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2022-03-11

Seem like $Alibaba(09988)$is a victim of "fake news" lately. Previously was Softbank selling its stake.Wonder who's the mastermind

2023-11-17

$ChargePoint Holdings Inc.(CHPT)$ Becoming a Penny stock soon...

2022-04-08

Maybe he is a bitcoin whale. People who are against it are bad business for him.

Peter Thiel calls Warren Buffett, Jamie Dimon, and Larry Fink a 'finance gerontocracy' and 'enemies of bitcoin'

2022-10-25

China Central bank have been reducing interest rates than increasing. How is the interest relevant here?

Is NIO Stock A Buy During The Dip? What To Consider

2022-02-17

Nice

Ray Dalio's Bridgewater boosts its bets on China

2021-06-16

Buy the dip

This Tech Stock Just Had Its IPO. Here's Why I Think It's a Buy Today

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$ &nbsp;</a>Becoming a Penny stock soon...","listText":"<a href=\"https://ttm.financial/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$ &nbsp;</a>Becoming a Penny stock soon...","text":"$ChargePoint Holdings Inc.(CHPT)$ Becoming a Penny stock soon...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242480162910392","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988199780,"gmtCreate":1666684369640,"gmtModify":1676537789556,"author":{"id":"3582013371260147","authorId":"3582013371260147","name":"JackoWacko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582013371260147","idStr":"3582013371260147"},"themes":[],"htmlText":"China Central bank have been reducing interest rates than increasing. How is the interest relevant here?","listText":"China Central bank have been reducing interest rates than increasing. How is the interest relevant here?","text":"China Central bank have been reducing interest rates than increasing. How is the interest relevant here?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988199780","repostId":"1124445589","repostType":2,"repost":{"id":"1124445589","pubTimestamp":1666677047,"share":"https://ttm.financial/m/news/1124445589?lang=&edition=fundamental","pubTime":"2022-10-25 13:50","market":"us","language":"en","title":"Is NIO Stock A Buy During The Dip? What To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1124445589","media":"Seeking Alpha","summary":"SummaryNIO has seen its shares slump over the last year.Rising interest rates, supply chain issues, and geopoliticaltensions are to blame.That being said, NIO continues to grow its business and its ex","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO has seen its shares slump over the last year.</li><li>Rising interest rates, supply chain issues, and geopolitical tensions are to blame.</li><li>That being said, NIO continues to grow its business and its expansion to Europe has started.</li></ul><p><b>Article Thesis</b></p><p>NIO Inc. (NYSE:NIO) has, like many other EV stocks, seen its shares decline quite a bit so far this year. This has made the stock a lot cheaper, relative to where NIO traded when its shares hit their highs last year. At the same time, NIO has made some operational progress and started its expansion into Europe. NIO isn&#39;t profitable yet, and thus may not be suitable for risk-averse investors. But its current valuation is not very demanding, and the company&#39;s growth potential is strong.</p><p><b>Why Has NIO&#39;s Price Dipped?</b></p><p>NIO has seen its share price decline by 72% over the last year. More recently, its share price performance has been far from great, too. Over the last month, NIO&#39;s stock price declined by a little over 40%, which destroyed more than $10 billion in market capitalization. There are several factors at play when it comes to explaining NIO&#39;s share price decline.</p><p>First, the company had been trading at a rather high valuation last year, when the market was overly optimistic about EV stocks. NIO, along with stocks such as Tesla (TSLA), Lucid (LCID), Rivian (RIVN), and so on, was trading at a very high valuation back then. Since then, enthusiasm has waned, which is why all of these and many additional EV stocks have performed badly in that time frame, some even worse than NIO.</p><p>Second, rising interest rates are a headwind for companies such as NIO. The company is not profitable yet but has a strong growth outlook, which should allow it to become profitable eventually. All of NIO&#39;s profits thus will be generated years or decades from now. In a zero-interest-rate environment, where discount rates in DCF models are low, these not-yet-profitable long-duration assets may be trading at high valuations. But since interest rates have risen sharply this year, including over the last couple of weeks, discount rates have risen, which has an especially large impact on growth stocks/long-duration assets, whereas less expensive value stocks aren&#39;t impacted as much.</p><p>On top of that, the market has also become more worried about Chinese equities in general, due to geopolitical tensions, and it is nevertheless a macro risk for companies such as NIO. It should be noted that many US-based companies could be highly impacted by growing tensions as well, such as Tesla with its large China footprint, or Apple (AAPL) that generates billions of dollars in revenue in China.</p><p>NIO has also been impacted by some company-specific items, such as its weaker-than-expected growth in recent months. During September, the most recent month we have data for, NIO&#39;s deliveries totaled 10,900 vehicles. That&#39;s just up by 2% year over year. Q3 numbers overall were better, but with a 29% year-over-year growth rate NIO grew less than the overall EV market in China, and it underperformed competitors such as BYD (OTCPK: BYDDY), which delivered growth of close to 200% in the same time frame. NIO&#39;s smaller peers, such as XPeng (XPEV) and Li Auto (LI) also did not grow their sales as much as the market, thus NIO was not the only EV player that saw its sales growth rate dip. Nevertheless, market share losses aren&#39;t positive, and BYD has shown that it was possible for Chinese EV players to grow considerably in recent months.</p><p>NIO&#39;s management has stated that the not overly high delivery growth rate was caused by supply chain issues and that there is not a demand problem. That&#39;s good news, as supply chain issues can and will be solved, especially once COVID measures in China ease. As long as NIO&#39;s brand remains strong and there is demand for its vehicles, the underwhelming deliveries growth rate thus looks like a temporary issue. It&#39;s nevertheless clear that other EV players, mainly BYD, have apparently managed to handle supply chain issues better, which could be due to BYD&#39;s larger size that allows for more experience in sourcing material from different suppliers, etc.</p><p><b>What Is NIO&#39;s Outlook?</b></p><p>As an EV pureplay, NIO&#39;s market potential depends on the ongoing growth of the global EV market. Especially in NIO&#39;s home country, China, where growth has been excellent in the recent past. In China, around 20% of new vehicles are NEVs, or new energy vehicles. This primarily includes EVs (plug-in hybrids and BEVs) while other technologies such as hydrogen play a negligible role for now. With millions of EVs being sold in China alone (in September NEV sales totaled more than 600,000), and with that number growing at a rate of almost 100% year over year, there is a huge and rapidly expanding market opportunity in NIO&#39;s home country - the most important EV market in the world.</p><p>NIO&#39;s vehicles are above-average in price and quality, which is why the company can&#39;t address all parts of the market. But even the premium market it addresses is very large and growing rapidly, showcased, for example, by Tesla&#39;s sales pace. NIO&#39;s production constraints should ease going forward, based on easing supply chain worries that I expect over the next couple of quarters as lockdown measures in China will hopefully wane eventually and since companies adapt to these issues over time.</p><p>NIO is also expanding outside of its home market, China. Recently, the company opened its first battery-swapping station in Germany, which is Europe&#39;s largest automobile market, where other EV companies also see a lot of potential - such as Tesla, which built a Gigafactory there. NIO had already been active in Norway before that, which is usually the first European market EV companies from outside of Europe expand to. Now, NIO is active in several European markets, including the Netherlands, Sweden, and Denmark, on top of the aforementioned Norway and Germany. The first model that was introduced in Europe is the ET7, NIO&#39;s high-end sedan, but NIO will introduce additional models over time. The company plans to build 20 swapping stations in Europe by the end of the year, which will introduce the vast European market to NIO&#39;s unique tech that differentiates it from other EV players where consumers have to accept long charging times, whereas NIO&#39;s battery swaps only require a couple of minutes, thereby providing a clear unique selling point that should be beneficial for NIO&#39;s potential to sell vehicles.</p><p>Between these factors, NIO should be able to grow its business very meaningfully over the next couple of years. Of course, revenues alone do not make a company a great investment, thus NIO will have to prove that it can also generate compelling profits over time. Thanks to the high prices for its vehicles, as it sells to the less price-sensitive premium market, that should be possible, although the exact timing when it will first become profitable is not yet known.</p><p>From a valuation basis, NIO does not look very expensive versus other EV players:</p><p><img src=\"https://static.tigerbbs.com/f2b729bebc2b8e3d904230bbdbf463a4\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>XPeng is less expensive than NIO, but other relevant peers such as Li, Tesla, Lucid, and Rivian are more expensive on a price-to-sales basis. Especially the three US-based peers, which are trading at way higher valuations than NIO, which makes NIO look attractive by comparison.</p><p><b>Is NIO Stock A Buy, Hold, Or Sell?</b></p><p>NIO is battling with some supply chain problems, which is why its growth in recent quarters wasn&#39;t overly strong. Still, NIO hit a new record in Q3, and delivered growth in the 30% range, which is far from bad. With the ongoing expansion in Europe, growth could accelerate going forward, especially when/if China eases its COVID policy.</p><p>From a valuation perspective, NIO looks like one of the better EV players, as it trades at a hefty discount relative to many of its peers. That being said, there are some China-specific risks that investors should consider. If geopolitical tensions escalate further, an investment in Chinese companies such as NIO could be risky, although that would also impact American companies that are reliant on the Chinese market, such as Tesla.</p><p>Overall, NIO has some opportunities, but in the current environment of rising interest rates and macro uncertainties, it is far from a sure bet that NIO will rise in the near term. I thus am neutral when it comes to NIO right now.</p></body></html>","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>Is NIO Stock A Buy During The Dip? 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What To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 13:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4548536-is-nio-stock-buy-during-dip><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO has seen its shares slump over the last year.Rising interest rates, supply chain issues, and geopolitical tensions are to blame.That being said, NIO continues to grow its business and its ...</p>\n\n<a href=\"https://seekingalpha.com/article/4548536-is-nio-stock-buy-during-dip\">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":"蔚来","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4548536-is-nio-stock-buy-during-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124445589","content_text":"SummaryNIO has seen its shares slump over the last year.Rising interest rates, supply chain issues, and geopolitical tensions are to blame.That being said, NIO continues to grow its business and its expansion to Europe has started.Article ThesisNIO Inc. (NYSE:NIO) has, like many other EV stocks, seen its shares decline quite a bit so far this year. This has made the stock a lot cheaper, relative to where NIO traded when its shares hit their highs last year. At the same time, NIO has made some operational progress and started its expansion into Europe. NIO isn't profitable yet, and thus may not be suitable for risk-averse investors. But its current valuation is not very demanding, and the company's growth potential is strong.Why Has NIO's Price Dipped?NIO has seen its share price decline by 72% over the last year. More recently, its share price performance has been far from great, too. Over the last month, NIO's stock price declined by a little over 40%, which destroyed more than $10 billion in market capitalization. There are several factors at play when it comes to explaining NIO's share price decline.First, the company had been trading at a rather high valuation last year, when the market was overly optimistic about EV stocks. NIO, along with stocks such as Tesla (TSLA), Lucid (LCID), Rivian (RIVN), and so on, was trading at a very high valuation back then. Since then, enthusiasm has waned, which is why all of these and many additional EV stocks have performed badly in that time frame, some even worse than NIO.Second, rising interest rates are a headwind for companies such as NIO. The company is not profitable yet but has a strong growth outlook, which should allow it to become profitable eventually. All of NIO's profits thus will be generated years or decades from now. In a zero-interest-rate environment, where discount rates in DCF models are low, these not-yet-profitable long-duration assets may be trading at high valuations. But since interest rates have risen sharply this year, including over the last couple of weeks, discount rates have risen, which has an especially large impact on growth stocks/long-duration assets, whereas less expensive value stocks aren't impacted as much.On top of that, the market has also become more worried about Chinese equities in general, due to geopolitical tensions, and it is nevertheless a macro risk for companies such as NIO. It should be noted that many US-based companies could be highly impacted by growing tensions as well, such as Tesla with its large China footprint, or Apple (AAPL) that generates billions of dollars in revenue in China.NIO has also been impacted by some company-specific items, such as its weaker-than-expected growth in recent months. During September, the most recent month we have data for, NIO's deliveries totaled 10,900 vehicles. That's just up by 2% year over year. Q3 numbers overall were better, but with a 29% year-over-year growth rate NIO grew less than the overall EV market in China, and it underperformed competitors such as BYD (OTCPK: BYDDY), which delivered growth of close to 200% in the same time frame. NIO's smaller peers, such as XPeng (XPEV) and Li Auto (LI) also did not grow their sales as much as the market, thus NIO was not the only EV player that saw its sales growth rate dip. Nevertheless, market share losses aren't positive, and BYD has shown that it was possible for Chinese EV players to grow considerably in recent months.NIO's management has stated that the not overly high delivery growth rate was caused by supply chain issues and that there is not a demand problem. That's good news, as supply chain issues can and will be solved, especially once COVID measures in China ease. As long as NIO's brand remains strong and there is demand for its vehicles, the underwhelming deliveries growth rate thus looks like a temporary issue. It's nevertheless clear that other EV players, mainly BYD, have apparently managed to handle supply chain issues better, which could be due to BYD's larger size that allows for more experience in sourcing material from different suppliers, etc.What Is NIO's Outlook?As an EV pureplay, NIO's market potential depends on the ongoing growth of the global EV market. Especially in NIO's home country, China, where growth has been excellent in the recent past. In China, around 20% of new vehicles are NEVs, or new energy vehicles. This primarily includes EVs (plug-in hybrids and BEVs) while other technologies such as hydrogen play a negligible role for now. With millions of EVs being sold in China alone (in September NEV sales totaled more than 600,000), and with that number growing at a rate of almost 100% year over year, there is a huge and rapidly expanding market opportunity in NIO's home country - the most important EV market in the world.NIO's vehicles are above-average in price and quality, which is why the company can't address all parts of the market. But even the premium market it addresses is very large and growing rapidly, showcased, for example, by Tesla's sales pace. NIO's production constraints should ease going forward, based on easing supply chain worries that I expect over the next couple of quarters as lockdown measures in China will hopefully wane eventually and since companies adapt to these issues over time.NIO is also expanding outside of its home market, China. Recently, the company opened its first battery-swapping station in Germany, which is Europe's largest automobile market, where other EV companies also see a lot of potential - such as Tesla, which built a Gigafactory there. NIO had already been active in Norway before that, which is usually the first European market EV companies from outside of Europe expand to. Now, NIO is active in several European markets, including the Netherlands, Sweden, and Denmark, on top of the aforementioned Norway and Germany. The first model that was introduced in Europe is the ET7, NIO's high-end sedan, but NIO will introduce additional models over time. The company plans to build 20 swapping stations in Europe by the end of the year, which will introduce the vast European market to NIO's unique tech that differentiates it from other EV players where consumers have to accept long charging times, whereas NIO's battery swaps only require a couple of minutes, thereby providing a clear unique selling point that should be beneficial for NIO's potential to sell vehicles.Between these factors, NIO should be able to grow its business very meaningfully over the next couple of years. Of course, revenues alone do not make a company a great investment, thus NIO will have to prove that it can also generate compelling profits over time. Thanks to the high prices for its vehicles, as it sells to the less price-sensitive premium market, that should be possible, although the exact timing when it will first become profitable is not yet known.From a valuation basis, NIO does not look very expensive versus other EV players:Data by YChartsXPeng is less expensive than NIO, but other relevant peers such as Li, Tesla, Lucid, and Rivian are more expensive on a price-to-sales basis. Especially the three US-based peers, which are trading at way higher valuations than NIO, which makes NIO look attractive by comparison.Is NIO Stock A Buy, Hold, Or Sell?NIO is battling with some supply chain problems, which is why its growth in recent quarters wasn't overly strong. Still, NIO hit a new record in Q3, and delivered growth in the 30% range, which is far from bad. With the ongoing expansion in Europe, growth could accelerate going forward, especially when/if China eases its COVID policy.From a valuation perspective, NIO looks like one of the better EV players, as it trades at a hefty discount relative to many of its peers. That being said, there are some China-specific risks that investors should consider. If geopolitical tensions escalate further, an investment in Chinese companies such as NIO could be risky, although that would also impact American companies that are reliant on the Chinese market, such as Tesla.Overall, NIO has some opportunities, but in the current environment of rising interest rates and macro uncertainties, it is far from a sure bet that NIO will rise in the near term. I thus am neutral when it comes to NIO right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015980985,"gmtCreate":1649408682018,"gmtModify":1676534507578,"author":{"id":"3582013371260147","authorId":"3582013371260147","name":"JackoWacko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582013371260147","idStr":"3582013371260147"},"themes":[],"htmlText":"Maybe he is a bitcoin whale. People who are against it are bad business for him.","listText":"Maybe he is a bitcoin whale. People who are against it are bad business for him.","text":"Maybe he is a bitcoin whale. People who are against it are bad business for him.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015980985","repostId":"2225431255","repostType":2,"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036921442,"gmtCreate":1646965850569,"gmtModify":1676534182655,"author":{"id":"3582013371260147","authorId":"3582013371260147","name":"JackoWacko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582013371260147","idStr":"3582013371260147"},"themes":[],"htmlText":"Seem like&nbsp;<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>is a victim of \"fake news\" lately. Previously was Softbank selling its stake.Wonder who's the mastermind","listText":"Seem like&nbsp;<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>is a victim of \"fake news\" lately. Previously was Softbank selling its stake.Wonder who's the mastermind","text":"Seem like $Alibaba(09988)$is a victim of \"fake news\" lately. Previously was Softbank selling its stake.Wonder who's the mastermind","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036921442","isVote":1,"tweetType":1,"viewCount":1575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094184593,"gmtCreate":1645083378804,"gmtModify":1676533995506,"author":{"id":"3582013371260147","authorId":"3582013371260147","name":"JackoWacko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582013371260147","idStr":"3582013371260147"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094184593","repostId":"2211687121","repostType":2,"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160148113,"gmtCreate":1623776240932,"gmtModify":1703819223293,"author":{"id":"3582013371260147","authorId":"3582013371260147","name":"JackoWacko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582013371260147","idStr":"3582013371260147"},"themes":[],"htmlText":"Buy the dip","listText":"Buy the dip","text":"Buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160148113","repostId":"2141286727","repostType":2,"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9036921442,"gmtCreate":1646965850569,"gmtModify":1676534182655,"author":{"id":"3582013371260147","authorId":"3582013371260147","name":"JackoWacko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582013371260147","idStr":"3582013371260147"},"themes":[],"htmlText":"Seem like&nbsp;<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>is a victim of \"fake news\" lately. Previously was Softbank selling its stake.Wonder who's the mastermind","listText":"Seem like&nbsp;<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>is a victim of \"fake news\" lately. Previously was Softbank selling its stake.Wonder who's the mastermind","text":"Seem like $Alibaba(09988)$is a victim of \"fake news\" lately. Previously was Softbank selling its stake.Wonder who's the mastermind","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036921442","isVote":1,"tweetType":1,"viewCount":1575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242480162910392,"gmtCreate":1700236282218,"gmtModify":1700236284604,"author":{"id":"3582013371260147","authorId":"3582013371260147","name":"JackoWacko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582013371260147","idStr":"3582013371260147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$ &nbsp;</a>Becoming a Penny stock soon...","listText":"<a href=\"https://ttm.financial/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$ &nbsp;</a>Becoming a Penny stock soon...","text":"$ChargePoint Holdings Inc.(CHPT)$ Becoming a Penny stock soon...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242480162910392","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015980985,"gmtCreate":1649408682018,"gmtModify":1676534507578,"author":{"id":"3582013371260147","authorId":"3582013371260147","name":"JackoWacko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582013371260147","idStr":"3582013371260147"},"themes":[],"htmlText":"Maybe he is a bitcoin whale. People who are against it are bad business for him.","listText":"Maybe he is a bitcoin whale. People who are against it are bad business for him.","text":"Maybe he is a bitcoin whale. People who are against it are bad business for him.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015980985","repostId":"2225431255","repostType":2,"repost":{"id":"2225431255","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":1649375340,"share":"https://ttm.financial/m/news/2225431255?lang=&edition=fundamental","pubTime":"2022-04-08 07:49","market":"us","language":"en","title":"Peter Thiel calls Warren Buffett, Jamie Dimon, and Larry Fink a 'finance gerontocracy' and 'enemies of bitcoin'","url":"https://stock-news.laohu8.com/highlight/detail?id=2225431255","media":"Dow Jones","summary":"MW Peter Thiel calls Warren Buffett, Jamie Dimon, and Larry Fink a 'finance gerontocracy' and 'enemi","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Peter Thiel calls Warren Buffett, Jamie Dimon, and Larry Fink a 'finance gerontocracy' and 'enemies of bitcoin'\n</p>\n<p>\n  By Frances Yue \n</p>\n<p>\n  Billionaire entrepreneur Peter Thiel on Thursday called billionaire investor Warren Buffett a top \"enemy\" of bitcoin and part of a \"finance gerontocracy\" that has held back the cryptocurrency's adoption. \n</p>\n<p>\n  Bitcoin  could have a market capitalization that matches the $12 trillion gold market and even the $115 trillion public equity market, Thiel said at the Bitcoin 2022 conference in Miami on Thursday. \n</p>\n<p>\n  But a group that the outspoken venture capitalist referred to as the \"finance gerontocracy\" has suppressed bitcoin's adoption, said Thiel, who called Buffett a \"sociopathic grandpa from Omaha.\" Buffett is the chairman and chief executive of Omaha-based Berkshire Hathaway Inc. (BRKA)(BRKA). \n</p>\n<p>\n  Thiel's list also included Jamie Dimon, chief executive of JPMorgan Chase &amp; Co. <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a> and Larry Fink, chief executive of BlackRock Inc. <a href=\"https://laohu8.com/S/BLK\">$(BLK)$</a>. \n</p>\n<p>\n  \"Why bitcoin has not yet gone up to $100,000 to a million dollars? Why has it not yet converged with gold or or even with the equity markets more broadly?\" Thiel said. \"It's a movement as a political question, whether this movement is going to succeed, or whether the enemies of the movement are going to succeed in stopping us.\" \n</p>\n<p>\n  Bitcoin  was trading at around $43,650, up 0.6% over the past 24 hours, according to CoinDesk data. \n</p>\n<p>\n  Critical of bitcoin, Buffett has said that the cryptocurrency has \"no unique value at all\" \n</p>\n<p>\n  Though skeptical about bitcoin, Dimon and Fink are both positive about the prospects for blockchain technology. \n</p>\n<p>\n  Read:JPMorgan CEO Jamie Dimon continues throwing shade on crypto \n</p>\n<p>\n  Read more: Russia-Ukraine war could accelerate use of digital currencies, BlackRock's Larry Fink says \n</p>\n<p>\n  A JPMorgan spokesperson declined to comment. Spokespersons for Berkshire Hathaway and BlackRock didn't respond to requests for comment. \n</p>\n<p>\n  -Frances Yue \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  April 07, 2022 19:49 ET (23:49 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>","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>Peter Thiel calls Warren Buffett, Jamie Dimon, and Larry Fink a 'finance gerontocracy' and 'enemies of bitcoin'</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\">\nPeter Thiel calls Warren Buffett, Jamie Dimon, and Larry Fink a 'finance gerontocracy' and 'enemies of bitcoin'\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\">2022-04-08 07:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Peter Thiel calls Warren Buffett, Jamie Dimon, and Larry Fink a 'finance gerontocracy' and 'enemies of bitcoin'\n</p>\n<p>\n  By Frances Yue \n</p>\n<p>\n  Billionaire entrepreneur Peter Thiel on Thursday called billionaire investor Warren Buffett a top \"enemy\" of bitcoin and part of a \"finance gerontocracy\" that has held back the cryptocurrency's adoption. \n</p>\n<p>\n  Bitcoin  could have a market capitalization that matches the $12 trillion gold market and even the $115 trillion public equity market, Thiel said at the Bitcoin 2022 conference in Miami on Thursday. \n</p>\n<p>\n  But a group that the outspoken venture capitalist referred to as the \"finance gerontocracy\" has suppressed bitcoin's adoption, said Thiel, who called Buffett a \"sociopathic grandpa from Omaha.\" Buffett is the chairman and chief executive of Omaha-based Berkshire Hathaway Inc. (BRKA)(BRKA). \n</p>\n<p>\n  Thiel's list also included Jamie Dimon, chief executive of JPMorgan Chase &amp; Co. <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a> and Larry Fink, chief executive of BlackRock Inc. <a href=\"https://laohu8.com/S/BLK\">$(BLK)$</a>. \n</p>\n<p>\n  \"Why bitcoin has not yet gone up to $100,000 to a million dollars? Why has it not yet converged with gold or or even with the equity markets more broadly?\" Thiel said. \"It's a movement as a political question, whether this movement is going to succeed, or whether the enemies of the movement are going to succeed in stopping us.\" \n</p>\n<p>\n  Bitcoin  was trading at around $43,650, up 0.6% over the past 24 hours, according to CoinDesk data. \n</p>\n<p>\n  Critical of bitcoin, Buffett has said that the cryptocurrency has \"no unique value at all\" \n</p>\n<p>\n  Though skeptical about bitcoin, Dimon and Fink are both positive about the prospects for blockchain technology. \n</p>\n<p>\n  Read:JPMorgan CEO Jamie Dimon continues throwing shade on crypto \n</p>\n<p>\n  Read more: Russia-Ukraine war could accelerate use of digital currencies, BlackRock's Larry Fink says \n</p>\n<p>\n  A JPMorgan spokesperson declined to comment. Spokespersons for Berkshire Hathaway and BlackRock didn't respond to requests for comment. \n</p>\n<p>\n  -Frances Yue \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  April 07, 2022 19:49 ET (23:49 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOTU":"高途","BK4106":"数据处理与外包服务","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4204":"教育服务","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4506":"内地教育股","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BLK":"贝莱德","BK4543":"AI","BK4527":"明星科技股","PLTR":"Palantir Technologies Inc.","BK4503":"景林资产持仓","BK4552":"Archegos爆仓风波概念","BK4551":"寇图资本持仓","BK4547":"WSB热门概念","BK4510":"在线教育","BK4581":"高盛持仓","PYPL":"PayPal","JPM":"摩根大通"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2225431255","content_text":"MW Peter Thiel calls Warren Buffett, Jamie Dimon, and Larry Fink a 'finance gerontocracy' and 'enemies of bitcoin'\n\n\n  By Frances Yue \n\n\n  Billionaire entrepreneur Peter Thiel on Thursday called billionaire investor Warren Buffett a top \"enemy\" of bitcoin and part of a \"finance gerontocracy\" that has held back the cryptocurrency's adoption. \n\n\n  Bitcoin  could have a market capitalization that matches the $12 trillion gold market and even the $115 trillion public equity market, Thiel said at the Bitcoin 2022 conference in Miami on Thursday. \n\n\n  But a group that the outspoken venture capitalist referred to as the \"finance gerontocracy\" has suppressed bitcoin's adoption, said Thiel, who called Buffett a \"sociopathic grandpa from Omaha.\" Buffett is the chairman and chief executive of Omaha-based Berkshire Hathaway Inc. (BRKA)(BRKA). \n\n\n  Thiel's list also included Jamie Dimon, chief executive of JPMorgan Chase & Co. $(JPM)$ and Larry Fink, chief executive of BlackRock Inc. $(BLK)$. \n\n\n  \"Why bitcoin has not yet gone up to $100,000 to a million dollars? Why has it not yet converged with gold or or even with the equity markets more broadly?\" Thiel said. \"It's a movement as a political question, whether this movement is going to succeed, or whether the enemies of the movement are going to succeed in stopping us.\" \n\n\n  Bitcoin  was trading at around $43,650, up 0.6% over the past 24 hours, according to CoinDesk data. \n\n\n  Critical of bitcoin, Buffett has said that the cryptocurrency has \"no unique value at all\" \n\n\n  Though skeptical about bitcoin, Dimon and Fink are both positive about the prospects for blockchain technology. \n\n\n  Read:JPMorgan CEO Jamie Dimon continues throwing shade on crypto \n\n\n  Read more: Russia-Ukraine war could accelerate use of digital currencies, BlackRock's Larry Fink says \n\n\n  A JPMorgan spokesperson declined to comment. Spokespersons for Berkshire Hathaway and BlackRock didn't respond to requests for comment. \n\n\n  -Frances Yue \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  April 07, 2022 19:49 ET (23:49 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988199780,"gmtCreate":1666684369640,"gmtModify":1676537789556,"author":{"id":"3582013371260147","authorId":"3582013371260147","name":"JackoWacko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582013371260147","idStr":"3582013371260147"},"themes":[],"htmlText":"China Central bank have been reducing interest rates than increasing. How is the interest relevant here?","listText":"China Central bank have been reducing interest rates than increasing. How is the interest relevant here?","text":"China Central bank have been reducing interest rates than increasing. How is the interest relevant here?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988199780","repostId":"1124445589","repostType":2,"repost":{"id":"1124445589","pubTimestamp":1666677047,"share":"https://ttm.financial/m/news/1124445589?lang=&edition=fundamental","pubTime":"2022-10-25 13:50","market":"us","language":"en","title":"Is NIO Stock A Buy During The Dip? What To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1124445589","media":"Seeking Alpha","summary":"SummaryNIO has seen its shares slump over the last year.Rising interest rates, supply chain issues, and geopoliticaltensions are to blame.That being said, NIO continues to grow its business and its ex","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO has seen its shares slump over the last year.</li><li>Rising interest rates, supply chain issues, and geopolitical tensions are to blame.</li><li>That being said, NIO continues to grow its business and its expansion to Europe has started.</li></ul><p><b>Article Thesis</b></p><p>NIO Inc. (NYSE:NIO) has, like many other EV stocks, seen its shares decline quite a bit so far this year. This has made the stock a lot cheaper, relative to where NIO traded when its shares hit their highs last year. At the same time, NIO has made some operational progress and started its expansion into Europe. NIO isn&#39;t profitable yet, and thus may not be suitable for risk-averse investors. But its current valuation is not very demanding, and the company&#39;s growth potential is strong.</p><p><b>Why Has NIO&#39;s Price Dipped?</b></p><p>NIO has seen its share price decline by 72% over the last year. More recently, its share price performance has been far from great, too. Over the last month, NIO&#39;s stock price declined by a little over 40%, which destroyed more than $10 billion in market capitalization. There are several factors at play when it comes to explaining NIO&#39;s share price decline.</p><p>First, the company had been trading at a rather high valuation last year, when the market was overly optimistic about EV stocks. NIO, along with stocks such as Tesla (TSLA), Lucid (LCID), Rivian (RIVN), and so on, was trading at a very high valuation back then. Since then, enthusiasm has waned, which is why all of these and many additional EV stocks have performed badly in that time frame, some even worse than NIO.</p><p>Second, rising interest rates are a headwind for companies such as NIO. The company is not profitable yet but has a strong growth outlook, which should allow it to become profitable eventually. All of NIO&#39;s profits thus will be generated years or decades from now. In a zero-interest-rate environment, where discount rates in DCF models are low, these not-yet-profitable long-duration assets may be trading at high valuations. But since interest rates have risen sharply this year, including over the last couple of weeks, discount rates have risen, which has an especially large impact on growth stocks/long-duration assets, whereas less expensive value stocks aren&#39;t impacted as much.</p><p>On top of that, the market has also become more worried about Chinese equities in general, due to geopolitical tensions, and it is nevertheless a macro risk for companies such as NIO. It should be noted that many US-based companies could be highly impacted by growing tensions as well, such as Tesla with its large China footprint, or Apple (AAPL) that generates billions of dollars in revenue in China.</p><p>NIO has also been impacted by some company-specific items, such as its weaker-than-expected growth in recent months. During September, the most recent month we have data for, NIO&#39;s deliveries totaled 10,900 vehicles. That&#39;s just up by 2% year over year. Q3 numbers overall were better, but with a 29% year-over-year growth rate NIO grew less than the overall EV market in China, and it underperformed competitors such as BYD (OTCPK: BYDDY), which delivered growth of close to 200% in the same time frame. NIO&#39;s smaller peers, such as XPeng (XPEV) and Li Auto (LI) also did not grow their sales as much as the market, thus NIO was not the only EV player that saw its sales growth rate dip. Nevertheless, market share losses aren&#39;t positive, and BYD has shown that it was possible for Chinese EV players to grow considerably in recent months.</p><p>NIO&#39;s management has stated that the not overly high delivery growth rate was caused by supply chain issues and that there is not a demand problem. That&#39;s good news, as supply chain issues can and will be solved, especially once COVID measures in China ease. As long as NIO&#39;s brand remains strong and there is demand for its vehicles, the underwhelming deliveries growth rate thus looks like a temporary issue. It&#39;s nevertheless clear that other EV players, mainly BYD, have apparently managed to handle supply chain issues better, which could be due to BYD&#39;s larger size that allows for more experience in sourcing material from different suppliers, etc.</p><p><b>What Is NIO&#39;s Outlook?</b></p><p>As an EV pureplay, NIO&#39;s market potential depends on the ongoing growth of the global EV market. Especially in NIO&#39;s home country, China, where growth has been excellent in the recent past. In China, around 20% of new vehicles are NEVs, or new energy vehicles. This primarily includes EVs (plug-in hybrids and BEVs) while other technologies such as hydrogen play a negligible role for now. With millions of EVs being sold in China alone (in September NEV sales totaled more than 600,000), and with that number growing at a rate of almost 100% year over year, there is a huge and rapidly expanding market opportunity in NIO&#39;s home country - the most important EV market in the world.</p><p>NIO&#39;s vehicles are above-average in price and quality, which is why the company can&#39;t address all parts of the market. But even the premium market it addresses is very large and growing rapidly, showcased, for example, by Tesla&#39;s sales pace. NIO&#39;s production constraints should ease going forward, based on easing supply chain worries that I expect over the next couple of quarters as lockdown measures in China will hopefully wane eventually and since companies adapt to these issues over time.</p><p>NIO is also expanding outside of its home market, China. Recently, the company opened its first battery-swapping station in Germany, which is Europe&#39;s largest automobile market, where other EV companies also see a lot of potential - such as Tesla, which built a Gigafactory there. NIO had already been active in Norway before that, which is usually the first European market EV companies from outside of Europe expand to. Now, NIO is active in several European markets, including the Netherlands, Sweden, and Denmark, on top of the aforementioned Norway and Germany. The first model that was introduced in Europe is the ET7, NIO&#39;s high-end sedan, but NIO will introduce additional models over time. The company plans to build 20 swapping stations in Europe by the end of the year, which will introduce the vast European market to NIO&#39;s unique tech that differentiates it from other EV players where consumers have to accept long charging times, whereas NIO&#39;s battery swaps only require a couple of minutes, thereby providing a clear unique selling point that should be beneficial for NIO&#39;s potential to sell vehicles.</p><p>Between these factors, NIO should be able to grow its business very meaningfully over the next couple of years. Of course, revenues alone do not make a company a great investment, thus NIO will have to prove that it can also generate compelling profits over time. Thanks to the high prices for its vehicles, as it sells to the less price-sensitive premium market, that should be possible, although the exact timing when it will first become profitable is not yet known.</p><p>From a valuation basis, NIO does not look very expensive versus other EV players:</p><p><img src=\"https://static.tigerbbs.com/f2b729bebc2b8e3d904230bbdbf463a4\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>XPeng is less expensive than NIO, but other relevant peers such as Li, Tesla, Lucid, and Rivian are more expensive on a price-to-sales basis. Especially the three US-based peers, which are trading at way higher valuations than NIO, which makes NIO look attractive by comparison.</p><p><b>Is NIO Stock A Buy, Hold, Or Sell?</b></p><p>NIO is battling with some supply chain problems, which is why its growth in recent quarters wasn&#39;t overly strong. Still, NIO hit a new record in Q3, and delivered growth in the 30% range, which is far from bad. With the ongoing expansion in Europe, growth could accelerate going forward, especially when/if China eases its COVID policy.</p><p>From a valuation perspective, NIO looks like one of the better EV players, as it trades at a hefty discount relative to many of its peers. That being said, there are some China-specific risks that investors should consider. If geopolitical tensions escalate further, an investment in Chinese companies such as NIO could be risky, although that would also impact American companies that are reliant on the Chinese market, such as Tesla.</p><p>Overall, NIO has some opportunities, but in the current environment of rising interest rates and macro uncertainties, it is far from a sure bet that NIO will rise in the near term. I thus am neutral when it comes to NIO right now.</p></body></html>","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>Is NIO Stock A Buy During The Dip? What To Consider</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\">\nIs NIO Stock A Buy During The Dip? What To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 13:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4548536-is-nio-stock-buy-during-dip><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO has seen its shares slump over the last year.Rising interest rates, supply chain issues, and geopolitical tensions are to blame.That being said, NIO continues to grow its business and its ...</p>\n\n<a href=\"https://seekingalpha.com/article/4548536-is-nio-stock-buy-during-dip\">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":"蔚来","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4548536-is-nio-stock-buy-during-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124445589","content_text":"SummaryNIO has seen its shares slump over the last year.Rising interest rates, supply chain issues, and geopolitical tensions are to blame.That being said, NIO continues to grow its business and its expansion to Europe has started.Article ThesisNIO Inc. (NYSE:NIO) has, like many other EV stocks, seen its shares decline quite a bit so far this year. This has made the stock a lot cheaper, relative to where NIO traded when its shares hit their highs last year. At the same time, NIO has made some operational progress and started its expansion into Europe. NIO isn't profitable yet, and thus may not be suitable for risk-averse investors. But its current valuation is not very demanding, and the company's growth potential is strong.Why Has NIO's Price Dipped?NIO has seen its share price decline by 72% over the last year. More recently, its share price performance has been far from great, too. Over the last month, NIO's stock price declined by a little over 40%, which destroyed more than $10 billion in market capitalization. There are several factors at play when it comes to explaining NIO's share price decline.First, the company had been trading at a rather high valuation last year, when the market was overly optimistic about EV stocks. NIO, along with stocks such as Tesla (TSLA), Lucid (LCID), Rivian (RIVN), and so on, was trading at a very high valuation back then. Since then, enthusiasm has waned, which is why all of these and many additional EV stocks have performed badly in that time frame, some even worse than NIO.Second, rising interest rates are a headwind for companies such as NIO. The company is not profitable yet but has a strong growth outlook, which should allow it to become profitable eventually. All of NIO's profits thus will be generated years or decades from now. In a zero-interest-rate environment, where discount rates in DCF models are low, these not-yet-profitable long-duration assets may be trading at high valuations. But since interest rates have risen sharply this year, including over the last couple of weeks, discount rates have risen, which has an especially large impact on growth stocks/long-duration assets, whereas less expensive value stocks aren't impacted as much.On top of that, the market has also become more worried about Chinese equities in general, due to geopolitical tensions, and it is nevertheless a macro risk for companies such as NIO. It should be noted that many US-based companies could be highly impacted by growing tensions as well, such as Tesla with its large China footprint, or Apple (AAPL) that generates billions of dollars in revenue in China.NIO has also been impacted by some company-specific items, such as its weaker-than-expected growth in recent months. During September, the most recent month we have data for, NIO's deliveries totaled 10,900 vehicles. That's just up by 2% year over year. Q3 numbers overall were better, but with a 29% year-over-year growth rate NIO grew less than the overall EV market in China, and it underperformed competitors such as BYD (OTCPK: BYDDY), which delivered growth of close to 200% in the same time frame. NIO's smaller peers, such as XPeng (XPEV) and Li Auto (LI) also did not grow their sales as much as the market, thus NIO was not the only EV player that saw its sales growth rate dip. Nevertheless, market share losses aren't positive, and BYD has shown that it was possible for Chinese EV players to grow considerably in recent months.NIO's management has stated that the not overly high delivery growth rate was caused by supply chain issues and that there is not a demand problem. That's good news, as supply chain issues can and will be solved, especially once COVID measures in China ease. As long as NIO's brand remains strong and there is demand for its vehicles, the underwhelming deliveries growth rate thus looks like a temporary issue. It's nevertheless clear that other EV players, mainly BYD, have apparently managed to handle supply chain issues better, which could be due to BYD's larger size that allows for more experience in sourcing material from different suppliers, etc.What Is NIO's Outlook?As an EV pureplay, NIO's market potential depends on the ongoing growth of the global EV market. Especially in NIO's home country, China, where growth has been excellent in the recent past. In China, around 20% of new vehicles are NEVs, or new energy vehicles. This primarily includes EVs (plug-in hybrids and BEVs) while other technologies such as hydrogen play a negligible role for now. With millions of EVs being sold in China alone (in September NEV sales totaled more than 600,000), and with that number growing at a rate of almost 100% year over year, there is a huge and rapidly expanding market opportunity in NIO's home country - the most important EV market in the world.NIO's vehicles are above-average in price and quality, which is why the company can't address all parts of the market. But even the premium market it addresses is very large and growing rapidly, showcased, for example, by Tesla's sales pace. NIO's production constraints should ease going forward, based on easing supply chain worries that I expect over the next couple of quarters as lockdown measures in China will hopefully wane eventually and since companies adapt to these issues over time.NIO is also expanding outside of its home market, China. Recently, the company opened its first battery-swapping station in Germany, which is Europe's largest automobile market, where other EV companies also see a lot of potential - such as Tesla, which built a Gigafactory there. NIO had already been active in Norway before that, which is usually the first European market EV companies from outside of Europe expand to. Now, NIO is active in several European markets, including the Netherlands, Sweden, and Denmark, on top of the aforementioned Norway and Germany. The first model that was introduced in Europe is the ET7, NIO's high-end sedan, but NIO will introduce additional models over time. The company plans to build 20 swapping stations in Europe by the end of the year, which will introduce the vast European market to NIO's unique tech that differentiates it from other EV players where consumers have to accept long charging times, whereas NIO's battery swaps only require a couple of minutes, thereby providing a clear unique selling point that should be beneficial for NIO's potential to sell vehicles.Between these factors, NIO should be able to grow its business very meaningfully over the next couple of years. Of course, revenues alone do not make a company a great investment, thus NIO will have to prove that it can also generate compelling profits over time. Thanks to the high prices for its vehicles, as it sells to the less price-sensitive premium market, that should be possible, although the exact timing when it will first become profitable is not yet known.From a valuation basis, NIO does not look very expensive versus other EV players:Data by YChartsXPeng is less expensive than NIO, but other relevant peers such as Li, Tesla, Lucid, and Rivian are more expensive on a price-to-sales basis. Especially the three US-based peers, which are trading at way higher valuations than NIO, which makes NIO look attractive by comparison.Is NIO Stock A Buy, Hold, Or Sell?NIO is battling with some supply chain problems, which is why its growth in recent quarters wasn't overly strong. Still, NIO hit a new record in Q3, and delivered growth in the 30% range, which is far from bad. With the ongoing expansion in Europe, growth could accelerate going forward, especially when/if China eases its COVID policy.From a valuation perspective, NIO looks like one of the better EV players, as it trades at a hefty discount relative to many of its peers. That being said, there are some China-specific risks that investors should consider. If geopolitical tensions escalate further, an investment in Chinese companies such as NIO could be risky, although that would also impact American companies that are reliant on the Chinese market, such as Tesla.Overall, NIO has some opportunities, but in the current environment of rising interest rates and macro uncertainties, it is far from a sure bet that NIO will rise in the near term. I thus am neutral when it comes to NIO right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094184593,"gmtCreate":1645083378804,"gmtModify":1676533995506,"author":{"id":"3582013371260147","authorId":"3582013371260147","name":"JackoWacko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582013371260147","idStr":"3582013371260147"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094184593","repostId":"2211687121","repostType":2,"repost":{"id":"2211687121","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":1644919380,"share":"https://ttm.financial/m/news/2211687121?lang=&edition=fundamental","pubTime":"2022-02-15 18:03","market":"us","language":"en","title":"Ray Dalio's Bridgewater boosts its bets on China","url":"https://stock-news.laohu8.com/highlight/detail?id=2211687121","media":"Dow Jones","summary":"MW Ray Dalio's Bridgewater boosts its bets on China\n\n\n  By Steve Goldstein \n\n\n  The world's biggest ","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Ray Dalio's Bridgewater boosts its bets on China\n</p>\n<p>\n  By Steve Goldstein \n</p>\n<p>\n  The world's biggest hedge fund boosted its bet on Chinese companies in the fourth quarter. \n</p>\n<p>\n  The latest 13-F filing from Bridgewater Associates shows the firm boosted its stake in Alibaba  <a href=\"https://laohu8.com/S/09988\">$(09988)$</a> by 29% in the fourth quarter, to take its holding in the Chinese internet services giant to the eighth highest spot in its portfolio. \n</p>\n<p>\n  Bridgewater also boosted its stake in Baidu  (K3SD.SG) by 23%, and in Chinese electric vehicle maker Nio  <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a> by 8% in the fourth quarter. \n</p>\n<p>\n  Bridgewater also indirectly owns a number of Chinese companies through its third-largest holding, Vanguard's emerging-markets fund <a href=\"https://laohu8.com/S/VWO\">$(VWO)$</a>, though the firm reduced its holding in that and two similar emerging-markets ETFs in the fourth quarter. \n</p>\n<p>\n  Investors have been tempted in by Chinese companies after a rough 2021 when the country ramped up regulatory scrutiny throughout the economy. \n</p>\n<p>\n  Alibaba shares have climbed 3% this year, Baidu has gained 8% while Nio has tumbled 25%. \n</p>\n<p>\n  Ray Dalio, the founder and co-chief investment officer of Bridgewater, has found himself in hot water over his views on China. He walked back comments in which he appeared to brush off human-rights abuses in the world's second largest economy when he said it acts like a \"strict parent.\" \n</p>\n<p>\n  -Steve Goldstein \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  February 15, 2022 05:03 ET (10:03 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>","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>Ray Dalio's Bridgewater boosts its bets on China</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\">\nRay Dalio's Bridgewater boosts its bets on China\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\">2022-02-15 18:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Ray Dalio's Bridgewater boosts its bets on China\n</p>\n<p>\n  By Steve Goldstein \n</p>\n<p>\n  The world's biggest hedge fund boosted its bet on Chinese companies in the fourth quarter. \n</p>\n<p>\n  The latest 13-F filing from Bridgewater Associates shows the firm boosted its stake in Alibaba  <a href=\"https://laohu8.com/S/09988\">$(09988)$</a> by 29% in the fourth quarter, to take its holding in the Chinese internet services giant to the eighth highest spot in its portfolio. \n</p>\n<p>\n  Bridgewater also boosted its stake in Baidu  (K3SD.SG) by 23%, and in Chinese electric vehicle maker Nio  <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a> by 8% in the fourth quarter. \n</p>\n<p>\n  Bridgewater also indirectly owns a number of Chinese companies through its third-largest holding, Vanguard's emerging-markets fund <a href=\"https://laohu8.com/S/VWO\">$(VWO)$</a>, though the firm reduced its holding in that and two similar emerging-markets ETFs in the fourth quarter. \n</p>\n<p>\n  Investors have been tempted in by Chinese companies after a rough 2021 when the country ramped up regulatory scrutiny throughout the economy. \n</p>\n<p>\n  Alibaba shares have climbed 3% this year, Baidu has gained 8% while Nio has tumbled 25%. \n</p>\n<p>\n  Ray Dalio, the founder and co-chief investment officer of Bridgewater, has found himself in hot water over his views on China. He walked back comments in which he appeared to brush off human-rights abuses in the world's second largest economy when he said it acts like a \"strict parent.\" \n</p>\n<p>\n  -Steve Goldstein \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  February 15, 2022 05:03 ET (10:03 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4124":"机动车零配件与设备","09988":"阿里巴巴-W","NIO":"蔚来","BABA":"阿里巴巴","VWO":"MSCI新兴市场ETF-Vanguard","CAAS":"中汽系统","BIDU":"百度"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211687121","content_text":"MW Ray Dalio's Bridgewater boosts its bets on China\n\n\n  By Steve Goldstein \n\n\n  The world's biggest hedge fund boosted its bet on Chinese companies in the fourth quarter. \n\n\n  The latest 13-F filing from Bridgewater Associates shows the firm boosted its stake in Alibaba  $(09988)$ by 29% in the fourth quarter, to take its holding in the Chinese internet services giant to the eighth highest spot in its portfolio. \n\n\n  Bridgewater also boosted its stake in Baidu  (K3SD.SG) by 23%, and in Chinese electric vehicle maker Nio  $(NIO)$ by 8% in the fourth quarter. \n\n\n  Bridgewater also indirectly owns a number of Chinese companies through its third-largest holding, Vanguard's emerging-markets fund $(VWO)$, though the firm reduced its holding in that and two similar emerging-markets ETFs in the fourth quarter. \n\n\n  Investors have been tempted in by Chinese companies after a rough 2021 when the country ramped up regulatory scrutiny throughout the economy. \n\n\n  Alibaba shares have climbed 3% this year, Baidu has gained 8% while Nio has tumbled 25%. \n\n\n  Ray Dalio, the founder and co-chief investment officer of Bridgewater, has found himself in hot water over his views on China. He walked back comments in which he appeared to brush off human-rights abuses in the world's second largest economy when he said it acts like a \"strict parent.\" \n\n\n  -Steve Goldstein \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  February 15, 2022 05:03 ET (10:03 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160148113,"gmtCreate":1623776240932,"gmtModify":1703819223293,"author":{"id":"3582013371260147","authorId":"3582013371260147","name":"JackoWacko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582013371260147","idStr":"3582013371260147"},"themes":[],"htmlText":"Buy the dip","listText":"Buy the dip","text":"Buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160148113","repostId":"2141286727","repostType":2,"repost":{"id":"2141286727","pubTimestamp":1623057660,"share":"https://ttm.financial/m/news/2141286727?lang=&edition=fundamental","pubTime":"2021-06-07 17:21","market":"us","language":"en","title":"This Tech Stock Just Had Its IPO. Here's Why I Think It's a Buy Today","url":"https://stock-news.laohu8.com/highlight/detail?id=2141286727","media":"Motley Fool","summary":"Less than 90 days after its public debut, there are lots of reasons to like this e-commerce giant.","content":"<p>Make no mistake: Investing in an initial public offering (IPO) is inherently risky and there are lots of reasons to avoid recently public companies. While there is a certain allure to buying into the next big thing and watching it skyrocket, the reality is often very different.</p><p>In fact, in most cases, the only people who get rich from an IPO are private equity investors and the company's founders. Retail investors almost never get in at the IPO price, particularly if there is strong demand for a stock. Additionally, there is the lack of a significant track record for these nascent companies, adding to the risk for investors.</p><p>Every once in a while, however, a recently public company comes along that defies the odds and has all the hallmarks of success. Less than three months after its IPO, I believe that <b>Coupang</b> (NYSE:CPNG) is <a href=\"https://laohu8.com/S/AONE\">one</a> such company.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F629369%2Fa-woman-pulling-a-credit-card-from-her-purse-while-sitting-in-front-of-a-laptop-ecommerce.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h3>The Amazon of South Korea</h3><p>Coupang may not be a household name among U.S. investors, but you'd be hard-pressed to find someone in its home of South Korea who doesn't know the e-commerce giant. The company's mission has become so integral to the lives of its customers, they're left to wonder, \"How did I ever live without Coupang?\"</p><p>The company was founded in 2010 and modeled after its North American rival. Coupang copied some of <b>Amazon</b>'s (NASDAQ:AMZN) most successful features, offering what it calls \"Rocket Delivery\" -- same-day and next-day delivery, made possible by its large and growing fulfillment network. Here's a telling indicator of its reach: roughly 70% of the South Korean population lives with seven miles of a Coupang logistics center.</p><p>The company has gone even further, reimagining the fulfillment process by eliminating cardboard boxes in 75% of deliveries, replacing them with eco-bags that are then collected for reuse after each drop-off. These innovations and many others have helped make Coupang the largest e-commerce provider in Korea.</p><p>The country represents a significant opportunity. Korea has the fourth-largest economy in Asia and is the 12th-largest in the world, as of 2019. Total e-commerce spending topped $128 billion in 2019 and is expected to surge to $206 billion by 2024. As the largest product e-commerce company in the country, Coupang is perfectly positioned to capture a large and growing percentage of the continuing shift to online retail.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F629369%2Fcoupang-app.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p><p>Image source: Coupang. https://news.coupang.com/archives/6621.</p><h3>The numbers tell the tale</h3><p>Coupang has a remarkable history of revenue growth. For the year which ended December 31, 2020, net revenue of $11.97 billion grew 91% year over year, accelerating from the 55% growth in 2019. This came on the heels of revenue increases of 69% and 44% in 2018 and 2017, respectively. Its impressive growth continued into the first quarter of 2021, with revenue of $4.2 billion, up 74%.</p><p>Let's be clear: Coupang is in high-growth mode, which is reflected in its bottom line. Last year, the company incurred a net loss of $475 million, an improvement from its loss of $699 million in 2019. The red ink continued into this year, with a net loss of $295 million in the first quarter. It's important to note, however, that the hit to the bottom line includes a charge of $87 million in equity-based compensation, of which $66 million was equity awards related to Coupang's recent IPO. That number should moderate going forward.</p><p>Perhaps more importantly, while the company continues to invest heavily to ensure future growth, its free cash flow (FCF) is edging closer to breakeven, from -$500 million in 2019 to -$200 million in 2020.</p><p>It isn't surprising that the company isn't yet profitable, given that Coupang has spent billions of dollars building the country's largest end-to-end delivery network. To close out last year, Coupang had 100 fulfillment and logistics centers in over 30 cities. It employs more than 40,000 workers and 15,000 delivery drivers that process, fulfill, and deliver millions of items every day. This gives the company unrivaled scale and a solid foundation for future success.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F629369%2Fcoupang-fulfillment-center.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Coupang.</p><h3>A compelling opportunity</h3><p>As investors have focused on stocks likely to benefit from the pandemic recovery, they may be missing the forest for the trees. Adoption of e-commerce will only increase from here and Coupang is playing the long game. Eagle-eyed investors will also note the stock is cheaper now than it was on its first day of trading back in March.</p><p>Coupang's focus on delighting customers and its unmatched reach show that the company is well-positioned to sustain its growth for years, if not decades, to come. Now's the time to buy, before the market comes to its senses.</p>","source":"fool_stock","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>This Tech Stock Just Had Its IPO. Here's Why I Think It's a Buy Today</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\">\nThis Tech Stock Just Had Its IPO. Here's Why I Think It's a Buy Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 17:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/06/this-tech-stock-just-had-its-ipo-heres-why-i-think/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Make no mistake: Investing in an initial public offering (IPO) is inherently risky and there are lots of reasons to avoid recently public companies. While there is a certain allure to buying into the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/06/this-tech-stock-just-had-its-ipo-heres-why-i-think/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CPNG":"Coupang, Inc."},"source_url":"https://www.fool.com/investing/2021/06/06/this-tech-stock-just-had-its-ipo-heres-why-i-think/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2141286727","content_text":"Make no mistake: Investing in an initial public offering (IPO) is inherently risky and there are lots of reasons to avoid recently public companies. While there is a certain allure to buying into the next big thing and watching it skyrocket, the reality is often very different.In fact, in most cases, the only people who get rich from an IPO are private equity investors and the company's founders. Retail investors almost never get in at the IPO price, particularly if there is strong demand for a stock. Additionally, there is the lack of a significant track record for these nascent companies, adding to the risk for investors.Every once in a while, however, a recently public company comes along that defies the odds and has all the hallmarks of success. Less than three months after its IPO, I believe that Coupang (NYSE:CPNG) is one such company.Image source: Getty Images.The Amazon of South KoreaCoupang may not be a household name among U.S. investors, but you'd be hard-pressed to find someone in its home of South Korea who doesn't know the e-commerce giant. The company's mission has become so integral to the lives of its customers, they're left to wonder, \"How did I ever live without Coupang?\"The company was founded in 2010 and modeled after its North American rival. Coupang copied some of Amazon's (NASDAQ:AMZN) most successful features, offering what it calls \"Rocket Delivery\" -- same-day and next-day delivery, made possible by its large and growing fulfillment network. Here's a telling indicator of its reach: roughly 70% of the South Korean population lives with seven miles of a Coupang logistics center.The company has gone even further, reimagining the fulfillment process by eliminating cardboard boxes in 75% of deliveries, replacing them with eco-bags that are then collected for reuse after each drop-off. These innovations and many others have helped make Coupang the largest e-commerce provider in Korea.The country represents a significant opportunity. Korea has the fourth-largest economy in Asia and is the 12th-largest in the world, as of 2019. Total e-commerce spending topped $128 billion in 2019 and is expected to surge to $206 billion by 2024. As the largest product e-commerce company in the country, Coupang is perfectly positioned to capture a large and growing percentage of the continuing shift to online retail.Image source: Coupang. https://news.coupang.com/archives/6621.The numbers tell the taleCoupang has a remarkable history of revenue growth. For the year which ended December 31, 2020, net revenue of $11.97 billion grew 91% year over year, accelerating from the 55% growth in 2019. This came on the heels of revenue increases of 69% and 44% in 2018 and 2017, respectively. Its impressive growth continued into the first quarter of 2021, with revenue of $4.2 billion, up 74%.Let's be clear: Coupang is in high-growth mode, which is reflected in its bottom line. Last year, the company incurred a net loss of $475 million, an improvement from its loss of $699 million in 2019. The red ink continued into this year, with a net loss of $295 million in the first quarter. It's important to note, however, that the hit to the bottom line includes a charge of $87 million in equity-based compensation, of which $66 million was equity awards related to Coupang's recent IPO. That number should moderate going forward.Perhaps more importantly, while the company continues to invest heavily to ensure future growth, its free cash flow (FCF) is edging closer to breakeven, from -$500 million in 2019 to -$200 million in 2020.It isn't surprising that the company isn't yet profitable, given that Coupang has spent billions of dollars building the country's largest end-to-end delivery network. To close out last year, Coupang had 100 fulfillment and logistics centers in over 30 cities. It employs more than 40,000 workers and 15,000 delivery drivers that process, fulfill, and deliver millions of items every day. This gives the company unrivaled scale and a solid foundation for future success.Image source: Coupang.A compelling opportunityAs investors have focused on stocks likely to benefit from the pandemic recovery, they may be missing the forest for the trees. Adoption of e-commerce will only increase from here and Coupang is playing the long game. Eagle-eyed investors will also note the stock is cheaper now than it was on its first day of trading back in March.Coupang's focus on delighting customers and its unmatched reach show that the company is well-positioned to sustain its growth for years, if not decades, to come. Now's the time to buy, before the market comes to its senses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}