $37.74 and $87.64.</p><p>Its trailing price-to-book (P/B) and price-to-sales (P/S) ratios stand at 11.9 and 8.5, respectively. By comparison, these metrics for Tesla (NASDAQ:TSLA) are a P/B of 37.8 and a P/S of 24.7.</p><p>Put another way, despite the recent decline, NIO shares still look frothy by traditional valuation metrics. The same holds true for TSLA stock as well.</p><p>Yet the company gets significant attention due to its growth potential. Thus, despite the ongoing negative market sentiment, investors might want to keep the stock on their radars with a view to buy around $29, or even below.</p><p>Meanwhile, interested readers could also consider investing in an exchange-traded fund (ETF) that also holds NIO stock. Examples include the First Trust NASDAQ Clean Edge Green Energy Index Fund (NASDAQ:QCLN), the Invesco PureBeta FTSE Emerging Markets ETF (BATS:PBEE), the KraneShares MSCI China Clean Technology ETF (NYSEARCA:KGRN) or the VanEck Vectors Low Carbon Energy ETF (NYSEARCA:SMOG).</p><p><b>Bottom Line on NIO Stock</b></p><p>Currently, NIO is one of the top-selling EV manufacturers in China. It sells a number of car models including a coupe sports car and three SUV models. Since last September, Nio has been selling its ES8 model in Norway as well. The company plans to expand into five more countries in Europe in 2022 and more than 25 countries worldwide by 2025.</p><p>Also, this year management is launching two new models. The luxury sedan ET7, will be available for orders as of Jan. 20. Deliveries are expected to start by late-March. The other new model, the ET5, is a midsize premium smart electric sedan. Deliveries are anticipated to commence in September 2022.</p><p>As part of these expansion plans, a second manufacturing plant is being built at NeoPark in Hefei. The facility, which will help meet the growing demand, is expected to become operational around September 2022.</p><p>In summary, Nio has a solid product line and offers tangible growth strategies. However, NIO shares could continue to come under pressure in 2022, in part due to tougher competition, higher operational costs and regulatory risks. Given the upcoming tightening moves by the Federal Reserve, investors are also taking money off the table. Therefore, NIO stock could easily continue to slip further below $30. Long-term investors might still need to be patient.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Has Big Plans for 2022, But the Nio Stock Recovery Might Take Longer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Has Big Plans for 2022, But the Nio Stock Recovery Might Take Longer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-21 13:51 GMT+8 <a href=https://investorplace.com/2022/01/nio-has-big-plans-for-2022-but-the-nio-stock-recovery-might-take-longer/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors in the Chinese electric vehicle (EV) group Nio (NYSE:NIO) stock have been scratching their heads amidst the year-long decline. On Feb. 10, 2021, NIO stock hit a peak of $64.60 — a price that...</p>\n\n<a href=\"https://investorplace.com/2022/01/nio-has-big-plans-for-2022-but-the-nio-stock-recovery-might-take-longer/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2022/01/nio-has-big-plans-for-2022-but-the-nio-stock-recovery-might-take-longer/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121102846","content_text":"Investors in the Chinese electric vehicle (EV) group Nio (NYSE:NIO) stock have been scratching their heads amidst the year-long decline. On Feb. 10, 2021, NIO stock hit a peak of $64.60 — a price that is now in the rearview mirror.Then, Nio shares saw a 52-week low of $27.52 in late December and closed at $29.12 on Jan. 20, down 48% in the last 12 months and 4.5% year-to-date (YTD). By comparison, the S&P Kensho Electric Vehicles Index has dropped 21.6% in the past 52 weeks and 6.8% YTD.Despite the decline in shares of many EV names, the industry is growing. For instance, new-energy vehicles (NEV) sales in China, the largest EV market in the world, is expected to exceed 5 million units in 2022. And EV sales should comprise over 30% of the nation’s auto market, reaching at least 7 million units, by 2025.Meanwhile, Chinese authorities are reducing EV subsidies for 2022 and will withdraw them completely in 2023. Moreover, the government has recently removed a long-standing mandate and now allows for “full foreign ownership of passenger car manufacturing” in China.Puzzled by the extended downtrend, investors of NIO stock wonder what could be in store for the company in 2022. Despite the positive industry outlook, fierce competition and stringent regulations could create further headwinds for NIO. Thus, investors might want to wait on the sidelines for the short-term.Nio’s Q3 PerformanceFounded in 2014, the China-based EV group Nio aims to differentiate itself through its battery swapping solutions, Battery as a Service (BaaS) and Autonomous Driving as a Service (ADaaS).Management issued Q3 financial results in early November. Revenue soared 116.6% year-over-year (YoY) to 9,805.3 million RMB, or $1.5 billion. Total EV deliveries reached 24,439 vehicles, up 100.2% compared to year-ago quarter.Net loss attributable to NIO’s ordinary shareholders came in at 2.86 billion RMB (or $443.7 million). It went up by over 140%, mainly due to the increase in operating expenses. Cash and equivalents were 47 billion RMB, or $7.3 billion at quarter end.On these metrics, CEO William Bin Li said, “Despite the continued supply chain volatilities, our teams and partners are working closely together to secure the supply and production for the fourth quarter of 2021.”Meanwhile, recent delivery figures point to a record delivery of 25,034 vehicles in Q4, up 44.3% YOY. Total deliveries ended 2021 with 91,429 vehicles, up 109.1% YOY. Nio is expected to report Q4 earnings in late February.Adding NIO Stock to PortfoliosAmong 26 analysts polled, NIO stock has a consensus buy rating. Also, the consensus of 25 analysts for a 12-month median price target stands around $58.43, implying an upside potential of 95% from current levels. The 12-month price estimates for the stock range between $37.74 and $87.64.Its trailing price-to-book (P/B) and price-to-sales (P/S) ratios stand at 11.9 and 8.5, respectively. By comparison, these metrics for Tesla (NASDAQ:TSLA) are a P/B of 37.8 and a P/S of 24.7.Put another way, despite the recent decline, NIO shares still look frothy by traditional valuation metrics. The same holds true for TSLA stock as well.Yet the company gets significant attention due to its growth potential. Thus, despite the ongoing negative market sentiment, investors might want to keep the stock on their radars with a view to buy around $29, or even below.Meanwhile, interested readers could also consider investing in an exchange-traded fund (ETF) that also holds NIO stock. Examples include the First Trust NASDAQ Clean Edge Green Energy Index Fund (NASDAQ:QCLN), the Invesco PureBeta FTSE Emerging Markets ETF (BATS:PBEE), the KraneShares MSCI China Clean Technology ETF (NYSEARCA:KGRN) or the VanEck Vectors Low Carbon Energy ETF (NYSEARCA:SMOG).Bottom Line on NIO StockCurrently, NIO is one of the top-selling EV manufacturers in China. It sells a number of car models including a coupe sports car and three SUV models. Since last September, Nio has been selling its ES8 model in Norway as well. The company plans to expand into five more countries in Europe in 2022 and more than 25 countries worldwide by 2025.Also, this year management is launching two new models. The luxury sedan ET7, will be available for orders as of Jan. 20. Deliveries are expected to start by late-March. The other new model, the ET5, is a midsize premium smart electric sedan. Deliveries are anticipated to commence in September 2022.As part of these expansion plans, a second manufacturing plant is being built at NeoPark in Hefei. The facility, which will help meet the growing demand, is expected to become operational around September 2022.In summary, Nio has a solid product line and offers tangible growth strategies. However, NIO shares could continue to come under pressure in 2022, in part due to tougher competition, higher operational costs and regulatory risks. Given the upcoming tightening moves by the Federal Reserve, investors are also taking money off the table. Therefore, NIO stock could easily continue to slip further below $30. Long-term investors might still need to be patient.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121249276,"gmtCreate":1624467440595,"gmtModify":1703837753421,"author":{"id":"3576527174286528","authorId":"3576527174286528","name":"Pchk86","avatar":"https://static.tigerbbs.com/f9507b45dfa00b3fec756250834b19b4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576527174286528","authorIdStr":"3576527174286528"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Up up to the moon!! ","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Up up to the moon!! ","text":"$NIO Inc.(NIO)$Up up to the moon!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121249276","isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341528882,"gmtCreate":1617841644646,"gmtModify":1704703763806,"author":{"id":"3576527174286528","authorId":"3576527174286528","name":"Pchk86","avatar":"https://static.tigerbbs.com/f9507b45dfa00b3fec756250834b19b4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576527174286528","authorIdStr":"3576527174286528"},"themes":[],"htmlText":"Hope it go up soon","listText":"Hope it go up soon","text":"Hope it go up soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341528882","repostId":"1188368649","repostType":2,"repost":{"id":"1188368649","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1617670773,"share":"https://ttm.financial/m/news/1188368649?lang=&edition=fundamental","pubTime":"2021-04-06 08:59","market":"us","language":"en","title":"Electric Vehicle Showdown: Tesla Vs. Nio Vs. XPeng Vs. Li Auto — How Q1 Deliveries Stacked Up","url":"https://stock-news.laohu8.com/highlight/detail?id=1188368649","media":"Benzinga","summary":"The quarterly scorecards for the electric vehicle manufacturers are in and despite industry-wide constraints and macroeconomic handicaps, performances for the month of March, as well as the first quarter, have been strong.Here's a comparative take on first-quarter deliveries of Tesla, Inc.TSLA 4.43%and the Chinese EV playersLi Auto Inc.LI 1.23%,XPeng Inc.XPEV 2.57%andNIO LimitedNIO 0.87%:. XPeng, which has a SUV named G3 and a sedan named P7, said its first-quarter deliveries totaled 13,340. Thi","content":"<p>The quarterly scorecards for the electric vehicle manufacturers are in and despite industry-wide constraints and macroeconomic handicaps, performances for the month of March, as well as the first quarter, have been strong.</p>\n<p>Here's a comparative take on first-quarter deliveries of <b>Tesla, Inc.</b>TSLA 4.43%and the Chinese EV players<b>Li Auto Inc.</b>LI 1.23%,<b>XPeng Inc.</b>XPEV 2.57%and<b>NIO Limited</b>NIO 0.87%:</p>\n<p><b>Q1 EV Scorecard:</b>Tesladelivered184,800 vehicles in the first quarter, with 99% of these being Model 3/Y vehicles. This represented a 2.3% quarterly increase and a 109% year-over-year jump.</p>\n<p>In comparison, Nio's first-quarter deliveries jumped 423% year-over-year to 20,060 vehicles. This represented a 15.6% quarter-over-quarter increase. The company currently sells three SUV models, namely ES6, ES8 and EC6.</p>\n<p>XPeng, which has a SUV named G3 and a sedan named P7, said its first-quarter deliveries totaled 13,340. This represents 487% year-over-year growth and a 2.9% quarter-over-quarter rise.</p>\n<p>Li Auto, which sells Li ONE SUV, reported deliveries of 12,579 for the first quarter, a climb of 334.4% from last year. On a quarter-over-quarter basis, deliveries fell 13%.</p>\n<p><img src=\"https://static.tigerbbs.com/f3b0fedd727db600b525c682d2a1b09a\" tg-width=\"603\" tg-height=\"182\">For Nio and Xpeng,quarterly performancesrepresented the biggest ever on record.</p>\n<p><b>Takeaways:</b>Going by absolute numbers, Tesla by far is the largest player in the EV arena. Nio's first-quarter deliveries were roughly 11% of what Tesla sold in the quarter. The EV market is turning out to be a crowded field with legacy automakers, pure-play EV companies, as well as tech companies, all flexing their muscles.</p>\n<p>Against this backdrop, the market is likely to get more fragmented than ever before, and incumbents will have a true challenge in maintaining or growing their share. The first-mover advantage has placed Tesla in a dominant position in the market, which others might find too difficult to challenge.</p>\n<p>However, Nio stands out in terms of growth. The company managed to grow decently both on a year-over-year and quarter-over-quarter basis.</p>\n<p><b>Looking Forward:</b>Sell-side is largely bullish on the EV industry as a whole. The Biden Administration's EV commitment and brisk demand in China and Europe are likely to propel the EV sector into a \"Golden Age,\" with a new auto supply of OEMs, battery, recycling, commercial vehicles, trucks and fleet conversions being built over the next decade, Wedbush's Daniel Ives said in a recent note.For Nio and Xpeng,quarterly performancesrepresented the biggest ever on record.</p>\n<p><b>Takeaways:</b>Going by absolute numbers, Tesla by far is the largest player in the EV arena. Nio's first-quarter deliveries were roughly 11% of what Tesla sold in the quarter. The EV market is turning out to be a crowded field with legacy automakers, pure-play EV companies, as well as tech companies, all flexing their muscles.</p>\n<p>Against this backdrop, the market is likely to get more fragmented than ever before, and incumbents will have a true challenge in maintaining or growing their share. The first-mover advantage has placed Tesla in a dominant position in the market, which others might find too difficult to challenge.</p>\n<p>However, Nio stands out in terms of growth. The company managed to grow decently both on a year-over-year and quarter-over-quarter basis.</p>\n<p><b>Looking Forward:</b>Sell-side is largely bullish on the EV industry as a whole. The Biden Administration's EV commitment and brisk demand in China and Europe are likely to propel the EV sector into a \"Golden Age,\" with a new auto supply of OEMs, battery, recycling, commercial vehicles, trucks and fleet conversions being built over the next decade, Wedbush's Daniel Ives said in a recent note.</p>\n<p>The analyst sees EV stocks moving 30-40% higher the rest of the year as the Street further digests this transformational growth on the horizon.</p>\n<p>Those firms which pursue innovation in technology and services, are customer-centric and provide value for buyers will leave the others behind in this \"hot-and-happening\" market.</p>\n<p><b>EV Price Action:</b>Reacting to the quarterly numbers, Tesla shares were up 4.43% to $691.05. Nio and XPeng and Li Auto shares are lower following Thursday's upside in reaction to their numbers.</p>\n<p>Nio was down 0.88% to $39.31, XPeng was down 2.54% to $36.01 and Li Auto was down 1.23% to $24.94.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Electric Vehicle Showdown: Tesla Vs. Nio Vs. XPeng Vs. Li Auto — How Q1 Deliveries Stacked Up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElectric Vehicle Showdown: Tesla Vs. Nio Vs. XPeng Vs. Li Auto — How Q1 Deliveries Stacked Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-04-06 08:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>The quarterly scorecards for the electric vehicle manufacturers are in and despite industry-wide constraints and macroeconomic handicaps, performances for the month of March, as well as the first quarter, have been strong.</p>\n<p>Here's a comparative take on first-quarter deliveries of <b>Tesla, Inc.</b>TSLA 4.43%and the Chinese EV players<b>Li Auto Inc.</b>LI 1.23%,<b>XPeng Inc.</b>XPEV 2.57%and<b>NIO Limited</b>NIO 0.87%:</p>\n<p><b>Q1 EV Scorecard:</b>Tesladelivered184,800 vehicles in the first quarter, with 99% of these being Model 3/Y vehicles. This represented a 2.3% quarterly increase and a 109% year-over-year jump.</p>\n<p>In comparison, Nio's first-quarter deliveries jumped 423% year-over-year to 20,060 vehicles. This represented a 15.6% quarter-over-quarter increase. The company currently sells three SUV models, namely ES6, ES8 and EC6.</p>\n<p>XPeng, which has a SUV named G3 and a sedan named P7, said its first-quarter deliveries totaled 13,340. This represents 487% year-over-year growth and a 2.9% quarter-over-quarter rise.</p>\n<p>Li Auto, which sells Li ONE SUV, reported deliveries of 12,579 for the first quarter, a climb of 334.4% from last year. On a quarter-over-quarter basis, deliveries fell 13%.</p>\n<p><img src=\"https://static.tigerbbs.com/f3b0fedd727db600b525c682d2a1b09a\" tg-width=\"603\" tg-height=\"182\">For Nio and Xpeng,quarterly performancesrepresented the biggest ever on record.</p>\n<p><b>Takeaways:</b>Going by absolute numbers, Tesla by far is the largest player in the EV arena. Nio's first-quarter deliveries were roughly 11% of what Tesla sold in the quarter. The EV market is turning out to be a crowded field with legacy automakers, pure-play EV companies, as well as tech companies, all flexing their muscles.</p>\n<p>Against this backdrop, the market is likely to get more fragmented than ever before, and incumbents will have a true challenge in maintaining or growing their share. The first-mover advantage has placed Tesla in a dominant position in the market, which others might find too difficult to challenge.</p>\n<p>However, Nio stands out in terms of growth. The company managed to grow decently both on a year-over-year and quarter-over-quarter basis.</p>\n<p><b>Looking Forward:</b>Sell-side is largely bullish on the EV industry as a whole. The Biden Administration's EV commitment and brisk demand in China and Europe are likely to propel the EV sector into a \"Golden Age,\" with a new auto supply of OEMs, battery, recycling, commercial vehicles, trucks and fleet conversions being built over the next decade, Wedbush's Daniel Ives said in a recent note.For Nio and Xpeng,quarterly performancesrepresented the biggest ever on record.</p>\n<p><b>Takeaways:</b>Going by absolute numbers, Tesla by far is the largest player in the EV arena. Nio's first-quarter deliveries were roughly 11% of what Tesla sold in the quarter. The EV market is turning out to be a crowded field with legacy automakers, pure-play EV companies, as well as tech companies, all flexing their muscles.</p>\n<p>Against this backdrop, the market is likely to get more fragmented than ever before, and incumbents will have a true challenge in maintaining or growing their share. The first-mover advantage has placed Tesla in a dominant position in the market, which others might find too difficult to challenge.</p>\n<p>However, Nio stands out in terms of growth. The company managed to grow decently both on a year-over-year and quarter-over-quarter basis.</p>\n<p><b>Looking Forward:</b>Sell-side is largely bullish on the EV industry as a whole. The Biden Administration's EV commitment and brisk demand in China and Europe are likely to propel the EV sector into a \"Golden Age,\" with a new auto supply of OEMs, battery, recycling, commercial vehicles, trucks and fleet conversions being built over the next decade, Wedbush's Daniel Ives said in a recent note.</p>\n<p>The analyst sees EV stocks moving 30-40% higher the rest of the year as the Street further digests this transformational growth on the horizon.</p>\n<p>Those firms which pursue innovation in technology and services, are customer-centric and provide value for buyers will leave the others behind in this \"hot-and-happening\" market.</p>\n<p><b>EV Price Action:</b>Reacting to the quarterly numbers, Tesla shares were up 4.43% to $691.05. Nio and XPeng and Li Auto shares are lower following Thursday's upside in reaction to their numbers.</p>\n<p>Nio was down 0.88% to $39.31, XPeng was down 2.54% to $36.01 and Li Auto was down 1.23% to $24.94.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏汽车","LI":"理想汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188368649","content_text":"The quarterly scorecards for the electric vehicle manufacturers are in and despite industry-wide constraints and macroeconomic handicaps, performances for the month of March, as well as the first quarter, have been strong.\nHere's a comparative take on first-quarter deliveries of Tesla, Inc.TSLA 4.43%and the Chinese EV playersLi Auto Inc.LI 1.23%,XPeng Inc.XPEV 2.57%andNIO LimitedNIO 0.87%:\nQ1 EV Scorecard:Tesladelivered184,800 vehicles in the first quarter, with 99% of these being Model 3/Y vehicles. This represented a 2.3% quarterly increase and a 109% year-over-year jump.\nIn comparison, Nio's first-quarter deliveries jumped 423% year-over-year to 20,060 vehicles. This represented a 15.6% quarter-over-quarter increase. The company currently sells three SUV models, namely ES6, ES8 and EC6.\nXPeng, which has a SUV named G3 and a sedan named P7, said its first-quarter deliveries totaled 13,340. This represents 487% year-over-year growth and a 2.9% quarter-over-quarter rise.\nLi Auto, which sells Li ONE SUV, reported deliveries of 12,579 for the first quarter, a climb of 334.4% from last year. On a quarter-over-quarter basis, deliveries fell 13%.\nFor Nio and Xpeng,quarterly performancesrepresented the biggest ever on record.\nTakeaways:Going by absolute numbers, Tesla by far is the largest player in the EV arena. Nio's first-quarter deliveries were roughly 11% of what Tesla sold in the quarter. The EV market is turning out to be a crowded field with legacy automakers, pure-play EV companies, as well as tech companies, all flexing their muscles.\nAgainst this backdrop, the market is likely to get more fragmented than ever before, and incumbents will have a true challenge in maintaining or growing their share. The first-mover advantage has placed Tesla in a dominant position in the market, which others might find too difficult to challenge.\nHowever, Nio stands out in terms of growth. The company managed to grow decently both on a year-over-year and quarter-over-quarter basis.\nLooking Forward:Sell-side is largely bullish on the EV industry as a whole. The Biden Administration's EV commitment and brisk demand in China and Europe are likely to propel the EV sector into a \"Golden Age,\" with a new auto supply of OEMs, battery, recycling, commercial vehicles, trucks and fleet conversions being built over the next decade, Wedbush's Daniel Ives said in a recent note.For Nio and Xpeng,quarterly performancesrepresented the biggest ever on record.\nTakeaways:Going by absolute numbers, Tesla by far is the largest player in the EV arena. Nio's first-quarter deliveries were roughly 11% of what Tesla sold in the quarter. The EV market is turning out to be a crowded field with legacy automakers, pure-play EV companies, as well as tech companies, all flexing their muscles.\nAgainst this backdrop, the market is likely to get more fragmented than ever before, and incumbents will have a true challenge in maintaining or growing their share. The first-mover advantage has placed Tesla in a dominant position in the market, which others might find too difficult to challenge.\nHowever, Nio stands out in terms of growth. The company managed to grow decently both on a year-over-year and quarter-over-quarter basis.\nLooking Forward:Sell-side is largely bullish on the EV industry as a whole. The Biden Administration's EV commitment and brisk demand in China and Europe are likely to propel the EV sector into a \"Golden Age,\" with a new auto supply of OEMs, battery, recycling, commercial vehicles, trucks and fleet conversions being built over the next decade, Wedbush's Daniel Ives said in a recent note.\nThe analyst sees EV stocks moving 30-40% higher the rest of the year as the Street further digests this transformational growth on the horizon.\nThose firms which pursue innovation in technology and services, are customer-centric and provide value for buyers will leave the others behind in this \"hot-and-happening\" market.\nEV Price Action:Reacting to the quarterly numbers, Tesla shares were up 4.43% to $691.05. Nio and XPeng and Li Auto shares are lower following Thursday's upside in reaction to their numbers.\nNio was down 0.88% to $39.31, XPeng was down 2.54% to $36.01 and Li Auto was down 1.23% to $24.94.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382289822,"gmtCreate":1613451727566,"gmtModify":1704880609125,"author":{"id":"3576527174286528","authorId":"3576527174286528","name":"Pchk86","avatar":"https://static.tigerbbs.com/f9507b45dfa00b3fec756250834b19b4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576527174286528","authorIdStr":"3576527174286528"},"themes":[],"htmlText":"Cool..","listText":"Cool..","text":"Cool..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382289822","repostId":"2110026963","repostType":4,"repost":{"id":"2110026963","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1613109422,"share":"https://ttm.financial/m/news/2110026963?lang=&edition=fundamental","pubTime":"2021-02-12 13:57","market":"us","language":"en","title":"Here's the formula for spotting genuinely undervalued companies, claims this investment house","url":"https://stock-news.laohu8.com/highlight/detail?id=2110026963","media":"Dow Jones","summary":"The growth stock vs. value stock dichotomy doesn't make sense, says ValuAnalysis. For most of 2020, investors poured money into names like online retailer Amazon $$, electric-car maker Tesla $$, and e-commerce platform Shopify -- \"growth\" stocks that kept indexes afloat in a turbulent year that hammered share prices across the board.But when news broke in early November 2020 that drug company Pfizer $$ and its partner BioNTech $$ had developed an effective vaccine against COVID-19, something pro","content":"<p>MW Here's the formula for spotting genuinely undervalued companies, claims this investment house</p>\n<p>The growth stock vs. value stock dichotomy doesn't make sense, says ValuAnalysis</p>\n<p>For most of 2020, investors poured money into names like online retailer Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, electric-car maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, and e-commerce platform Shopify (SHOP.T)-- \"growth\" stocks that kept indexes afloat in a turbulent year that hammered share prices across the board.</p>\n<p>But when news broke in early November 2020 that drug company Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and its partner BioNTech <a href=\"https://laohu8.com/S/BNTX\">$(BNTX)$</a> had developed an effective vaccine against COVID-19, something profound happened in financial markets.</p>\n<p>Investors rotated out of these investments in favor of \"value\" stocks hammered by the COVID-19 pandemic, like airlines.</p>\n<p>This rotation was based on an essential concept in investing: There are some stocks that are clearly undervalued based on standard metrics.</p>\n<p>And it is completely flawed, according to research from ValuAnalysis, a London-based fund manager and equity investment boutique, which specializes in valuation.</p>\n<p>The apparent difference between growth stocks and value stocks is that the former is overvalued based on fundamental metrics while the latter is undervalued.</p>\n<p>\"Everyone knows that this thing doesn't make any sense because growth is not the opposite of value,\" Pascal Costantini, who led the research at ValuAnalysis, tells MarketWatch.</p>\n<p>\"It should be high-growth and low-growth, and I can imagine that, somewhere in an office, some guy said 'well this is not catchy enough, so how about growth and value?'\"</p>\n<p>Analysts and investors use metrics like the price-to-earnings ratio, or price multiple, to value stocks. ValuAnalysis uses price as a multiple of normalized net free cash flow as its benchmark, and identifies the imaginary dividing line between value and growth stocks at 35x, which is the market median.</p>\n<p>The value vs. growth divide would suggest that a company trading at a 17x earnings multiple is undervalued. In reality, ValuAnalysis says it is likely a company that won't grow.</p>\n<p>In reality, a stock's value is based on the company's ability to grow free cash flow in an environment where the cost of capital is 5% to 6%. So if a company isn't outpacing that by improving revenue and margins, the multiple won't increase and the stock price is unlikely to rise.</p>\n<p>Stocks that are actually undervalued will trade between 25x and 35x free cash flow, Costantini says, outpacing the cost of capital but not breaking past the market median.</p>\n<p>To have potential, a company's accumulation of assets or revenue growth must outpace increases in global gross domestic product, and ideally show signs of accelerating. There must also be an increase in operational leverage through revenue or margins. A decrease in the risk premium, such as through advances in controlling carbon emissions, helps.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's the formula for spotting genuinely undervalued companies, claims this investment house</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's the formula for spotting genuinely undervalued companies, claims this investment house\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-02-12 13:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>MW Here's the formula for spotting genuinely undervalued companies, claims this investment house</p>\n<p>The growth stock vs. value stock dichotomy doesn't make sense, says ValuAnalysis</p>\n<p>For most of 2020, investors poured money into names like online retailer Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, electric-car maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, and e-commerce platform Shopify (SHOP.T)-- \"growth\" stocks that kept indexes afloat in a turbulent year that hammered share prices across the board.</p>\n<p>But when news broke in early November 2020 that drug company Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and its partner BioNTech <a href=\"https://laohu8.com/S/BNTX\">$(BNTX)$</a> had developed an effective vaccine against COVID-19, something profound happened in financial markets.</p>\n<p>Investors rotated out of these investments in favor of \"value\" stocks hammered by the COVID-19 pandemic, like airlines.</p>\n<p>This rotation was based on an essential concept in investing: There are some stocks that are clearly undervalued based on standard metrics.</p>\n<p>And it is completely flawed, according to research from ValuAnalysis, a London-based fund manager and equity investment boutique, which specializes in valuation.</p>\n<p>The apparent difference between growth stocks and value stocks is that the former is overvalued based on fundamental metrics while the latter is undervalued.</p>\n<p>\"Everyone knows that this thing doesn't make any sense because growth is not the opposite of value,\" Pascal Costantini, who led the research at ValuAnalysis, tells MarketWatch.</p>\n<p>\"It should be high-growth and low-growth, and I can imagine that, somewhere in an office, some guy said 'well this is not catchy enough, so how about growth and value?'\"</p>\n<p>Analysts and investors use metrics like the price-to-earnings ratio, or price multiple, to value stocks. ValuAnalysis uses price as a multiple of normalized net free cash flow as its benchmark, and identifies the imaginary dividing line between value and growth stocks at 35x, which is the market median.</p>\n<p>The value vs. growth divide would suggest that a company trading at a 17x earnings multiple is undervalued. In reality, ValuAnalysis says it is likely a company that won't grow.</p>\n<p>In reality, a stock's value is based on the company's ability to grow free cash flow in an environment where the cost of capital is 5% to 6%. So if a company isn't outpacing that by improving revenue and margins, the multiple won't increase and the stock price is unlikely to rise.</p>\n<p>Stocks that are actually undervalued will trade between 25x and 35x free cash flow, Costantini says, outpacing the cost of capital but not breaking past the market median.</p>\n<p>To have potential, a company's accumulation of assets or revenue growth must outpace increases in global gross domestic product, and ideally show signs of accelerating. There must also be an increase in operational leverage through revenue or margins. A decrease in the risk premium, such as through advances in controlling carbon emissions, helps.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"AMZN":"亚马逊","PFE":"辉瑞","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2110026963","content_text":"MW Here's the formula for spotting genuinely undervalued companies, claims this investment house\nThe growth stock vs. value stock dichotomy doesn't make sense, says ValuAnalysis\nFor most of 2020, investors poured money into names like online retailer Amazon $(AMZN)$, electric-car maker Tesla $(TSLA)$, and e-commerce platform Shopify (SHOP.T)-- \"growth\" stocks that kept indexes afloat in a turbulent year that hammered share prices across the board.\nBut when news broke in early November 2020 that drug company Pfizer $(PFE)$ and its partner BioNTech $(BNTX)$ had developed an effective vaccine against COVID-19, something profound happened in financial markets.\nInvestors rotated out of these investments in favor of \"value\" stocks hammered by the COVID-19 pandemic, like airlines.\nThis rotation was based on an essential concept in investing: There are some stocks that are clearly undervalued based on standard metrics.\nAnd it is completely flawed, according to research from ValuAnalysis, a London-based fund manager and equity investment boutique, which specializes in valuation.\nThe apparent difference between growth stocks and value stocks is that the former is overvalued based on fundamental metrics while the latter is undervalued.\n\"Everyone knows that this thing doesn't make any sense because growth is not the opposite of value,\" Pascal Costantini, who led the research at ValuAnalysis, tells MarketWatch.\n\"It should be high-growth and low-growth, and I can imagine that, somewhere in an office, some guy said 'well this is not catchy enough, so how about growth and value?'\"\nAnalysts and investors use metrics like the price-to-earnings ratio, or price multiple, to value stocks. ValuAnalysis uses price as a multiple of normalized net free cash flow as its benchmark, and identifies the imaginary dividing line between value and growth stocks at 35x, which is the market median.\nThe value vs. growth divide would suggest that a company trading at a 17x earnings multiple is undervalued. In reality, ValuAnalysis says it is likely a company that won't grow.\nIn reality, a stock's value is based on the company's ability to grow free cash flow in an environment where the cost of capital is 5% to 6%. So if a company isn't outpacing that by improving revenue and margins, the multiple won't increase and the stock price is unlikely to rise.\nStocks that are actually undervalued will trade between 25x and 35x free cash flow, Costantini says, outpacing the cost of capital but not breaking past the market median.\nTo have potential, a company's accumulation of assets or revenue growth must outpace increases in global gross domestic product, and ideally show signs of accelerating. There must also be an increase in operational leverage through revenue or margins. A decrease in the risk premium, such as through advances in controlling carbon emissions, helps.","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}