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07-03

Suddenly all the anti Nio posts pop up during rally....how much u losing from shorting bro? 🤣

NIO: Growth At All Costs May Not Last

05-21

And away we go 🚀🌕 get on or stay poor 🤡 #bullish

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05-14

Good article!

@JC888:Morgan Stanley says NIO is a BUY!

2023-11-24

Nio is your best chance to 10x profit. Get it before it's too late

The Great EV Rally: 3 Stocks You Need to Own Before They Soar

2023-11-09

NIO to the moon

3 EV Stocks With Potential to 10X in the Next Decade

Go to Tiger App to see more news

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🤣","listText":"Suddenly all the anti Nio&nbsp;posts pop up during rally....how much u losing from shorting bro? 🤣","text":"Suddenly all the anti Nio posts pop up during rally....how much u losing from shorting bro? 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323563130437720","repostId":"1155627702","repostType":2,"repost":{"id":"1155627702","kind":"news","pubTimestamp":1719978763,"share":"https://ttm.financial/m/news/1155627702?lang=&edition=fundamental","pubTime":"2024-07-03 11:52","market":"us","language":"en","title":"NIO: Growth At All Costs May Not Last","url":"https://stock-news.laohu8.com/highlight/detail?id=1155627702","media":"seekingalpha","summary":"NIO's stock rallied significantly yesterday after inspiring Q2 delivery numbers, which more than doubled.The company's financial performance suggests that management prioritizes growth at all costs, w","content":"<html><head></head><body><ul style=\"\"><li><p>NIO&#39;s stock rallied significantly yesterday after inspiring Q2 delivery numbers, which more than doubled.</p></li><li><p>The company&#39;s financial performance suggests that management prioritizes growth at all costs, which is unsustainable and harmful to shareholders in the long term.</p></li><li><p>Valuation analysis suggests NIO&#39;s stock is overvalued, fair share price estimated at $1.36.</p></li></ul><h2 id=\"id_4142055286\" style=\"text-align: left;\">Introduction</h2><p style=\"text-align: left;\">I remain bearish about NIO (NYSE:NIO) and want to reiterate my &#39;Strong Sell&#39; rating for the stock. The stock declined by 2.4% since my previous thesis. My previous thesis could have looked even better, but the stock gained more than 6% yesterday after positive Q2 deliveries data. NIO&#39;s latest deliveries report is really impressive with sales more than doubling in Q2. On the other hand, this growth might be unsustainable because it looks like a &#39;growth at all costs&#39;. I think so because Q1 financial performance was quite disappointing with soaring cash burn. NIO&#39;s profitability metrics are way behind its closest rivals, which also underscores prioritizing &#39;growth at all costs&#39;. I expect more dilution soon, which will probably make NIO&#39;s unattractive valuation look even worse. Considering all these factors, I believe that NIO&#39;s yesterday rally was more a &#39;dead cat bounce&#39; rather than a sustainable rebound.</p><h2 id=\"id_2841942455\" style=\"text-align: left;\">Fundamental analysis</h2><p style=\"text-align: left;\">The most fresh fundamental information about NIO is its Q2 2024 deliveries. The quarter&#39;s deliveries totaled 57,373 vehicles, increasing by 144% YoY. The increase is impressive, the market reacted by showing a big intraday rally. NIO&#39;s Q2 deliveries growth outperformed its closest rivals like Li Auto (LI) and XPeng (XPEV). On the other hand, Li Auto&#39;s deliveries are twice as high as NIO&#39;s. Growing against larger numbers is usually more difficult.</p><p style=\"text-align: left;\">NIO delivered a total of 87,426 during the first half of 2024, compared to 54,561 units in H1 2023. The increase is 60%. According to the last November&#39;s information, NIO&#39;s target for the full year is 230,000 units. With that being said, NIO needs to deliver 142,574 cars in H2 2024. Thus, NIO should demonstrate a 35% increase in deliveries during the second half of the year. This looks doable considering strong growth momentum of the Q2.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b02cacd30c04fea262e535d1a7e1741\" alt=\"NIO PL\" title=\"NIO PL\" tg-width=\"640\" tg-height=\"651\"/><span>NIO PL</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">Despite the impressive growth in the volume of cars sold, NIO&#39;s financial performance is not improving. Of course, we do not have Q2 earnings yet, but financial metrics of Q1 were disappointing. The operating margin dipped below -50% and it was much weaker both compared YoY and QoQ. As a result, NIO&#39;s outstanding cash balance decreased by around $1.7 billion sequentially. The company&#39;s balance sheet continues shrinking at a notable speed. This will likely lead to the issuing of new shares, and the recent stability in the number of shares outstanding will be disrupted.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aeade29223fd17c2498ae5809a29679c\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"424\"/><span>Chart</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">NIO&#39;s impressive H1 deliveries growth was likely achieved with a &#39;growth at all costs&#39; strategy. I made this conclusion by comparing the company&#39;s profitability metrics with rivals. NIO&#39;s profitability still looks poor compared to LI and XPEV. Comparing with Li might be unfair due to the big gap in scales of these two companies. However, XPEV delivers less cars than NIO and its profitability metrics look better.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d990241a6071c87946aa9215f6a1955\" alt=\"NIO vs competitios\" title=\"NIO vs competitios\" tg-width=\"640\" tg-height=\"355\"/><span>NIO vs competitios</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">NIO&#39;s revenue per employee is two times lower than Li&#39;s and 25% lower compared to XPEV. This indicates that NIO does not prioritize efficient and profitable growth, which is not a sustainable approach to building value for shareholders.</p><p style=\"text-align: left;\">The management did not announce exact global expansion plans, but opening &#39;NIO houses&#39; across Europe suggests that they had ambitious plans in this direction. The recent introduction of additional tariffs on Chinese EVs by the EU is a serious fundamental headwind for NIO&#39;s plans to expand internationally. Expansion to the U.S. market already looks impossible for Chinese EVs after Joe Biden introduced a 100% tariff.</p><h2 id=\"id_808253151\" style=\"text-align: left;\">Valuation analysis</h2><p style=\"text-align: left;\">I use the discounted cash flow (&#39;DCF&#39;) approach to update my valuation analysis for NIO. I use a 12% WACC, as recommended by Finbox. I rely on the FY 2024 revenue consensus forecast of $9.38 billion and use a linear 17.15% CAGR for 2025-2028.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69d6e48f810a92d169d2699bbc204dd6\" alt=\"Tesla&#39;s CF\" title=\"Tesla&#39;s CF\" tg-width=\"640\" tg-height=\"308\"/><span>Tesla&#39;s CF</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">NIO is still not profitable and the level of uncertainty regarding the free cash flow margin is very high. However, Tesla (TSLA) first achieved sustainable positive FCF starting in FY 2019 (please see above) when it had already surpassed $20 billion in revenue. Therefore, I assume that to generate at least 1% in FCF, the company must surpass $15 billion in revenue. Therefore, I expect NIO to start generating positive FCF no earlier than FY 2027, with a slow expansion. According to Seeking Alpha, there are 2.07 billion outstanding NIO shares at the moment. I project a 4% constant growth rate because NIO operates in an industry that enjoys solid positive secular transitions.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5220e9785a156463a5065edb1306a132\" alt=\"NIO valuation\" title=\"NIO valuation\" tg-width=\"640\" tg-height=\"303\"/><span>NIO valuation</span></p><p style=\"text-align: left;\">The fair share price is $1.36, three times lower than yesterday&#39;s closing price. This financial model is very sensitive to changes in constant growth rate. However, even upgrading the rate to unrealistic 8% does not make NIO&#39;s stock attractively valued. Therefore, I do not find NIO&#39;s valuation attractive at all.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7931c3699c50a96d4578d05b5c5dc05d\" alt=\"KM\" title=\"KM\" tg-width=\"640\" tg-height=\"303\"/><span>KM</span></p><p style=\"text-align: left;\"></p><h2 id=\"id_3460249774\" style=\"text-align: left;\">Mitigating factors</h2><p style=\"text-align: left;\">NIO&#39;s current &#39;growth at all costs&#39; approach might be temporary. The management might prioritize this method for a limited time period just to gain momentum and gain popularity. This will help in expanding the company&#39;s market share and building brand loyalty. Once these goals are achieved, NIO might start aggressive cost-cutting to improve its profitability profile. However, it is quite a risky strategy because the competition is intensifying as more legacy automakers introduce plans to expand their all-electric models. Therefore, the possibility of such a scenario is quite low.</p><h2 id=\"id_3766739004\" style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">I do not believe in the sustainability of NIO&#39;s yesterday rally. The Q2 deliveries look impressive without looking at financial performance. However, peer analysis of profitability metrics together with recent historical trends suggest that NIO switched its approach to &#39;growth at all costs&#39; which is unsustainable. The cash burn problem cannot be over-estimated and there will highly likely be more dilution soon. My fair share price estimate is much lower than the last close. All these factors make me reiterate a &#39;Strong sell&#39; rating for NIO.</p></body></html>","source":"seekingalpha","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: Growth At All Costs May Not Last</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: Growth At All Costs May Not Last\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-03 11:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4701957-nio-stock-q2-deliveries-growth-at-all-costs-may-not-last-maintain-sell?source=first_level_url%3Atrending-analysis%7Ccontent_type%3Aall%7Csection%3Acontent%7Cline%3A4><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO's stock rallied significantly yesterday after inspiring Q2 delivery numbers, which more than doubled.The company's financial performance suggests that management prioritizes growth at all costs, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4701957-nio-stock-q2-deliveries-growth-at-all-costs-may-not-last-maintain-sell?source=first_level_url%3Atrending-analysis%7Ccontent_type%3Aall%7Csection%3Acontent%7Cline%3A4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4701957-nio-stock-q2-deliveries-growth-at-all-costs-may-not-last-maintain-sell?source=first_level_url%3Atrending-analysis%7Ccontent_type%3Aall%7Csection%3Acontent%7Cline%3A4","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1155627702","content_text":"NIO's stock rallied significantly yesterday after inspiring Q2 delivery numbers, which more than doubled.The company's financial performance suggests that management prioritizes growth at all costs, which is unsustainable and harmful to shareholders in the long term.Valuation analysis suggests NIO's stock is overvalued, fair share price estimated at $1.36.IntroductionI remain bearish about NIO (NYSE:NIO) and want to reiterate my 'Strong Sell' rating for the stock. The stock declined by 2.4% since my previous thesis. My previous thesis could have looked even better, but the stock gained more than 6% yesterday after positive Q2 deliveries data. NIO's latest deliveries report is really impressive with sales more than doubling in Q2. On the other hand, this growth might be unsustainable because it looks like a 'growth at all costs'. I think so because Q1 financial performance was quite disappointing with soaring cash burn. NIO's profitability metrics are way behind its closest rivals, which also underscores prioritizing 'growth at all costs'. I expect more dilution soon, which will probably make NIO's unattractive valuation look even worse. Considering all these factors, I believe that NIO's yesterday rally was more a 'dead cat bounce' rather than a sustainable rebound.Fundamental analysisThe most fresh fundamental information about NIO is its Q2 2024 deliveries. The quarter's deliveries totaled 57,373 vehicles, increasing by 144% YoY. The increase is impressive, the market reacted by showing a big intraday rally. NIO's Q2 deliveries growth outperformed its closest rivals like Li Auto (LI) and XPeng (XPEV). On the other hand, Li Auto's deliveries are twice as high as NIO's. Growing against larger numbers is usually more difficult.NIO delivered a total of 87,426 during the first half of 2024, compared to 54,561 units in H1 2023. The increase is 60%. According to the last November's information, NIO's target for the full year is 230,000 units. With that being said, NIO needs to deliver 142,574 cars in H2 2024. Thus, NIO should demonstrate a 35% increase in deliveries during the second half of the year. This looks doable considering strong growth momentum of the Q2.NIO PLDespite the impressive growth in the volume of cars sold, NIO's financial performance is not improving. Of course, we do not have Q2 earnings yet, but financial metrics of Q1 were disappointing. The operating margin dipped below -50% and it was much weaker both compared YoY and QoQ. As a result, NIO's outstanding cash balance decreased by around $1.7 billion sequentially. The company's balance sheet continues shrinking at a notable speed. This will likely lead to the issuing of new shares, and the recent stability in the number of shares outstanding will be disrupted.ChartNIO's impressive H1 deliveries growth was likely achieved with a 'growth at all costs' strategy. I made this conclusion by comparing the company's profitability metrics with rivals. NIO's profitability still looks poor compared to LI and XPEV. Comparing with Li might be unfair due to the big gap in scales of these two companies. However, XPEV delivers less cars than NIO and its profitability metrics look better.NIO vs competitiosNIO's revenue per employee is two times lower than Li's and 25% lower compared to XPEV. This indicates that NIO does not prioritize efficient and profitable growth, which is not a sustainable approach to building value for shareholders.The management did not announce exact global expansion plans, but opening 'NIO houses' across Europe suggests that they had ambitious plans in this direction. The recent introduction of additional tariffs on Chinese EVs by the EU is a serious fundamental headwind for NIO's plans to expand internationally. Expansion to the U.S. market already looks impossible for Chinese EVs after Joe Biden introduced a 100% tariff.Valuation analysisI use the discounted cash flow ('DCF') approach to update my valuation analysis for NIO. I use a 12% WACC, as recommended by Finbox. I rely on the FY 2024 revenue consensus forecast of $9.38 billion and use a linear 17.15% CAGR for 2025-2028.Tesla's CFNIO is still not profitable and the level of uncertainty regarding the free cash flow margin is very high. However, Tesla (TSLA) first achieved sustainable positive FCF starting in FY 2019 (please see above) when it had already surpassed $20 billion in revenue. Therefore, I assume that to generate at least 1% in FCF, the company must surpass $15 billion in revenue. Therefore, I expect NIO to start generating positive FCF no earlier than FY 2027, with a slow expansion. According to Seeking Alpha, there are 2.07 billion outstanding NIO shares at the moment. I project a 4% constant growth rate because NIO operates in an industry that enjoys solid positive secular transitions.NIO valuationThe fair share price is $1.36, three times lower than yesterday's closing price. This financial model is very sensitive to changes in constant growth rate. However, even upgrading the rate to unrealistic 8% does not make NIO's stock attractively valued. Therefore, I do not find NIO's valuation attractive at all.KMMitigating factorsNIO's current 'growth at all costs' approach might be temporary. The management might prioritize this method for a limited time period just to gain momentum and gain popularity. This will help in expanding the company's market share and building brand loyalty. Once these goals are achieved, NIO might start aggressive cost-cutting to improve its profitability profile. However, it is quite a risky strategy because the competition is intensifying as more legacy automakers introduce plans to expand their all-electric models. Therefore, the possibility of such a scenario is quite low.ConclusionI do not believe in the sustainability of NIO's yesterday rally. The Q2 deliveries look impressive without looking at financial performance. However, peer analysis of profitability metrics together with recent historical trends suggest that NIO switched its approach to 'growth at all costs' which is unsustainable. The cash burn problem cannot be over-estimated and there will highly likely be more dilution soon. My fair share price estimate is much lower than the last close. All these factors make me reiterate a 'Strong sell' rating for NIO.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308286478307440,"gmtCreate":1716287178984,"gmtModify":1716287242799,"author":{"id":"3582920545410550","authorId":"3582920545410550","name":"Silvert0ngue","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582920545410550","idStr":"3582920545410550"},"themes":[],"htmlText":"And away we go 🚀🌕 get on or stay poor 🤡 #bullish&nbsp;","listText":"And away we go 🚀🌕 get on or stay poor 🤡 #bullish&nbsp;","text":"And away we go 🚀🌕 get on or stay poor 🤡 #bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308286478307440","repostId":"2436101255","repostType":2,"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":305801015918736,"gmtCreate":1715693730040,"gmtModify":1715694893661,"author":{"id":"3582920545410550","authorId":"3582920545410550","name":"Silvert0ngue","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582920545410550","idStr":"3582920545410550"},"themes":[],"htmlText":"Good article!","listText":"Good article!","text":"Good article!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/305801015918736","repostId":"305448133218616","repostType":1,"repost":{"id":305448133218616,"gmtCreate":1715606800153,"gmtModify":1715646602077,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"Morgan Stanley says NIO is a BUY!","htmlText":"<a href=\"https://ttm.financial/S/MS\">$Morgan Stanley(MS)$</a>, Analyst - Tim Hsiao has released a new research note on <a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a> paying attention to its April 2024 delivery results and upcoming sub brand Onvo. Why MS likes NIO: Analyst Tim Hsiao thinks NIO is doing well. He expects NIO's stock price to go up and has a $10 price target on it. Factors: NIO has sold 15,600 EVs (SUV- 8,800 EVs &amp; Sedan - 6,800) in April 2024. This was &gt; +134% YoY increase. It is also about 33% of NIO’s 2024 total delivery of 45,573 EVs. SUV sales rose +31% MoM to 8,800 EVs. This include SUVs models ES6, ES7, ES8 &amp; EC6. Sedan sales grew +31% MoM to 6,800 EVs. Sales are inching closer to NIO's previous record (about 18,000-20,000 EVs monthly). The analyst","listText":"<a href=\"https://ttm.financial/S/MS\">$Morgan Stanley(MS)$</a>, Analyst - Tim Hsiao has released a new research note on <a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a> paying attention to its April 2024 delivery results and upcoming sub brand Onvo. Why MS likes NIO: Analyst Tim Hsiao thinks NIO is doing well. He expects NIO's stock price to go up and has a $10 price target on it. Factors: NIO has sold 15,600 EVs (SUV- 8,800 EVs &amp; Sedan - 6,800) in April 2024. This was &gt; +134% YoY increase. It is also about 33% of NIO’s 2024 total delivery of 45,573 EVs. SUV sales rose +31% MoM to 8,800 EVs. This include SUVs models ES6, ES7, ES8 &amp; EC6. Sedan sales grew +31% MoM to 6,800 EVs. Sales are inching closer to NIO's previous record (about 18,000-20,000 EVs monthly). The analyst","text":"$Morgan Stanley(MS)$, Analyst - Tim Hsiao has released a new research note on $NIO Inc.(NIO)$ paying attention to its April 2024 delivery results and upcoming sub brand Onvo. Why MS likes NIO: Analyst Tim Hsiao thinks NIO is doing well. He expects NIO's stock price to go up and has a $10 price target on it. Factors: NIO has sold 15,600 EVs (SUV- 8,800 EVs & Sedan - 6,800) in April 2024. This was > +134% YoY increase. It is also about 33% of NIO’s 2024 total delivery of 45,573 EVs. SUV sales rose +31% MoM to 8,800 EVs. This include SUVs models ES6, ES7, ES8 & EC6. Sedan sales grew +31% MoM to 6,800 EVs. Sales are inching closer to NIO's previous record (about 18,000-20,000 EVs monthly). The analyst","images":[{"img":"https://community-static.tradeup.com/news/db73b14528b182acb86fa9b35d8616fa","width":"1193","height":"436"},{"img":"https://community-static.tradeup.com/news/0311db93d6a420709e1604a874833eba","width":"857","height":"322"},{"img":"https://community-static.tradeup.com/news/c40ac633637db2f0fd7d8dc3b69a89b7","width":"694","height":"122"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/305448133218616","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":244960733573192,"gmtCreate":1700828773081,"gmtModify":1700833388744,"author":{"id":"3582920545410550","authorId":"3582920545410550","name":"Silvert0ngue","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582920545410550","idStr":"3582920545410550"},"themes":[],"htmlText":"Nio is your best chance to 10x profit. Get it before it's too late&nbsp;","listText":"Nio is your best chance to 10x profit. Get it before it's too late&nbsp;","text":"Nio is your best chance to 10x profit. Get it before it's too late","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244960733573192","repostId":"2385850631","repostType":2,"repost":{"id":"2385850631","kind":"highlight","pubTimestamp":1700826736,"share":"https://ttm.financial/m/news/2385850631?lang=&edition=fundamental","pubTime":"2023-11-24 19:52","market":"us","language":"en","title":"The Great EV Rally: 3 Stocks You Need to Own Before They Soar","url":"https://stock-news.laohu8.com/highlight/detail?id=2385850631","media":"InvestorPlace","summary":"End the year on a high note with these EV stocks to buy and take home significant gains throughout 2024 and beyond.","content":"<html><head></head><body><ul style=\"\"><li><p>These three EV stocks have massive upside potential and strong price targets. </p></li><li><p><strong>Li Auto </strong>(<strong><u>LI</u></strong>): Li Auto is one of the top EV makers of 2023, and it is entering 2024 with a bang!</p></li><li><p><strong>BYD </strong>(<strong><u>BYDDF</u></strong>): The biggest Tesla competitor, BYD could beat Tesla in the final quarter deliveries. </p></li><li><p><strong>Rivian Automotive </strong>(<strong><u>RIVN</u></strong>): The end of its exclusivity contract with <strong>Amazon </strong>(<strong><u>AMZN</u></strong>) is good news for the company.</p></li></ul><p>The pace at which the electric vehicle (EV) industry is growing might have slowed, but it hasn’t come to an end. Governments still want to achieve their long-term goals and are looking to increase the penetration of EVs across the world. Many companies are going through a period of transition towards electric vehicles, and while the competition is extreme, several EV makers are successfully thriving in the industry.</p><p>As per the International Energy Agency, EVs need to contribute to 60% of total car sales globally by 2030 to stay on track to net zero. That means the demand is only going to rise. If you haven’t considered buying an EV, you might want to think about investing in an EV stock with ample upside potential. Here are the top three EV stocks to buy. </p><h2 id=\"id_4212949555\">Li Auto (LI)</h2><p>One of the top EV stocks you will never regret buying is <strong>Li Auto</strong> (NASDAQ: <strong><u>LI</u></strong>). Emerging as a top <strong>Tesla</strong> (NASDAQ: <strong><u>TSLA</u></strong>) competitor, Li Auto<strong> </strong>has gained prominence in the industry this year. It is one EV maker that successfully managed to survive a pandemic, inflation and tight consumer spending. Despite the market uncertainty, it impressed investors with strong financials and consistent delivery growth. LI stock is exchanging hands for $42 and is up 100% year to date.</p><p>The company’s financials prove it is making the right moves and is ready to charge ahead. In the recent quarter, Li reported a record 105,108 deliveries in the quarter, beating projections and representing a 296% year-over-year rise. It aims to deliver between 125,000 and 128,000 cars in the final quarter of 2024. </p><p>Further, the total revenue came in at $4.75 billion, a 271% year-over-year rise, and the net income was $385.5 million. Li’s numbers are proof it has come a long way, but there is a lot more to come. LI will join the <strong>Hang Seng</strong> <strong>Indexes</strong> on December 4.</p><p>The driving force behind the company is its impressive products. Li’s range of cars is high in demand and one of the best-selling across China. It recently unveiled the Li MEGA at Guangzhou 2023. With the company steadily working on increasing the product lineup, investors have a lot to look forward to. <strong>Bank of America</strong> (NYSE: <strong><u>BAC</u></strong>) analysts raised the price target of the stock to $62, while <strong>Barclays </strong>(NYSE: <strong><u>BCS</u></strong>) has a price target near $50. LI is one of the top EV stocks to buy today.</p><h2 id=\"id_2823984125\">EV Stocks to Buy: BYD (BYDDF)</h2><p>The one EV stock to buy hand over fist is <strong>BYD </strong>(OTCMKTS: <strong><u>BYDDF</u></strong>) — Tesla’s biggest competitor. Besides its solid global presence, BYD reported impressive delivery numbers, and it is aiming big. In the recent quarter, its net profit came in at $1.42 billion, a whopping 82% rise from the previous year.</p><p>The company does not limit itself to China and has gained a strong hold on the global markets. It is also one of the largest battery makers in the world. </p><p>In the coming year, it will have the Thailand factory up for production, and that will help increase the deliveries. The company is set to overtake Tesla in the deliveries in the final quarter of 2023. Still, the stock looks cheap to me.</p><p>Trading at $31 today, BYDDF stock is up 24% year to date and is very close to the 52-week high of $36. The stock hasn’t kept pace with the growing profits. That means you can buy the stock while it’s still at a lower price. For a company challenging Tesla, that is a fair price to pay. </p><p>One reason to bet on the stock is its export momentum. That is growing, and it is hard to ignore. BYD has a massive opportunity to capture the market outside China, and that is where it’s winning. It also has a lower-cost vehicle range, which makes the cars more appealing to buyers. BYDDF remains one of the top EV stocks to buy now.</p><h2 id=\"id_3154976221\">Rivian Automotive (RIVN)</h2><p>Leading EV maker <strong>Rivian Automotive </strong>(NASDAQ: <strong><u>RIVN</u></strong>) has shown impressive growth lately. It has two truck models for the consumer market, but the majority of its earnings come from supplying delivery vans for <strong>Amazon</strong> (NASDAQ: <strong><u>AMZN</u></strong>). While the company remains unprofitable, it could lead to massive gains over the next few years. Investing in RIVN stock could be an opportunity to take home big money. Exchanging hands at $16, the stock is up 19% in the past six months while still down nearly 3% year to date. </p><p>The company couldn’t impress investors despite its impressive results, but the stock could soar in the future. It ended its exclusivity contract with Amazon and can now sell commercial electric vans to other companies as well.</p><p>While it will continue to supply 100,000 EVs to Amazon by 2030, it can also increase its market share and, thus, its sales. Ending this exclusivity contract can benefit Rivian, and we could see a significant rise in the sales over the next year. </p><p>When it comes to earnings, Rivian did manage to beat expectations and reported a loss of $1.19 per share, which was lower than the expectations of Wall Street. While the company is still reporting losses, we can certainly see an improvement.</p><p>It reported a net loss of $1.37 billion, down from $1.72 billion in the previous year, and raised its production guideline to 54,000 cars from the previous 52,000. That is nothing but impressive, and there is a lot to like about the company right now. Yes, the risks are there, and the industry is competitive, but Rivian is making strong moves.</p><p>With a production guideline upgrade and an improvement in the bottom line, it looks like RIVN stock is ready to see some upside. If you can tolerate a little risk, Rivian is worth betting on. </p></body></html>","source":"investorplace_stock_picks","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>The Great EV Rally: 3 Stocks You Need to Own Before They Soar</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\">\nThe Great EV Rally: 3 Stocks You Need to Own Before They Soar\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-24 19:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/11/the-great-ev-rally-3-stocks-you-need-to-own-before-they-soar/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These three EV stocks have massive upside potential and strong price targets. Li Auto (LI): Li Auto is one of the top EV makers of 2023, and it is entering 2024 with a bang!BYD (BYDDF): The biggest ...</p>\n\n<a href=\"https://investorplace.com/2023/11/the-great-ev-rally-3-stocks-you-need-to-own-before-they-soar/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4579":"人工智能","01211":"比亚迪股份","BK4588":"碎股","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4503":"景林资产持仓","BK4207":"综合性银行","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0080751232.USD":"富达环球多元动力基金A","BK4561":"索罗斯持仓","RIVN":"Rivian Automotive, Inc.","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BYDDY":"比亚迪ADR","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4099":"汽车制造商","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4563":"昨日强势股","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0106831901.USD":"贝莱德世界金融基金A2","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0823411888.USD":"法巴消费创新基金 Cap","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","002594":"比亚迪","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4507":"流媒体概念","BK4585":"ETF&股票定投概念","02015":"理想汽车-W","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4566":"资本集团","LI":"理想汽车","LU0234570918.USD":"高盛全球核心股票组合Acc Close"},"source_url":"https://investorplace.com/2023/11/the-great-ev-rally-3-stocks-you-need-to-own-before-they-soar/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2385850631","content_text":"These three EV stocks have massive upside potential and strong price targets. Li Auto (LI): Li Auto is one of the top EV makers of 2023, and it is entering 2024 with a bang!BYD (BYDDF): The biggest Tesla competitor, BYD could beat Tesla in the final quarter deliveries. Rivian Automotive (RIVN): The end of its exclusivity contract with Amazon (AMZN) is good news for the company.The pace at which the electric vehicle (EV) industry is growing might have slowed, but it hasn’t come to an end. Governments still want to achieve their long-term goals and are looking to increase the penetration of EVs across the world. Many companies are going through a period of transition towards electric vehicles, and while the competition is extreme, several EV makers are successfully thriving in the industry.As per the International Energy Agency, EVs need to contribute to 60% of total car sales globally by 2030 to stay on track to net zero. That means the demand is only going to rise. If you haven’t considered buying an EV, you might want to think about investing in an EV stock with ample upside potential. Here are the top three EV stocks to buy. Li Auto (LI)One of the top EV stocks you will never regret buying is Li Auto (NASDAQ: LI). Emerging as a top Tesla (NASDAQ: TSLA) competitor, Li Auto has gained prominence in the industry this year. It is one EV maker that successfully managed to survive a pandemic, inflation and tight consumer spending. Despite the market uncertainty, it impressed investors with strong financials and consistent delivery growth. LI stock is exchanging hands for $42 and is up 100% year to date.The company’s financials prove it is making the right moves and is ready to charge ahead. In the recent quarter, Li reported a record 105,108 deliveries in the quarter, beating projections and representing a 296% year-over-year rise. It aims to deliver between 125,000 and 128,000 cars in the final quarter of 2024. Further, the total revenue came in at $4.75 billion, a 271% year-over-year rise, and the net income was $385.5 million. Li’s numbers are proof it has come a long way, but there is a lot more to come. LI will join the Hang Seng Indexes on December 4.The driving force behind the company is its impressive products. Li’s range of cars is high in demand and one of the best-selling across China. It recently unveiled the Li MEGA at Guangzhou 2023. With the company steadily working on increasing the product lineup, investors have a lot to look forward to. Bank of America (NYSE: BAC) analysts raised the price target of the stock to $62, while Barclays (NYSE: BCS) has a price target near $50. LI is one of the top EV stocks to buy today.EV Stocks to Buy: BYD (BYDDF)The one EV stock to buy hand over fist is BYD (OTCMKTS: BYDDF) — Tesla’s biggest competitor. Besides its solid global presence, BYD reported impressive delivery numbers, and it is aiming big. In the recent quarter, its net profit came in at $1.42 billion, a whopping 82% rise from the previous year.The company does not limit itself to China and has gained a strong hold on the global markets. It is also one of the largest battery makers in the world. In the coming year, it will have the Thailand factory up for production, and that will help increase the deliveries. The company is set to overtake Tesla in the deliveries in the final quarter of 2023. Still, the stock looks cheap to me.Trading at $31 today, BYDDF stock is up 24% year to date and is very close to the 52-week high of $36. The stock hasn’t kept pace with the growing profits. That means you can buy the stock while it’s still at a lower price. For a company challenging Tesla, that is a fair price to pay. One reason to bet on the stock is its export momentum. That is growing, and it is hard to ignore. BYD has a massive opportunity to capture the market outside China, and that is where it’s winning. It also has a lower-cost vehicle range, which makes the cars more appealing to buyers. BYDDF remains one of the top EV stocks to buy now.Rivian Automotive (RIVN)Leading EV maker Rivian Automotive (NASDAQ: RIVN) has shown impressive growth lately. It has two truck models for the consumer market, but the majority of its earnings come from supplying delivery vans for Amazon (NASDAQ: AMZN). While the company remains unprofitable, it could lead to massive gains over the next few years. Investing in RIVN stock could be an opportunity to take home big money. Exchanging hands at $16, the stock is up 19% in the past six months while still down nearly 3% year to date. The company couldn’t impress investors despite its impressive results, but the stock could soar in the future. It ended its exclusivity contract with Amazon and can now sell commercial electric vans to other companies as well.While it will continue to supply 100,000 EVs to Amazon by 2030, it can also increase its market share and, thus, its sales. Ending this exclusivity contract can benefit Rivian, and we could see a significant rise in the sales over the next year. When it comes to earnings, Rivian did manage to beat expectations and reported a loss of $1.19 per share, which was lower than the expectations of Wall Street. While the company is still reporting losses, we can certainly see an improvement.It reported a net loss of $1.37 billion, down from $1.72 billion in the previous year, and raised its production guideline to 54,000 cars from the previous 52,000. That is nothing but impressive, and there is a lot to like about the company right now. Yes, the risks are there, and the industry is competitive, but Rivian is making strong moves.With a production guideline upgrade and an improvement in the bottom line, it looks like RIVN stock is ready to see some upside. If you can tolerate a little risk, Rivian is worth betting on.","news_type":1},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239523874676752,"gmtCreate":1699514365317,"gmtModify":1699516065325,"author":{"id":"3582920545410550","authorId":"3582920545410550","name":"Silvert0ngue","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582920545410550","idStr":"3582920545410550"},"themes":[],"htmlText":"NIO to the moon&nbsp;","listText":"NIO to the moon&nbsp;","text":"NIO to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239523874676752","repostId":"2382323504","repostType":2,"repost":{"id":"2382323504","kind":"highlight","pubTimestamp":1699489823,"share":"https://ttm.financial/m/news/2382323504?lang=&edition=fundamental","pubTime":"2023-11-09 08:30","market":"hk","language":"en","title":"3 EV Stocks With Potential to 10X in the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2382323504","media":"InvestorPlace","summary":"The crowd of investors looking for EV stocks to buy has thinned in recent months, but these three have long-term potential.","content":"<html><head></head><body><ul style=\"\"><li><p>These EV stocks could 10x over the next 10 years.</p></li><li><p><strong>BYD </strong>(<strong><u>BYDDY</u></strong>): The company is nipping at Elon Musk’s heels.</p></li><li><p><strong>Tesla </strong>(<strong><u>TSLA</u></strong>): It remains the gold standard for electric. </p></li><li><p><strong>Volkswagen </strong>(<strong><u>VWAGY</u></strong>): Volkswagen brings global scale to the EV game.</p></li></ul><p>Despite all the negative talk about electric vehicles (EVs) in 2023, <strong>Tesla</strong> (NASDAQ: <strong><u>TSLA</u></strong>) stock isn’t doing too badly, up 105%, more than double the <strong>Nasdaq-100</strong>. Yet all anyone seems to be able to talk about is how toxic EV stocks are heading into 2024.</p><p>The reason for the negativity involves the slowing demand for EVs.</p><p>“We’re taking immediate steps to enhance the profitability of our EV portfolio and adjust to slowing near-term growth,” Reuters reported GM CEO Mary Barra’s comments to analysts.</p><p>Elon Musk suggested on his company’s conference call that higher interest rates make it harder to find buyers willing to part with their hard-earned capital. All across the industry, car company executives have sounded the alarm bells. </p><p>However, the data suggests things aren’t so bleak. </p><p>“EV sales are growing, however. They topped 300,000 units in the United States for the first time in the third quarter, according to a <strong>Cox Automotive</strong> report. They rose 14.3% in September in the European Union and 22% in China, the world’s largest EV market,” Reuters reported. </p><p>Investors look at significant acquisitions by <strong>Exxon Mobil </strong>(NYSE: <strong><u>XOM</u></strong>) and <strong>Chevron </strong>(NYSE: <strong><u>CVX</u></strong>) and believe it is a sign that oil executives know what’s reality and what’s not. </p><p>That’s pure poppycock. They just want to be the last ones selling oil through the transition to electric. They know it’s coming.</p><p>Here are three EV stocks to buy to profit over the next decade. </p><h2 id=\"id_1601477486\">BYD (BYDDY)</h2><p><strong>Berkshire Hathaway </strong>(NYSE: <strong><u>BRK-A</u></strong>, NYSE: <strong><u>BRK-B</u></strong>) owns $2.7 billion in <strong>BYD </strong>(OTCMKTS: <strong><u>BYDDY</u></strong>) stock. Warren Buffett’s holding company only owns $606 million in <strong>General Motors </strong>(NYSE: <strong><u>GM</u></strong>), a sign that he believes the Chinese automotive company will be a leader in the globalization of EVs. </p><p>Bloomberg reported at the beginning of November that BYD delivered another record month in October of selling both battery electric vehicles (BEVs) and hybrid electric vehicles (HEVs). As a result, it will soon pass Tesla for quarterly pure-EV sales.</p><p>BYD sold 301,095 electric and hybrid vehicles in October, nearly 40% higher than a year earlier. According to Bloomberg, BYD sells one-third of all the new-energy vehicles in China. It passed <strong>Volkswagen </strong>(OTCMKTS: <strong><u>VWAGY</u></strong>) as the number-one seller of autos in China for the first time in history. </p><p>BYD has a goal to sell 3.0 million new energy vehicles in 2023. With two months to go, BYD needs to sell quite a bit over the final two months of the year. It’s going to be close. </p><p>In the long term, BYD will run circles around America’s biggest car companies. </p><h2 id=\"id_3924943269\">Tesla (TSLA)</h2><p>One alarming data point about Tesla is that the company’s biggest fan — portfolio manager Cathie Wood — has been reducing her position in the world’s largest pure-play EV company. </p><p>Tesla accounts for 8.68% of Wood’s <strong><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> </strong>(NYSEARCA: <strong><u>ARKK</u></strong>), her firm’s largest ETF by net assets. It is no longer the fund’s largest position but rather the third-largest. In June, it accounted for 12.5% of ARKK and was the largest. </p><p>Now, that doesn’t mean investors should read into the change. </p><p>“We will sell some and redeploy into stocks that have either been hit by some very short-term concern or have underperformed significantly relative to Tesla for some other reason,” Wood recently told Bloomberg<em>. </em></p><p>It makes sense. </p><p>In the past year, TSLA stock has experienced extreme volatility, both up and down. In January, it was under $110. By mid-February, it had nearly doubled. That’s one possible time to trim. Another would come in July. In late April, it traded around $154. By mid-July, it had nearly doubled once more. Trim some more. A third big move between mid-August and mid-September brought another opportunity to take profits. </p><p>When you consider Wood’s not bringing in new assets like she once did, one of the only ways to deploy capital in the short-term is by reallocating assets until Tesla falls again, rebuying the decline. </p><p>The biggest issue for Elon Musk and Tesla in the near term might be avoiding total embarrassment with the launch of the much-anticipated Cybertruck. A pre-production version was seen in California recently, and the comments posted about its looks were not encouraging. </p><p>Ultimately, Musk will figure it out. In the meantime, they’ll just have to sell lots of the updated Model 3. </p><h2 id=\"id_835023118\">Volkswagen (VWAGY)</h2><p>I recently saw a Volkswagen ID.4 driving on the streets of Halifax, where I live. It looked good live and in person. Of course, the ID Buzz earned all kinds of rave reviews from automotive critics. </p><p>“While most minivans struggle to be anything but appliances, there is a coolness and quirkiness, a charming mix of style and practicality to the ID Buzz that’s hugely appealing,” MotorTrend’s<em> </em>review concluded. </p><p>What more could you ask for?</p><p>The company’s third EV is the ID.7, a nice-looking sedan that approximates the size of the Passat, which VW retired in 2022. InsideEVs rated it 9 out of 10 when it reviewed the vehicle in April. Most importantly, its range is estimated to be 300 miles, which is good — if not great. </p><p>Investors were panicked by Chairman Oliver Blume’s comments on Nov. 1 about delaying its decision to build a fourth battery plant in Europe due to slower EV sales. </p><p>“Based on market conditions, including the sluggish ramp up of the BEV (battery electric vehicle) market in Europe…there is for the time being no business rationale for deciding on further sites,” Blume said.</p><p>As far as I’m concerned, VW has already done much more in the EV space than GM and <strong>Stellantis </strong>(NYSE:<strong><u>STLA</u></strong>). When it gets a sense that sales are reigniting, I’m sure they’ll announce a fourth factory. </p><p>VW is an excellent play to straddle the global transition. </p></body></html>","source":"investorplace_stock_picks","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>3 EV Stocks With Potential to 10X in the Next Decade</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\">\n3 EV Stocks With Potential to 10X in the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-09 08:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/11/3-ev-stocks-with-potential-to-10x-in-the-next-decade/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These EV stocks could 10x over the next 10 years.BYD (BYDDY): The company is nipping at Elon Musk’s heels.Tesla (TSLA): It remains the gold standard for electric. Volkswagen (VWAGY): Volkswagen brings...</p>\n\n<a href=\"https://investorplace.com/2023/11/3-ev-stocks-with-potential-to-10x-in-the-next-decade/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","BYDDY":"比亚迪ADR","TSLL":"Direxion Daily TSLA Bull 2X Shares","002594":"比亚迪","VWAGY":"大众汽车ADR","01211":"比亚迪股份","TSLA":"特斯拉"},"source_url":"https://investorplace.com/2023/11/3-ev-stocks-with-potential-to-10x-in-the-next-decade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2382323504","content_text":"These EV stocks could 10x over the next 10 years.BYD (BYDDY): The company is nipping at Elon Musk’s heels.Tesla (TSLA): It remains the gold standard for electric. Volkswagen (VWAGY): Volkswagen brings global scale to the EV game.Despite all the negative talk about electric vehicles (EVs) in 2023, Tesla (NASDAQ: TSLA) stock isn’t doing too badly, up 105%, more than double the Nasdaq-100. Yet all anyone seems to be able to talk about is how toxic EV stocks are heading into 2024.The reason for the negativity involves the slowing demand for EVs.“We’re taking immediate steps to enhance the profitability of our EV portfolio and adjust to slowing near-term growth,” Reuters reported GM CEO Mary Barra’s comments to analysts.Elon Musk suggested on his company’s conference call that higher interest rates make it harder to find buyers willing to part with their hard-earned capital. All across the industry, car company executives have sounded the alarm bells. However, the data suggests things aren’t so bleak. “EV sales are growing, however. They topped 300,000 units in the United States for the first time in the third quarter, according to a Cox Automotive report. They rose 14.3% in September in the European Union and 22% in China, the world’s largest EV market,” Reuters reported. Investors look at significant acquisitions by Exxon Mobil (NYSE: XOM) and Chevron (NYSE: CVX) and believe it is a sign that oil executives know what’s reality and what’s not. That’s pure poppycock. They just want to be the last ones selling oil through the transition to electric. They know it’s coming.Here are three EV stocks to buy to profit over the next decade. BYD (BYDDY)Berkshire Hathaway (NYSE: BRK-A, NYSE: BRK-B) owns $2.7 billion in BYD (OTCMKTS: BYDDY) stock. Warren Buffett’s holding company only owns $606 million in General Motors (NYSE: GM), a sign that he believes the Chinese automotive company will be a leader in the globalization of EVs. Bloomberg reported at the beginning of November that BYD delivered another record month in October of selling both battery electric vehicles (BEVs) and hybrid electric vehicles (HEVs). As a result, it will soon pass Tesla for quarterly pure-EV sales.BYD sold 301,095 electric and hybrid vehicles in October, nearly 40% higher than a year earlier. According to Bloomberg, BYD sells one-third of all the new-energy vehicles in China. It passed Volkswagen (OTCMKTS: VWAGY) as the number-one seller of autos in China for the first time in history. BYD has a goal to sell 3.0 million new energy vehicles in 2023. With two months to go, BYD needs to sell quite a bit over the final two months of the year. It’s going to be close. In the long term, BYD will run circles around America’s biggest car companies. Tesla (TSLA)One alarming data point about Tesla is that the company’s biggest fan — portfolio manager Cathie Wood — has been reducing her position in the world’s largest pure-play EV company. Tesla accounts for 8.68% of Wood’s ARK Innovation ETF (NYSEARCA: ARKK), her firm’s largest ETF by net assets. It is no longer the fund’s largest position but rather the third-largest. In June, it accounted for 12.5% of ARKK and was the largest. Now, that doesn’t mean investors should read into the change. “We will sell some and redeploy into stocks that have either been hit by some very short-term concern or have underperformed significantly relative to Tesla for some other reason,” Wood recently told Bloomberg. It makes sense. In the past year, TSLA stock has experienced extreme volatility, both up and down. In January, it was under $110. By mid-February, it had nearly doubled. That’s one possible time to trim. Another would come in July. In late April, it traded around $154. By mid-July, it had nearly doubled once more. Trim some more. A third big move between mid-August and mid-September brought another opportunity to take profits. When you consider Wood’s not bringing in new assets like she once did, one of the only ways to deploy capital in the short-term is by reallocating assets until Tesla falls again, rebuying the decline. The biggest issue for Elon Musk and Tesla in the near term might be avoiding total embarrassment with the launch of the much-anticipated Cybertruck. A pre-production version was seen in California recently, and the comments posted about its looks were not encouraging. Ultimately, Musk will figure it out. In the meantime, they’ll just have to sell lots of the updated Model 3. Volkswagen (VWAGY)I recently saw a Volkswagen ID.4 driving on the streets of Halifax, where I live. It looked good live and in person. Of course, the ID Buzz earned all kinds of rave reviews from automotive critics. “While most minivans struggle to be anything but appliances, there is a coolness and quirkiness, a charming mix of style and practicality to the ID Buzz that’s hugely appealing,” MotorTrend’s review concluded. What more could you ask for?The company’s third EV is the ID.7, a nice-looking sedan that approximates the size of the Passat, which VW retired in 2022. InsideEVs rated it 9 out of 10 when it reviewed the vehicle in April. Most importantly, its range is estimated to be 300 miles, which is good — if not great. Investors were panicked by Chairman Oliver Blume’s comments on Nov. 1 about delaying its decision to build a fourth battery plant in Europe due to slower EV sales. “Based on market conditions, including the sluggish ramp up of the BEV (battery electric vehicle) market in Europe…there is for the time being no business rationale for deciding on further sites,” Blume said.As far as I’m concerned, VW has already done much more in the EV space than GM and Stellantis (NYSE:STLA). When it gets a sense that sales are reigniting, I’m sure they’ll announce a fourth factory. VW is an excellent play to straddle the global transition.","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":323563130437720,"gmtCreate":1720020130642,"gmtModify":1720020134581,"author":{"id":"3582920545410550","authorId":"3582920545410550","name":"Silvert0ngue","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582920545410550","authorIdStr":"3582920545410550"},"themes":[],"htmlText":"Suddenly all the anti Nio&nbsp;posts pop up during rally....how much u losing from shorting bro? 🤣","listText":"Suddenly all the anti Nio&nbsp;posts pop up during rally....how much u losing from shorting bro? 🤣","text":"Suddenly all the anti Nio posts pop up during rally....how much u losing from shorting bro? 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323563130437720","repostId":"1155627702","repostType":2,"repost":{"id":"1155627702","kind":"news","pubTimestamp":1719978763,"share":"https://ttm.financial/m/news/1155627702?lang=&edition=fundamental","pubTime":"2024-07-03 11:52","market":"us","language":"en","title":"NIO: Growth At All Costs May Not Last","url":"https://stock-news.laohu8.com/highlight/detail?id=1155627702","media":"seekingalpha","summary":"NIO's stock rallied significantly yesterday after inspiring Q2 delivery numbers, which more than doubled.The company's financial performance suggests that management prioritizes growth at all costs, w","content":"<html><head></head><body><ul style=\"\"><li><p>NIO&#39;s stock rallied significantly yesterday after inspiring Q2 delivery numbers, which more than doubled.</p></li><li><p>The company&#39;s financial performance suggests that management prioritizes growth at all costs, which is unsustainable and harmful to shareholders in the long term.</p></li><li><p>Valuation analysis suggests NIO&#39;s stock is overvalued, fair share price estimated at $1.36.</p></li></ul><h2 id=\"id_4142055286\" style=\"text-align: left;\">Introduction</h2><p style=\"text-align: left;\">I remain bearish about NIO (NYSE:NIO) and want to reiterate my &#39;Strong Sell&#39; rating for the stock. The stock declined by 2.4% since my previous thesis. My previous thesis could have looked even better, but the stock gained more than 6% yesterday after positive Q2 deliveries data. NIO&#39;s latest deliveries report is really impressive with sales more than doubling in Q2. On the other hand, this growth might be unsustainable because it looks like a &#39;growth at all costs&#39;. I think so because Q1 financial performance was quite disappointing with soaring cash burn. NIO&#39;s profitability metrics are way behind its closest rivals, which also underscores prioritizing &#39;growth at all costs&#39;. I expect more dilution soon, which will probably make NIO&#39;s unattractive valuation look even worse. Considering all these factors, I believe that NIO&#39;s yesterday rally was more a &#39;dead cat bounce&#39; rather than a sustainable rebound.</p><h2 id=\"id_2841942455\" style=\"text-align: left;\">Fundamental analysis</h2><p style=\"text-align: left;\">The most fresh fundamental information about NIO is its Q2 2024 deliveries. The quarter&#39;s deliveries totaled 57,373 vehicles, increasing by 144% YoY. The increase is impressive, the market reacted by showing a big intraday rally. NIO&#39;s Q2 deliveries growth outperformed its closest rivals like Li Auto (LI) and XPeng (XPEV). On the other hand, Li Auto&#39;s deliveries are twice as high as NIO&#39;s. Growing against larger numbers is usually more difficult.</p><p style=\"text-align: left;\">NIO delivered a total of 87,426 during the first half of 2024, compared to 54,561 units in H1 2023. The increase is 60%. According to the last November&#39;s information, NIO&#39;s target for the full year is 230,000 units. With that being said, NIO needs to deliver 142,574 cars in H2 2024. Thus, NIO should demonstrate a 35% increase in deliveries during the second half of the year. This looks doable considering strong growth momentum of the Q2.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b02cacd30c04fea262e535d1a7e1741\" alt=\"NIO PL\" title=\"NIO PL\" tg-width=\"640\" tg-height=\"651\"/><span>NIO PL</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">Despite the impressive growth in the volume of cars sold, NIO&#39;s financial performance is not improving. Of course, we do not have Q2 earnings yet, but financial metrics of Q1 were disappointing. The operating margin dipped below -50% and it was much weaker both compared YoY and QoQ. As a result, NIO&#39;s outstanding cash balance decreased by around $1.7 billion sequentially. The company&#39;s balance sheet continues shrinking at a notable speed. This will likely lead to the issuing of new shares, and the recent stability in the number of shares outstanding will be disrupted.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aeade29223fd17c2498ae5809a29679c\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"424\"/><span>Chart</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">NIO&#39;s impressive H1 deliveries growth was likely achieved with a &#39;growth at all costs&#39; strategy. I made this conclusion by comparing the company&#39;s profitability metrics with rivals. NIO&#39;s profitability still looks poor compared to LI and XPEV. Comparing with Li might be unfair due to the big gap in scales of these two companies. However, XPEV delivers less cars than NIO and its profitability metrics look better.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d990241a6071c87946aa9215f6a1955\" alt=\"NIO vs competitios\" title=\"NIO vs competitios\" tg-width=\"640\" tg-height=\"355\"/><span>NIO vs competitios</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">NIO&#39;s revenue per employee is two times lower than Li&#39;s and 25% lower compared to XPEV. This indicates that NIO does not prioritize efficient and profitable growth, which is not a sustainable approach to building value for shareholders.</p><p style=\"text-align: left;\">The management did not announce exact global expansion plans, but opening &#39;NIO houses&#39; across Europe suggests that they had ambitious plans in this direction. The recent introduction of additional tariffs on Chinese EVs by the EU is a serious fundamental headwind for NIO&#39;s plans to expand internationally. Expansion to the U.S. market already looks impossible for Chinese EVs after Joe Biden introduced a 100% tariff.</p><h2 id=\"id_808253151\" style=\"text-align: left;\">Valuation analysis</h2><p style=\"text-align: left;\">I use the discounted cash flow (&#39;DCF&#39;) approach to update my valuation analysis for NIO. I use a 12% WACC, as recommended by Finbox. I rely on the FY 2024 revenue consensus forecast of $9.38 billion and use a linear 17.15% CAGR for 2025-2028.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69d6e48f810a92d169d2699bbc204dd6\" alt=\"Tesla&#39;s CF\" title=\"Tesla&#39;s CF\" tg-width=\"640\" tg-height=\"308\"/><span>Tesla&#39;s CF</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">NIO is still not profitable and the level of uncertainty regarding the free cash flow margin is very high. However, Tesla (TSLA) first achieved sustainable positive FCF starting in FY 2019 (please see above) when it had already surpassed $20 billion in revenue. Therefore, I assume that to generate at least 1% in FCF, the company must surpass $15 billion in revenue. Therefore, I expect NIO to start generating positive FCF no earlier than FY 2027, with a slow expansion. According to Seeking Alpha, there are 2.07 billion outstanding NIO shares at the moment. I project a 4% constant growth rate because NIO operates in an industry that enjoys solid positive secular transitions.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5220e9785a156463a5065edb1306a132\" alt=\"NIO valuation\" title=\"NIO valuation\" tg-width=\"640\" tg-height=\"303\"/><span>NIO valuation</span></p><p style=\"text-align: left;\">The fair share price is $1.36, three times lower than yesterday&#39;s closing price. This financial model is very sensitive to changes in constant growth rate. However, even upgrading the rate to unrealistic 8% does not make NIO&#39;s stock attractively valued. Therefore, I do not find NIO&#39;s valuation attractive at all.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7931c3699c50a96d4578d05b5c5dc05d\" alt=\"KM\" title=\"KM\" tg-width=\"640\" tg-height=\"303\"/><span>KM</span></p><p style=\"text-align: left;\"></p><h2 id=\"id_3460249774\" style=\"text-align: left;\">Mitigating factors</h2><p style=\"text-align: left;\">NIO&#39;s current &#39;growth at all costs&#39; approach might be temporary. The management might prioritize this method for a limited time period just to gain momentum and gain popularity. This will help in expanding the company&#39;s market share and building brand loyalty. Once these goals are achieved, NIO might start aggressive cost-cutting to improve its profitability profile. However, it is quite a risky strategy because the competition is intensifying as more legacy automakers introduce plans to expand their all-electric models. Therefore, the possibility of such a scenario is quite low.</p><h2 id=\"id_3766739004\" style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">I do not believe in the sustainability of NIO&#39;s yesterday rally. The Q2 deliveries look impressive without looking at financial performance. However, peer analysis of profitability metrics together with recent historical trends suggest that NIO switched its approach to &#39;growth at all costs&#39; which is unsustainable. The cash burn problem cannot be over-estimated and there will highly likely be more dilution soon. My fair share price estimate is much lower than the last close. All these factors make me reiterate a &#39;Strong sell&#39; rating for NIO.</p></body></html>","source":"seekingalpha","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: Growth At All Costs May Not Last</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: Growth At All Costs May Not Last\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-03 11:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4701957-nio-stock-q2-deliveries-growth-at-all-costs-may-not-last-maintain-sell?source=first_level_url%3Atrending-analysis%7Ccontent_type%3Aall%7Csection%3Acontent%7Cline%3A4><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO's stock rallied significantly yesterday after inspiring Q2 delivery numbers, which more than doubled.The company's financial performance suggests that management prioritizes growth at all costs, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4701957-nio-stock-q2-deliveries-growth-at-all-costs-may-not-last-maintain-sell?source=first_level_url%3Atrending-analysis%7Ccontent_type%3Aall%7Csection%3Acontent%7Cline%3A4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4701957-nio-stock-q2-deliveries-growth-at-all-costs-may-not-last-maintain-sell?source=first_level_url%3Atrending-analysis%7Ccontent_type%3Aall%7Csection%3Acontent%7Cline%3A4","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1155627702","content_text":"NIO's stock rallied significantly yesterday after inspiring Q2 delivery numbers, which more than doubled.The company's financial performance suggests that management prioritizes growth at all costs, which is unsustainable and harmful to shareholders in the long term.Valuation analysis suggests NIO's stock is overvalued, fair share price estimated at $1.36.IntroductionI remain bearish about NIO (NYSE:NIO) and want to reiterate my 'Strong Sell' rating for the stock. The stock declined by 2.4% since my previous thesis. My previous thesis could have looked even better, but the stock gained more than 6% yesterday after positive Q2 deliveries data. NIO's latest deliveries report is really impressive with sales more than doubling in Q2. On the other hand, this growth might be unsustainable because it looks like a 'growth at all costs'. I think so because Q1 financial performance was quite disappointing with soaring cash burn. NIO's profitability metrics are way behind its closest rivals, which also underscores prioritizing 'growth at all costs'. I expect more dilution soon, which will probably make NIO's unattractive valuation look even worse. Considering all these factors, I believe that NIO's yesterday rally was more a 'dead cat bounce' rather than a sustainable rebound.Fundamental analysisThe most fresh fundamental information about NIO is its Q2 2024 deliveries. The quarter's deliveries totaled 57,373 vehicles, increasing by 144% YoY. The increase is impressive, the market reacted by showing a big intraday rally. NIO's Q2 deliveries growth outperformed its closest rivals like Li Auto (LI) and XPeng (XPEV). On the other hand, Li Auto's deliveries are twice as high as NIO's. Growing against larger numbers is usually more difficult.NIO delivered a total of 87,426 during the first half of 2024, compared to 54,561 units in H1 2023. The increase is 60%. According to the last November's information, NIO's target for the full year is 230,000 units. With that being said, NIO needs to deliver 142,574 cars in H2 2024. Thus, NIO should demonstrate a 35% increase in deliveries during the second half of the year. This looks doable considering strong growth momentum of the Q2.NIO PLDespite the impressive growth in the volume of cars sold, NIO's financial performance is not improving. Of course, we do not have Q2 earnings yet, but financial metrics of Q1 were disappointing. The operating margin dipped below -50% and it was much weaker both compared YoY and QoQ. As a result, NIO's outstanding cash balance decreased by around $1.7 billion sequentially. The company's balance sheet continues shrinking at a notable speed. This will likely lead to the issuing of new shares, and the recent stability in the number of shares outstanding will be disrupted.ChartNIO's impressive H1 deliveries growth was likely achieved with a 'growth at all costs' strategy. I made this conclusion by comparing the company's profitability metrics with rivals. NIO's profitability still looks poor compared to LI and XPEV. Comparing with Li might be unfair due to the big gap in scales of these two companies. However, XPEV delivers less cars than NIO and its profitability metrics look better.NIO vs competitiosNIO's revenue per employee is two times lower than Li's and 25% lower compared to XPEV. This indicates that NIO does not prioritize efficient and profitable growth, which is not a sustainable approach to building value for shareholders.The management did not announce exact global expansion plans, but opening 'NIO houses' across Europe suggests that they had ambitious plans in this direction. The recent introduction of additional tariffs on Chinese EVs by the EU is a serious fundamental headwind for NIO's plans to expand internationally. Expansion to the U.S. market already looks impossible for Chinese EVs after Joe Biden introduced a 100% tariff.Valuation analysisI use the discounted cash flow ('DCF') approach to update my valuation analysis for NIO. I use a 12% WACC, as recommended by Finbox. I rely on the FY 2024 revenue consensus forecast of $9.38 billion and use a linear 17.15% CAGR for 2025-2028.Tesla's CFNIO is still not profitable and the level of uncertainty regarding the free cash flow margin is very high. However, Tesla (TSLA) first achieved sustainable positive FCF starting in FY 2019 (please see above) when it had already surpassed $20 billion in revenue. Therefore, I assume that to generate at least 1% in FCF, the company must surpass $15 billion in revenue. Therefore, I expect NIO to start generating positive FCF no earlier than FY 2027, with a slow expansion. According to Seeking Alpha, there are 2.07 billion outstanding NIO shares at the moment. I project a 4% constant growth rate because NIO operates in an industry that enjoys solid positive secular transitions.NIO valuationThe fair share price is $1.36, three times lower than yesterday's closing price. This financial model is very sensitive to changes in constant growth rate. However, even upgrading the rate to unrealistic 8% does not make NIO's stock attractively valued. Therefore, I do not find NIO's valuation attractive at all.KMMitigating factorsNIO's current 'growth at all costs' approach might be temporary. The management might prioritize this method for a limited time period just to gain momentum and gain popularity. This will help in expanding the company's market share and building brand loyalty. Once these goals are achieved, NIO might start aggressive cost-cutting to improve its profitability profile. However, it is quite a risky strategy because the competition is intensifying as more legacy automakers introduce plans to expand their all-electric models. Therefore, the possibility of such a scenario is quite low.ConclusionI do not believe in the sustainability of NIO's yesterday rally. The Q2 deliveries look impressive without looking at financial performance. However, peer analysis of profitability metrics together with recent historical trends suggest that NIO switched its approach to 'growth at all costs' which is unsustainable. The cash burn problem cannot be over-estimated and there will highly likely be more dilution soon. My fair share price estimate is much lower than the last close. All these factors make me reiterate a 'Strong sell' rating for NIO.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":244960733573192,"gmtCreate":1700828773081,"gmtModify":1700833388744,"author":{"id":"3582920545410550","authorId":"3582920545410550","name":"Silvert0ngue","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582920545410550","authorIdStr":"3582920545410550"},"themes":[],"htmlText":"Nio is your best chance to 10x profit. Get it before it's too late&nbsp;","listText":"Nio is your best chance to 10x profit. Get it before it's too late&nbsp;","text":"Nio is your best chance to 10x profit. Get it before it's too late","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244960733573192","repostId":"2385850631","repostType":2,"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308286478307440,"gmtCreate":1716287178984,"gmtModify":1716287242799,"author":{"id":"3582920545410550","authorId":"3582920545410550","name":"Silvert0ngue","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582920545410550","authorIdStr":"3582920545410550"},"themes":[],"htmlText":"And away we go 🚀🌕 get on or stay poor 🤡 #bullish&nbsp;","listText":"And away we go 🚀🌕 get on or stay poor 🤡 #bullish&nbsp;","text":"And away we go 🚀🌕 get on or stay poor 🤡 #bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308286478307440","repostId":"2436101255","repostType":2,"repost":{"id":"2436101255","kind":"highlight","pubTimestamp":1716217040,"share":"https://ttm.financial/m/news/2436101255?lang=&edition=fundamental","pubTime":"2024-05-20 22:57","market":"fut","language":"en","title":"Mobile-health’s Revenue Soars, Expands Amid IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2436101255","media":"TIPRANKS","summary":"Mobile-health Network Solutions Class A (MNDR) has released an update. Mobile-health Network Solutions, a leading telehealth provider in the Asia-P...","content":"<div>\n<p>Mobile-health Network Solutions Class A (MNDR) has released an update. Mobile-health Network Solutions, a leading telehealth provider in the Asia-P...</p>\n\n<a href=\"https://www.tipranks.com/news/company-announcements/mobile-healths-revenue-soars-expands-amid-ipo?utm_source=itigerup.com&utm_medium=referral\">Web Link</a>\n\n</div>\n","source":"tipranks_highlight","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>Mobile-health’s Revenue Soars, Expands Amid IPO</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\">\nMobile-health’s Revenue Soars, Expands Amid IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-20 22:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/company-announcements/mobile-healths-revenue-soars-expands-amid-ipo?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mobile-health Network Solutions Class A (MNDR) has released an update. Mobile-health Network Solutions, a leading telehealth provider in the Asia-P...</p>\n\n<a href=\"https://www.tipranks.com/news/company-announcements/mobile-healths-revenue-soars-expands-amid-ipo?utm_source=itigerup.com&utm_medium=referral\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MNDR":"Mobile-health Network Solutions","BK4196":"保健护理服务"},"source_url":"https://www.tipranks.com/news/company-announcements/mobile-healths-revenue-soars-expands-amid-ipo?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2436101255","content_text":"Mobile-health Network Solutions Class A (MNDR) has released an update. Mobile-health Network Solutions, a leading telehealth provider in the Asia-P...","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":305801015918736,"gmtCreate":1715693730040,"gmtModify":1715694893661,"author":{"id":"3582920545410550","authorId":"3582920545410550","name":"Silvert0ngue","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582920545410550","authorIdStr":"3582920545410550"},"themes":[],"htmlText":"Good article!","listText":"Good article!","text":"Good article!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/305801015918736","repostId":"305448133218616","repostType":1,"repost":{"id":305448133218616,"gmtCreate":1715606800153,"gmtModify":1715646602077,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"Morgan Stanley says NIO is a BUY!","htmlText":"<a href=\"https://ttm.financial/S/MS\">$Morgan Stanley(MS)$</a>, Analyst - Tim Hsiao has released a new research note on <a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a> paying attention to its April 2024 delivery results and upcoming sub brand Onvo. Why MS likes NIO: Analyst Tim Hsiao thinks NIO is doing well. He expects NIO's stock price to go up and has a $10 price target on it. Factors: NIO has sold 15,600 EVs (SUV- 8,800 EVs &amp; Sedan - 6,800) in April 2024. This was &gt; +134% YoY increase. It is also about 33% of NIO’s 2024 total delivery of 45,573 EVs. SUV sales rose +31% MoM to 8,800 EVs. This include SUVs models ES6, ES7, ES8 &amp; EC6. Sedan sales grew +31% MoM to 6,800 EVs. Sales are inching closer to NIO's previous record (about 18,000-20,000 EVs monthly). The analyst","listText":"<a href=\"https://ttm.financial/S/MS\">$Morgan Stanley(MS)$</a>, Analyst - Tim Hsiao has released a new research note on <a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a> paying attention to its April 2024 delivery results and upcoming sub brand Onvo. Why MS likes NIO: Analyst Tim Hsiao thinks NIO is doing well. He expects NIO's stock price to go up and has a $10 price target on it. Factors: NIO has sold 15,600 EVs (SUV- 8,800 EVs &amp; Sedan - 6,800) in April 2024. This was &gt; +134% YoY increase. It is also about 33% of NIO’s 2024 total delivery of 45,573 EVs. SUV sales rose +31% MoM to 8,800 EVs. This include SUVs models ES6, ES7, ES8 &amp; EC6. Sedan sales grew +31% MoM to 6,800 EVs. Sales are inching closer to NIO's previous record (about 18,000-20,000 EVs monthly). The analyst","text":"$Morgan Stanley(MS)$, Analyst - Tim Hsiao has released a new research note on $NIO Inc.(NIO)$ paying attention to its April 2024 delivery results and upcoming sub brand Onvo. Why MS likes NIO: Analyst Tim Hsiao thinks NIO is doing well. He expects NIO's stock price to go up and has a $10 price target on it. Factors: NIO has sold 15,600 EVs (SUV- 8,800 EVs & Sedan - 6,800) in April 2024. This was > +134% YoY increase. It is also about 33% of NIO’s 2024 total delivery of 45,573 EVs. SUV sales rose +31% MoM to 8,800 EVs. This include SUVs models ES6, ES7, ES8 & EC6. Sedan sales grew +31% MoM to 6,800 EVs. Sales are inching closer to NIO's previous record (about 18,000-20,000 EVs monthly). The analyst","images":[{"img":"https://community-static.tradeup.com/news/db73b14528b182acb86fa9b35d8616fa","width":"1193","height":"436"},{"img":"https://community-static.tradeup.com/news/0311db93d6a420709e1604a874833eba","width":"857","height":"322"},{"img":"https://community-static.tradeup.com/news/c40ac633637db2f0fd7d8dc3b69a89b7","width":"694","height":"122"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/305448133218616","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239523874676752,"gmtCreate":1699514365317,"gmtModify":1699516065325,"author":{"id":"3582920545410550","authorId":"3582920545410550","name":"Silvert0ngue","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582920545410550","authorIdStr":"3582920545410550"},"themes":[],"htmlText":"NIO to the moon&nbsp;","listText":"NIO to the moon&nbsp;","text":"NIO to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239523874676752","repostId":"2382323504","repostType":2,"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}