NIO: Time To Go All-In

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NIO: Time To Go All-In

seekingalpha2021-07-13

Summary NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars. Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...

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fairybabe
·2021-07-15
Seems very volatile now
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redder13
·2021-07-14
Show hand!
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Kingggg
·2021-07-14
Time to go to the moon !!!
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Greenhulk
·2021-07-13
Battery swap system ... Technology of China is more advance than US. Big big potential in NIO.
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tigernaut
·2021-07-13
?
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1
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henry0leu
·2021-07-13
Not sure about risks with listing in US markets? (China Company)
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ValuInvestor
·2021-07-13
Some maybe, not all in due to uncertainty surrounding Chinese stocks
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limeixi3721
·2021-07-13
All in? Isn’t it too risky?
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J1000
·2021-07-13
Nio ??
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AndyChai
·2021-07-13
Wow awesome
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Class87low
·2021-07-13
Long NIO
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2
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Gyeong
·2021-07-13
Keep going
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sia
·2021-07-13
GO NIO?
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ShawnTai
·2021-07-13
Hello Norway, Hello Europe! Blue Sky Coming
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- EveChai:
  Ok
  2021-07-13
  Reply
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tanks09
·2021-07-13
I will buy when I see NIO car in Singapore
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BlueDragon
·2021-07-13
Buy and Keep for long term
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MM88188
·2021-07-13
Why not Li auto?
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- MM88188:
  Agree. Compred Liauto comes with a small convetiOnal enginE, for CrOss county travel in ChIna the specs make more senSe, Li has a lower PBratio When chEcked couple of Weeks back
  Welcome others thought
  2021-07-13
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- fionat:
  Yea. NIO faces stiff competition from many other EV companies. Doesnt feel like they’re doing anything exceptional to distinguish themselves from others
  2021-07-13
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balaranjith
·2021-07-13
Good stock for long term investment
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4
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Lawl
·2021-07-13
Nice
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Robert88
·2021-07-13
Like pls
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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: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NIO","symbol_name":"蔚来","start_time":0,"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","article_id":"1105703285","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","pubTimestamp":1626137383,"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"NIO":"蔚来"},"translate_title":"蔚来：是时候全力以赴了","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NIO":0.9},"content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":144629342,"gmtCreate":1626281851386,"gmtModify":1703757144629,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"htmlText":"Seems very volatile now&nbsp;","listText":"Seems very volatile now&nbsp;","text":"Seems very volatile now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144629342","repostId":1105703285,"repostType":2,"repost":{"id":"1105703285","pubTimestamp":1626137383,"share":"https://ttm.financial/m/news/1105703285?lang=&edition=fundamental","pubTime":"2021-07-13 08:49","market":"us","language":"en","title":"NIO: Time To Go All-In","url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","media":"seekingalpha","summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","content":"Summary\n<ul>\n <li>NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.</li>\n <li>Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.</li>\n <li>Fundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.</li>\n</ul>\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n<img src=\"https://static.tigerbbs.com/f3cdaabdcaff0360da1ed2d8964784c8\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\">\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&amp;D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n<blockquote>\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n</blockquote>\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 &amp; ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n<blockquote>\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n</blockquote>\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","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: Time To Go All-In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105703285","content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":144114730,"gmtCreate":1626271594820,"gmtModify":1703756819784,"author":{"id":"3561714731469739","authorId":"3561714731469739","name":"redder13","avatar":"https://static.tigerbbs.com/8df41dc5cd7a8a22e5756d2e8067fa62","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3561714731469739","authorIdStr":"3561714731469739"},"htmlText":"Show hand!","listText":"Show hand!","text":"Show hand!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144114730","repostId":1105703285,"repostType":2,"repost":{"id":"1105703285","pubTimestamp":1626137383,"share":"https://ttm.financial/m/news/1105703285?lang=&edition=fundamental","pubTime":"2021-07-13 08:49","market":"us","language":"en","title":"NIO: Time To Go All-In","url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","media":"seekingalpha","summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","content":"Summary\n<ul>\n <li>NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.</li>\n <li>Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.</li>\n <li>Fundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.</li>\n</ul>\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n<img src=\"https://static.tigerbbs.com/f3cdaabdcaff0360da1ed2d8964784c8\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\">\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&amp;D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n<blockquote>\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n</blockquote>\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 &amp; ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n<blockquote>\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n</blockquote>\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","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: Time To Go All-In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105703285","content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":144394518,"gmtCreate":1626266665334,"gmtModify":1703756651630,"author":{"id":"3574851147748176","authorId":"3574851147748176","name":"Kingggg","avatar":"https://static.tigerbbs.com/8716b86786dd9e45f4b5f86ee41b3d47","vip":1,"hat":"https://static.tigerbbs.com/7b75ce0c34afff716602792a5d0929dd","crmLevel":2,"crmLevelSwitch":1,"idStr":"3574851147748176","authorIdStr":"3574851147748176"},"htmlText":"Time to go to the moon !!!","listText":"Time to go to the moon !!!","text":"Time to go to the moon !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144394518","repostId":1105703285,"repostType":2,"repost":{"id":"1105703285","pubTimestamp":1626137383,"share":"https://ttm.financial/m/news/1105703285?lang=&edition=fundamental","pubTime":"2021-07-13 08:49","market":"us","language":"en","title":"NIO: Time To Go All-In","url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","media":"seekingalpha","summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","content":"Summary\n<ul>\n <li>NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.</li>\n <li>Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.</li>\n <li>Fundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.</li>\n</ul>\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n<img src=\"https://static.tigerbbs.com/f3cdaabdcaff0360da1ed2d8964784c8\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\">\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&amp;D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n<blockquote>\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n</blockquote>\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 &amp; ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n<blockquote>\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n</blockquote>\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","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: Time To Go All-In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105703285","content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":145380267,"gmtCreate":1626189766359,"gmtModify":1703755266585,"author":{"id":"4087111027239570","authorId":"4087111027239570","name":"Greenhulk","avatar":"https://community-static.tradeup.com/news/8f236d059cd65830ef0352d31cc9aaa3","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":1,"crmLevelSwitch":0,"idStr":"4087111027239570","authorIdStr":"4087111027239570"},"htmlText":"Battery swap system ... Technology of&nbsp;China is more advance than US. Big big potential in NIO.","listText":"Battery swap system ... Technology of&nbsp;China is more advance than US. Big big potential in NIO.","text":"Battery swap system ... Technology of China is more advance than US. Big big potential in NIO.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145380267","repostId":1105703285,"repostType":2,"repost":{"id":"1105703285","pubTimestamp":1626137383,"share":"https://ttm.financial/m/news/1105703285?lang=&edition=fundamental","pubTime":"2021-07-13 08:49","market":"us","language":"en","title":"NIO: Time To Go All-In","url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","media":"seekingalpha","summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","content":"Summary\n<ul>\n <li>NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.</li>\n <li>Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.</li>\n <li>Fundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.</li>\n</ul>\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n<img src=\"https://static.tigerbbs.com/f3cdaabdcaff0360da1ed2d8964784c8\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\">\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&amp;D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n<blockquote>\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n</blockquote>\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 &amp; ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n<blockquote>\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n</blockquote>\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","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: Time To Go All-In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105703285","content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":142707473,"gmtCreate":1626174185192,"gmtModify":1703754793128,"author":{"id":"3567239827558758","authorId":"3567239827558758","name":"tigernaut","avatar":"https://static.tigerbbs.com/66e331c670eb88443b88c6bdb76224cf","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":3,"crmLevelSwitch":1,"idStr":"3567239827558758","authorIdStr":"3567239827558758"},"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142707473","repostId":1105703285,"repostType":2,"repost":{"id":"1105703285","pubTimestamp":1626137383,"share":"https://ttm.financial/m/news/1105703285?lang=&edition=fundamental","pubTime":"2021-07-13 08:49","market":"us","language":"en","title":"NIO: Time To Go All-In","url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","media":"seekingalpha","summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","content":"Summary\n<ul>\n <li>NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.</li>\n <li>Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.</li>\n <li>Fundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.</li>\n</ul>\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n<img src=\"https://static.tigerbbs.com/f3cdaabdcaff0360da1ed2d8964784c8\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\">\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&amp;D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n<blockquote>\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n</blockquote>\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 &amp; ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n<blockquote>\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n</blockquote>\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","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: Time To Go All-In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105703285","content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":142281970,"gmtCreate":1626152616490,"gmtModify":1703754413103,"author":{"id":"3582340692890078","authorId":"3582340692890078","name":"henry0leu","avatar":"https://static.tigerbbs.com/130d0c8cbc685bc99012d9c4782e4cff","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582340692890078","authorIdStr":"3582340692890078"},"htmlText":"Not sure about&nbsp;risks with listing in US markets? (China Company)","listText":"Not sure about&nbsp;risks with listing in US markets? (China Company)","text":"Not sure about risks with listing in US markets? (China Company)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142281970","repostId":1105703285,"repostType":4,"repost":{"id":"1105703285","pubTimestamp":1626137383,"share":"https://ttm.financial/m/news/1105703285?lang=&edition=fundamental","pubTime":"2021-07-13 08:49","market":"us","language":"en","title":"NIO: Time To Go All-In","url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","media":"seekingalpha","summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","content":"Summary\n<ul>\n <li>NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.</li>\n <li>Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.</li>\n <li>Fundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.</li>\n</ul>\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n<img src=\"https://static.tigerbbs.com/f3cdaabdcaff0360da1ed2d8964784c8\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\">\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&amp;D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n<blockquote>\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n</blockquote>\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 &amp; ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n<blockquote>\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n</blockquote>\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","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: Time To Go All-In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105703285","content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":142625843,"gmtCreate":1626147695282,"gmtModify":1703754305365,"author":{"id":"4087361572396550","authorId":"4087361572396550","name":"ValuInvestor","avatar":"https://static.tigerbbs.com/5a962911d3cd0763a9f0cb01392cacd9","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"4087361572396550","authorIdStr":"4087361572396550"},"htmlText":"Some maybe, not all in due to uncertainty surrounding Chinese stocks","listText":"Some maybe, not all in due to uncertainty surrounding Chinese stocks","text":"Some maybe, not all in due to uncertainty surrounding Chinese stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142625843","repostId":1105703285,"repostType":4,"repost":{"id":"1105703285","pubTimestamp":1626137383,"share":"https://ttm.financial/m/news/1105703285?lang=&edition=fundamental","pubTime":"2021-07-13 08:49","market":"us","language":"en","title":"NIO: Time To Go All-In","url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","media":"seekingalpha","summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","content":"Summary\n<ul>\n <li>NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.</li>\n <li>Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.</li>\n <li>Fundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.</li>\n</ul>\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n<img src=\"https://static.tigerbbs.com/f3cdaabdcaff0360da1ed2d8964784c8\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\">\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&amp;D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n<blockquote>\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n</blockquote>\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 &amp; ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n<blockquote>\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n</blockquote>\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","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: Time To Go All-In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105703285","content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":142685543,"gmtCreate":1626146399982,"gmtModify":1703754276101,"author":{"id":"3576368753405203","authorId":"3576368753405203","name":"limeixi3721","avatar":"https://static.tigerbbs.com/7d40ebfcd7247a7e3ba8fcc179f38724","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3576368753405203","authorIdStr":"3576368753405203"},"htmlText":"All in? Isn’t it too risky?&nbsp;","listText":"All in? Isn’t it too risky?&nbsp;","text":"All in? Isn’t it too risky?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142685543","repostId":1105703285,"repostType":4,"repost":{"id":"1105703285","pubTimestamp":1626137383,"share":"https://ttm.financial/m/news/1105703285?lang=&edition=fundamental","pubTime":"2021-07-13 08:49","market":"us","language":"en","title":"NIO: Time To Go All-In","url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","media":"seekingalpha","summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","content":"Summary\n<ul>\n <li>NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.</li>\n <li>Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.</li>\n <li>Fundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.</li>\n</ul>\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n<img src=\"https://static.tigerbbs.com/f3cdaabdcaff0360da1ed2d8964784c8\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\">\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&amp;D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n<blockquote>\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n</blockquote>\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 &amp; ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n<blockquote>\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n</blockquote>\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","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: Time To Go All-In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105703285","content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":142692270,"gmtCreate":1626144413190,"gmtModify":1703754232486,"author":{"id":"3563859164285775","authorId":"3563859164285775","name":"J1000","avatar":"https://community-static.tradeup.com/news/b8ecd9c9f9155b597bf186803ea57192","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3563859164285775","authorIdStr":"3563859164285775"},"htmlText":"Nio ??","listText":"Nio ??","text":"Nio ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142692270","repostId":1105703285,"repostType":2,"repost":{"id":"1105703285","pubTimestamp":1626137383,"share":"https://ttm.financial/m/news/1105703285?lang=&edition=fundamental","pubTime":"2021-07-13 08:49","market":"us","language":"en","title":"NIO: Time To Go All-In","url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","media":"seekingalpha","summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","content":"Summary\n<ul>\n <li>NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.</li>\n <li>Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.</li>\n <li>Fundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.</li>\n</ul>\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n<img src=\"https://static.tigerbbs.com/f3cdaabdcaff0360da1ed2d8964784c8\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\">\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&amp;D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n<blockquote>\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n</blockquote>\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 &amp; ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n<blockquote>\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n</blockquote>\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","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: Time To Go All-In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105703285","content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":142603889,"gmtCreate":1626143597141,"gmtModify":1703754211491,"author":{"id":"4089165323477880","authorId":"4089165323477880","name":"AndyChai","avatar":"https://static.tigerbbs.com/ad29465bea6ca4af4cbda6b96654b7ee","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4089165323477880","authorIdStr":"4089165323477880"},"htmlText":"Wow awesome","listText":"Wow awesome","text":"Wow awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142603889","repostId":1105703285,"repostType":4,"repost":{"id":"1105703285","pubTimestamp":1626137383,"share":"https://ttm.financial/m/news/1105703285?lang=&edition=fundamental","pubTime":"2021-07-13 08:49","market":"us","language":"en","title":"NIO: Time To Go All-In","url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","media":"seekingalpha","summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","content":"Summary\n<ul>\n <li>NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.</li>\n <li>Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.</li>\n <li>Fundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.</li>\n</ul>\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n<img src=\"https://static.tigerbbs.com/f3cdaabdcaff0360da1ed2d8964784c8\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\">\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&amp;D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n<blockquote>\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n</blockquote>\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 &amp; ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n<blockquote>\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n</blockquote>\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","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: Time To Go All-In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105703285","content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":142843992,"gmtCreate":1626142741316,"gmtModify":1703754181264,"author":{"id":"3582452363948297","authorId":"3582452363948297","name":"Class87low","avatar":"https://static.tigerbbs.com/bea9137d0bcd8347b0a3c7fa4b32b670","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3582452363948297","authorIdStr":"3582452363948297"},"htmlText":"Long &nbsp;NIO&nbsp;","listText":"Long &nbsp;NIO&nbsp;","text":"Long NIO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142843992","repostId":1105703285,"repostType":4,"repost":{"id":"1105703285","pubTimestamp":1626137383,"share":"https://ttm.financial/m/news/1105703285?lang=&edition=fundamental","pubTime":"2021-07-13 08:49","market":"us","language":"en","title":"NIO: Time To Go All-In","url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","media":"seekingalpha","summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","content":"Summary\n<ul>\n <li>NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.</li>\n <li>Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.</li>\n <li>Fundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.</li>\n</ul>\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n<img src=\"https://static.tigerbbs.com/f3cdaabdcaff0360da1ed2d8964784c8\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\">\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&amp;D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n<blockquote>\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n</blockquote>\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 &amp; ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n<blockquote>\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n</blockquote>\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","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: Time To Go All-In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105703285","content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":142829546,"gmtCreate":1626141758685,"gmtModify":1703754151120,"author":{"id":"4087789154057920","authorId":"4087789154057920","name":"Gyeong","avatar":"https://static.tigerbbs.com/94a4375753873a73f9cc87efcd94a987","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4087789154057920","authorIdStr":"4087789154057920"},"htmlText":"Keep going","listText":"Keep going","text":"Keep going","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142829546","repostId":1105703285,"repostType":4,"repost":{"id":"1105703285","pubTimestamp":1626137383,"share":"https://ttm.financial/m/news/1105703285?lang=&edition=fundamental","pubTime":"2021-07-13 08:49","market":"us","language":"en","title":"NIO: Time To Go All-In","url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","media":"seekingalpha","summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","content":"Summary\n<ul>\n <li>NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.</li>\n <li>Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.</li>\n <li>Fundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.</li>\n</ul>\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n<img src=\"https://static.tigerbbs.com/f3cdaabdcaff0360da1ed2d8964784c8\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\">\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&amp;D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n<blockquote>\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n</blockquote>\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 &amp; ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n<blockquote>\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n</blockquote>\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","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: Time To Go All-In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105703285","content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":142860441,"gmtCreate":1626141195183,"gmtModify":1703754136406,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3578383452054768","authorIdStr":"3578383452054768"},"htmlText":"GO NIO?","listText":"GO NIO?","text":"GO NIO?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142860441","repostId":1105703285,"repostType":4,"repost":{"id":"1105703285","pubTimestamp":1626137383,"share":"https://ttm.financial/m/news/1105703285?lang=&edition=fundamental","pubTime":"2021-07-13 08:49","market":"us","language":"en","title":"NIO: Time To Go All-In","url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","media":"seekingalpha","summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","content":"Summary\n<ul>\n <li>NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.</li>\n <li>Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.</li>\n <li>Fundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.</li>\n</ul>\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n<img src=\"https://static.tigerbbs.com/f3cdaabdcaff0360da1ed2d8964784c8\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\">\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&amp;D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n<blockquote>\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n</blockquote>\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 &amp; ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n<blockquote>\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n</blockquote>\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","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: Time To Go All-In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105703285","content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":142884079,"gmtCreate":1626141047891,"gmtModify":1703754132030,"author":{"id":"3565491333206964","authorId":"3565491333206964","name":"ShawnTai","avatar":"https://static.tigerbbs.com/77e7e26e7ce7e2b25fa4a96fda2ce2b6","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3565491333206964","authorIdStr":"3565491333206964"},"htmlText":"Hello Norway, Hello Europe! Blue Sky Coming&nbsp;","listText":"Hello Norway, Hello Europe! Blue Sky Coming&nbsp;","text":"Hello Norway, Hello Europe! Blue Sky Coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/142884079","repostId":1105703285,"repostType":4,"repost":{"id":"1105703285","pubTimestamp":1626137383,"share":"https://ttm.financial/m/news/1105703285?lang=&edition=fundamental","pubTime":"2021-07-13 08:49","market":"us","language":"en","title":"NIO: Time To Go All-In","url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","media":"seekingalpha","summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","content":"Summary\n<ul>\n <li>NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.</li>\n <li>Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.</li>\n <li>Fundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.</li>\n</ul>\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n<img src=\"https://static.tigerbbs.com/f3cdaabdcaff0360da1ed2d8964784c8\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\">\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&amp;D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n<blockquote>\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n</blockquote>\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 &amp; ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n<blockquote>\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n</blockquote>\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","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: Time To Go All-In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105703285","content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5203787,"gmtCreate":1626150746497,"gmtModify":1663230897726,"authorId":3577240461071515,"author":{"id":3577240461071515,"idStr":"3577240461071515","authorId":3577240461071515,"name":"EveChai","avatar":"https://static.tigerbbs.com/90dc966ea82015d8854eb667b7c1d0b4","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":142884079,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":142814692,"gmtCreate":1626140688116,"gmtModify":1703754118342,"author":{"id":"3581816252667558","authorId":"3581816252667558","name":"tanks09","avatar":"https://static.tigerbbs.com/0d3a860d19cbe659e537ab4dcbdc7d1d","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3581816252667558","authorIdStr":"3581816252667558"},"htmlText":"I will buy when I see NIO car in Singapore","listText":"I will buy when I see NIO car in Singapore","text":"I will buy when I see NIO car in Singapore","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142814692","repostId":1105703285,"repostType":4,"repost":{"id":"1105703285","pubTimestamp":1626137383,"share":"https://ttm.financial/m/news/1105703285?lang=&edition=fundamental","pubTime":"2021-07-13 08:49","market":"us","language":"en","title":"NIO: Time To Go All-In","url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","media":"seekingalpha","summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","content":"Summary\n<ul>\n <li>NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.</li>\n <li>Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.</li>\n <li>Fundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.</li>\n</ul>\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n<img src=\"https://static.tigerbbs.com/f3cdaabdcaff0360da1ed2d8964784c8\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\">\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&amp;D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n<blockquote>\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n</blockquote>\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 &amp; ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n<blockquote>\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n</blockquote>\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","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: Time To Go All-In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105703285","content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":142815207,"gmtCreate":1626140617109,"gmtModify":1703754117362,"author":{"id":"4087932884013320","authorId":"4087932884013320","name":"BlueDragon","avatar":"https://static.tigerbbs.com/431c326e19a16844e147d10866565f27","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"4087932884013320","authorIdStr":"4087932884013320"},"htmlText":"Buy and Keep for long term","listText":"Buy and Keep for long term","text":"Buy and Keep for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142815207","repostId":1105703285,"repostType":4,"repost":{"id":"1105703285","pubTimestamp":1626137383,"share":"https://ttm.financial/m/news/1105703285?lang=&edition=fundamental","pubTime":"2021-07-13 08:49","market":"us","language":"en","title":"NIO: Time To Go All-In","url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","media":"seekingalpha","summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","content":"Summary\n<ul>\n <li>NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.</li>\n <li>Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.</li>\n <li>Fundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.</li>\n</ul>\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n<img src=\"https://static.tigerbbs.com/f3cdaabdcaff0360da1ed2d8964784c8\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\">\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&amp;D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n<blockquote>\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n</blockquote>\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 &amp; ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n<blockquote>\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n</blockquote>\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","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: Time To Go All-In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105703285","content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":142834393,"gmtCreate":1626140297812,"gmtModify":1703754104472,"author":{"id":"3575962752135178","authorId":"3575962752135178","name":"MM88188","avatar":"https://static.tigerbbs.com/7c2029092cd1ce761811b752114cd1b2","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3575962752135178","authorIdStr":"3575962752135178"},"htmlText":"Why not Li auto?","listText":"Why not Li auto?","text":"Why not Li auto?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/142834393","repostId":1105703285,"repostType":4,"repost":{"id":"1105703285","pubTimestamp":1626137383,"share":"https://ttm.financial/m/news/1105703285?lang=&edition=fundamental","pubTime":"2021-07-13 08:49","market":"us","language":"en","title":"NIO: Time To Go All-In","url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","media":"seekingalpha","summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","content":"Summary\n<ul>\n <li>NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.</li>\n <li>Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.</li>\n <li>Fundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.</li>\n</ul>\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n<img src=\"https://static.tigerbbs.com/f3cdaabdcaff0360da1ed2d8964784c8\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\">\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&amp;D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n<blockquote>\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n</blockquote>\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 &amp; ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n<blockquote>\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n</blockquote>\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","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: Time To Go All-In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105703285","content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5202297,"gmtCreate":1626140706699,"gmtModify":1663230892437,"authorId":3575962752135178,"author":{"id":3575962752135178,"idStr":"3575962752135178","authorId":3575962752135178,"name":"MM88188","avatar":"https://static.tigerbbs.com/7c2029092cd1ce761811b752114cd1b2","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":142834393,"type":1,"supId":5202233,"prevId":0,"content":"Agree. Compred Liauto comes with a small convetiOnal enginE, for CrOss county travel in ChIna the specs make more senSe, Li has a lower PBratio When chEcked couple of Weeks back\n Welcome others thought","text":"Agree. Compred Liauto comes with a small convetiOnal enginE, for CrOss county travel in ChIna the specs make more senSe, Li has a lower PBratio When chEcked couple of Weeks back\n Welcome others thought","html":"Agree. Compred Liauto comes with a small convetiOnal enginE, for CrOss county travel in ChIna the specs make more senSe, Li has a lower PBratio When chEcked couple of Weeks back\n Welcome others thought"},{"id":5202233,"gmtCreate":1626140397267,"gmtModify":1663230892350,"authorId":3568271286196651,"author":{"id":3568271286196651,"idStr":"3568271286196651","authorId":3568271286196651,"name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":142834393,"type":1,"supId":0,"prevId":0,"content":"Yea. NIO faces stiff competition from many other EV companies. Doesnt feel like they’re doing anything exceptional to distinguish themselves from others","text":"Yea. NIO faces stiff competition from many other EV companies. Doesnt feel like they’re doing anything exceptional to distinguish themselves from others","html":"Yea. NIO faces stiff competition from many other EV companies. Doesnt feel like they’re doing anything exceptional to distinguish themselves from others"}],"langContent":"EN"},{"id":142896720,"gmtCreate":1626139807660,"gmtModify":1703754086618,"author":{"id":"3584866490611464","authorId":"3584866490611464","name":"balaranjith","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3584866490611464","authorIdStr":"3584866490611464"},"htmlText":"Good stock for long term investment&nbsp;","listText":"Good stock for long term investment&nbsp;","text":"Good stock for long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142896720","repostId":1105703285,"repostType":4,"repost":{"id":"1105703285","pubTimestamp":1626137383,"share":"https://ttm.financial/m/news/1105703285?lang=&edition=fundamental","pubTime":"2021-07-13 08:49","market":"us","language":"en","title":"NIO: Time To Go All-In","url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","media":"seekingalpha","summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","content":"Summary\n<ul>\n <li>NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.</li>\n <li>Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.</li>\n <li>Fundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.</li>\n</ul>\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n<img src=\"https://static.tigerbbs.com/f3cdaabdcaff0360da1ed2d8964784c8\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\">\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&amp;D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n<blockquote>\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n</blockquote>\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 &amp; ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n<blockquote>\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n</blockquote>\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","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: Time To Go All-In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105703285","content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":142806922,"gmtCreate":1626139415466,"gmtModify":1703754070737,"author":{"id":"3576925152246367","authorId":"3576925152246367","name":"Lawl","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3576925152246367","authorIdStr":"3576925152246367"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142806922","repostId":1105703285,"repostType":4,"repost":{"id":"1105703285","pubTimestamp":1626137383,"share":"https://ttm.financial/m/news/1105703285?lang=&edition=fundamental","pubTime":"2021-07-13 08:49","market":"us","language":"en","title":"NIO: Time To Go All-In","url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","media":"seekingalpha","summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","content":"Summary\n<ul>\n <li>NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.</li>\n <li>Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.</li>\n <li>Fundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.</li>\n</ul>\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n<img src=\"https://static.tigerbbs.com/f3cdaabdcaff0360da1ed2d8964784c8\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\">\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&amp;D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n<blockquote>\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n</blockquote>\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 &amp; ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n<blockquote>\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n</blockquote>\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","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: Time To Go All-In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105703285","content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":142176217,"gmtCreate":1626139081339,"gmtModify":1703754057378,"author":{"id":"3581517012154462","authorId":"3581517012154462","name":"Robert88","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581517012154462","authorIdStr":"3581517012154462"},"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142176217","repostId":1105703285,"repostType":4,"repost":{"id":"1105703285","pubTimestamp":1626137383,"share":"https://ttm.financial/m/news/1105703285?lang=&edition=fundamental","pubTime":"2021-07-13 08:49","market":"us","language":"en","title":"NIO: Time To Go All-In","url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","media":"seekingalpha","summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","content":"Summary\n<ul>\n <li>NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.</li>\n <li>Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.</li>\n <li>Fundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.</li>\n</ul>\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n<img src=\"https://static.tigerbbs.com/f3cdaabdcaff0360da1ed2d8964784c8\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\">\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&amp;D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n<blockquote>\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n</blockquote>\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 &amp; ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n<blockquote>\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n</blockquote>\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","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: Time To Go All-In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105703285","content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":142,"commentSize":37,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}