Li Auto On The Boundary Of Positive Bottom Line

seekingalpha2021-05-27

Summary China is on track to achieve sustained EV growth of 51% in 2021. LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020. Beats ...

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Nibatry
·2021-06-08
Wow
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2
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- Nibatry:
  wow ?
  2021-06-08
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Meshaarias72
·2021-06-05
Like n comment pls
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Icedboi
·2021-06-03
Nice
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1
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- Meshaarias72:
  Y
  2021-06-05
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replaygoh
·2021-06-03
wait till the world end
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1
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- Meshaarias72:
  Y
  2021-06-05
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TK360
·2021-06-02
Nice to see more EV & less global warming.
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- cutemiao:
  Fully agreed.
  2021-06-02
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GCL08
·2021-05-30
More EV competition is great. Makes the world a better place
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TK360
·2021-05-29
Hope EV grow fast, replace ICE, less global warming
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- CookieMon12:
  En en [Grin]
  2021-05-30
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Jackytan
·2021-05-29
How like or unlike are the Chinese EV companies, I wonder.
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Epsjnr
·2021-05-29
I think Li would continue growing and is a good buy
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- CookieMon12:
  Yea!
  2021-05-30
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壮志高飞
·2021-05-29
In short, they need to release new EV or another compact SUV hybrid asap! This will push the price higher.
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Deonc
·2021-05-28
Ok
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- Jing Hao:
  Good
  2021-05-29
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tungngie
·2021-05-28
Really have to look deeper at china EV companies. I am sure they will grow fast due to their huge markets and cheap wages. Wow...
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- SandDust:
  Google Beijing Haze problem. It was few years ago
  2021-05-31
  Reply
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- tungleh:
  EV in China should be popular, given that the haze pollution in Beijing especially.
  2021-05-28
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KH17
·2021-05-28
li is an underdog
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- limcainen:
  please like and comment back
  2021-05-28
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SaveHK
·2021-05-28
Buy low Sell high all the way to the ?. Safemoon.?
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DreamyLucid
·2021-05-28
This and $XPeng Inc.(XPEV)$are the only two EVthat is undervalued while also expanding aggressively.
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- GavinTan138:
  $$$
  2021-05-28
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- Damien111:
  Tsla also what look at how they are pushing their margin down
  2021-05-28
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ming22
·2021-05-28
Yeah, that's great
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- Leoneon8881:
  ??
  2021-05-28
  Reply
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slien23
·2021-05-28
[財迷]
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2
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divinepapa
·2021-05-28
Please comment and like, thank you!
Reply
3
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- divinepapa:
  Sure thing
  2021-05-28
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- rsaje:
  Comment back?
  2021-05-28
  Reply
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JimmyT
·2021-05-28
Great comments ?
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4
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- Leoneon8881:
  ??
  2021-05-28
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CPCat
·2021-05-27
Is LI really the better buy among Chinese EVs? Or would it be ByD, NIO or Xpeng?
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- CPCat:
  why not NIO? They seem to have a different and unique biz model with battery as a service...
  2021-05-28
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- DreamyLucid:
  Li, Xpeng and BYD are the better buys
  2021-05-28
  Reply
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- DreamyLucid:
  Their battery business no longer unique as the Chinese government is doing battery swapping from state level
  2021-06-03
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(NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n\nTotal vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.\nTotal revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.\n\n\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n\n\"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","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":117081914,"gmtCreate":1623110112738,"gmtModify":1704196133998,"author":{"id":"3571957575491723","authorId":"3571957575491723","name":"Nibatry","avatar":"https://static.tigerbbs.com/e5d7ae5d90c54730a52a5f03263a015c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3571957575491723","idStr":"3571957575491723"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/117081914","repostId":1146459355,"repostType":2,"repost":{"id":"1146459355","pubTimestamp":1622085331,"share":"https://ttm.financial/m/news/1146459355?lang=&edition=fundamental","pubTime":"2021-05-27 11:15","market":"us","language":"en","title":"Li Auto On The Boundary Of Positive Bottom Line","url":"https://stock-news.laohu8.com/highlight/detail?id=1146459355","media":"seekingalpha","summary":"China is on track to achieve sustained EV growth of 51% in 2021.LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.As a result of the pandemic and chip","content":"Summary\n<ul>\n <li>China is on track to achieve sustained EV growth of 51% in 2021.</li>\n <li>LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.</li>\n <li>Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.</li>\n <li>A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.</li>\n <li>With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.</li>\n</ul>\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n<img src=\"https://static.tigerbbs.com/2e2001f940946860fdb43f45ba0c5958\" tg-width=\"839\" tg-height=\"475\" referrerpolicy=\"no-referrer\">\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n<img src=\"https://static.tigerbbs.com/070436c09a0a84cca2e805f49c9fe6ba\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\">\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n<ul>\n <li>Total vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.</li>\n <li>Total revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.</li>\n</ul>\n<img src=\"https://static.tigerbbs.com/1d69ac205e2bdc1f306b0b66f46b57cd\" tg-width=\"635\" tg-height=\"248\" referrerpolicy=\"no-referrer\">\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n<img src=\"https://static.tigerbbs.com/4d2dae6c355f91f0fe056baf96643b13\" tg-width=\"1280\" tg-height=\"729\" referrerpolicy=\"no-referrer\">\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n<blockquote>\n \"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n</blockquote>\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n<img src=\"https://static.tigerbbs.com/b1d3a27b63a809d20f53b2b60d3d7b35\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","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>Li Auto On The Boundary Of Positive Bottom Line</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\">\nLi Auto On The Boundary Of Positive Bottom Line\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats ...\n\n<a href=\"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146459355","content_text":"Summary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.\nA new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.\nWith an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.\n\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n\nTotal vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.\nTotal revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.\n\n\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n\n\"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4628801,"gmtCreate":1623128351953,"gmtModify":1663228181140,"authorId":3571957575491723,"author":{"id":3571957575491723,"idStr":"3571957575491723","authorId":3571957575491723,"name":"Nibatry","avatar":"https://static.tigerbbs.com/e5d7ae5d90c54730a52a5f03263a015c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":117081914,"type":1,"supId":0,"prevId":0,"content":"wow ?","text":"wow ?","html":"wow ?"}],"langContent":"EN"},{"id":112499273,"gmtCreate":1622897417492,"gmtModify":1704193099706,"author":{"id":"3577781617271173","authorId":"3577781617271173","name":"Meshaarias72","avatar":"https://static.tigerbbs.com/c5282cda6a9d3948fc067b21adcb578c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3577781617271173","idStr":"3577781617271173"},"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/112499273","repostId":1146459355,"repostType":2,"repost":{"id":"1146459355","pubTimestamp":1622085331,"share":"https://ttm.financial/m/news/1146459355?lang=&edition=fundamental","pubTime":"2021-05-27 11:15","market":"us","language":"en","title":"Li Auto On The Boundary Of Positive Bottom Line","url":"https://stock-news.laohu8.com/highlight/detail?id=1146459355","media":"seekingalpha","summary":"China is on track to achieve sustained EV growth of 51% in 2021.LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.As a result of the pandemic and chip","content":"Summary\n<ul>\n <li>China is on track to achieve sustained EV growth of 51% in 2021.</li>\n <li>LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.</li>\n <li>Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.</li>\n <li>A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.</li>\n <li>With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.</li>\n</ul>\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n<img src=\"https://static.tigerbbs.com/2e2001f940946860fdb43f45ba0c5958\" tg-width=\"839\" tg-height=\"475\" referrerpolicy=\"no-referrer\">\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n<img src=\"https://static.tigerbbs.com/070436c09a0a84cca2e805f49c9fe6ba\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\">\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n<ul>\n <li>Total vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.</li>\n <li>Total revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.</li>\n</ul>\n<img src=\"https://static.tigerbbs.com/1d69ac205e2bdc1f306b0b66f46b57cd\" tg-width=\"635\" tg-height=\"248\" referrerpolicy=\"no-referrer\">\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n<img src=\"https://static.tigerbbs.com/4d2dae6c355f91f0fe056baf96643b13\" tg-width=\"1280\" tg-height=\"729\" referrerpolicy=\"no-referrer\">\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n<blockquote>\n \"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n</blockquote>\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n<img src=\"https://static.tigerbbs.com/b1d3a27b63a809d20f53b2b60d3d7b35\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","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>Li Auto On The Boundary Of Positive Bottom Line</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\">\nLi Auto On The Boundary Of Positive Bottom Line\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats ...\n\n<a href=\"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146459355","content_text":"Summary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.\nA new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.\nWith an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.\n\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n\nTotal vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.\nTotal revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.\n\n\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n\n\"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":118148924,"gmtCreate":1622725634668,"gmtModify":1704189802822,"author":{"id":"3582015550304661","authorId":"3582015550304661","name":"Icedboi","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3582015550304661","idStr":"3582015550304661"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/118148924","repostId":1146459355,"repostType":2,"repost":{"id":"1146459355","pubTimestamp":1622085331,"share":"https://ttm.financial/m/news/1146459355?lang=&edition=fundamental","pubTime":"2021-05-27 11:15","market":"us","language":"en","title":"Li Auto On The Boundary Of Positive Bottom Line","url":"https://stock-news.laohu8.com/highlight/detail?id=1146459355","media":"seekingalpha","summary":"China is on track to achieve sustained EV growth of 51% in 2021.LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.As a result of the pandemic and chip","content":"Summary\n<ul>\n <li>China is on track to achieve sustained EV growth of 51% in 2021.</li>\n <li>LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.</li>\n <li>Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.</li>\n <li>A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.</li>\n <li>With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.</li>\n</ul>\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n<img src=\"https://static.tigerbbs.com/2e2001f940946860fdb43f45ba0c5958\" tg-width=\"839\" tg-height=\"475\" referrerpolicy=\"no-referrer\">\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n<img src=\"https://static.tigerbbs.com/070436c09a0a84cca2e805f49c9fe6ba\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\">\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n<ul>\n <li>Total vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.</li>\n <li>Total revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.</li>\n</ul>\n<img src=\"https://static.tigerbbs.com/1d69ac205e2bdc1f306b0b66f46b57cd\" tg-width=\"635\" tg-height=\"248\" referrerpolicy=\"no-referrer\">\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n<img src=\"https://static.tigerbbs.com/4d2dae6c355f91f0fe056baf96643b13\" tg-width=\"1280\" tg-height=\"729\" referrerpolicy=\"no-referrer\">\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n<blockquote>\n \"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n</blockquote>\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n<img src=\"https://static.tigerbbs.com/b1d3a27b63a809d20f53b2b60d3d7b35\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","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>Li Auto On The Boundary Of Positive Bottom Line</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\">\nLi Auto On The Boundary Of Positive Bottom Line\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats ...\n\n<a href=\"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146459355","content_text":"Summary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.\nA new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.\nWith an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.\n\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n\nTotal vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.\nTotal revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.\n\n\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n\n\"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4593365,"gmtCreate":1622897428676,"gmtModify":1663228016548,"authorId":3577781617271173,"author":{"id":3577781617271173,"idStr":"3577781617271173","authorId":3577781617271173,"name":"Meshaarias72","avatar":"https://static.tigerbbs.com/c5282cda6a9d3948fc067b21adcb578c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":118148924,"type":1,"supId":0,"prevId":0,"content":"Y","text":"Y","html":"Y"}],"langContent":"EN"},{"id":111141779,"gmtCreate":1622670882191,"gmtModify":1704188434355,"author":{"id":"3582963095283492","authorId":"3582963095283492","name":"replaygoh","avatar":"https://static.tigerbbs.com/d47b21291424a3d55039334a8de5cdb9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3582963095283492","idStr":"3582963095283492"},"htmlText":"wait till the world end","listText":"wait till the world end","text":"wait till the world end","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/111141779","repostId":1146459355,"repostType":2,"repost":{"id":"1146459355","pubTimestamp":1622085331,"share":"https://ttm.financial/m/news/1146459355?lang=&edition=fundamental","pubTime":"2021-05-27 11:15","market":"us","language":"en","title":"Li Auto On The Boundary Of Positive Bottom Line","url":"https://stock-news.laohu8.com/highlight/detail?id=1146459355","media":"seekingalpha","summary":"China is on track to achieve sustained EV growth of 51% in 2021.LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.As a result of the pandemic and chip","content":"Summary\n<ul>\n <li>China is on track to achieve sustained EV growth of 51% in 2021.</li>\n <li>LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.</li>\n <li>Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.</li>\n <li>A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.</li>\n <li>With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.</li>\n</ul>\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n<img src=\"https://static.tigerbbs.com/2e2001f940946860fdb43f45ba0c5958\" tg-width=\"839\" tg-height=\"475\" referrerpolicy=\"no-referrer\">\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n<img src=\"https://static.tigerbbs.com/070436c09a0a84cca2e805f49c9fe6ba\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\">\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n<ul>\n <li>Total vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.</li>\n <li>Total revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.</li>\n</ul>\n<img src=\"https://static.tigerbbs.com/1d69ac205e2bdc1f306b0b66f46b57cd\" tg-width=\"635\" tg-height=\"248\" referrerpolicy=\"no-referrer\">\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n<img src=\"https://static.tigerbbs.com/4d2dae6c355f91f0fe056baf96643b13\" tg-width=\"1280\" tg-height=\"729\" referrerpolicy=\"no-referrer\">\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n<blockquote>\n \"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n</blockquote>\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n<img src=\"https://static.tigerbbs.com/b1d3a27b63a809d20f53b2b60d3d7b35\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","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>Li Auto On The Boundary Of Positive Bottom Line</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\">\nLi Auto On The Boundary Of Positive Bottom Line\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats ...\n\n<a href=\"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146459355","content_text":"Summary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.\nA new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.\nWith an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.\n\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n\nTotal vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.\nTotal revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.\n\n\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n\n\"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4593366,"gmtCreate":1622897434309,"gmtModify":1663228015533,"authorId":3577781617271173,"author":{"id":3577781617271173,"idStr":"3577781617271173","authorId":3577781617271173,"name":"Meshaarias72","avatar":"https://static.tigerbbs.com/c5282cda6a9d3948fc067b21adcb578c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":111141779,"type":1,"supId":0,"prevId":0,"content":"Y","text":"Y","html":"Y"}],"langContent":"EN"},{"id":113950188,"gmtCreate":1622591772244,"gmtModify":1704186803544,"author":{"id":"3574766349354741","authorId":"3574766349354741","name":"TK360","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3574766349354741","idStr":"3574766349354741"},"htmlText":"Nice to see more EV &amp; less global warming.&nbsp;","listText":"Nice to see more EV &amp; less global warming.&nbsp;","text":"Nice to see more EV & less global warming.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/113950188","repostId":1146459355,"repostType":2,"repost":{"id":"1146459355","pubTimestamp":1622085331,"share":"https://ttm.financial/m/news/1146459355?lang=&edition=fundamental","pubTime":"2021-05-27 11:15","market":"us","language":"en","title":"Li Auto On The Boundary Of Positive Bottom Line","url":"https://stock-news.laohu8.com/highlight/detail?id=1146459355","media":"seekingalpha","summary":"China is on track to achieve sustained EV growth of 51% in 2021.LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.As a result of the pandemic and chip","content":"Summary\n<ul>\n <li>China is on track to achieve sustained EV growth of 51% in 2021.</li>\n <li>LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.</li>\n <li>Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.</li>\n <li>A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.</li>\n <li>With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.</li>\n</ul>\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n<img src=\"https://static.tigerbbs.com/2e2001f940946860fdb43f45ba0c5958\" tg-width=\"839\" tg-height=\"475\" referrerpolicy=\"no-referrer\">\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n<img src=\"https://static.tigerbbs.com/070436c09a0a84cca2e805f49c9fe6ba\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\">\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n<ul>\n <li>Total vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.</li>\n <li>Total revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.</li>\n</ul>\n<img src=\"https://static.tigerbbs.com/1d69ac205e2bdc1f306b0b66f46b57cd\" tg-width=\"635\" tg-height=\"248\" referrerpolicy=\"no-referrer\">\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n<img src=\"https://static.tigerbbs.com/4d2dae6c355f91f0fe056baf96643b13\" tg-width=\"1280\" tg-height=\"729\" referrerpolicy=\"no-referrer\">\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n<blockquote>\n \"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n</blockquote>\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n<img src=\"https://static.tigerbbs.com/b1d3a27b63a809d20f53b2b60d3d7b35\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","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>Li Auto On The Boundary Of Positive Bottom Line</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\">\nLi Auto On The Boundary Of Positive Bottom Line\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats ...\n\n<a href=\"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146459355","content_text":"Summary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.\nA new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.\nWith an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.\n\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n\nTotal vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.\nTotal revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.\n\n\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n\n\"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4536931,"gmtCreate":1622592571291,"gmtModify":1680792515186,"authorId":3574384014717887,"author":{"id":3574384014717887,"idStr":"3574384014717887","authorId":3574384014717887,"name":"cutemiao","avatar":"https://static.tigerbbs.com/bb482433c2ea26132373994768ab7de2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":113950188,"type":1,"supId":0,"prevId":0,"content":"Fully agreed.","text":"Fully agreed.","html":"Fully agreed."}],"langContent":"EN"},{"id":137228312,"gmtCreate":1622352717936,"gmtModify":1704183381455,"author":{"id":"3579045920422452","authorId":"3579045920422452","name":"GCL08","avatar":"https://static.tigerbbs.com/3433a6063e0b2ab82ed571a0790eb790","vip":1,"crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3579045920422452","idStr":"3579045920422452"},"htmlText":"More EV competition is great. Makes the world a better place","listText":"More EV competition is great. Makes the world a better place","text":"More EV competition is great. Makes the world a better place","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/137228312","repostId":1146459355,"repostType":2,"repost":{"id":"1146459355","pubTimestamp":1622085331,"share":"https://ttm.financial/m/news/1146459355?lang=&edition=fundamental","pubTime":"2021-05-27 11:15","market":"us","language":"en","title":"Li Auto On The Boundary Of Positive Bottom Line","url":"https://stock-news.laohu8.com/highlight/detail?id=1146459355","media":"seekingalpha","summary":"China is on track to achieve sustained EV growth of 51% in 2021.LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.As a result of the pandemic and chip","content":"Summary\n<ul>\n <li>China is on track to achieve sustained EV growth of 51% in 2021.</li>\n <li>LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.</li>\n <li>Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.</li>\n <li>A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.</li>\n <li>With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.</li>\n</ul>\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n<img src=\"https://static.tigerbbs.com/2e2001f940946860fdb43f45ba0c5958\" tg-width=\"839\" tg-height=\"475\" referrerpolicy=\"no-referrer\">\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n<img src=\"https://static.tigerbbs.com/070436c09a0a84cca2e805f49c9fe6ba\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\">\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n<ul>\n <li>Total vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.</li>\n <li>Total revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.</li>\n</ul>\n<img src=\"https://static.tigerbbs.com/1d69ac205e2bdc1f306b0b66f46b57cd\" tg-width=\"635\" tg-height=\"248\" referrerpolicy=\"no-referrer\">\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n<img src=\"https://static.tigerbbs.com/4d2dae6c355f91f0fe056baf96643b13\" tg-width=\"1280\" tg-height=\"729\" referrerpolicy=\"no-referrer\">\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n<blockquote>\n \"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n</blockquote>\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n<img src=\"https://static.tigerbbs.com/b1d3a27b63a809d20f53b2b60d3d7b35\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","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>Li Auto On The Boundary Of Positive Bottom Line</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\">\nLi Auto On The Boundary Of Positive Bottom Line\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats ...\n\n<a href=\"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146459355","content_text":"Summary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.\nA new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.\nWith an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.\n\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n\nTotal vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.\nTotal revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.\n\n\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n\n\"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":134477926,"gmtCreate":1622256750265,"gmtModify":1704182357544,"author":{"id":"3574766349354741","authorId":"3574766349354741","name":"TK360","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3574766349354741","idStr":"3574766349354741"},"htmlText":"Hope EV grow fast, replace ICE, less global warming&nbsp;","listText":"Hope EV grow fast, replace ICE, less global warming&nbsp;","text":"Hope EV grow fast, replace ICE, less global warming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/134477926","repostId":1146459355,"repostType":2,"repost":{"id":"1146459355","pubTimestamp":1622085331,"share":"https://ttm.financial/m/news/1146459355?lang=&edition=fundamental","pubTime":"2021-05-27 11:15","market":"us","language":"en","title":"Li Auto On The Boundary Of Positive Bottom Line","url":"https://stock-news.laohu8.com/highlight/detail?id=1146459355","media":"seekingalpha","summary":"China is on track to achieve sustained EV growth of 51% in 2021.LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.As a result of the pandemic and chip","content":"Summary\n<ul>\n <li>China is on track to achieve sustained EV growth of 51% in 2021.</li>\n <li>LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.</li>\n <li>Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.</li>\n <li>A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.</li>\n <li>With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.</li>\n</ul>\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n<img src=\"https://static.tigerbbs.com/2e2001f940946860fdb43f45ba0c5958\" tg-width=\"839\" tg-height=\"475\" referrerpolicy=\"no-referrer\">\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n<img src=\"https://static.tigerbbs.com/070436c09a0a84cca2e805f49c9fe6ba\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\">\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n<ul>\n <li>Total vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.</li>\n <li>Total revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.</li>\n</ul>\n<img src=\"https://static.tigerbbs.com/1d69ac205e2bdc1f306b0b66f46b57cd\" tg-width=\"635\" tg-height=\"248\" referrerpolicy=\"no-referrer\">\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n<img src=\"https://static.tigerbbs.com/4d2dae6c355f91f0fe056baf96643b13\" tg-width=\"1280\" tg-height=\"729\" referrerpolicy=\"no-referrer\">\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n<blockquote>\n \"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n</blockquote>\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n<img src=\"https://static.tigerbbs.com/b1d3a27b63a809d20f53b2b60d3d7b35\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","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>Li Auto On The Boundary Of Positive Bottom Line</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\">\nLi Auto On The Boundary Of Positive Bottom Line\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats ...\n\n<a href=\"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146459355","content_text":"Summary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.\nA new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.\nWith an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.\n\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n\nTotal vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.\nTotal revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.\n\n\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n\n\"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4504016,"gmtCreate":1622347729159,"gmtModify":1680791930012,"authorId":3581997496673642,"author":{"id":3581997496673642,"idStr":"3581997496673642","authorId":3581997496673642,"name":"CookieMon12","avatar":"https://static.tigerbbs.com/d412f1a182e016f0fe66376d12556dee","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":134477926,"type":1,"supId":0,"prevId":0,"content":"En en [Grin]","text":"En en [Grin]","html":"En en [Grin]"}],"langContent":"EN"},{"id":134254229,"gmtCreate":1622245111261,"gmtModify":1704182055120,"author":{"id":"3555065151273039","authorId":"3555065151273039","name":"Jackytan","avatar":"https://community-static.tradeup.com/news/6b0314202f797581d3e8716a67f721e6","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3555065151273039","idStr":"3555065151273039"},"htmlText":"How like or unlike are the Chinese EV companies, I wonder.&nbsp;","listText":"How like or unlike are the Chinese EV companies, I wonder.&nbsp;","text":"How like or unlike are the Chinese EV companies, I wonder.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/134254229","repostId":1146459355,"repostType":2,"repost":{"id":"1146459355","pubTimestamp":1622085331,"share":"https://ttm.financial/m/news/1146459355?lang=&edition=fundamental","pubTime":"2021-05-27 11:15","market":"us","language":"en","title":"Li Auto On The Boundary Of Positive Bottom Line","url":"https://stock-news.laohu8.com/highlight/detail?id=1146459355","media":"seekingalpha","summary":"China is on track to achieve sustained EV growth of 51% in 2021.LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.As a result of the pandemic and chip","content":"Summary\n<ul>\n <li>China is on track to achieve sustained EV growth of 51% in 2021.</li>\n <li>LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.</li>\n <li>Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.</li>\n <li>A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.</li>\n <li>With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.</li>\n</ul>\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n<img src=\"https://static.tigerbbs.com/2e2001f940946860fdb43f45ba0c5958\" tg-width=\"839\" tg-height=\"475\" referrerpolicy=\"no-referrer\">\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n<img src=\"https://static.tigerbbs.com/070436c09a0a84cca2e805f49c9fe6ba\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\">\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n<ul>\n <li>Total vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.</li>\n <li>Total revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.</li>\n</ul>\n<img src=\"https://static.tigerbbs.com/1d69ac205e2bdc1f306b0b66f46b57cd\" tg-width=\"635\" tg-height=\"248\" referrerpolicy=\"no-referrer\">\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n<img src=\"https://static.tigerbbs.com/4d2dae6c355f91f0fe056baf96643b13\" tg-width=\"1280\" tg-height=\"729\" referrerpolicy=\"no-referrer\">\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n<blockquote>\n \"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n</blockquote>\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n<img src=\"https://static.tigerbbs.com/b1d3a27b63a809d20f53b2b60d3d7b35\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","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>Li Auto On The Boundary Of Positive Bottom Line</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\">\nLi Auto On The Boundary Of Positive Bottom Line\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats ...\n\n<a href=\"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146459355","content_text":"Summary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.\nA new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.\nWith an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.\n\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n\nTotal vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.\nTotal revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.\n\n\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n\n\"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":134626518,"gmtCreate":1622224910434,"gmtModify":1704181904712,"author":{"id":"3584774305529798","authorId":"3584774305529798","name":"Epsjnr","avatar":"https://static.tigerbbs.com/6fd798b067ea5271c2a8dd1229378368","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3584774305529798","idStr":"3584774305529798"},"htmlText":"I think Li would continue growing and is a good buy","listText":"I think Li would continue growing and is a good buy","text":"I think Li would continue growing and is a good buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/134626518","repostId":1146459355,"repostType":2,"repost":{"id":"1146459355","pubTimestamp":1622085331,"share":"https://ttm.financial/m/news/1146459355?lang=&edition=fundamental","pubTime":"2021-05-27 11:15","market":"us","language":"en","title":"Li Auto On The Boundary Of Positive Bottom Line","url":"https://stock-news.laohu8.com/highlight/detail?id=1146459355","media":"seekingalpha","summary":"China is on track to achieve sustained EV growth of 51% in 2021.LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.As a result of the pandemic and chip","content":"Summary\n<ul>\n <li>China is on track to achieve sustained EV growth of 51% in 2021.</li>\n <li>LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.</li>\n <li>Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.</li>\n <li>A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.</li>\n <li>With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.</li>\n</ul>\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n<img src=\"https://static.tigerbbs.com/2e2001f940946860fdb43f45ba0c5958\" tg-width=\"839\" tg-height=\"475\" referrerpolicy=\"no-referrer\">\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n<img src=\"https://static.tigerbbs.com/070436c09a0a84cca2e805f49c9fe6ba\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\">\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n<ul>\n <li>Total vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.</li>\n <li>Total revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.</li>\n</ul>\n<img src=\"https://static.tigerbbs.com/1d69ac205e2bdc1f306b0b66f46b57cd\" tg-width=\"635\" tg-height=\"248\" referrerpolicy=\"no-referrer\">\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n<img src=\"https://static.tigerbbs.com/4d2dae6c355f91f0fe056baf96643b13\" tg-width=\"1280\" tg-height=\"729\" referrerpolicy=\"no-referrer\">\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n<blockquote>\n \"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n</blockquote>\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n<img src=\"https://static.tigerbbs.com/b1d3a27b63a809d20f53b2b60d3d7b35\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","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>Li Auto On The Boundary Of Positive Bottom Line</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\">\nLi Auto On The Boundary Of Positive Bottom Line\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats ...\n\n<a href=\"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146459355","content_text":"Summary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.\nA new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.\nWith an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.\n\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n\nTotal vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.\nTotal revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.\n\n\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n\n\"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4504014,"gmtCreate":1622347712763,"gmtModify":1680791932544,"authorId":3581997496673642,"author":{"id":3581997496673642,"idStr":"3581997496673642","authorId":3581997496673642,"name":"CookieMon12","avatar":"https://static.tigerbbs.com/d412f1a182e016f0fe66376d12556dee","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":134626518,"type":1,"supId":0,"prevId":0,"content":"Yea! ","text":"Yea! ","html":"Yea! "}],"langContent":"EN"},{"id":134630911,"gmtCreate":1622219719233,"gmtModify":1704181846109,"author":{"id":"3554819591940598","authorId":"3554819591940598","name":"壮志高飞","avatar":"https://static.tigerbbs.com/d49448839db6ec13a56ec95df9761db9","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3554819591940598","idStr":"3554819591940598"},"htmlText":"In short, they need to release&nbsp;new EV or another compact&nbsp;SUV hybrid asap! This will push the price higher.","listText":"In short, they need to release&nbsp;new EV or another compact&nbsp;SUV hybrid asap! This will push the price higher.","text":"In short, they need to release new EV or another compact SUV hybrid asap! This will push the price higher.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/134630911","repostId":1146459355,"repostType":2,"repost":{"id":"1146459355","pubTimestamp":1622085331,"share":"https://ttm.financial/m/news/1146459355?lang=&edition=fundamental","pubTime":"2021-05-27 11:15","market":"us","language":"en","title":"Li Auto On The Boundary Of Positive Bottom Line","url":"https://stock-news.laohu8.com/highlight/detail?id=1146459355","media":"seekingalpha","summary":"China is on track to achieve sustained EV growth of 51% in 2021.LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.As a result of the pandemic and chip","content":"Summary\n<ul>\n <li>China is on track to achieve sustained EV growth of 51% in 2021.</li>\n <li>LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.</li>\n <li>Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.</li>\n <li>A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.</li>\n <li>With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.</li>\n</ul>\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n<img src=\"https://static.tigerbbs.com/2e2001f940946860fdb43f45ba0c5958\" tg-width=\"839\" tg-height=\"475\" referrerpolicy=\"no-referrer\">\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n<img src=\"https://static.tigerbbs.com/070436c09a0a84cca2e805f49c9fe6ba\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\">\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n<ul>\n <li>Total vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.</li>\n <li>Total revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.</li>\n</ul>\n<img src=\"https://static.tigerbbs.com/1d69ac205e2bdc1f306b0b66f46b57cd\" tg-width=\"635\" tg-height=\"248\" referrerpolicy=\"no-referrer\">\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n<img src=\"https://static.tigerbbs.com/4d2dae6c355f91f0fe056baf96643b13\" tg-width=\"1280\" tg-height=\"729\" referrerpolicy=\"no-referrer\">\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n<blockquote>\n \"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n</blockquote>\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n<img src=\"https://static.tigerbbs.com/b1d3a27b63a809d20f53b2b60d3d7b35\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","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>Li Auto On The Boundary Of Positive Bottom Line</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\">\nLi Auto On The Boundary Of Positive Bottom Line\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats ...\n\n<a href=\"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146459355","content_text":"Summary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.\nA new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.\nWith an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.\n\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n\nTotal vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.\nTotal revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.\n\n\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n\n\"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":134169100,"gmtCreate":1622211619700,"gmtModify":1704181624806,"author":{"id":"3569316529855154","authorId":"3569316529855154","name":"Deonc","avatar":"https://static.tigerbbs.com/d9aa45dd2eb58357f6477dcfb99d1415","vip":1,"crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3569316529855154","idStr":"3569316529855154"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/134169100","repostId":1146459355,"repostType":2,"repost":{"id":"1146459355","pubTimestamp":1622085331,"share":"https://ttm.financial/m/news/1146459355?lang=&edition=fundamental","pubTime":"2021-05-27 11:15","market":"us","language":"en","title":"Li Auto On The Boundary Of Positive Bottom Line","url":"https://stock-news.laohu8.com/highlight/detail?id=1146459355","media":"seekingalpha","summary":"China is on track to achieve sustained EV growth of 51% in 2021.LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.As a result of the pandemic and chip","content":"Summary\n<ul>\n <li>China is on track to achieve sustained EV growth of 51% in 2021.</li>\n <li>LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.</li>\n <li>Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.</li>\n <li>A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.</li>\n <li>With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.</li>\n</ul>\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n<img src=\"https://static.tigerbbs.com/2e2001f940946860fdb43f45ba0c5958\" tg-width=\"839\" tg-height=\"475\" referrerpolicy=\"no-referrer\">\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n<img src=\"https://static.tigerbbs.com/070436c09a0a84cca2e805f49c9fe6ba\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\">\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n<ul>\n <li>Total vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.</li>\n <li>Total revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.</li>\n</ul>\n<img src=\"https://static.tigerbbs.com/1d69ac205e2bdc1f306b0b66f46b57cd\" tg-width=\"635\" tg-height=\"248\" referrerpolicy=\"no-referrer\">\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n<img src=\"https://static.tigerbbs.com/4d2dae6c355f91f0fe056baf96643b13\" tg-width=\"1280\" tg-height=\"729\" referrerpolicy=\"no-referrer\">\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n<blockquote>\n \"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n</blockquote>\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n<img src=\"https://static.tigerbbs.com/b1d3a27b63a809d20f53b2b60d3d7b35\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","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>Li Auto On The Boundary Of Positive Bottom Line</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\">\nLi Auto On The Boundary Of Positive Bottom Line\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats ...\n\n<a href=\"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146459355","content_text":"Summary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.\nA new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.\nWith an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.\n\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n\nTotal vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.\nTotal revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.\n\n\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n\n\"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4493747,"gmtCreate":1622258230753,"gmtModify":1680791749251,"authorId":3576632579227642,"author":{"id":3576632579227642,"idStr":"3576632579227642","authorId":3576632579227642,"name":"Jing Hao","avatar":"https://community-static.tradeup.com/news/bb4e8dbfd88f5fb7037f7e0fb1c5ca90","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":134169100,"type":1,"supId":0,"prevId":0,"content":"Good ","text":"Good ","html":"Good "}],"langContent":"EN"},{"id":134951575,"gmtCreate":1622203000997,"gmtModify":1704181386185,"author":{"id":"3576456086582950","authorId":"3576456086582950","name":"tungngie","avatar":"https://static.tigerbbs.com/988bf89c2727c98e8bd27200a813c1b2","vip":1,"crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3576456086582950","idStr":"3576456086582950"},"htmlText":"Really have to look deeper at china EV companies. I am sure they will grow fast due to their huge markets and cheap wages. Wow...","listText":"Really have to look deeper at china EV companies. I am sure they will grow fast due to their huge markets and cheap wages. Wow...","text":"Really have to look deeper at china EV companies. I am sure they will grow fast due to their huge markets and cheap wages. Wow...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/134951575","repostId":1146459355,"repostType":2,"repost":{"id":"1146459355","pubTimestamp":1622085331,"share":"https://ttm.financial/m/news/1146459355?lang=&edition=fundamental","pubTime":"2021-05-27 11:15","market":"us","language":"en","title":"Li Auto On The Boundary Of Positive Bottom Line","url":"https://stock-news.laohu8.com/highlight/detail?id=1146459355","media":"seekingalpha","summary":"China is on track to achieve sustained EV growth of 51% in 2021.LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.As a result of the pandemic and chip","content":"Summary\n<ul>\n <li>China is on track to achieve sustained EV growth of 51% in 2021.</li>\n <li>LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.</li>\n <li>Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.</li>\n <li>A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.</li>\n <li>With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.</li>\n</ul>\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n<img src=\"https://static.tigerbbs.com/2e2001f940946860fdb43f45ba0c5958\" tg-width=\"839\" tg-height=\"475\" referrerpolicy=\"no-referrer\">\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n<img src=\"https://static.tigerbbs.com/070436c09a0a84cca2e805f49c9fe6ba\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\">\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n<ul>\n <li>Total vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.</li>\n <li>Total revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.</li>\n</ul>\n<img src=\"https://static.tigerbbs.com/1d69ac205e2bdc1f306b0b66f46b57cd\" tg-width=\"635\" tg-height=\"248\" referrerpolicy=\"no-referrer\">\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n<img src=\"https://static.tigerbbs.com/4d2dae6c355f91f0fe056baf96643b13\" tg-width=\"1280\" tg-height=\"729\" referrerpolicy=\"no-referrer\">\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n<blockquote>\n \"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n</blockquote>\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n<img src=\"https://static.tigerbbs.com/b1d3a27b63a809d20f53b2b60d3d7b35\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","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>Li Auto On The Boundary Of Positive Bottom Line</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\">\nLi Auto On The Boundary Of Positive Bottom Line\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats ...\n\n<a href=\"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146459355","content_text":"Summary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.\nA new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.\nWith an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.\n\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n\nTotal vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.\nTotal revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.\n\n\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n\n\"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4509841,"gmtCreate":1622414352991,"gmtModify":1680792037836,"authorId":3581331938298103,"author":{"id":3581331938298103,"idStr":"3581331938298103","authorId":3581331938298103,"name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.09","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":134951575,"type":1,"supId":4487337,"prevId":0,"content":"Google Beijing Haze problem. It was few years ago","text":"Google Beijing Haze problem. It was few years ago","html":"Google Beijing Haze problem. It was few years ago"},{"id":4487337,"gmtCreate":1622216250896,"gmtModify":1680791625247,"authorId":3581840130059040,"author":{"id":3581840130059040,"idStr":"3581840130059040","authorId":3581840130059040,"name":"tungleh","avatar":"https://static.itradeup.com/news/e7cd8f0c265e9dabe49dea7b97ffe6b9","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":134951575,"type":1,"supId":0,"prevId":0,"content":"EV in China should be popular, given that the haze pollution in Beijing especially.","text":"EV in China should be popular, given that the haze pollution in Beijing especially.","html":"EV in China should be popular, given that the haze pollution in Beijing especially."}],"langContent":"EN"},{"id":134023475,"gmtCreate":1622193842697,"gmtModify":1704181239156,"author":{"id":"3581725928308654","authorId":"3581725928308654","name":"KH17","avatar":"https://community-static.tradeup.com/news/fca4709c9440c2051f34c45337436bca","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581725928308654","idStr":"3581725928308654"},"htmlText":"li is an underdog","listText":"li is an underdog","text":"li is an underdog","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/134023475","repostId":1146459355,"repostType":2,"repost":{"id":"1146459355","pubTimestamp":1622085331,"share":"https://ttm.financial/m/news/1146459355?lang=&edition=fundamental","pubTime":"2021-05-27 11:15","market":"us","language":"en","title":"Li Auto On The Boundary Of Positive Bottom Line","url":"https://stock-news.laohu8.com/highlight/detail?id=1146459355","media":"seekingalpha","summary":"China is on track to achieve sustained EV growth of 51% in 2021.LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.As a result of the pandemic and chip","content":"Summary\n<ul>\n <li>China is on track to achieve sustained EV growth of 51% in 2021.</li>\n <li>LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.</li>\n <li>Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.</li>\n <li>A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.</li>\n <li>With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.</li>\n</ul>\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n<img src=\"https://static.tigerbbs.com/2e2001f940946860fdb43f45ba0c5958\" tg-width=\"839\" tg-height=\"475\" referrerpolicy=\"no-referrer\">\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n<img src=\"https://static.tigerbbs.com/070436c09a0a84cca2e805f49c9fe6ba\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\">\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n<ul>\n <li>Total vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.</li>\n <li>Total revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.</li>\n</ul>\n<img src=\"https://static.tigerbbs.com/1d69ac205e2bdc1f306b0b66f46b57cd\" tg-width=\"635\" tg-height=\"248\" referrerpolicy=\"no-referrer\">\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n<img src=\"https://static.tigerbbs.com/4d2dae6c355f91f0fe056baf96643b13\" tg-width=\"1280\" tg-height=\"729\" referrerpolicy=\"no-referrer\">\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n<blockquote>\n \"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n</blockquote>\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n<img src=\"https://static.tigerbbs.com/b1d3a27b63a809d20f53b2b60d3d7b35\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","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>Li Auto On The Boundary Of Positive Bottom Line</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\">\nLi Auto On The Boundary Of Positive Bottom Line\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats ...\n\n<a href=\"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146459355","content_text":"Summary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.\nA new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.\nWith an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.\n\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n\nTotal vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.\nTotal revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.\n\n\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n\n\"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4484559,"gmtCreate":1622202942439,"gmtModify":1680791584057,"authorId":3581732292369755,"author":{"id":3581732292369755,"idStr":"3581732292369755","authorId":3581732292369755,"name":"limcainen","avatar":"https://static.tigerbbs.com/348839af52a533d0af68ce7adb2e8f22","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":134023475,"type":1,"supId":0,"prevId":0,"content":"please like and comment back","text":"please like and comment back","html":"please like and comment back"}],"langContent":"EN"},{"id":135704006,"gmtCreate":1622181500205,"gmtModify":1704181023770,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3570678493691973","idStr":"3570678493691973"},"htmlText":"Buy low Sell high all the way to the ?. Safemoon.?","listText":"Buy low Sell high all the way to the ?. Safemoon.?","text":"Buy low Sell high all the way to the ?. Safemoon.?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/135704006","repostId":1146459355,"repostType":2,"repost":{"id":"1146459355","pubTimestamp":1622085331,"share":"https://ttm.financial/m/news/1146459355?lang=&edition=fundamental","pubTime":"2021-05-27 11:15","market":"us","language":"en","title":"Li Auto On The Boundary Of Positive Bottom Line","url":"https://stock-news.laohu8.com/highlight/detail?id=1146459355","media":"seekingalpha","summary":"China is on track to achieve sustained EV growth of 51% in 2021.LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.As a result of the pandemic and chip","content":"Summary\n<ul>\n <li>China is on track to achieve sustained EV growth of 51% in 2021.</li>\n <li>LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.</li>\n <li>Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.</li>\n <li>A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.</li>\n <li>With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.</li>\n</ul>\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n<img src=\"https://static.tigerbbs.com/2e2001f940946860fdb43f45ba0c5958\" tg-width=\"839\" tg-height=\"475\" referrerpolicy=\"no-referrer\">\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n<img src=\"https://static.tigerbbs.com/070436c09a0a84cca2e805f49c9fe6ba\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\">\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n<ul>\n <li>Total vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.</li>\n <li>Total revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.</li>\n</ul>\n<img src=\"https://static.tigerbbs.com/1d69ac205e2bdc1f306b0b66f46b57cd\" tg-width=\"635\" tg-height=\"248\" referrerpolicy=\"no-referrer\">\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n<img src=\"https://static.tigerbbs.com/4d2dae6c355f91f0fe056baf96643b13\" tg-width=\"1280\" tg-height=\"729\" referrerpolicy=\"no-referrer\">\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n<blockquote>\n \"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n</blockquote>\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n<img src=\"https://static.tigerbbs.com/b1d3a27b63a809d20f53b2b60d3d7b35\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","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>Li Auto On The Boundary Of Positive Bottom Line</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\">\nLi Auto On The Boundary Of Positive Bottom Line\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats ...\n\n<a href=\"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146459355","content_text":"Summary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.\nA new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.\nWith an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.\n\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n\nTotal vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.\nTotal revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.\n\n\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n\n\"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":135412128,"gmtCreate":1622175923764,"gmtModify":1704180922826,"author":{"id":"3569320299762451","authorId":"3569320299762451","name":"DreamyLucid","avatar":"https://community-static.tradeup.com/news/df94d831afbfa80ddda11b9d4ff73cf1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3569320299762451","idStr":"3569320299762451"},"htmlText":"This and <a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>are the only two EVthat is undervalued while also expanding aggressively.&nbsp;","listText":"This and <a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>are the only two EVthat is undervalued while also expanding aggressively.&nbsp;","text":"This and $XPeng Inc.(XPEV)$are the only two EVthat is undervalued while also expanding aggressively.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/135412128","repostId":1146459355,"repostType":2,"repost":{"id":"1146459355","pubTimestamp":1622085331,"share":"https://ttm.financial/m/news/1146459355?lang=&edition=fundamental","pubTime":"2021-05-27 11:15","market":"us","language":"en","title":"Li Auto On The Boundary Of Positive Bottom Line","url":"https://stock-news.laohu8.com/highlight/detail?id=1146459355","media":"seekingalpha","summary":"China is on track to achieve sustained EV growth of 51% in 2021.LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.As a result of the pandemic and chip","content":"Summary\n<ul>\n <li>China is on track to achieve sustained EV growth of 51% in 2021.</li>\n <li>LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.</li>\n <li>Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.</li>\n <li>A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.</li>\n <li>With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.</li>\n</ul>\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n<img src=\"https://static.tigerbbs.com/2e2001f940946860fdb43f45ba0c5958\" tg-width=\"839\" tg-height=\"475\" referrerpolicy=\"no-referrer\">\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n<img src=\"https://static.tigerbbs.com/070436c09a0a84cca2e805f49c9fe6ba\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\">\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n<ul>\n <li>Total vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.</li>\n <li>Total revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.</li>\n</ul>\n<img src=\"https://static.tigerbbs.com/1d69ac205e2bdc1f306b0b66f46b57cd\" tg-width=\"635\" tg-height=\"248\" referrerpolicy=\"no-referrer\">\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n<img src=\"https://static.tigerbbs.com/4d2dae6c355f91f0fe056baf96643b13\" tg-width=\"1280\" tg-height=\"729\" referrerpolicy=\"no-referrer\">\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n<blockquote>\n \"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n</blockquote>\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n<img src=\"https://static.tigerbbs.com/b1d3a27b63a809d20f53b2b60d3d7b35\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","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>Li Auto On The Boundary Of Positive Bottom Line</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\">\nLi Auto On The Boundary Of Positive Bottom Line\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats ...\n\n<a href=\"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146459355","content_text":"Summary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.\nA new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.\nWith an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.\n\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n\nTotal vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.\nTotal revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.\n\n\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n\n\"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4485550,"gmtCreate":1622208777981,"gmtModify":1680791596942,"authorId":3569472732355155,"author":{"id":3569472732355155,"idStr":"3569472732355155","authorId":3569472732355155,"name":"GavinTan138","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":135412128,"type":1,"supId":0,"prevId":0,"content":"$$$","text":"$$$","html":"$$$"},{"id":4480625,"gmtCreate":1622176261403,"gmtModify":1680791509349,"authorId":3581590268956264,"author":{"id":3581590268956264,"idStr":"3581590268956264","authorId":3581590268956264,"name":"Damien111","avatar":"https://community-static.tradeup.com/news/79328dd256df8bc25949678982e26fc3","vip":1,"currentWearingBadge":{"badgeId":"f00de38e20574ad1abf55a15966547c8-1","templateUuid":"f00de38e20574ad1abf55a15966547c8","name":"Average winning trade","description":"Top 50%","bigImgUrl":"https://community-static.tradeup.com/news/f53cdecfbff6499d133bad354ae10ff1","smallImgUrl":"https://community-static.tradeup.com/news/2554f84686bbcccc035b93fe29308e43","grayImgUrl":"https://community-static.tradeup.com/news/84c66bc70ac1cf09f4e89b1d4ca9d017","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.09.09","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5200},"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":135412128,"type":1,"supId":0,"prevId":0,"content":"Tsla also what look at how they are pushing their margin down ","text":"Tsla also what look at how they are pushing their margin down ","html":"Tsla also what look at how they are pushing their margin down "}],"langContent":"EN"},{"id":135653051,"gmtCreate":1622162434273,"gmtModify":1704180561779,"author":{"id":"3571044771112848","authorId":"3571044771112848","name":"ming22","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3571044771112848","idStr":"3571044771112848"},"htmlText":"Yeah, that's great&nbsp;","listText":"Yeah, that's great&nbsp;","text":"Yeah, that's great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/135653051","repostId":1146459355,"repostType":2,"repost":{"id":"1146459355","pubTimestamp":1622085331,"share":"https://ttm.financial/m/news/1146459355?lang=&edition=fundamental","pubTime":"2021-05-27 11:15","market":"us","language":"en","title":"Li Auto On The Boundary Of Positive Bottom Line","url":"https://stock-news.laohu8.com/highlight/detail?id=1146459355","media":"seekingalpha","summary":"China is on track to achieve sustained EV growth of 51% in 2021.LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.As a result of the pandemic and chip","content":"Summary\n<ul>\n <li>China is on track to achieve sustained EV growth of 51% in 2021.</li>\n <li>LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.</li>\n <li>Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.</li>\n <li>A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.</li>\n <li>With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.</li>\n</ul>\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n<img src=\"https://static.tigerbbs.com/2e2001f940946860fdb43f45ba0c5958\" tg-width=\"839\" tg-height=\"475\" referrerpolicy=\"no-referrer\">\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n<img src=\"https://static.tigerbbs.com/070436c09a0a84cca2e805f49c9fe6ba\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\">\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n<ul>\n <li>Total vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.</li>\n <li>Total revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.</li>\n</ul>\n<img src=\"https://static.tigerbbs.com/1d69ac205e2bdc1f306b0b66f46b57cd\" tg-width=\"635\" tg-height=\"248\" referrerpolicy=\"no-referrer\">\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n<img src=\"https://static.tigerbbs.com/4d2dae6c355f91f0fe056baf96643b13\" tg-width=\"1280\" tg-height=\"729\" referrerpolicy=\"no-referrer\">\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n<blockquote>\n \"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n</blockquote>\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n<img src=\"https://static.tigerbbs.com/b1d3a27b63a809d20f53b2b60d3d7b35\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","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>Li Auto On The Boundary Of Positive Bottom Line</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\">\nLi Auto On The Boundary Of Positive Bottom Line\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats ...\n\n<a href=\"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146459355","content_text":"Summary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.\nA new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.\nWith an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.\n\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n\nTotal vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.\nTotal revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.\n\n\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n\n\"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4480424,"gmtCreate":1622175004957,"gmtModify":1680791510260,"authorId":3556969222862067,"author":{"id":3556969222862067,"idStr":"3556969222862067","authorId":3556969222862067,"name":"Leoneon8881","avatar":"https://static.tigerbbs.com/f538101c460b5f022a9dba30ce236442","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":135653051,"type":1,"supId":0,"prevId":0,"content":"??","text":"??","html":"??"}],"langContent":"EN"},{"id":135660685,"gmtCreate":1622161564747,"gmtModify":1704180532425,"author":{"id":"3554954039850565","authorId":"3554954039850565","name":"slien23","avatar":"https://static.tigerbbs.com/3f10a21c0940c004a5899c9984f639a6","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3554954039850565","idStr":"3554954039850565"},"htmlText":"[財迷]&nbsp;","listText":"[財迷]&nbsp;","text":"[財迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/135660685","repostId":1146459355,"repostType":2,"repost":{"id":"1146459355","pubTimestamp":1622085331,"share":"https://ttm.financial/m/news/1146459355?lang=&edition=fundamental","pubTime":"2021-05-27 11:15","market":"us","language":"en","title":"Li Auto On The Boundary Of Positive Bottom Line","url":"https://stock-news.laohu8.com/highlight/detail?id=1146459355","media":"seekingalpha","summary":"China is on track to achieve sustained EV growth of 51% in 2021.LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.As a result of the pandemic and chip","content":"Summary\n<ul>\n <li>China is on track to achieve sustained EV growth of 51% in 2021.</li>\n <li>LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.</li>\n <li>Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.</li>\n <li>A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.</li>\n <li>With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.</li>\n</ul>\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n<img src=\"https://static.tigerbbs.com/2e2001f940946860fdb43f45ba0c5958\" tg-width=\"839\" tg-height=\"475\" referrerpolicy=\"no-referrer\">\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n<img src=\"https://static.tigerbbs.com/070436c09a0a84cca2e805f49c9fe6ba\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\">\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n<ul>\n <li>Total vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.</li>\n <li>Total revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.</li>\n</ul>\n<img src=\"https://static.tigerbbs.com/1d69ac205e2bdc1f306b0b66f46b57cd\" tg-width=\"635\" tg-height=\"248\" referrerpolicy=\"no-referrer\">\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n<img src=\"https://static.tigerbbs.com/4d2dae6c355f91f0fe056baf96643b13\" tg-width=\"1280\" tg-height=\"729\" referrerpolicy=\"no-referrer\">\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n<blockquote>\n \"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n</blockquote>\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n<img src=\"https://static.tigerbbs.com/b1d3a27b63a809d20f53b2b60d3d7b35\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","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>Li Auto On The Boundary Of Positive Bottom Line</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\">\nLi Auto On The Boundary Of Positive Bottom Line\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats ...\n\n<a href=\"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146459355","content_text":"Summary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.\nA new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.\nWith an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.\n\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n\nTotal vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.\nTotal revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.\n\n\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n\n\"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":135822051,"gmtCreate":1622158510173,"gmtModify":1704180416899,"author":{"id":"3584420866475715","authorId":"3584420866475715","name":"divinepapa","avatar":"https://static.tigerbbs.com/b52780a80da5e755e46198835579e479","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3584420866475715","idStr":"3584420866475715"},"htmlText":"Please comment and like, thank you!&nbsp;","listText":"Please comment and like, thank you!&nbsp;","text":"Please comment and like, thank you!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/135822051","repostId":1146459355,"repostType":2,"repost":{"id":"1146459355","pubTimestamp":1622085331,"share":"https://ttm.financial/m/news/1146459355?lang=&edition=fundamental","pubTime":"2021-05-27 11:15","market":"us","language":"en","title":"Li Auto On The Boundary Of Positive Bottom Line","url":"https://stock-news.laohu8.com/highlight/detail?id=1146459355","media":"seekingalpha","summary":"China is on track to achieve sustained EV growth of 51% in 2021.LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.As a result of the pandemic and chip","content":"Summary\n<ul>\n <li>China is on track to achieve sustained EV growth of 51% in 2021.</li>\n <li>LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.</li>\n <li>Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.</li>\n <li>A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.</li>\n <li>With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.</li>\n</ul>\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n<img src=\"https://static.tigerbbs.com/2e2001f940946860fdb43f45ba0c5958\" tg-width=\"839\" tg-height=\"475\" referrerpolicy=\"no-referrer\">\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n<img src=\"https://static.tigerbbs.com/070436c09a0a84cca2e805f49c9fe6ba\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\">\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n<ul>\n <li>Total vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.</li>\n <li>Total revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.</li>\n</ul>\n<img src=\"https://static.tigerbbs.com/1d69ac205e2bdc1f306b0b66f46b57cd\" tg-width=\"635\" tg-height=\"248\" referrerpolicy=\"no-referrer\">\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n<img src=\"https://static.tigerbbs.com/4d2dae6c355f91f0fe056baf96643b13\" tg-width=\"1280\" tg-height=\"729\" referrerpolicy=\"no-referrer\">\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n<blockquote>\n \"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n</blockquote>\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n<img src=\"https://static.tigerbbs.com/b1d3a27b63a809d20f53b2b60d3d7b35\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","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>Li Auto On The Boundary Of Positive Bottom Line</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\">\nLi Auto On The Boundary Of Positive Bottom Line\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats ...\n\n<a href=\"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146459355","content_text":"Summary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.\nA new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.\nWith an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.\n\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n\nTotal vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.\nTotal revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.\n\n\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n\n\"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4478387,"gmtCreate":1622165595108,"gmtModify":1680791472683,"authorId":3584420866475715,"author":{"id":3584420866475715,"idStr":"3584420866475715","authorId":3584420866475715,"name":"divinepapa","avatar":"https://static.tigerbbs.com/b52780a80da5e755e46198835579e479","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":135822051,"type":1,"supId":4477107,"prevId":0,"content":"Sure thing","text":"Sure thing","html":"Sure thing"},{"id":4477107,"gmtCreate":1622161665049,"gmtModify":1680791448174,"authorId":3579596992743233,"author":{"id":3579596992743233,"idStr":"3579596992743233","authorId":3579596992743233,"name":"rsaje","avatar":"https://static.tigerbbs.com/0a2a15d8b3af15a33dda43a5e023aa8f","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":135822051,"type":1,"supId":0,"prevId":0,"content":"Comment back?","text":"Comment back?","html":"Comment back?"}],"langContent":"EN"},{"id":135360042,"gmtCreate":1622131671986,"gmtModify":1704180131731,"author":{"id":"3581661369298834","authorId":"3581661369298834","name":"JimmyT","avatar":"https://static.tigerbbs.com/748bb288232d8c7092b92b303f282d6e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581661369298834","idStr":"3581661369298834"},"htmlText":"Great comments ?","listText":"Great comments ?","text":"Great comments ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/135360042","repostId":1146459355,"repostType":2,"repost":{"id":"1146459355","pubTimestamp":1622085331,"share":"https://ttm.financial/m/news/1146459355?lang=&edition=fundamental","pubTime":"2021-05-27 11:15","market":"us","language":"en","title":"Li Auto On The Boundary Of Positive Bottom Line","url":"https://stock-news.laohu8.com/highlight/detail?id=1146459355","media":"seekingalpha","summary":"China is on track to achieve sustained EV growth of 51% in 2021.LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.As a result of the pandemic and chip","content":"Summary\n<ul>\n <li>China is on track to achieve sustained EV growth of 51% in 2021.</li>\n <li>LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.</li>\n <li>Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.</li>\n <li>A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.</li>\n <li>With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.</li>\n</ul>\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n<img src=\"https://static.tigerbbs.com/2e2001f940946860fdb43f45ba0c5958\" tg-width=\"839\" tg-height=\"475\" referrerpolicy=\"no-referrer\">\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n<img src=\"https://static.tigerbbs.com/070436c09a0a84cca2e805f49c9fe6ba\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\">\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n<ul>\n <li>Total vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.</li>\n <li>Total revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.</li>\n</ul>\n<img src=\"https://static.tigerbbs.com/1d69ac205e2bdc1f306b0b66f46b57cd\" tg-width=\"635\" tg-height=\"248\" referrerpolicy=\"no-referrer\">\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n<img src=\"https://static.tigerbbs.com/4d2dae6c355f91f0fe056baf96643b13\" tg-width=\"1280\" tg-height=\"729\" referrerpolicy=\"no-referrer\">\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n<blockquote>\n \"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n</blockquote>\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n<img src=\"https://static.tigerbbs.com/b1d3a27b63a809d20f53b2b60d3d7b35\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","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>Li Auto On The Boundary Of Positive Bottom Line</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\">\nLi Auto On The Boundary Of Positive Bottom Line\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats ...\n\n<a href=\"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146459355","content_text":"Summary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.\nA new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.\nWith an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.\n\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n\nTotal vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.\nTotal revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.\n\n\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n\n\"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4480425,"gmtCreate":1622175016457,"gmtModify":1680791511912,"authorId":3556969222862067,"author":{"id":3556969222862067,"idStr":"3556969222862067","authorId":3556969222862067,"name":"Leoneon8881","avatar":"https://static.tigerbbs.com/f538101c460b5f022a9dba30ce236442","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":135360042,"type":1,"supId":0,"prevId":0,"content":"??","text":"??","html":"??"}],"langContent":"EN"},{"id":135398006,"gmtCreate":1622129458005,"gmtModify":1704180082798,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","vip":1,"crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"htmlText":"Is LI really the better buy among Chinese EVs? Or would it be ByD, NIO or Xpeng?","listText":"Is LI really the better buy among Chinese EVs? Or would it be ByD, NIO or Xpeng?","text":"Is LI really the better buy among Chinese EVs? Or would it be ByD, NIO or Xpeng?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/135398006","repostId":1146459355,"repostType":2,"repost":{"id":"1146459355","pubTimestamp":1622085331,"share":"https://ttm.financial/m/news/1146459355?lang=&edition=fundamental","pubTime":"2021-05-27 11:15","market":"us","language":"en","title":"Li Auto On The Boundary Of Positive Bottom Line","url":"https://stock-news.laohu8.com/highlight/detail?id=1146459355","media":"seekingalpha","summary":"China is on track to achieve sustained EV growth of 51% in 2021.LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.As a result of the pandemic and chip","content":"Summary\n<ul>\n <li>China is on track to achieve sustained EV growth of 51% in 2021.</li>\n <li>LI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.</li>\n <li>Beats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.</li>\n <li>A new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.</li>\n <li>With an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.</li>\n</ul>\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n<img src=\"https://static.tigerbbs.com/2e2001f940946860fdb43f45ba0c5958\" tg-width=\"839\" tg-height=\"475\" referrerpolicy=\"no-referrer\">\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n<img src=\"https://static.tigerbbs.com/070436c09a0a84cca2e805f49c9fe6ba\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\">\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n<ul>\n <li>Total vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.</li>\n <li>Total revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.</li>\n</ul>\n<img src=\"https://static.tigerbbs.com/1d69ac205e2bdc1f306b0b66f46b57cd\" tg-width=\"635\" tg-height=\"248\" referrerpolicy=\"no-referrer\">\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n<img src=\"https://static.tigerbbs.com/4d2dae6c355f91f0fe056baf96643b13\" tg-width=\"1280\" tg-height=\"729\" referrerpolicy=\"no-referrer\">\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n<blockquote>\n \"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n</blockquote>\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n<img src=\"https://static.tigerbbs.com/b1d3a27b63a809d20f53b2b60d3d7b35\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","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>Li Auto On The Boundary Of Positive Bottom Line</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\">\nLi Auto On The Boundary Of Positive Bottom Line\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats ...\n\n<a href=\"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4431449-li-auto-boundary-of-positive-bottom-line","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146459355","content_text":"Summary\n\nChina is on track to achieve sustained EV growth of 51% in 2021.\nLI’s management has a positive Q2 market outlook, generating $651.7 million in revenue, up 119 percent from Q2 2020.\nBeats analyst estimates and, if capitalized throughout the year, LI will generate a positive bottom line by 2022.\nA new and upgraded product called Li ONE is to be released and delivered by June 1, 2021.\nWith an EV/REVENUE multiple of 9.9x, it is undervalued in comparison to its peers.\n\nInvestment Thesis\nAfter plunging 195 percent from its 2020 highs, Li Auto Inc. (NASDAQ:LI) bottomed at the 15 level and began to recover as the future of electric vehicles remains strong, with political support. LI continues its outstanding performance with the potential to generate a positive bottom line in 2022. The company announced a brand new product, which will allow them to retain a competitive edge against its peers. LI is undervalued at an EV/REVENUE multiple of 9.9x.\nOverview\nAs a result of the pandemic and chip supply constraints, EV companies are forced to play defensively, resulting in a 13% reduction in LI's Q1 2021 production from Q4 2020. Despite the chip shortages, China is set for a sustained period of solid EV growth of 51% in 2021.\n\nSource\nThe production slowdown is temporary and will subside as the global economy continues to recover from the pandemic. How are the leading Chinese electric vehicle manufacturers faring during the post-pandemic period? LI, NIO Inc. (NYSE:NIO), and XPeng Inc. (NYSE:XPEV) all reported outstanding Q1 deliveries of 12,579, 20,060, and 13,340 units, respectively.\n\nSource: Prepared by the Author\nLI generated $1.67 billion of total revenue TTM lower compared to its peers' mean and higher by 15 percent compared to 2020. However, when compared to Q1 2020, the result is an outstanding 354%.\n2021 Li ONE\nOn May 25, 2021, LI officially released a statement about the launch of their 2021 Li ONE, the world's first vehicle with navigation on ADAS (NOA) as a standard configuration. 2021 Li ONE underwent extensive upgrades, including software and hardware optimization and an integrated Powertrain system. Its NEDC range is 1,080 kilometers, while its WLTC range is 890 kilometers. Its fuel economy mode contains 6.05 liters per 100 kilometers under NEDC-standard operating conditions, which is the best in class among large four-wheel-drive SUVs. Delivery of the 2021 Li ONE will commence on June 1st.\nIn theirUnaudited Q1 report, LI explained that its core values regarding safety should be mandatory, not optional, so they developed the NOA system. Thus, the company became the first OEM to offer a standard configuration of a full-stack self-developed NOA based on domestic application processors.\nBusiness Outlook\nThe company anticipates the following for the second quarter of 2021:\n\nTotal vehicles to be delivered: between 14,500 and 15,500 units, an increase of 119.6% to 134.7% over the second quarter of 2020.\nTotal revenues to be generated: between RMB3.99 billion (US$609.0 million) and RMB4.27 billion (US$651.7 million), up between 104.6% to 119% from Q2 2020.\n\n\nSource: Presented By the Author,Estimates from Analyst\nUsing the analyst estimate, I forecasted a three-year LI model. If LI continues to materialize revenue growth and maintains a competitive advantage by upgrading Li ONE while developing new models, there is no doubt that they will generate a positive net income by 2022, likely ahead of their peers.\nPrice Action: Bullish Breakout, MACD Crossover, Resting Volume\n\nSource: TradingView\nLI recently broke out a bullish diagonal pattern together with MACD crossover in its daily timeframe. I plotted three key levels where price might make a discount before retesting last year's high of $47 levels.\nRisk\nIncreasing Competition\nChinese EV manufacturers like LI will face tighter competition as the US makes its steps to fasten its EV manufacturers by giving tax incentives to buy electronic vehicles. Such companies include Ford Motor Company (NYSE:F) and Lordstown Motors Corp. (NASDAQ:RIDE). I recently wrote aboutLordstown Motors' Future Stock In Play, which leads me to wonder whether RIDE can be a potential competitor of LI in the future.\n\n\"On May 19, 2021, according to the White House,Bidenhas ruled out consumer incentives for high-priced electric luxury models, as he advocates for massive government spending to entice Americans to buy electric vehicles.\"\n\nFinal Key Takeaways\nStrategic partnerships, such as one announced by LI with Nvidia (NASDAQ:NVDA) in September 2020, became critical to the company's long-term success. In April 2021, LIreportedthat they are developing next-gen EVs using NVIDIA DRIVE Orin, to be shipped in 2022. LI's new EVs are being developed in collaboration with tier-1 supplier Desay SV and will feature advanced autonomous driving capabilities and a longer battery range. This will be accelerated further by PresidentJoe Biden's$50 billion stimulus package to stimulate the semiconductor industry.\n\nWhen LI is compared to its peers via the EV/REVENUE multiple, it is clear that LI operates more efficiently than its competitors, implying that LI is undervalued at a 9.9x EV/REVENUE multiple. LI is a stock worth monitoring, with an improved and newer product as a catalyst and capitalizing on its growth to become the first EV to generate a positive bottom line.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4481798,"gmtCreate":1622183321511,"gmtModify":1680791537700,"authorId":3582520228861009,"author":{"id":3582520228861009,"idStr":"3582520228861009","authorId":3582520228861009,"name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":135398006,"type":1,"supId":4480587,"prevId":0,"content":"why not NIO? They seem to have a different and unique biz model with battery as a service...","text":"why not NIO? They seem to have a different and unique biz model with battery as a service...","html":"why not NIO? They seem to have a different and unique biz model with battery as a service..."},{"id":4480587,"gmtCreate":1622175951378,"gmtModify":1680791505452,"authorId":3569320299762451,"author":{"id":3569320299762451,"idStr":"3569320299762451","authorId":3569320299762451,"name":"DreamyLucid","avatar":"https://community-static.tradeup.com/news/df94d831afbfa80ddda11b9d4ff73cf1","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.11","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":135398006,"type":1,"supId":0,"prevId":0,"content":"Li, Xpeng and BYD are the better buys","text":"Li, Xpeng and BYD are the better buys","html":"Li, Xpeng and BYD are the better buys"},{"id":4561026,"gmtCreate":1622712281107,"gmtModify":1663227870050,"authorId":3569320299762451,"author":{"id":3569320299762451,"idStr":"3569320299762451","authorId":3569320299762451,"name":"DreamyLucid","avatar":"https://community-static.tradeup.com/news/df94d831afbfa80ddda11b9d4ff73cf1","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.11","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":135398006,"type":1,"supId":4480587,"prevId":0,"content":"Their battery business no longer unique as the Chinese government is doing battery swapping from state level ","text":"Their battery business no longer unique as the Chinese government is doing battery swapping from state level ","html":"Their battery business no longer unique as the Chinese government is doing battery swapping from state level "}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":281,"commentSize":64,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false}}