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09-26

Fish where all the fishes are

Chinese ADRs Jump Again as Stimulus Rally Carries on

05-22

China is the future

Billionaire Investors David Tepper and Michael Burry Piled Into Alibaba. Time to Buy the Stock Hand Over Fist?

2023-09-07

Soon Xpeng will eat up Tesla

Xpeng Unveils Facelift for Flagship SUV G9

2023-09-07

People were buying at $300 2 years ago and some even predicted it was going to be $1000 stock! This article is too pessimistic.

Sorry, the original content has been removed

2023-09-07

You have taken more than 2 mins to explain a stock.

Palantir Is A HOLD: A Peter Lynch Evaluation Of Its AI Potential

2023-09-07

Very narrow view of the whole business model. Author did not take into consideration of Nio sub model business, battery swapping revenue, battery reliability issues and related impact cost of changing battery, total service package & etc. Tesla models after Ford business model for economy of scale so you have limited range of products. Tesla looks like selling on hype. Nio is positioned in the premium category and you won't see explosive sales volume for high end product. Cutting price for short term profit won't last long for a company. When company goes into price war that makes me worried. You won't see LV bags going for huge discount. The same analogy goes for this case

NIO Is Not The Next Tesla

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Officials said the government needs to ensure necessary fiscal spending and stabilize the real estate market, including strictly limiting the supply of new commercial housing construction.</p><p>It also called on the forceful implementation of cuts to interest rates and a reserve requirement ratio for banks, easing measures announced by the People’s Bank of China this week.</p><p style=\"text-align: start;\">The decision-making body typically devotes only its April, July, and December sessions to discussions on the current economic situation. The last time such a meeting fell outside those months was March 2020, according to official readouts, when China was reeling from the outbreak of Covid-19. For the past four years, September sessions have focused mostly on party discipline or internal work.</p><p>Chinese ADRs jumped again in morning trading Thursday. YINN rose 24%; KWEB rose 12%; Alibaba and NIO rose 8%; PDD Holdings rose 12%; JD.com rose 14%; XPeng and Li Auto rose 11%; Bilibili rose 17%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4f195dbada993756a86ff94c19370995\" tg-width=\"360\" tg-height=\"1516\"/></p><p>The conclave comes two days after China’s central bank governor Pan Gongsheng unleashed his nation’s most daring policy package in decades, in a bid to revive the economy. 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Officials said the government needs to ensure necessary fiscal spending and stabilize the real estate market, including strictly limiting the supply of new commercial housing construction.</p><p>It also called on the forceful implementation of cuts to interest rates and a reserve requirement ratio for banks, easing measures announced by the People’s Bank of China this week.</p><p style=\"text-align: start;\">The decision-making body typically devotes only its April, July, and December sessions to discussions on the current economic situation. The last time such a meeting fell outside those months was March 2020, according to official readouts, when China was reeling from the outbreak of Covid-19. For the past four years, September sessions have focused mostly on party discipline or internal work.</p><p>Chinese ADRs jumped again in morning trading Thursday. YINN rose 24%; KWEB rose 12%; Alibaba and NIO rose 8%; PDD Holdings rose 12%; JD.com rose 14%; XPeng and Li Auto rose 11%; Bilibili rose 17%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4f195dbada993756a86ff94c19370995\" tg-width=\"360\" tg-height=\"1516\"/></p><p>The conclave comes two days after China’s central bank governor Pan Gongsheng unleashed his nation’s most daring policy package in decades, in a bid to revive the economy. That stimulus blitz sent China’s beleaguered markets soaring, with the CSI 300 Index — a benchmark of onshore Chinese stocks — posting its biggest gain since July 2020.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","YINN":"三倍做多富时中国ETF-Direxion","JD":"京东","PDD":"拼多多","BIDU":"百度","XPEV":"小鹏汽车","BILI":"哔哩哔哩","LI":"理想汽车","BABA":"阿里巴巴","KWEB":"中国海外互联网ETF-KraneShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196290766","content_text":"President Xi Jinping used a monthly huddle of China’s top leaders to discuss the economy and call for the government to provide sufficient fiscal spending, a rare change in agenda that underscores growing anxiety in Beijing over the nation’s slowing growth.The 24-man Politburo vowed to complete the country’s annual economic goals, the official Xinhua News Agency reported Thursday. Officials said the government needs to ensure necessary fiscal spending and stabilize the real estate market, including strictly limiting the supply of new commercial housing construction.It also called on the forceful implementation of cuts to interest rates and a reserve requirement ratio for banks, easing measures announced by the People’s Bank of China this week.The decision-making body typically devotes only its April, July, and December sessions to discussions on the current economic situation. The last time such a meeting fell outside those months was March 2020, according to official readouts, when China was reeling from the outbreak of Covid-19. For the past four years, September sessions have focused mostly on party discipline or internal work.Chinese ADRs jumped again in morning trading Thursday. YINN rose 24%; KWEB rose 12%; Alibaba and NIO rose 8%; PDD Holdings rose 12%; JD.com rose 14%; XPeng and Li Auto rose 11%; Bilibili rose 17%.The conclave comes two days after China’s central bank governor Pan Gongsheng unleashed his nation’s most daring policy package in decades, in a bid to revive the economy. That stimulus blitz sent China’s beleaguered markets soaring, with the CSI 300 Index — a benchmark of onshore Chinese stocks — posting its biggest gain since July 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308590480580696,"gmtCreate":1716361313139,"gmtModify":1716361316554,"author":{"id":"4155806237276522","authorId":"4155806237276522","name":"Ng Wee Guan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4155806237276522","idStr":"4155806237276522"},"themes":[],"htmlText":"China is the future","listText":"China is the future","text":"China is the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308590480580696","repostId":"2437466414","repostType":2,"repost":{"id":"2437466414","kind":"highlight","pubTimestamp":1716358058,"share":"https://ttm.financial/m/news/2437466414?lang=&edition=fundamental","pubTime":"2024-05-22 14:07","market":"us","language":"en","title":"Billionaire Investors David Tepper and Michael Burry Piled Into Alibaba. Time to Buy the Stock Hand Over Fist?","url":"https://stock-news.laohu8.com/highlight/detail?id=2437466414","media":"Motley Fool","summary":"Here's why investors should consider adding the Chinese tech giant to their portfolios.","content":"<ul style=\"\"><li><p>Two well-regarded hedge fund managers just significantly increased their stakes in Alibaba.</p></li><li><p>The beaten-down Chinese e-commerce giant is now one of the cheapest stocks around.</p></li><li><p>The cash-flush company is displaying early signs of a turnaround.</p></li></ul><p>Alibaba stock is becoming more popular with billionaire investors. Two well-regarded hedge fund managers greatly increased their stakes in the company during the first quarter.</p><p>David Tepper of Appaloosa Management made the Chinese e-commerce giant his top holding after more than doubling his position in Q1. Alibaba now represents about 12% of his portfolio. Tepper is worth an estimated $20 billion, according to Bloomberg<em>.</em></p><p>Michael Burry of Scion Asset Management, meanwhile, increased his stake in Alibaba from 75,000 shares to 125,000 shares, making it his second-largest holding behind its peer, <strong>JD.com</strong>. Burry is best known for his bet against the U.S. housing market before the subprime mortgage crisis struck in 2007, and is one the subjects of the book and movie, <em>The Big Short</em>.</p><p>Let's look at what is attracting these billionaires to Alibaba's stock, and consider whether retail investors should follow their lead and pile into the stock.</p><h2 id=\"id_1118262807\">A cheap turnaround candidate</h2><p>One of the first things that stands out about Alibaba today is just how inexpensive the stock is. While the stock is up about 12% year to date, the company has had a difficult few years. Its share price is down by about 50% over the past five years, and down more than 70% from its late 2020 peak. Operationally, it has grown its revenue in each of those years, but the stock has continued to drift lower.</p><p>This combination of circumstances has resulted in the stock now trading at a forward P/E ratio of only 10.5. This is a low valuation for a company that is still growing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/87e16a0495b6130245a1506939786250\" tg-width=\"720\" tg-height=\"539\"></p><p>BABA PE Ratio (Forward) data by YCharts</p><p>On top of that, Alibaba generates copious cash and currently is sitting on a cash hoard of $85.5 billion. That's a lot of cash, both on an absolute basis and as a percentage of its market cap, which is around $211 billion. Excluding its cash, its forward P/E would drop closer to 6.</p><p>That much cash carries with it a lot of opportunity. With the stock trading at a cheap valuation, Alibaba management has a nice opportunity to buy back shares on the cheap. And it did repurchase $4.8 billion worth of its stock in the first quarter after buying back $2.9 billion in Q4. It also authorized a fresh $25 billion repurchase program earlier this year.</p><p>The company is also well-positioned to reinvest in its business. Its efforts on that score showed up in its Q1 report and commentary, where the company offered some detail about how it had spent across its various businesses to spur growth.</p><p>Management has started to let its main business units run more independently so that they can make their own decisions more quickly and invest where it's needed. This led to some early signs of a turnaround at various units, including e-commerce, cloud computing, and in international cross-border retail and logistics.</p><h2 id=\"id_870208686\">A bet on China</h2><p>Tepper and Burry's investments in Alibaba are also bets on China. Both fund managers hold other Chinese stocks in their portfolios, and they are clearly eyeing a rebound for the world's second-largest economy.</p><p>The Chinese economy has struggled since the country ended its extensive COVID-19 lockdowns, which it continued to impose well after most other nations had loosened their policies.</p><p>However, the Chinese government has been actively trying to stimulate its economy. Most recently, it announced a plan for the issuance of 1 trillion yuan ($138 billion) in \"ultra-long special treasury bonds.\" The bonds will be issued over the next several years, and the funds they raise will be aimed at modernization and innovation-driven development.</p><p>The government also just lowered the minimum down payments on mortgages and removed the interest rate floor for first and second homes to help improve China's troubled housing market.</p><p>An improved Chinese economy would go a long way to helping boost Alibaba's prospects given that e-commerce is its largest business. Its Tmall and Taobao e-commerce platforms are two of the biggest in the country and have been feeling pressure from increased competition. However, Tmall tends to be a higher-end retailer offering established brands, and should see a nice lift when the Chinese consumer starts to feel more confident.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b14e1135ab4f40b381d033fd8e00c727\" tg-width=\"700\" tg-height=\"454\"></p><p>Image source: Getty Images</p><h2 id=\"id_1992370702\">Is it time to buy the stock hand over fist?</h2><p>Alibaba is undeniably cheap and holds a large cash position. While the company's growth rate has slowed, it is still growing, and has been making investments to help spur future growth. Given that, it is a great stock for retail investors to consider adding to their portfolios.</p><p>However, as a Chinese company, it faces added risks and is ultimately beholden to the Chinese government. For that reason alone, I may not be buying the stock hand over fist, but I certainly think it is a stock to buy.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Billionaire Investors David Tepper and Michael Burry Piled Into Alibaba. Time to Buy the Stock Hand Over Fist?</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\">\nBillionaire Investors David Tepper and Michael Burry Piled Into Alibaba. Time to Buy the Stock Hand Over Fist?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-22 14:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/05/21/billionaire-investors-david-tepper-michael-burry/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Two well-regarded hedge fund managers just significantly increased their stakes in Alibaba.The beaten-down Chinese e-commerce giant is now one of the cheapest stocks around.The cash-flush company is ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/05/21/billionaire-investors-david-tepper-michael-burry/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4554":"元宇宙及AR概念","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4531":"中概回港概念","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4534":"瑞士信贷持仓","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK4585":"ETF&股票定投概念","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4211":"区域性银行","BK4587":"ChatGPT概念","BK4558":"双十一","BK4220":"综合零售","BK4524":"宅经济概念","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4588":"碎股","BK4526":"热门中概股","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","09988":"阿里巴巴-W","BK4503":"景林资产持仓","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4122":"互联网与直销零售","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4502":"阿里概念","BK4505":"高瓴资本持仓","BABA":"阿里巴巴","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4581":"高盛持仓","BK4504":"桥水持仓","LU1046421795.USD":"富达环球科技A-ACC","BK4548":"巴美列捷福持仓","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4565":"NFT概念","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)"},"source_url":"https://www.fool.com/investing/2024/05/21/billionaire-investors-david-tepper-michael-burry/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437466414","content_text":"Two well-regarded hedge fund managers just significantly increased their stakes in Alibaba.The beaten-down Chinese e-commerce giant is now one of the cheapest stocks around.The cash-flush company is displaying early signs of a turnaround.Alibaba stock is becoming more popular with billionaire investors. Two well-regarded hedge fund managers greatly increased their stakes in the company during the first quarter.David Tepper of Appaloosa Management made the Chinese e-commerce giant his top holding after more than doubling his position in Q1. Alibaba now represents about 12% of his portfolio. Tepper is worth an estimated $20 billion, according to Bloomberg.Michael Burry of Scion Asset Management, meanwhile, increased his stake in Alibaba from 75,000 shares to 125,000 shares, making it his second-largest holding behind its peer, JD.com. Burry is best known for his bet against the U.S. housing market before the subprime mortgage crisis struck in 2007, and is one the subjects of the book and movie, The Big Short.Let's look at what is attracting these billionaires to Alibaba's stock, and consider whether retail investors should follow their lead and pile into the stock.A cheap turnaround candidateOne of the first things that stands out about Alibaba today is just how inexpensive the stock is. While the stock is up about 12% year to date, the company has had a difficult few years. Its share price is down by about 50% over the past five years, and down more than 70% from its late 2020 peak. Operationally, it has grown its revenue in each of those years, but the stock has continued to drift lower.This combination of circumstances has resulted in the stock now trading at a forward P/E ratio of only 10.5. This is a low valuation for a company that is still growing.BABA PE Ratio (Forward) data by YChartsOn top of that, Alibaba generates copious cash and currently is sitting on a cash hoard of $85.5 billion. That's a lot of cash, both on an absolute basis and as a percentage of its market cap, which is around $211 billion. Excluding its cash, its forward P/E would drop closer to 6.That much cash carries with it a lot of opportunity. With the stock trading at a cheap valuation, Alibaba management has a nice opportunity to buy back shares on the cheap. And it did repurchase $4.8 billion worth of its stock in the first quarter after buying back $2.9 billion in Q4. It also authorized a fresh $25 billion repurchase program earlier this year.The company is also well-positioned to reinvest in its business. Its efforts on that score showed up in its Q1 report and commentary, where the company offered some detail about how it had spent across its various businesses to spur growth.Management has started to let its main business units run more independently so that they can make their own decisions more quickly and invest where it's needed. This led to some early signs of a turnaround at various units, including e-commerce, cloud computing, and in international cross-border retail and logistics.A bet on ChinaTepper and Burry's investments in Alibaba are also bets on China. Both fund managers hold other Chinese stocks in their portfolios, and they are clearly eyeing a rebound for the world's second-largest economy.The Chinese economy has struggled since the country ended its extensive COVID-19 lockdowns, which it continued to impose well after most other nations had loosened their policies.However, the Chinese government has been actively trying to stimulate its economy. Most recently, it announced a plan for the issuance of 1 trillion yuan ($138 billion) in \"ultra-long special treasury bonds.\" The bonds will be issued over the next several years, and the funds they raise will be aimed at modernization and innovation-driven development.The government also just lowered the minimum down payments on mortgages and removed the interest rate floor for first and second homes to help improve China's troubled housing market.An improved Chinese economy would go a long way to helping boost Alibaba's prospects given that e-commerce is its largest business. Its Tmall and Taobao e-commerce platforms are two of the biggest in the country and have been feeling pressure from increased competition. However, Tmall tends to be a higher-end retailer offering established brands, and should see a nice lift when the Chinese consumer starts to feel more confident.Image source: Getty ImagesIs it time to buy the stock hand over fist?Alibaba is undeniably cheap and holds a large cash position. While the company's growth rate has slowed, it is still growing, and has been making investments to help spur future growth. Given that, it is a great stock for retail investors to consider adding to their portfolios.However, as a Chinese company, it faces added risks and is ultimately beholden to the Chinese government. For that reason alone, I may not be buying the stock hand over fist, but I certainly think it is a stock to buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":217263914770680,"gmtCreate":1694066155211,"gmtModify":1694066565245,"author":{"id":"4155806237276522","authorId":"4155806237276522","name":"Ng Wee Guan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4155806237276522","idStr":"4155806237276522"},"themes":[],"htmlText":"Soon Xpeng will eat up Tesla&nbsp;","listText":"Soon Xpeng will eat up Tesla&nbsp;","text":"Soon Xpeng will eat up Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/217263914770680","repostId":"2365018499","repostType":2,"repost":{"id":"2365018499","kind":"highlight","pubTimestamp":1694052378,"share":"https://ttm.financial/m/news/2365018499?lang=&edition=fundamental","pubTime":"2023-09-07 10:06","market":"us","language":"en","title":"Xpeng Unveils Facelift for Flagship SUV G9","url":"https://stock-news.laohu8.com/highlight/detail?id=2365018499","media":"CnEVPost","summary":"The exterior of the Xpeng G9 2024 will have green, black, gray, white, and silver options, and the first show cars are already available at its stores.\n...","content":"<html><head></head><body><blockquote><p>The exterior of the Xpeng G9 2024 will have green, black, gray, white, and silver options, and the first show cars are already available at its stores.</p></blockquote><p><a href=\"https://laohu8.com/S/XPEV\">Xpeng</a> today unexpectedly unveiled a facelift for its flagship SUV, the G9, earlier than a company executive had previously hinted.</p><p>The Chinese electric vehicle (EV) maker unveiled the new 2024 model of the G9 on its social media platforms today, saying that the first show cars are already available at its stores.</p><p>The exterior of the Xpeng G9 2024 will have green, black, gray, white, and silver options, the company&#39;s release today showed.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aca5faca1ca38a9c1e81643ee5d566a\" tg-width=\"1200\" tg-height=\"568\"/></p><p>Xpeng didn&#39;t release any more information about the new G9, including whether there will be any changes to the interior or pricing.</p><p>Xpeng launched the G9 on September 21, 2022, with a starting price of RMB 309,900 ($42,340) for the previously on-sale model, which is based on a 800 V high-voltage platform.</p><p>The pricing was seen as competitive, but the G9&#39;s confusing configuration at launch sparked many dissatisfactions that overshadowed its appeal.</p><p>Two days after the G9&#39;s launch, Xpeng overhauled the G9&#39;s options to make it less difficult for customers to choose.</p><p>On August 20, Gu Jie, Xpeng&#39;s senior director of powertrain, hinted in a Weibo post that the company would launch a facelifted version of the G9 in the fourth quarter.</p><p>The G9 delivered a record 4,020 units in December 2022, contributing 35.6 percent of Xpeng&#39;s 11,292 deliveries for the month, data monitored by CnEVPost showed.</p><p>The model has seen a significant drop in deliveries this year, with volumes around 1,000 units in every month except January, when 2,249 were delivered, and 872 in July.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd72319d02f965073878916d9ebafc4c\" tg-width=\"1200\" tg-height=\"601\"/></p><p>Xpeng delivered 13,690 vehicles in August, its highest since 15,295 in June 2022, data it released on September 1 showed.</p><p>Deliveries of its cheaper SUV, the G6, reached 7,068 vehicles in August, contributing 51.63 percent of Xpeng&#39;s sales last month, according to information released by the company. Deliveries of the G9 in August are not yet available.</p><p>On July 26, Volkswagen announced that it would invest about $700 million in Xpeng, acquiring about 4.99 percent of the latter.</p><p>In the initial phase of the partnership, the two companies plan to jointly develop two Volkswagen-branded electric models based on the Xpeng G9 for China&#39;s mid-size car market.</p><p>($1 = RMB 7.3193)</p></body></html>","source":"cnevpost_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>Xpeng Unveils Facelift for Flagship SUV G9</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\">\nXpeng Unveils Facelift for Flagship SUV G9\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-07 10:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2023/09/06/xpeng-unveils-g9-facelift/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The exterior of the Xpeng G9 2024 will have green, black, gray, white, and silver options, and the first show cars are already available at its stores.Xpeng today unexpectedly unveiled a facelift for ...</p>\n\n<a href=\"https://cnevpost.com/2023/09/06/xpeng-unveils-g9-facelift/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://cnevpost.com/2023/09/06/xpeng-unveils-g9-facelift/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2365018499","content_text":"The exterior of the Xpeng G9 2024 will have green, black, gray, white, and silver options, and the first show cars are already available at its stores.Xpeng today unexpectedly unveiled a facelift for its flagship SUV, the G9, earlier than a company executive had previously hinted.The Chinese electric vehicle (EV) maker unveiled the new 2024 model of the G9 on its social media platforms today, saying that the first show cars are already available at its stores.The exterior of the Xpeng G9 2024 will have green, black, gray, white, and silver options, the company's release today showed.Xpeng didn't release any more information about the new G9, including whether there will be any changes to the interior or pricing.Xpeng launched the G9 on September 21, 2022, with a starting price of RMB 309,900 ($42,340) for the previously on-sale model, which is based on a 800 V high-voltage platform.The pricing was seen as competitive, but the G9's confusing configuration at launch sparked many dissatisfactions that overshadowed its appeal.Two days after the G9's launch, Xpeng overhauled the G9's options to make it less difficult for customers to choose.On August 20, Gu Jie, Xpeng's senior director of powertrain, hinted in a Weibo post that the company would launch a facelifted version of the G9 in the fourth quarter.The G9 delivered a record 4,020 units in December 2022, contributing 35.6 percent of Xpeng's 11,292 deliveries for the month, data monitored by CnEVPost showed.The model has seen a significant drop in deliveries this year, with volumes around 1,000 units in every month except January, when 2,249 were delivered, and 872 in July.Xpeng delivered 13,690 vehicles in August, its highest since 15,295 in June 2022, data it released on September 1 showed.Deliveries of its cheaper SUV, the G6, reached 7,068 vehicles in August, contributing 51.63 percent of Xpeng's sales last month, according to information released by the company. Deliveries of the G9 in August are not yet available.On July 26, Volkswagen announced that it would invest about $700 million in Xpeng, acquiring about 4.99 percent of the latter.In the initial phase of the partnership, the two companies plan to jointly develop two Volkswagen-branded electric models based on the Xpeng G9 for China's mid-size car market.($1 = RMB 7.3193)","news_type":1},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":217262838210696,"gmtCreate":1694066035220,"gmtModify":1694066558022,"author":{"id":"4155806237276522","authorId":"4155806237276522","name":"Ng Wee Guan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4155806237276522","idStr":"4155806237276522"},"themes":[],"htmlText":"People were buying at $300 2 years ago and some even predicted it was going to be $1000 stock! This article is too pessimistic.","listText":"People were buying at $300 2 years ago and some even predicted it was going to be $1000 stock! This article is too pessimistic.","text":"People were buying at $300 2 years ago and some even predicted it was going to be $1000 stock! This article is too pessimistic.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/217262838210696","repostId":"2365078802","repostType":2,"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":217261808488528,"gmtCreate":1694065773605,"gmtModify":1694065842797,"author":{"id":"4155806237276522","authorId":"4155806237276522","name":"Ng Wee Guan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4155806237276522","idStr":"4155806237276522"},"themes":[],"htmlText":"You have taken more than 2 mins to explain a stock.&nbsp;","listText":"You have taken more than 2 mins to explain a stock.&nbsp;","text":"You have taken more than 2 mins to explain a stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/217261808488528","repostId":"2365502641","repostType":2,"repost":{"id":"2365502641","kind":"highlight","pubTimestamp":1694056460,"share":"https://ttm.financial/m/news/2365502641?lang=&edition=fundamental","pubTime":"2023-09-07 11:14","market":"us","language":"en","title":"Palantir Is A HOLD: A Peter Lynch Evaluation Of Its AI Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=2365502641","media":"Seeking Alpha","summary":"As a most famous \"sage” in modern days, Peter Lynch made his name mostly by identifying 10 baggers at their earlier stages.Palantir Technologies currently exhibits several of the traits that Lynch him","content":"<html><head></head><body><ul style=\"\"><li><p>As a most famous &#34;sage” in modern days, Peter Lynch made his name mostly by identifying 10 baggers at their earlier stages.</p></li><li><p>Palantir Technologies currently exhibits several of the traits that Lynch himself looks for in these fast growers.</p></li><li><p>PLTR is a leading player in the burgeoning AI arena yet is still of a relatively small size. And above all else, it has a good story to tell.</p></li><li><p>Yet, I will argue the current exception dramatically underestimates the risks of competition and cost escalation.</p></li><li><p>This article examines its AI potential most holistically using the Lynch method and concludes it is a HOLD under current conditions.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/053e8f7209660fc698c584f5fa3a944e\" alt=\"da-kuk\" title=\"da-kuk\" tg-width=\"750\" tg-height=\"422\"/><span>da-kuk</span></p><h2 id=\"id_2807678493\">Palantir&#39;s AI potential evaluated by the Peter Lynch method</h2><p>Peter Lynch is a talented investor on multiple fronts. In his writings (for example, <em>One up on Wall Street</em> and <em>Beating the Street</em>), he divided investable stocks into several types (ranging from fast growers to turnarounds, to stalwarts) and shared his insights on all of them. However, he is probably best known as a growth investor thanks to his extensive success cases with 10 baggers.</p><p>For many investors (this author included), our biggest gains often come from fast growers. Identifying one or two of these (assuming you have a reasonably concentrated portfolio) can often decide the long-term performance of an entire account. However, trying to catch these fast growers also entails large inherent risks. Fortunately, Lynch provided comprehensive guidelines for identifying these risks. His own track record (and my own experience of following them) shows me that following these guidelines systematically could dramatically improve our odds.</p><p>This leads me to the main thesis of today on Palantir Technologies (NYSE:PLTR). In particular, I will examine its AI&#39;s potential following the Lynch framework. The remainder of this article will show why my final conclusion is a HOLD rating after a Lynch-style evaluation. To summarize, the stock has mixed prospects according to the following criteria Lynch developed:</p><ol start=\"1\" style=\"\"><li><p>A scale leader in a fast-growing industry. PLTR is a scale leader in the burgeoning AI sector. Better yet, PLTR is still of a relatively small size compared to other giants in this space, making its growth potential even more attractive.</p></li><li><p>And above all else, PLTR is a stock with a good story. Lynch strongly recommends investors stick with companies with a &#34;good story&#34; - a story that they can understand, a story that they can see what is going to happen, and a story that they can see the possible outcomes. As to be detailed in the next section, PLTR certainly has a good story.</p></li><li><p>Rapid growth curve ahead. For fast growers, Lynch prefers to see annual earnings growth at 20% or above. This is the first place where the stock sends a mixed signal as to be detailed in the next section.</p></li><li><p>Finally, a reasonable valuation. Ultimately, I view Lynch as a GARP (growth at a reasonable price) investor. I never recall him advocating the &#34;purse-growth-at-any-price&#34; strategy, a motto for many growth investors (a very dangerous motto in my view). Instead, each of his major investments was guided by a firm valuation principle. The Lynch PEG ratio (P/E multiple divided by growth rate) has become a routine vocabulary now. The essence is that, instead of looking at P/E (which can be very high for fast growers), we should also look at PEG. A PEG ratio of 1x signals reasonable valuation even if the P/E is higher. This is the second place where PLTR sends out a mixed signal.</p></li></ol><h2 id=\"id_2371811871\">An AI leader with a good story</h2><p>The stock is a leader in the AI space and very likely a big winner too in my view. As seen in the first chart below, PLTR is ranked as the 6th largest AI company by market cap, right after <a href=\"https://laohu8.com/S/IBM\">IBM</a>. Better yet, PLTR is not too big either (compared to giants like Microsoft and Google), adding more appeal for growth investors trying to catch 10 baggers at an early stage.</p><p>The company has a good story to tell (at least for investors with a working knowledge of IT technology, like myself). Full disclosure, I am not an AI expert (my specialty is in high-tech R&amp;D related to new energy and large-scale computation). Yet, I find its story easy to follow and makes good sense. I have firsthand experience of how cumbersome and &#34;labor-intensive&#34; it can be to gather, organize, and analyze large amounts of data. The ever-increasing amount of &#34;inhomogeneous data&#34; further compounds these challenges - data consisting of numbers, tables, texts, and images (this article itself is a good example). Palantir&#39;s Artificial Intelligence Platform (&#34;AIP&#34;) is designed precisely to address these issues. AIP aims to integrate outside large language models (&#34;LLMs&#34;), like OpenAI&#39;s GPT-4 and Google&#39;s BERT, so that customers can process their data more efficiently and cheaply. The addressable market is huge. Both commercial and government organizations can benefit from training LLMs in their private data without having to share their private data.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f0cc70139fa18f534690fae9396b7ae\" alt=\"Source: companiesmarketcap.com\" title=\"Source: companiesmarketcap.com\" tg-width=\"640\" tg-height=\"297\"/><span>Source: companiesmarketcap.com</span></p><h2 id=\"id_673461764\">AI growth potential uncertain</h2><p>As aforementioned, for fast growers, Lynch prefers annual growth of 20% or above. This is the first place where I see mixed signals.</p><p>Looking ahead, consensus estimates are projecting such a growth rate ahead. Revenues are projected to grow from $2.21B in 2024 to about $5.3bB in 2028 (as seen in the first table below). Such forecasts translate into an annual growth rate of 19.2%, exactly the type of growth Lynch describes. Furthermore, the consensus estimates of its profit growth (i.e., EPS growth) is also about 20% for the next 5 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/828e18415b25438b3986dc6a4a51e728\" alt=\"Source: Author based on Seeking Alpha data\" title=\"Source: Author based on Seeking Alpha data\" tg-width=\"640\" tg-height=\"157\"/><span>Source: Author based on Seeking Alpha data</span></p><p>The mixed signal came to me in two ways. First, the company&#39;s past growth rates do not support such a projection. As seen in the second chart below, the company experienced superb growth in its earlier days with ~50% YoY revenue growth. However, the growth rates have been decreasing as it grows. The current growth rate based on its most recent quarterly results is only 12.7%, a far cry from the 20% forecast.</p><p>Secondly and more importantly, I view the consensus estimates as an overestimate of its profitability. Based on the consensus estimates of EPS and revenue cited above, the 4th column of my above table shows the implied profit margin for the next 5 years. As seen, consensus implies a stable profit margin of around 19% starting next year. I view such a projection as overly optimistic. For one, the business has not made a profit yet and its margin has been negative so far (see the second chart below). And secondly and more fundamentally, I think the consensus estimates are overestimating its profitability and pricing power. The company (and the industry too) have been reporting substantial increases in personnel salaries and operation costs lately. And I won&#39;t be surprised to see such high costs persist given the elevated inflation and tight job market. In the meantime, competition will only get more intensified in this space with all the heavyweights (such as Microsoft, Google, et al) aggressively cranking up their investment in this area.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e128561567e3c82cea5ad8266922973\" alt=\"Source: Seeking Alpha data\" title=\"Source: Seeking Alpha data\" tg-width=\"640\" tg-height=\"368\"/><span>Source: Seeking Alpha data</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/674ebe7413c3cff5b8620939587b17bd\" alt=\"Source: Seeking Alpha data\" title=\"Source: Seeking Alpha data\" tg-width=\"640\" tg-height=\"406\"/><span>Source: Seeking Alpha data</span></p><h2 id=\"id_371180390\">Valuation risks and final thoughts</h2><p>Even if the business manages to grow at 20% per year and achieve a 19% net profit margin, its PEG valuation would still be substantially higher than the 1x threshold for an ideal Lynch pick. As seen in the chart below, at its current price, its FY5 P/E would be still about 26x even assuming 5 years of continuous growth at the projected rates, implying a PEG ratio of ~1.3x.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d231ba9d93b3009d5021f0cd5fc7bcfc\" alt=\"Source: Author based on Seeking Alpha data\" title=\"Source: Author based on Seeking Alpha data\" tg-width=\"640\" tg-height=\"140\"/><span>Source: Author based on Seeking Alpha data</span></p><p>To recap, I am seeing mixed signals in PLTR, especially regarding its AI potential. The stock has some obvious positives as a potential 10 bagger. It is a strong contender in the fast-growing AI industry. Better yet, its relatively small size ($32B market cap compared to Microsoft&#39;s $2.4T) adds more to its growth potential. PLTR tells a good story that can address real pain points in a huge potential market. However, the negatives are also substantial in my view. The growth projection from the consensus estimate is overly optimistic in my view. And more fundamentally, the consensus projection implies even more optimistic expectations of its profit margin and pricing power. These expectations severely underestimate the risks of competition and cost escalation, in my view.</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>Palantir Is A HOLD: A Peter Lynch Evaluation Of Its AI Potential</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\">\nPalantir Is A HOLD: A Peter Lynch Evaluation Of Its AI Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-07 11:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4633341-palantir-is-hold-peter-lynch-evaluation-of-its-ai-potential><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As a most famous \"sage” in modern days, Peter Lynch made his name mostly by identifying 10 baggers at their earlier stages.Palantir Technologies currently exhibits several of the traits that Lynch ...</p>\n\n<a href=\"https://seekingalpha.com/article/4633341-palantir-is-hold-peter-lynch-evaluation-of-its-ai-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","BK4548":"巴美列捷福持仓","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4514":"搜索引擎","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4553":"喜马拉雅资本持仓","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4097":"系统软件","BK4534":"瑞士信贷持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4576":"AR","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4535":"淡马锡持仓","BK4538":"云计算","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4550":"红杉资本持仓","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4547":"WSB热门概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4633341-palantir-is-hold-peter-lynch-evaluation-of-its-ai-potential","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2365502641","content_text":"As a most famous \"sage” in modern days, Peter Lynch made his name mostly by identifying 10 baggers at their earlier stages.Palantir Technologies currently exhibits several of the traits that Lynch himself looks for in these fast growers.PLTR is a leading player in the burgeoning AI arena yet is still of a relatively small size. And above all else, it has a good story to tell.Yet, I will argue the current exception dramatically underestimates the risks of competition and cost escalation.This article examines its AI potential most holistically using the Lynch method and concludes it is a HOLD under current conditions.da-kukPalantir's AI potential evaluated by the Peter Lynch methodPeter Lynch is a talented investor on multiple fronts. In his writings (for example, One up on Wall Street and Beating the Street), he divided investable stocks into several types (ranging from fast growers to turnarounds, to stalwarts) and shared his insights on all of them. However, he is probably best known as a growth investor thanks to his extensive success cases with 10 baggers.For many investors (this author included), our biggest gains often come from fast growers. Identifying one or two of these (assuming you have a reasonably concentrated portfolio) can often decide the long-term performance of an entire account. However, trying to catch these fast growers also entails large inherent risks. Fortunately, Lynch provided comprehensive guidelines for identifying these risks. His own track record (and my own experience of following them) shows me that following these guidelines systematically could dramatically improve our odds.This leads me to the main thesis of today on Palantir Technologies (NYSE:PLTR). In particular, I will examine its AI's potential following the Lynch framework. The remainder of this article will show why my final conclusion is a HOLD rating after a Lynch-style evaluation. To summarize, the stock has mixed prospects according to the following criteria Lynch developed:A scale leader in a fast-growing industry. PLTR is a scale leader in the burgeoning AI sector. Better yet, PLTR is still of a relatively small size compared to other giants in this space, making its growth potential even more attractive.And above all else, PLTR is a stock with a good story. Lynch strongly recommends investors stick with companies with a \"good story\" - a story that they can understand, a story that they can see what is going to happen, and a story that they can see the possible outcomes. As to be detailed in the next section, PLTR certainly has a good story.Rapid growth curve ahead. For fast growers, Lynch prefers to see annual earnings growth at 20% or above. This is the first place where the stock sends a mixed signal as to be detailed in the next section.Finally, a reasonable valuation. Ultimately, I view Lynch as a GARP (growth at a reasonable price) investor. I never recall him advocating the \"purse-growth-at-any-price\" strategy, a motto for many growth investors (a very dangerous motto in my view). Instead, each of his major investments was guided by a firm valuation principle. The Lynch PEG ratio (P/E multiple divided by growth rate) has become a routine vocabulary now. The essence is that, instead of looking at P/E (which can be very high for fast growers), we should also look at PEG. A PEG ratio of 1x signals reasonable valuation even if the P/E is higher. This is the second place where PLTR sends out a mixed signal.An AI leader with a good storyThe stock is a leader in the AI space and very likely a big winner too in my view. As seen in the first chart below, PLTR is ranked as the 6th largest AI company by market cap, right after IBM. Better yet, PLTR is not too big either (compared to giants like Microsoft and Google), adding more appeal for growth investors trying to catch 10 baggers at an early stage.The company has a good story to tell (at least for investors with a working knowledge of IT technology, like myself). Full disclosure, I am not an AI expert (my specialty is in high-tech R&D related to new energy and large-scale computation). Yet, I find its story easy to follow and makes good sense. I have firsthand experience of how cumbersome and \"labor-intensive\" it can be to gather, organize, and analyze large amounts of data. The ever-increasing amount of \"inhomogeneous data\" further compounds these challenges - data consisting of numbers, tables, texts, and images (this article itself is a good example). Palantir's Artificial Intelligence Platform (\"AIP\") is designed precisely to address these issues. AIP aims to integrate outside large language models (\"LLMs\"), like OpenAI's GPT-4 and Google's BERT, so that customers can process their data more efficiently and cheaply. The addressable market is huge. Both commercial and government organizations can benefit from training LLMs in their private data without having to share their private data.Source: companiesmarketcap.comAI growth potential uncertainAs aforementioned, for fast growers, Lynch prefers annual growth of 20% or above. This is the first place where I see mixed signals.Looking ahead, consensus estimates are projecting such a growth rate ahead. Revenues are projected to grow from $2.21B in 2024 to about $5.3bB in 2028 (as seen in the first table below). Such forecasts translate into an annual growth rate of 19.2%, exactly the type of growth Lynch describes. Furthermore, the consensus estimates of its profit growth (i.e., EPS growth) is also about 20% for the next 5 years.Source: Author based on Seeking Alpha dataThe mixed signal came to me in two ways. First, the company's past growth rates do not support such a projection. As seen in the second chart below, the company experienced superb growth in its earlier days with ~50% YoY revenue growth. However, the growth rates have been decreasing as it grows. The current growth rate based on its most recent quarterly results is only 12.7%, a far cry from the 20% forecast.Secondly and more importantly, I view the consensus estimates as an overestimate of its profitability. Based on the consensus estimates of EPS and revenue cited above, the 4th column of my above table shows the implied profit margin for the next 5 years. As seen, consensus implies a stable profit margin of around 19% starting next year. I view such a projection as overly optimistic. For one, the business has not made a profit yet and its margin has been negative so far (see the second chart below). And secondly and more fundamentally, I think the consensus estimates are overestimating its profitability and pricing power. The company (and the industry too) have been reporting substantial increases in personnel salaries and operation costs lately. And I won't be surprised to see such high costs persist given the elevated inflation and tight job market. In the meantime, competition will only get more intensified in this space with all the heavyweights (such as Microsoft, Google, et al) aggressively cranking up their investment in this area.Source: Seeking Alpha dataSource: Seeking Alpha dataValuation risks and final thoughtsEven if the business manages to grow at 20% per year and achieve a 19% net profit margin, its PEG valuation would still be substantially higher than the 1x threshold for an ideal Lynch pick. As seen in the chart below, at its current price, its FY5 P/E would be still about 26x even assuming 5 years of continuous growth at the projected rates, implying a PEG ratio of ~1.3x.Source: Author based on Seeking Alpha dataTo recap, I am seeing mixed signals in PLTR, especially regarding its AI potential. The stock has some obvious positives as a potential 10 bagger. It is a strong contender in the fast-growing AI industry. Better yet, its relatively small size ($32B market cap compared to Microsoft's $2.4T) adds more to its growth potential. PLTR tells a good story that can address real pain points in a huge potential market. However, the negatives are also substantial in my view. The growth projection from the consensus estimate is overly optimistic in my view. And more fundamentally, the consensus projection implies even more optimistic expectations of its profit margin and pricing power. These expectations severely underestimate the risks of competition and cost escalation, in my view.","news_type":1},"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":217255589728376,"gmtCreate":1694064118854,"gmtModify":1694065581812,"author":{"id":"4155806237276522","authorId":"4155806237276522","name":"Ng Wee Guan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4155806237276522","idStr":"4155806237276522"},"themes":[],"htmlText":"Very narrow view of the whole business model. Author did not take into consideration of Nio sub model business, battery swapping revenue, battery reliability issues and related impact cost of changing battery, total service package &amp; etc. Tesla models after Ford business model for economy of scale so you have limited range of products. Tesla looks like selling on hype. Nio is positioned in the premium category&nbsp;and you won't see explosive sales volume for high end product. Cutting price for short term profit won't last long for a company. When company goes into price war that makes me worried. You won't see LV bags going for huge discount. The same analogy goes for this case","listText":"Very narrow view of the whole business model. Author did not take into consideration of Nio sub model business, battery swapping revenue, battery reliability issues and related impact cost of changing battery, total service package &amp; etc. Tesla models after Ford business model for economy of scale so you have limited range of products. Tesla looks like selling on hype. Nio is positioned in the premium category&nbsp;and you won't see explosive sales volume for high end product. Cutting price for short term profit won't last long for a company. When company goes into price war that makes me worried. You won't see LV bags going for huge discount. The same analogy goes for this case","text":"Very narrow view of the whole business model. Author did not take into consideration of Nio sub model business, battery swapping revenue, battery reliability issues and related impact cost of changing battery, total service package & etc. Tesla models after Ford business model for economy of scale so you have limited range of products. Tesla looks like selling on hype. Nio is positioned in the premium category and you won't see explosive sales volume for high end product. Cutting price for short term profit won't last long for a company. When company goes into price war that makes me worried. You won't see LV bags going for huge discount. The same analogy goes for this case","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/217255589728376","repostId":"2365985077","repostType":2,"repost":{"id":"2365985077","kind":"highlight","pubTimestamp":1694054990,"share":"https://ttm.financial/m/news/2365985077?lang=&edition=fundamental","pubTime":"2023-09-07 10:49","market":"us","language":"en","title":"NIO Is Not The Next Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=2365985077","media":"Seeking Alpha","summary":"NIO faces challenges in the near and intermediate term due to a sluggish Chinese economy, rising costs, lower margins, increased competition, and Tesla's dominance.NIO's Q2 earnings missed consensus e","content":"<html><head></head><body><ul style=\"\"><li><p>NIO faces challenges in the near and intermediate term due to a sluggish Chinese economy, rising costs, lower margins, increased competition, and Tesla&#39;s dominance.</p></li><li><p>NIO&#39;s Q2 earnings missed consensus estimates, with a decrease in revenue, deliveries, and vehicle sales, and a significant net loss.</p></li><li><p>Tesla&#39;s lower prices and economies of scale advantage make it difficult for NIO to effectively compete, raising concerns about NIO&#39;s long-term profitability.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/afa41a3beb052988217d740151a34fbd\" alt=\"Drew Angerer/Getty Images News\" title=\"Drew Angerer/Getty Images News\" tg-width=\"750\" tg-height=\"500\"/><span>Drew Angerer/Getty Images News</span></p><p>NIO Inc. (NYSE:NIO) is an exciting pure EV company out of China. I&#39;ve been bullish on NIO due to its innovative vehicles, growth prospects, and future profitability potential. Moreover, due to its higher-end EV market position, production capacity, and other factors, I&#39;ve often said that NIO is the closest pure EV competitor that Tesla (TSLA) has.</p><p>However, despite NIO&#39;s considerable long-term growth and profitability potential, the company may face challenges in the near and intermediate term. NIO&#39;s problems could persist for several reasons, including a sluggish Chinese economy, rising costs, lower margins, increased competition, and other variables. Nevertheless, a primary concern for NIO is Tesla. Tesla has illustrated that it can drop vehicle prices while maintaining high profitability, taking market share from NIO and other EV manufacturers.</p><p>Unfortunately for NIO, it cannot drop prices low enough to effectively compete with Tesla because of Tesla&#39;s economies of scale advantage and other factors. Therefore, NIO could continue struggling as we move forward. Moreover, NIO&#39;s recent earnings announcement showed the company missing top and bottom-line consensus estimates, putting the company&#39;s outlook into question. Additionally, NIO&#39;s margins continue deteriorating, and uncertainty surrounds its stock. Due to the increased transparency, NIO&#39;s risk/reward ratio has fallen, and I&#39;m taking down my buy rating on its stock, transitioning to a hold instead.</p><h2 id=\"id_2091863318\">Technically - Could Rally In The Near Term</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f932649cc1766e74122b4a9e6074167\" alt=\"NIO (StockCharts.com)\" title=\"NIO (StockCharts.com)\" tg-width=\"640\" tg-height=\"676\"/><span>NIO (StockCharts.com)</span></p><p>I won&#39;t deny it. Technically, NIO&#39;s chart appears bullish in the near term here. The stock likely put in a long-term bottom around the $7 level, staging a robust rally to around $16 before dropping back to the $10 range. We recently witnessed the 50-day MA move above the 200-day MA, a bullish technical signal. We also see a possible basing platform around the $10 support, implying we may see a rally in the near term. Nevertheless, this stock remains highly uncertain for the long term despite the near-term positives.</p><h2 id=\"id_238195263\">NIO&#39;s Missing Numbers - Puts Outlook in Question</h2><p>NIO recently reported Q2 Non-GAAP EPADS of -$0.45, missing the four-cent consensus number. Moreover, it reported revenue of $1.21B, a $60M miss, and a 14.8% YoY decrease. Q2 deliveries came in at 23,520 vehicles, a 6.1% YoY decrease. Q2 vehicle sales came in at about <em>$991M</em>, representing a 25% YoY decline. Vehicle margin was only 6.2%, a staggering drop from the 16.7% in the same quarter last year.</p><h2 id=\"id_3628737876\">NIO&#39;s Staggering $828 Million Loss</h2><p>Additionally, NIO&#39;s gross margin crashed to just 1% from 13% in the same quarter last year. NIO&#39;s Q2 net loss widened to more than 6 billion Yuan, equating to a staggering quarterly loss of $828 million. Unfortunately, this massive loss isn&#39;t new for the company, as NIO&#39;s TTM loss is close to $3 billion. NIO produced about <em>$6 billion</em> in revenues during the same time frame. Thus, the $64,000 question is, when will NIO become profitable?</p><p>The answer is no time soon. Moreover, a capital raise could come shortly. Therefore, there&#39;s likely dilution in NIO&#39;s future, implying the stock could fall or stay range bound longer-term. Moreover, I wonder if NIO can effectively compete with Tesla in the long run.</p><h2 id=\"id_1614492524\">NIO&#39;s Massive Tesla Problem</h2><p>Tesla dominates China&#39;s higher-end EV segment. Tesla recorded more than 84,000 unit sales last month (August). This sales increase represents a 31% YoY surge for Tesla, bringing its YTD vehicles sold in China to about 625,000. NIO delivered 19,329 in August, bringing its YTD vehicle sales count to 94,352. However, management is guiding to sales of 15-17K in September. Therefore, we&#39;re seeing NIO&#39;s order book slowing down, and NIO needs many more sales (200-300K annually) to have a chance to be profitable. Tesla&#39;s position is so prominent in China that NIO may find it challenging to compete effectively in the long run.</p><h2 id=\"id_2894464553\">What Would You Buy - Tesla or NIO?</h2><p>NIO&#39;s popular ET5 sedan starts at about $46,100, and the price can climb into the $50-$60K range quickly once options are added. NIO&#39;s EC6 (Model Y competitor) starts at about $52,400, and the price can surge into the $60-$70K range with options. In contrast, the Model Y starts at only $41,000 in China and has (arguably) more advanced technologies and better engineering. Due to Tesla&#39;s remarkable ability to control prices, its mass-market vehicles are far more affordable than its prime competitor in China. Therefore, NIO&#39;s recent sales improvement may be temporary, and Tesla could continue taking NIO&#39;s market share as we advance. NIO can have a niche place in the EV market, but whether it can become mainstream and profitable remains to be seen. Therefore, I need more certainty as an investor here. Until then, I would rather own Tesla&#39;s stock instead.</p><h2 id=\"id_3025812721\">NIO: Is It Worth The Risk?</h2><p>NIO is an increased-risk investment because it is a Chinese company. However, NIO is even riskier because it&#39;s a highly unprofitable Chinese company. There is the added risk of unrelenting competition from Tesla and other profitable higher-end EV automakers. Moreover, some market participants have raised questions regarding NIO&#39;s accounting practices, pointing to a &#34;Philidor&#34; like entity (Wuhan Weineng) inflating NIO&#39;s revenues and profitability in recent years. Therefore, we have an additional risk of accounting irregularities with NIO. As an investor, why do I need to take such risks? To see NIO succeed? The company may grow in the long run, and its share price could go much higher in the coming years. Nevertheless, there is also an inflated risk of sideways price action and failure, which makes NIO a less attractive investment long-term. Therefore, I&#39;ve reduced my buy rating to hold, recently selling my NIO shares following the troubling Q2 earnings announcement.</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 Is Not The Next Tesla</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\">\nNIO Is Not The Next Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-07 10:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4633465-nio-is-not-the-next-tesla-rating-downgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO faces challenges in the near and intermediate term due to a sluggish Chinese economy, rising costs, lower margins, increased competition, and Tesla's dominance.NIO's Q2 earnings missed consensus ...</p>\n\n<a href=\"https://seekingalpha.com/article/4633465-nio-is-not-the-next-tesla-rating-downgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4099":"汽车制造商","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU0823411888.USD":"法巴消费创新基金 Cap","BK4532":"文艺复兴科技持仓","LU0823414478.USD":"法巴经典能源转换基金","09866":"蔚来-SW","BK4531":"中概回港概念","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4534":"瑞士信贷持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","BK4509":"腾讯概念","NIO.SI":"蔚来","LU0052750758.USD":"富兰克林中国基金A Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4550":"红杉资本持仓","BK4588":"碎股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4574":"无人驾驶","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","NIO":"蔚来","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4551":"寇图资本持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"https://seekingalpha.com/article/4633465-nio-is-not-the-next-tesla-rating-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2365985077","content_text":"NIO faces challenges in the near and intermediate term due to a sluggish Chinese economy, rising costs, lower margins, increased competition, and Tesla's dominance.NIO's Q2 earnings missed consensus estimates, with a decrease in revenue, deliveries, and vehicle sales, and a significant net loss.Tesla's lower prices and economies of scale advantage make it difficult for NIO to effectively compete, raising concerns about NIO's long-term profitability.Drew Angerer/Getty Images NewsNIO Inc. (NYSE:NIO) is an exciting pure EV company out of China. I've been bullish on NIO due to its innovative vehicles, growth prospects, and future profitability potential. Moreover, due to its higher-end EV market position, production capacity, and other factors, I've often said that NIO is the closest pure EV competitor that Tesla (TSLA) has.However, despite NIO's considerable long-term growth and profitability potential, the company may face challenges in the near and intermediate term. NIO's problems could persist for several reasons, including a sluggish Chinese economy, rising costs, lower margins, increased competition, and other variables. Nevertheless, a primary concern for NIO is Tesla. Tesla has illustrated that it can drop vehicle prices while maintaining high profitability, taking market share from NIO and other EV manufacturers.Unfortunately for NIO, it cannot drop prices low enough to effectively compete with Tesla because of Tesla's economies of scale advantage and other factors. Therefore, NIO could continue struggling as we move forward. Moreover, NIO's recent earnings announcement showed the company missing top and bottom-line consensus estimates, putting the company's outlook into question. Additionally, NIO's margins continue deteriorating, and uncertainty surrounds its stock. Due to the increased transparency, NIO's risk/reward ratio has fallen, and I'm taking down my buy rating on its stock, transitioning to a hold instead.Technically - Could Rally In The Near TermNIO (StockCharts.com)I won't deny it. Technically, NIO's chart appears bullish in the near term here. The stock likely put in a long-term bottom around the $7 level, staging a robust rally to around $16 before dropping back to the $10 range. We recently witnessed the 50-day MA move above the 200-day MA, a bullish technical signal. We also see a possible basing platform around the $10 support, implying we may see a rally in the near term. Nevertheless, this stock remains highly uncertain for the long term despite the near-term positives.NIO's Missing Numbers - Puts Outlook in QuestionNIO recently reported Q2 Non-GAAP EPADS of -$0.45, missing the four-cent consensus number. Moreover, it reported revenue of $1.21B, a $60M miss, and a 14.8% YoY decrease. Q2 deliveries came in at 23,520 vehicles, a 6.1% YoY decrease. Q2 vehicle sales came in at about $991M, representing a 25% YoY decline. Vehicle margin was only 6.2%, a staggering drop from the 16.7% in the same quarter last year.NIO's Staggering $828 Million LossAdditionally, NIO's gross margin crashed to just 1% from 13% in the same quarter last year. NIO's Q2 net loss widened to more than 6 billion Yuan, equating to a staggering quarterly loss of $828 million. Unfortunately, this massive loss isn't new for the company, as NIO's TTM loss is close to $3 billion. NIO produced about $6 billion in revenues during the same time frame. Thus, the $64,000 question is, when will NIO become profitable?The answer is no time soon. Moreover, a capital raise could come shortly. Therefore, there's likely dilution in NIO's future, implying the stock could fall or stay range bound longer-term. Moreover, I wonder if NIO can effectively compete with Tesla in the long run.NIO's Massive Tesla ProblemTesla dominates China's higher-end EV segment. Tesla recorded more than 84,000 unit sales last month (August). This sales increase represents a 31% YoY surge for Tesla, bringing its YTD vehicles sold in China to about 625,000. NIO delivered 19,329 in August, bringing its YTD vehicle sales count to 94,352. However, management is guiding to sales of 15-17K in September. Therefore, we're seeing NIO's order book slowing down, and NIO needs many more sales (200-300K annually) to have a chance to be profitable. Tesla's position is so prominent in China that NIO may find it challenging to compete effectively in the long run.What Would You Buy - Tesla or NIO?NIO's popular ET5 sedan starts at about $46,100, and the price can climb into the $50-$60K range quickly once options are added. NIO's EC6 (Model Y competitor) starts at about $52,400, and the price can surge into the $60-$70K range with options. In contrast, the Model Y starts at only $41,000 in China and has (arguably) more advanced technologies and better engineering. Due to Tesla's remarkable ability to control prices, its mass-market vehicles are far more affordable than its prime competitor in China. Therefore, NIO's recent sales improvement may be temporary, and Tesla could continue taking NIO's market share as we advance. NIO can have a niche place in the EV market, but whether it can become mainstream and profitable remains to be seen. Therefore, I need more certainty as an investor here. Until then, I would rather own Tesla's stock instead.NIO: Is It Worth The Risk?NIO is an increased-risk investment because it is a Chinese company. However, NIO is even riskier because it's a highly unprofitable Chinese company. There is the added risk of unrelenting competition from Tesla and other profitable higher-end EV automakers. Moreover, some market participants have raised questions regarding NIO's accounting practices, pointing to a \"Philidor\" like entity (Wuhan Weineng) inflating NIO's revenues and profitability in recent years. Therefore, we have an additional risk of accounting irregularities with NIO. As an investor, why do I need to take such risks? To see NIO succeed? The company may grow in the long run, and its share price could go much higher in the coming years. Nevertheless, there is also an inflated risk of sideways price action and failure, which makes NIO a less attractive investment long-term. Therefore, I've reduced my buy rating to hold, recently selling my NIO shares following the troubling Q2 earnings announcement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3584079457608282","idStr":"3584079457608282"},"content":"Well said. Some w/o thinking juz said these is a joke comparing NiO to Tesla 🤭","text":"Well said. Some w/o thinking juz said these is a joke comparing NiO to Tesla 🤭","html":"Well said. Some w/o thinking juz said these is a joke comparing NiO to Tesla 🤭"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":217255589728376,"gmtCreate":1694064118854,"gmtModify":1694065581812,"author":{"id":"4155806237276522","authorId":"4155806237276522","name":"Ng Wee Guan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4155806237276522","authorIdStr":"4155806237276522"},"themes":[],"htmlText":"Very narrow view of the whole business model. Author did not take into consideration of Nio sub model business, battery swapping revenue, battery reliability issues and related impact cost of changing battery, total service package &amp; etc. Tesla models after Ford business model for economy of scale so you have limited range of products. Tesla looks like selling on hype. Nio is positioned in the premium category&nbsp;and you won't see explosive sales volume for high end product. Cutting price for short term profit won't last long for a company. When company goes into price war that makes me worried. You won't see LV bags going for huge discount. The same analogy goes for this case","listText":"Very narrow view of the whole business model. Author did not take into consideration of Nio sub model business, battery swapping revenue, battery reliability issues and related impact cost of changing battery, total service package &amp; etc. Tesla models after Ford business model for economy of scale so you have limited range of products. Tesla looks like selling on hype. Nio is positioned in the premium category&nbsp;and you won't see explosive sales volume for high end product. Cutting price for short term profit won't last long for a company. When company goes into price war that makes me worried. You won't see LV bags going for huge discount. The same analogy goes for this case","text":"Very narrow view of the whole business model. Author did not take into consideration of Nio sub model business, battery swapping revenue, battery reliability issues and related impact cost of changing battery, total service package & etc. Tesla models after Ford business model for economy of scale so you have limited range of products. Tesla looks like selling on hype. Nio is positioned in the premium category and you won't see explosive sales volume for high end product. Cutting price for short term profit won't last long for a company. When company goes into price war that makes me worried. You won't see LV bags going for huge discount. The same analogy goes for this case","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/217255589728376","repostId":"2365985077","repostType":2,"repost":{"id":"2365985077","kind":"highlight","pubTimestamp":1694054990,"share":"https://ttm.financial/m/news/2365985077?lang=&edition=fundamental","pubTime":"2023-09-07 10:49","market":"us","language":"en","title":"NIO Is Not The Next Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=2365985077","media":"Seeking Alpha","summary":"NIO faces challenges in the near and intermediate term due to a sluggish Chinese economy, rising costs, lower margins, increased competition, and Tesla's dominance.NIO's Q2 earnings missed consensus e","content":"<html><head></head><body><ul style=\"\"><li><p>NIO faces challenges in the near and intermediate term due to a sluggish Chinese economy, rising costs, lower margins, increased competition, and Tesla&#39;s dominance.</p></li><li><p>NIO&#39;s Q2 earnings missed consensus estimates, with a decrease in revenue, deliveries, and vehicle sales, and a significant net loss.</p></li><li><p>Tesla&#39;s lower prices and economies of scale advantage make it difficult for NIO to effectively compete, raising concerns about NIO&#39;s long-term profitability.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/afa41a3beb052988217d740151a34fbd\" alt=\"Drew Angerer/Getty Images News\" title=\"Drew Angerer/Getty Images News\" tg-width=\"750\" tg-height=\"500\"/><span>Drew Angerer/Getty Images News</span></p><p>NIO Inc. (NYSE:NIO) is an exciting pure EV company out of China. I&#39;ve been bullish on NIO due to its innovative vehicles, growth prospects, and future profitability potential. Moreover, due to its higher-end EV market position, production capacity, and other factors, I&#39;ve often said that NIO is the closest pure EV competitor that Tesla (TSLA) has.</p><p>However, despite NIO&#39;s considerable long-term growth and profitability potential, the company may face challenges in the near and intermediate term. NIO&#39;s problems could persist for several reasons, including a sluggish Chinese economy, rising costs, lower margins, increased competition, and other variables. Nevertheless, a primary concern for NIO is Tesla. Tesla has illustrated that it can drop vehicle prices while maintaining high profitability, taking market share from NIO and other EV manufacturers.</p><p>Unfortunately for NIO, it cannot drop prices low enough to effectively compete with Tesla because of Tesla&#39;s economies of scale advantage and other factors. Therefore, NIO could continue struggling as we move forward. Moreover, NIO&#39;s recent earnings announcement showed the company missing top and bottom-line consensus estimates, putting the company&#39;s outlook into question. Additionally, NIO&#39;s margins continue deteriorating, and uncertainty surrounds its stock. Due to the increased transparency, NIO&#39;s risk/reward ratio has fallen, and I&#39;m taking down my buy rating on its stock, transitioning to a hold instead.</p><h2 id=\"id_2091863318\">Technically - Could Rally In The Near Term</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f932649cc1766e74122b4a9e6074167\" alt=\"NIO (StockCharts.com)\" title=\"NIO (StockCharts.com)\" tg-width=\"640\" tg-height=\"676\"/><span>NIO (StockCharts.com)</span></p><p>I won&#39;t deny it. Technically, NIO&#39;s chart appears bullish in the near term here. The stock likely put in a long-term bottom around the $7 level, staging a robust rally to around $16 before dropping back to the $10 range. We recently witnessed the 50-day MA move above the 200-day MA, a bullish technical signal. We also see a possible basing platform around the $10 support, implying we may see a rally in the near term. Nevertheless, this stock remains highly uncertain for the long term despite the near-term positives.</p><h2 id=\"id_238195263\">NIO&#39;s Missing Numbers - Puts Outlook in Question</h2><p>NIO recently reported Q2 Non-GAAP EPADS of -$0.45, missing the four-cent consensus number. Moreover, it reported revenue of $1.21B, a $60M miss, and a 14.8% YoY decrease. Q2 deliveries came in at 23,520 vehicles, a 6.1% YoY decrease. Q2 vehicle sales came in at about <em>$991M</em>, representing a 25% YoY decline. Vehicle margin was only 6.2%, a staggering drop from the 16.7% in the same quarter last year.</p><h2 id=\"id_3628737876\">NIO&#39;s Staggering $828 Million Loss</h2><p>Additionally, NIO&#39;s gross margin crashed to just 1% from 13% in the same quarter last year. NIO&#39;s Q2 net loss widened to more than 6 billion Yuan, equating to a staggering quarterly loss of $828 million. Unfortunately, this massive loss isn&#39;t new for the company, as NIO&#39;s TTM loss is close to $3 billion. NIO produced about <em>$6 billion</em> in revenues during the same time frame. Thus, the $64,000 question is, when will NIO become profitable?</p><p>The answer is no time soon. Moreover, a capital raise could come shortly. Therefore, there&#39;s likely dilution in NIO&#39;s future, implying the stock could fall or stay range bound longer-term. Moreover, I wonder if NIO can effectively compete with Tesla in the long run.</p><h2 id=\"id_1614492524\">NIO&#39;s Massive Tesla Problem</h2><p>Tesla dominates China&#39;s higher-end EV segment. Tesla recorded more than 84,000 unit sales last month (August). This sales increase represents a 31% YoY surge for Tesla, bringing its YTD vehicles sold in China to about 625,000. NIO delivered 19,329 in August, bringing its YTD vehicle sales count to 94,352. However, management is guiding to sales of 15-17K in September. Therefore, we&#39;re seeing NIO&#39;s order book slowing down, and NIO needs many more sales (200-300K annually) to have a chance to be profitable. Tesla&#39;s position is so prominent in China that NIO may find it challenging to compete effectively in the long run.</p><h2 id=\"id_2894464553\">What Would You Buy - Tesla or NIO?</h2><p>NIO&#39;s popular ET5 sedan starts at about $46,100, and the price can climb into the $50-$60K range quickly once options are added. NIO&#39;s EC6 (Model Y competitor) starts at about $52,400, and the price can surge into the $60-$70K range with options. In contrast, the Model Y starts at only $41,000 in China and has (arguably) more advanced technologies and better engineering. Due to Tesla&#39;s remarkable ability to control prices, its mass-market vehicles are far more affordable than its prime competitor in China. Therefore, NIO&#39;s recent sales improvement may be temporary, and Tesla could continue taking NIO&#39;s market share as we advance. NIO can have a niche place in the EV market, but whether it can become mainstream and profitable remains to be seen. Therefore, I need more certainty as an investor here. Until then, I would rather own Tesla&#39;s stock instead.</p><h2 id=\"id_3025812721\">NIO: Is It Worth The Risk?</h2><p>NIO is an increased-risk investment because it is a Chinese company. However, NIO is even riskier because it&#39;s a highly unprofitable Chinese company. There is the added risk of unrelenting competition from Tesla and other profitable higher-end EV automakers. Moreover, some market participants have raised questions regarding NIO&#39;s accounting practices, pointing to a &#34;Philidor&#34; like entity (Wuhan Weineng) inflating NIO&#39;s revenues and profitability in recent years. Therefore, we have an additional risk of accounting irregularities with NIO. As an investor, why do I need to take such risks? To see NIO succeed? The company may grow in the long run, and its share price could go much higher in the coming years. Nevertheless, there is also an inflated risk of sideways price action and failure, which makes NIO a less attractive investment long-term. Therefore, I&#39;ve reduced my buy rating to hold, recently selling my NIO shares following the troubling Q2 earnings announcement.</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 Is Not The Next Tesla</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\">\nNIO Is Not The Next Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-07 10:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4633465-nio-is-not-the-next-tesla-rating-downgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO faces challenges in the near and intermediate term due to a sluggish Chinese economy, rising costs, lower margins, increased competition, and Tesla's dominance.NIO's Q2 earnings missed consensus ...</p>\n\n<a href=\"https://seekingalpha.com/article/4633465-nio-is-not-the-next-tesla-rating-downgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4099":"汽车制造商","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU0823411888.USD":"法巴消费创新基金 Cap","BK4532":"文艺复兴科技持仓","LU0823414478.USD":"法巴经典能源转换基金","09866":"蔚来-SW","BK4531":"中概回港概念","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4534":"瑞士信贷持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","BK4509":"腾讯概念","NIO.SI":"蔚来","LU0052750758.USD":"富兰克林中国基金A Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4550":"红杉资本持仓","BK4588":"碎股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4574":"无人驾驶","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","NIO":"蔚来","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4551":"寇图资本持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"https://seekingalpha.com/article/4633465-nio-is-not-the-next-tesla-rating-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2365985077","content_text":"NIO faces challenges in the near and intermediate term due to a sluggish Chinese economy, rising costs, lower margins, increased competition, and Tesla's dominance.NIO's Q2 earnings missed consensus estimates, with a decrease in revenue, deliveries, and vehicle sales, and a significant net loss.Tesla's lower prices and economies of scale advantage make it difficult for NIO to effectively compete, raising concerns about NIO's long-term profitability.Drew Angerer/Getty Images NewsNIO Inc. (NYSE:NIO) is an exciting pure EV company out of China. I've been bullish on NIO due to its innovative vehicles, growth prospects, and future profitability potential. Moreover, due to its higher-end EV market position, production capacity, and other factors, I've often said that NIO is the closest pure EV competitor that Tesla (TSLA) has.However, despite NIO's considerable long-term growth and profitability potential, the company may face challenges in the near and intermediate term. NIO's problems could persist for several reasons, including a sluggish Chinese economy, rising costs, lower margins, increased competition, and other variables. Nevertheless, a primary concern for NIO is Tesla. Tesla has illustrated that it can drop vehicle prices while maintaining high profitability, taking market share from NIO and other EV manufacturers.Unfortunately for NIO, it cannot drop prices low enough to effectively compete with Tesla because of Tesla's economies of scale advantage and other factors. Therefore, NIO could continue struggling as we move forward. Moreover, NIO's recent earnings announcement showed the company missing top and bottom-line consensus estimates, putting the company's outlook into question. Additionally, NIO's margins continue deteriorating, and uncertainty surrounds its stock. Due to the increased transparency, NIO's risk/reward ratio has fallen, and I'm taking down my buy rating on its stock, transitioning to a hold instead.Technically - Could Rally In The Near TermNIO (StockCharts.com)I won't deny it. Technically, NIO's chart appears bullish in the near term here. The stock likely put in a long-term bottom around the $7 level, staging a robust rally to around $16 before dropping back to the $10 range. We recently witnessed the 50-day MA move above the 200-day MA, a bullish technical signal. We also see a possible basing platform around the $10 support, implying we may see a rally in the near term. Nevertheless, this stock remains highly uncertain for the long term despite the near-term positives.NIO's Missing Numbers - Puts Outlook in QuestionNIO recently reported Q2 Non-GAAP EPADS of -$0.45, missing the four-cent consensus number. Moreover, it reported revenue of $1.21B, a $60M miss, and a 14.8% YoY decrease. Q2 deliveries came in at 23,520 vehicles, a 6.1% YoY decrease. Q2 vehicle sales came in at about $991M, representing a 25% YoY decline. Vehicle margin was only 6.2%, a staggering drop from the 16.7% in the same quarter last year.NIO's Staggering $828 Million LossAdditionally, NIO's gross margin crashed to just 1% from 13% in the same quarter last year. NIO's Q2 net loss widened to more than 6 billion Yuan, equating to a staggering quarterly loss of $828 million. Unfortunately, this massive loss isn't new for the company, as NIO's TTM loss is close to $3 billion. NIO produced about $6 billion in revenues during the same time frame. Thus, the $64,000 question is, when will NIO become profitable?The answer is no time soon. Moreover, a capital raise could come shortly. Therefore, there's likely dilution in NIO's future, implying the stock could fall or stay range bound longer-term. Moreover, I wonder if NIO can effectively compete with Tesla in the long run.NIO's Massive Tesla ProblemTesla dominates China's higher-end EV segment. Tesla recorded more than 84,000 unit sales last month (August). This sales increase represents a 31% YoY surge for Tesla, bringing its YTD vehicles sold in China to about 625,000. NIO delivered 19,329 in August, bringing its YTD vehicle sales count to 94,352. However, management is guiding to sales of 15-17K in September. Therefore, we're seeing NIO's order book slowing down, and NIO needs many more sales (200-300K annually) to have a chance to be profitable. Tesla's position is so prominent in China that NIO may find it challenging to compete effectively in the long run.What Would You Buy - Tesla or NIO?NIO's popular ET5 sedan starts at about $46,100, and the price can climb into the $50-$60K range quickly once options are added. NIO's EC6 (Model Y competitor) starts at about $52,400, and the price can surge into the $60-$70K range with options. In contrast, the Model Y starts at only $41,000 in China and has (arguably) more advanced technologies and better engineering. Due to Tesla's remarkable ability to control prices, its mass-market vehicles are far more affordable than its prime competitor in China. Therefore, NIO's recent sales improvement may be temporary, and Tesla could continue taking NIO's market share as we advance. NIO can have a niche place in the EV market, but whether it can become mainstream and profitable remains to be seen. Therefore, I need more certainty as an investor here. Until then, I would rather own Tesla's stock instead.NIO: Is It Worth The Risk?NIO is an increased-risk investment because it is a Chinese company. However, NIO is even riskier because it's a highly unprofitable Chinese company. There is the added risk of unrelenting competition from Tesla and other profitable higher-end EV automakers. Moreover, some market participants have raised questions regarding NIO's accounting practices, pointing to a \"Philidor\" like entity (Wuhan Weineng) inflating NIO's revenues and profitability in recent years. Therefore, we have an additional risk of accounting irregularities with NIO. As an investor, why do I need to take such risks? To see NIO succeed? The company may grow in the long run, and its share price could go much higher in the coming years. Nevertheless, there is also an inflated risk of sideways price action and failure, which makes NIO a less attractive investment long-term. Therefore, I've reduced my buy rating to hold, recently selling my NIO shares following the troubling Q2 earnings announcement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"content":"Well said. Some w/o thinking juz said these is a joke comparing NiO to Tesla 🤭","text":"Well said. Some w/o thinking juz said these is a joke comparing NiO to Tesla 🤭","html":"Well said. Some w/o thinking juz said these is a joke comparing NiO to Tesla 🤭"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353542846984240,"gmtCreate":1727352269835,"gmtModify":1727352274156,"author":{"id":"4155806237276522","authorId":"4155806237276522","name":"Ng Wee Guan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4155806237276522","authorIdStr":"4155806237276522"},"themes":[],"htmlText":"Fish where all the fishes are","listText":"Fish where all the fishes are","text":"Fish where all the fishes are","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353542846984240","repostId":"1196290766","repostType":2,"repost":{"id":"1196290766","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1727357774,"share":"https://ttm.financial/m/news/1196290766?lang=&edition=fundamental","pubTime":"2024-09-26 21:36","market":"us","language":"en","title":"Chinese ADRs Jump Again as Stimulus Rally Carries on","url":"https://stock-news.laohu8.com/highlight/detail?id=1196290766","media":"Tiger Newspress","summary":"President Xi Jinping used a monthly huddle of China’s top leaders to discuss the economy and call for the government to provide sufficient fiscal spending, a rare change in agenda that underscores gro","content":"<html><head></head><body><p>President Xi Jinping used a monthly huddle of China’s top leaders to discuss the economy and call for the government to provide sufficient fiscal spending, a rare change in agenda that underscores growing anxiety in Beijing over the nation’s slowing growth.</p><p style=\"text-align: start;\">The 24-man Politburo vowed to complete the country’s annual economic goals, the official Xinhua News Agency reported Thursday. Officials said the government needs to ensure necessary fiscal spending and stabilize the real estate market, including strictly limiting the supply of new commercial housing construction.</p><p>It also called on the forceful implementation of cuts to interest rates and a reserve requirement ratio for banks, easing measures announced by the People’s Bank of China this week.</p><p style=\"text-align: start;\">The decision-making body typically devotes only its April, July, and December sessions to discussions on the current economic situation. The last time such a meeting fell outside those months was March 2020, according to official readouts, when China was reeling from the outbreak of Covid-19. For the past four years, September sessions have focused mostly on party discipline or internal work.</p><p>Chinese ADRs jumped again in morning trading Thursday. YINN rose 24%; KWEB rose 12%; Alibaba and NIO rose 8%; PDD Holdings rose 12%; JD.com rose 14%; XPeng and Li Auto rose 11%; Bilibili rose 17%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4f195dbada993756a86ff94c19370995\" tg-width=\"360\" tg-height=\"1516\"/></p><p>The conclave comes two days after China’s central bank governor Pan Gongsheng unleashed his nation’s most daring policy package in decades, in a bid to revive the economy. That stimulus blitz sent China’s beleaguered markets soaring, with the CSI 300 Index — a benchmark of onshore Chinese stocks — posting its biggest gain since July 2020.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese ADRs Jump Again as Stimulus Rally Carries on</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\">\nChinese ADRs Jump Again as Stimulus Rally Carries on\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-09-26 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>President Xi Jinping used a monthly huddle of China’s top leaders to discuss the economy and call for the government to provide sufficient fiscal spending, a rare change in agenda that underscores growing anxiety in Beijing over the nation’s slowing growth.</p><p style=\"text-align: start;\">The 24-man Politburo vowed to complete the country’s annual economic goals, the official Xinhua News Agency reported Thursday. Officials said the government needs to ensure necessary fiscal spending and stabilize the real estate market, including strictly limiting the supply of new commercial housing construction.</p><p>It also called on the forceful implementation of cuts to interest rates and a reserve requirement ratio for banks, easing measures announced by the People’s Bank of China this week.</p><p style=\"text-align: start;\">The decision-making body typically devotes only its April, July, and December sessions to discussions on the current economic situation. The last time such a meeting fell outside those months was March 2020, according to official readouts, when China was reeling from the outbreak of Covid-19. For the past four years, September sessions have focused mostly on party discipline or internal work.</p><p>Chinese ADRs jumped again in morning trading Thursday. YINN rose 24%; KWEB rose 12%; Alibaba and NIO rose 8%; PDD Holdings rose 12%; JD.com rose 14%; XPeng and Li Auto rose 11%; Bilibili rose 17%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4f195dbada993756a86ff94c19370995\" tg-width=\"360\" tg-height=\"1516\"/></p><p>The conclave comes two days after China’s central bank governor Pan Gongsheng unleashed his nation’s most daring policy package in decades, in a bid to revive the economy. That stimulus blitz sent China’s beleaguered markets soaring, with the CSI 300 Index — a benchmark of onshore Chinese stocks — posting its biggest gain since July 2020.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","YINN":"三倍做多富时中国ETF-Direxion","JD":"京东","PDD":"拼多多","BIDU":"百度","XPEV":"小鹏汽车","BILI":"哔哩哔哩","LI":"理想汽车","BABA":"阿里巴巴","KWEB":"中国海外互联网ETF-KraneShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196290766","content_text":"President Xi Jinping used a monthly huddle of China’s top leaders to discuss the economy and call for the government to provide sufficient fiscal spending, a rare change in agenda that underscores growing anxiety in Beijing over the nation’s slowing growth.The 24-man Politburo vowed to complete the country’s annual economic goals, the official Xinhua News Agency reported Thursday. Officials said the government needs to ensure necessary fiscal spending and stabilize the real estate market, including strictly limiting the supply of new commercial housing construction.It also called on the forceful implementation of cuts to interest rates and a reserve requirement ratio for banks, easing measures announced by the People’s Bank of China this week.The decision-making body typically devotes only its April, July, and December sessions to discussions on the current economic situation. The last time such a meeting fell outside those months was March 2020, according to official readouts, when China was reeling from the outbreak of Covid-19. For the past four years, September sessions have focused mostly on party discipline or internal work.Chinese ADRs jumped again in morning trading Thursday. YINN rose 24%; KWEB rose 12%; Alibaba and NIO rose 8%; PDD Holdings rose 12%; JD.com rose 14%; XPeng and Li Auto rose 11%; Bilibili rose 17%.The conclave comes two days after China’s central bank governor Pan Gongsheng unleashed his nation’s most daring policy package in decades, in a bid to revive the economy. That stimulus blitz sent China’s beleaguered markets soaring, with the CSI 300 Index — a benchmark of onshore Chinese stocks — posting its biggest gain since July 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":217261808488528,"gmtCreate":1694065773605,"gmtModify":1694065842797,"author":{"id":"4155806237276522","authorId":"4155806237276522","name":"Ng Wee Guan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4155806237276522","authorIdStr":"4155806237276522"},"themes":[],"htmlText":"You have taken more than 2 mins to explain a stock.&nbsp;","listText":"You have taken more than 2 mins to explain a stock.&nbsp;","text":"You have taken more than 2 mins to explain a stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/217261808488528","repostId":"2365502641","repostType":2,"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308590480580696,"gmtCreate":1716361313139,"gmtModify":1716361316554,"author":{"id":"4155806237276522","authorId":"4155806237276522","name":"Ng Wee Guan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4155806237276522","authorIdStr":"4155806237276522"},"themes":[],"htmlText":"China is the future","listText":"China is the future","text":"China is the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308590480580696","repostId":"2437466414","repostType":2,"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":217263914770680,"gmtCreate":1694066155211,"gmtModify":1694066565245,"author":{"id":"4155806237276522","authorId":"4155806237276522","name":"Ng Wee Guan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4155806237276522","authorIdStr":"4155806237276522"},"themes":[],"htmlText":"Soon Xpeng will eat up Tesla&nbsp;","listText":"Soon Xpeng will eat up Tesla&nbsp;","text":"Soon Xpeng will eat up Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/217263914770680","repostId":"2365018499","repostType":2,"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":217262838210696,"gmtCreate":1694066035220,"gmtModify":1694066558022,"author":{"id":"4155806237276522","authorId":"4155806237276522","name":"Ng Wee Guan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4155806237276522","authorIdStr":"4155806237276522"},"themes":[],"htmlText":"People were buying at $300 2 years ago and some even predicted it was going to be $1000 stock! This article is too pessimistic.","listText":"People were buying at $300 2 years ago and some even predicted it was going to be $1000 stock! This article is too pessimistic.","text":"People were buying at $300 2 years ago and some even predicted it was going to be $1000 stock! This article is too pessimistic.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/217262838210696","repostId":"2365078802","repostType":2,"repost":{"id":"2365078802","kind":"highlight","pubTimestamp":1694054458,"share":"https://ttm.financial/m/news/2365078802?lang=&edition=fundamental","pubTime":"2023-09-07 10:40","market":"us","language":"en","title":"Does Alibaba Have the Potential to Rally 50.75% as Wall Street Analysts Expect?","url":"https://stock-news.laohu8.com/highlight/detail?id=2365078802","media":"Zacks","summary":"They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. ","content":"<html><head></head><body><p style=\"text-align: start;\"><strong>Alibaba</strong> closed the last trading session at $94.45, plat over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $142.38 indicates a 50.8% upside potential.</p><p style=\"text-align: start;\">The mean estimate comprises 16 short-term price targets with a standard deviation of $22.10. While the lowest estimate of $100 indicates a 5.7% increase from the current price level, the most optimistic analyst expects the stock to surge 97.6% to reach $187. It&#39;s very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.</p><p style=\"text-align: start;\">While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That&#39;s because the ability and unbiasedness of analysts in setting price targets have long been questionable.</p><p style=\"text-align: start;\">However, an impressive consensus price target is not the only factor that indicates a potential upside in BABA. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn&#39;t give any idea as to how much the stock could surge, it has proven effective in predicting an upside.</p><p style=\"text-align: start;\"><strong>Here&#39;s What You Should Know About Analysts&#39; Price Targets</strong></p><p style=\"text-align: start;\">According to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.</p><p style=\"text-align: start;\">While Wall Street analysts have deep knowledge of a company&#39;s fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?</p><p style=\"text-align: start;\">They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.</p><p style=\"text-align: start;\">However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock&#39;s price movement. While that doesn&#39;t necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.</p><p style=\"text-align: start;\">That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.</p><p style=\"text-align: start;\"><strong>Why BABA Could Witness a Solid Upside</strong></p><p style=\"text-align: start;\">Analysts&#39; growing optimism over the company&#39;s earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That&#39;s because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.</p><p style=\"text-align: start;\">The Zacks Consensus Estimate for the current year has increased 16.1% over the past month, as three estimates have gone higher compared to no negative revision.</p><p style=\"text-align: start;\">Moreover, BABA currently has a Zacks Rank #1 (Strong Buy), which means it is in the top 5% of more than the 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock&#39;s potential upside in the near term.</p><p>Therefore, while the consensus price target may not be a reliable indicator of how much BABA could gain, the direction of price movement it implies does appear to be a good guide.</p></body></html>","source":"zacks_fund_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>Does Alibaba Have the Potential to Rally 50.75% as Wall Street Analysts Expect?</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\">\nDoes Alibaba Have the Potential to Rally 50.75% as Wall Street Analysts Expect?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-07 10:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/stock/news/2145437/does-alibaba-baba-have-the-potential-to-rally-5043-as-wall-street-analysts-expect?art_rec=quote-stock_overview-zacks_news-ID01-txt-2145437><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba closed the last trading session at $94.45, plat over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any ...</p>\n\n<a href=\"https://www.zacks.com/stock/news/2145437/does-alibaba-baba-have-the-potential-to-rally-5043-as-wall-street-analysts-expect?art_rec=quote-stock_overview-zacks_news-ID01-txt-2145437\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4548":"巴美列捷福持仓","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4565":"NFT概念","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4554":"元宇宙及AR概念","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4533":"AQR资本管理(全球第二大对冲基金)","BABA":"阿里巴巴","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4575":"芯片概念","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4558":"双十一","BK4587":"ChatGPT概念","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4524":"宅经济概念","BK4220":"综合零售","BK4535":"淡马锡持仓","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","09988":"阿里巴巴-W","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","BK4588":"碎股","BK4526":"热门中概股","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4503":"景林资产持仓","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4122":"互联网与直销零售","BK4502":"阿里概念","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4504":"桥水持仓","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD"},"source_url":"https://www.zacks.com/stock/news/2145437/does-alibaba-baba-have-the-potential-to-rally-5043-as-wall-street-analysts-expect?art_rec=quote-stock_overview-zacks_news-ID01-txt-2145437","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2365078802","content_text":"Alibaba closed the last trading session at $94.45, plat over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $142.38 indicates a 50.8% upside potential.The mean estimate comprises 16 short-term price targets with a standard deviation of $22.10. While the lowest estimate of $100 indicates a 5.7% increase from the current price level, the most optimistic analyst expects the stock to surge 97.6% to reach $187. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable.However, an impressive consensus price target is not the only factor that indicates a potential upside in BABA. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.Here's What You Should Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.Why BABA Could Witness a Solid UpsideAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.The Zacks Consensus Estimate for the current year has increased 16.1% over the past month, as three estimates have gone higher compared to no negative revision.Moreover, BABA currently has a Zacks Rank #1 (Strong Buy), which means it is in the top 5% of more than the 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term.Therefore, while the consensus price target may not be a reliable indicator of how much BABA could gain, the direction of price movement it implies does appear to be a good guide.","news_type":1},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}