NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley

TipRanks2022-03-24

Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...

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1000010101O
·2022-03-24
[Smile]
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1
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redmondboy
·2022-03-24
Nice
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DoraemonSX
·2022-03-24
hi
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1
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xYurius
·2022-03-24
👍🏻
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oohsodope
·2022-03-24
Ok
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3
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YunaTuna
·2022-03-24
Hii
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4
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AxlChoo
·2022-03-24
Hi
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3
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SvdB
·2022-03-24
Ok
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3
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ALIBINHASSAN
·2022-03-24
I love NIO
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OpenMind
·2022-03-24
There is no alignment alignment at all. Dropping the forecast, for the Chinese EVs. Do you mean that other vehicles will not face chip shortage as well ? if to drop, drop all... notjust specific counters
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5
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zero79
·2022-03-24
Buy?
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3
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Remotecam
·2022-03-24
The supply chain issues in the EV industry should be seriously considered as investors. EV battery raw material especially. With $Tesla Motors(TSLA)$buying up everything for their Giga factory in Germany, expect the other manufacturers to suffer. Tesla can do it because their higher prices outbids their competition.
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7
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ShangJing
·2022-03-24
At least do some spell checks before publishing sigh pie
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2
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Richard0208
·2022-03-24
NIO to the moon
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SRF
·2022-03-24
Best time to buy NIO.
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4
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whywhywhywhy
·2022-03-24
[Cool]
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Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NIO","symbol_name":"蔚来","start_time":0,"source_url":"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/","article_id":"2221704120","we_media_id":null,"thumbnails":[],"rights":{"source":"lsy1606183248679","url":"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2221704120","pubTimestamp":1648091362,"columns":[],"sourceInfo":{"source_id":"lsy1606183248679","name":"TipRanks"},"weMediaInfo":null,"summary":"Recently, the Chinese EV space has been beset by several worrying developments. 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Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221704120","content_text":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have further impacted EV start-ups already struggling with operational challenges such as disruptions to the supply of chips, batteries and other elements.Rising EV manufacturing costs which will result in higher prices could also mean EV sales will take a hit. However, given the “continuous innovation,” in the space, Hsiao sees this headwind fading over time.Additionally, China’s policies toward EVs are highly favorable with the sector forming a big part of the 5%+ GDP growth the country has targeted.As such, while Hsiao thinks smaller EV players might not be able to survive against the “gloomy macro backdrop,” bigger well-funded companies such as Nio (NIO) should be able to whether the current headwinds. Furthermore, the recent secondary listing in Hong King also helps mitigate the worry of a US delisting.That said, based on the latest developments, there are several adjustments to Hsiao’s model. Mainly based on the macro slowdown which could put some pressure on the sale of luxury vehicles, the analyst’s volume estimate for 2022 is slashed by 8% to 165,000 units.Additionally, with legacy OEMs accelerating the move to hybrid offerings (both HEV and PHEV), that could potentially delay the “holistic BEV transition,” Hsiao has also cut his longer-term volume estimates (towards 2030) by 3-7%.Also, to account for a more “cautious view on emerging markets as well as the consumption slowdown,” Hsiao has increased the China equity risk premium from 2% to 4%. “Our risk premium assumption is on par with our assumption for other traditional OEMs despite the ADR de-listing overhang, as we believe this is largely hedged by the H-share listing,” the analyst explained.The result of all the above is a reduction to the price target, which drops from $66 to $34. Nevertheless, there’s still upside of 56% from current levels. Hsiao’s rating stays an Overweight (i.e., Buy).It’s mostly Buys from the rest of the Street’s analysts too – 11, in total - and with two additional Holds, the consensus view is that this stock is a Strong Buy. 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Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have fur","content":"<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-24 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221704120","content_text":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have further impacted EV start-ups already struggling with operational challenges such as disruptions to the supply of chips, batteries and other elements.Rising EV manufacturing costs which will result in higher prices could also mean EV sales will take a hit. However, given the “continuous innovation,” in the space, Hsiao sees this headwind fading over time.Additionally, China’s policies toward EVs are highly favorable with the sector forming a big part of the 5%+ GDP growth the country has targeted.As such, while Hsiao thinks smaller EV players might not be able to survive against the “gloomy macro backdrop,” bigger well-funded companies such as Nio (NIO) should be able to whether the current headwinds. Furthermore, the recent secondary listing in Hong King also helps mitigate the worry of a US delisting.That said, based on the latest developments, there are several adjustments to Hsiao’s model. Mainly based on the macro slowdown which could put some pressure on the sale of luxury vehicles, the analyst’s volume estimate for 2022 is slashed by 8% to 165,000 units.Additionally, with legacy OEMs accelerating the move to hybrid offerings (both HEV and PHEV), that could potentially delay the “holistic BEV transition,” Hsiao has also cut his longer-term volume estimates (towards 2030) by 3-7%.Also, to account for a more “cautious view on emerging markets as well as the consumption slowdown,” Hsiao has increased the China equity risk premium from 2% to 4%. “Our risk premium assumption is on par with our assumption for other traditional OEMs despite the ADR de-listing overhang, as we believe this is largely hedged by the H-share listing,” the analyst explained.The result of all the above is a reduction to the price target, which drops from $66 to $34. Nevertheless, there’s still upside of 56% from current levels. Hsiao’s rating stays an Overweight (i.e., Buy).It’s mostly Buys from the rest of the Street’s analysts too – 11, in total - and with two additional Holds, the consensus view is that this stock is a Strong Buy. The average price target is more bullish than Hsiao will allow; at $48.59, the figure suggests one-year gains of 123%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037645006,"gmtCreate":1648100539850,"gmtModify":1676534304413,"author":{"id":"4108617409177460","authorId":"4108617409177460","name":"DoraemonSX","avatar":"https://community-static.tradeup.com/news/b175ac7015609dc0b56c2392f4ce500a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4108617409177460","authorIdStr":"4108617409177460"},"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037645006","repostId":2221704120,"repostType":4,"repost":{"id":"2221704120","kind":"news","pubTimestamp":1648091362,"share":"https://ttm.financial/m/news/2221704120?lang=&edition=fundamental","pubTime":"2022-03-24 11:09","market":"us","language":"en","title":"NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2221704120","media":"TipRanks","summary":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have fur","content":"<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-24 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221704120","content_text":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have further impacted EV start-ups already struggling with operational challenges such as disruptions to the supply of chips, batteries and other elements.Rising EV manufacturing costs which will result in higher prices could also mean EV sales will take a hit. However, given the “continuous innovation,” in the space, Hsiao sees this headwind fading over time.Additionally, China’s policies toward EVs are highly favorable with the sector forming a big part of the 5%+ GDP growth the country has targeted.As such, while Hsiao thinks smaller EV players might not be able to survive against the “gloomy macro backdrop,” bigger well-funded companies such as Nio (NIO) should be able to whether the current headwinds. Furthermore, the recent secondary listing in Hong King also helps mitigate the worry of a US delisting.That said, based on the latest developments, there are several adjustments to Hsiao’s model. Mainly based on the macro slowdown which could put some pressure on the sale of luxury vehicles, the analyst’s volume estimate for 2022 is slashed by 8% to 165,000 units.Additionally, with legacy OEMs accelerating the move to hybrid offerings (both HEV and PHEV), that could potentially delay the “holistic BEV transition,” Hsiao has also cut his longer-term volume estimates (towards 2030) by 3-7%.Also, to account for a more “cautious view on emerging markets as well as the consumption slowdown,” Hsiao has increased the China equity risk premium from 2% to 4%. “Our risk premium assumption is on par with our assumption for other traditional OEMs despite the ADR de-listing overhang, as we believe this is largely hedged by the H-share listing,” the analyst explained.The result of all the above is a reduction to the price target, which drops from $66 to $34. Nevertheless, there’s still upside of 56% from current levels. Hsiao’s rating stays an Overweight (i.e., Buy).It’s mostly Buys from the rest of the Street’s analysts too – 11, in total - and with two additional Holds, the consensus view is that this stock is a Strong Buy. The average price target is more bullish than Hsiao will allow; at $48.59, the figure suggests one-year gains of 123%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037648260,"gmtCreate":1648099766913,"gmtModify":1676534304349,"author":{"id":"3572238239074228","authorId":"3572238239074228","name":"xYurius","avatar":"https://static.tigerbbs.com/c3560ea2eb5e71193a8f84f536beea9c","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":4,"crmLevelSwitch":0,"idStr":"3572238239074228","authorIdStr":"3572238239074228"},"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037648260","repostId":2221704120,"repostType":4,"repost":{"id":"2221704120","kind":"news","pubTimestamp":1648091362,"share":"https://ttm.financial/m/news/2221704120?lang=&edition=fundamental","pubTime":"2022-03-24 11:09","market":"us","language":"en","title":"NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2221704120","media":"TipRanks","summary":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have fur","content":"<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-24 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221704120","content_text":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have further impacted EV start-ups already struggling with operational challenges such as disruptions to the supply of chips, batteries and other elements.Rising EV manufacturing costs which will result in higher prices could also mean EV sales will take a hit. However, given the “continuous innovation,” in the space, Hsiao sees this headwind fading over time.Additionally, China’s policies toward EVs are highly favorable with the sector forming a big part of the 5%+ GDP growth the country has targeted.As such, while Hsiao thinks smaller EV players might not be able to survive against the “gloomy macro backdrop,” bigger well-funded companies such as Nio (NIO) should be able to whether the current headwinds. Furthermore, the recent secondary listing in Hong King also helps mitigate the worry of a US delisting.That said, based on the latest developments, there are several adjustments to Hsiao’s model. Mainly based on the macro slowdown which could put some pressure on the sale of luxury vehicles, the analyst’s volume estimate for 2022 is slashed by 8% to 165,000 units.Additionally, with legacy OEMs accelerating the move to hybrid offerings (both HEV and PHEV), that could potentially delay the “holistic BEV transition,” Hsiao has also cut his longer-term volume estimates (towards 2030) by 3-7%.Also, to account for a more “cautious view on emerging markets as well as the consumption slowdown,” Hsiao has increased the China equity risk premium from 2% to 4%. “Our risk premium assumption is on par with our assumption for other traditional OEMs despite the ADR de-listing overhang, as we believe this is largely hedged by the H-share listing,” the analyst explained.The result of all the above is a reduction to the price target, which drops from $66 to $34. Nevertheless, there’s still upside of 56% from current levels. Hsiao’s rating stays an Overweight (i.e., Buy).It’s mostly Buys from the rest of the Street’s analysts too – 11, in total - and with two additional Holds, the consensus view is that this stock is a Strong Buy. The average price target is more bullish than Hsiao will allow; at $48.59, the figure suggests one-year gains of 123%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037657842,"gmtCreate":1648098598122,"gmtModify":1676534304197,"author":{"id":"4088296712073280","authorId":"4088296712073280","name":"oohsodope","avatar":"https://community-static.tradeup.com/news/6962460538ca42adce5ec6388d8a8a67","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4088296712073280","authorIdStr":"4088296712073280"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037657842","repostId":2221704120,"repostType":4,"repost":{"id":"2221704120","kind":"news","pubTimestamp":1648091362,"share":"https://ttm.financial/m/news/2221704120?lang=&edition=fundamental","pubTime":"2022-03-24 11:09","market":"us","language":"en","title":"NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2221704120","media":"TipRanks","summary":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have fur","content":"<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-24 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221704120","content_text":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have further impacted EV start-ups already struggling with operational challenges such as disruptions to the supply of chips, batteries and other elements.Rising EV manufacturing costs which will result in higher prices could also mean EV sales will take a hit. However, given the “continuous innovation,” in the space, Hsiao sees this headwind fading over time.Additionally, China’s policies toward EVs are highly favorable with the sector forming a big part of the 5%+ GDP growth the country has targeted.As such, while Hsiao thinks smaller EV players might not be able to survive against the “gloomy macro backdrop,” bigger well-funded companies such as Nio (NIO) should be able to whether the current headwinds. Furthermore, the recent secondary listing in Hong King also helps mitigate the worry of a US delisting.That said, based on the latest developments, there are several adjustments to Hsiao’s model. Mainly based on the macro slowdown which could put some pressure on the sale of luxury vehicles, the analyst’s volume estimate for 2022 is slashed by 8% to 165,000 units.Additionally, with legacy OEMs accelerating the move to hybrid offerings (both HEV and PHEV), that could potentially delay the “holistic BEV transition,” Hsiao has also cut his longer-term volume estimates (towards 2030) by 3-7%.Also, to account for a more “cautious view on emerging markets as well as the consumption slowdown,” Hsiao has increased the China equity risk premium from 2% to 4%. “Our risk premium assumption is on par with our assumption for other traditional OEMs despite the ADR de-listing overhang, as we believe this is largely hedged by the H-share listing,” the analyst explained.The result of all the above is a reduction to the price target, which drops from $66 to $34. Nevertheless, there’s still upside of 56% from current levels. Hsiao’s rating stays an Overweight (i.e., Buy).It’s mostly Buys from the rest of the Street’s analysts too – 11, in total - and with two additional Holds, the consensus view is that this stock is a Strong Buy. The average price target is more bullish than Hsiao will allow; at $48.59, the figure suggests one-year gains of 123%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037654508,"gmtCreate":1648098387658,"gmtModify":1676534304173,"author":{"id":"3581809523229784","authorId":"3581809523229784","name":"YunaTuna","avatar":"https://static.tigerbbs.com/6463ed1450c2454bfc57b76274b06418","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581809523229784","authorIdStr":"3581809523229784"},"htmlText":"Hii","listText":"Hii","text":"Hii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037654508","repostId":2221704120,"repostType":4,"repost":{"id":"2221704120","kind":"news","pubTimestamp":1648091362,"share":"https://ttm.financial/m/news/2221704120?lang=&edition=fundamental","pubTime":"2022-03-24 11:09","market":"us","language":"en","title":"NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2221704120","media":"TipRanks","summary":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have fur","content":"<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-24 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221704120","content_text":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have further impacted EV start-ups already struggling with operational challenges such as disruptions to the supply of chips, batteries and other elements.Rising EV manufacturing costs which will result in higher prices could also mean EV sales will take a hit. However, given the “continuous innovation,” in the space, Hsiao sees this headwind fading over time.Additionally, China’s policies toward EVs are highly favorable with the sector forming a big part of the 5%+ GDP growth the country has targeted.As such, while Hsiao thinks smaller EV players might not be able to survive against the “gloomy macro backdrop,” bigger well-funded companies such as Nio (NIO) should be able to whether the current headwinds. Furthermore, the recent secondary listing in Hong King also helps mitigate the worry of a US delisting.That said, based on the latest developments, there are several adjustments to Hsiao’s model. Mainly based on the macro slowdown which could put some pressure on the sale of luxury vehicles, the analyst’s volume estimate for 2022 is slashed by 8% to 165,000 units.Additionally, with legacy OEMs accelerating the move to hybrid offerings (both HEV and PHEV), that could potentially delay the “holistic BEV transition,” Hsiao has also cut his longer-term volume estimates (towards 2030) by 3-7%.Also, to account for a more “cautious view on emerging markets as well as the consumption slowdown,” Hsiao has increased the China equity risk premium from 2% to 4%. “Our risk premium assumption is on par with our assumption for other traditional OEMs despite the ADR de-listing overhang, as we believe this is largely hedged by the H-share listing,” the analyst explained.The result of all the above is a reduction to the price target, which drops from $66 to $34. Nevertheless, there’s still upside of 56% from current levels. Hsiao’s rating stays an Overweight (i.e., Buy).It’s mostly Buys from the rest of the Street’s analysts too – 11, in total - and with two additional Holds, the consensus view is that this stock is a Strong Buy. The average price target is more bullish than Hsiao will allow; at $48.59, the figure suggests one-year gains of 123%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037654049,"gmtCreate":1648098291755,"gmtModify":1676534304157,"author":{"id":"3576321881416814","authorId":"3576321881416814","name":"AxlChoo","avatar":"https://static.tigerbbs.com/07cda5bcab8b688f3844cf237bffa55f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3576321881416814","authorIdStr":"3576321881416814"},"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037654049","repostId":2221704120,"repostType":4,"repost":{"id":"2221704120","kind":"news","pubTimestamp":1648091362,"share":"https://ttm.financial/m/news/2221704120?lang=&edition=fundamental","pubTime":"2022-03-24 11:09","market":"us","language":"en","title":"NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2221704120","media":"TipRanks","summary":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have fur","content":"<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-24 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221704120","content_text":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have further impacted EV start-ups already struggling with operational challenges such as disruptions to the supply of chips, batteries and other elements.Rising EV manufacturing costs which will result in higher prices could also mean EV sales will take a hit. However, given the “continuous innovation,” in the space, Hsiao sees this headwind fading over time.Additionally, China’s policies toward EVs are highly favorable with the sector forming a big part of the 5%+ GDP growth the country has targeted.As such, while Hsiao thinks smaller EV players might not be able to survive against the “gloomy macro backdrop,” bigger well-funded companies such as Nio (NIO) should be able to whether the current headwinds. Furthermore, the recent secondary listing in Hong King also helps mitigate the worry of a US delisting.That said, based on the latest developments, there are several adjustments to Hsiao’s model. Mainly based on the macro slowdown which could put some pressure on the sale of luxury vehicles, the analyst’s volume estimate for 2022 is slashed by 8% to 165,000 units.Additionally, with legacy OEMs accelerating the move to hybrid offerings (both HEV and PHEV), that could potentially delay the “holistic BEV transition,” Hsiao has also cut his longer-term volume estimates (towards 2030) by 3-7%.Also, to account for a more “cautious view on emerging markets as well as the consumption slowdown,” Hsiao has increased the China equity risk premium from 2% to 4%. “Our risk premium assumption is on par with our assumption for other traditional OEMs despite the ADR de-listing overhang, as we believe this is largely hedged by the H-share listing,” the analyst explained.The result of all the above is a reduction to the price target, which drops from $66 to $34. Nevertheless, there’s still upside of 56% from current levels. Hsiao’s rating stays an Overweight (i.e., Buy).It’s mostly Buys from the rest of the Street’s analysts too – 11, in total - and with two additional Holds, the consensus view is that this stock is a Strong Buy. The average price target is more bullish than Hsiao will allow; at $48.59, the figure suggests one-year gains of 123%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037652327,"gmtCreate":1648098078829,"gmtModify":1676534304116,"author":{"id":"3581903617103899","authorId":"3581903617103899","name":"SvdB","avatar":"https://static.tigerbbs.com/5122e985be0048597462b4591a72fb46","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581903617103899","authorIdStr":"3581903617103899"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037652327","repostId":2221704120,"repostType":4,"repost":{"id":"2221704120","kind":"news","pubTimestamp":1648091362,"share":"https://ttm.financial/m/news/2221704120?lang=&edition=fundamental","pubTime":"2022-03-24 11:09","market":"us","language":"en","title":"NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2221704120","media":"TipRanks","summary":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have fur","content":"<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-24 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221704120","content_text":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have further impacted EV start-ups already struggling with operational challenges such as disruptions to the supply of chips, batteries and other elements.Rising EV manufacturing costs which will result in higher prices could also mean EV sales will take a hit. However, given the “continuous innovation,” in the space, Hsiao sees this headwind fading over time.Additionally, China’s policies toward EVs are highly favorable with the sector forming a big part of the 5%+ GDP growth the country has targeted.As such, while Hsiao thinks smaller EV players might not be able to survive against the “gloomy macro backdrop,” bigger well-funded companies such as Nio (NIO) should be able to whether the current headwinds. Furthermore, the recent secondary listing in Hong King also helps mitigate the worry of a US delisting.That said, based on the latest developments, there are several adjustments to Hsiao’s model. Mainly based on the macro slowdown which could put some pressure on the sale of luxury vehicles, the analyst’s volume estimate for 2022 is slashed by 8% to 165,000 units.Additionally, with legacy OEMs accelerating the move to hybrid offerings (both HEV and PHEV), that could potentially delay the “holistic BEV transition,” Hsiao has also cut his longer-term volume estimates (towards 2030) by 3-7%.Also, to account for a more “cautious view on emerging markets as well as the consumption slowdown,” Hsiao has increased the China equity risk premium from 2% to 4%. “Our risk premium assumption is on par with our assumption for other traditional OEMs despite the ADR de-listing overhang, as we believe this is largely hedged by the H-share listing,” the analyst explained.The result of all the above is a reduction to the price target, which drops from $66 to $34. Nevertheless, there’s still upside of 56% from current levels. Hsiao’s rating stays an Overweight (i.e., Buy).It’s mostly Buys from the rest of the Street’s analysts too – 11, in total - and with two additional Holds, the consensus view is that this stock is a Strong Buy. The average price target is more bullish than Hsiao will allow; at $48.59, the figure suggests one-year gains of 123%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037627411,"gmtCreate":1648096636430,"gmtModify":1676534304038,"author":{"id":"3570479349727470","authorId":"3570479349727470","name":"ALIBINHASSAN","avatar":"https://static.tigerbbs.com/1a7c31b79e7bff28841c5f18dca737f4","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3570479349727470","authorIdStr":"3570479349727470"},"htmlText":"I love NIO","listText":"I love NIO","text":"I love NIO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037627411","repostId":2221704120,"repostType":4,"repost":{"id":"2221704120","kind":"news","pubTimestamp":1648091362,"share":"https://ttm.financial/m/news/2221704120?lang=&edition=fundamental","pubTime":"2022-03-24 11:09","market":"us","language":"en","title":"NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2221704120","media":"TipRanks","summary":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have fur","content":"<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-24 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221704120","content_text":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have further impacted EV start-ups already struggling with operational challenges such as disruptions to the supply of chips, batteries and other elements.Rising EV manufacturing costs which will result in higher prices could also mean EV sales will take a hit. However, given the “continuous innovation,” in the space, Hsiao sees this headwind fading over time.Additionally, China’s policies toward EVs are highly favorable with the sector forming a big part of the 5%+ GDP growth the country has targeted.As such, while Hsiao thinks smaller EV players might not be able to survive against the “gloomy macro backdrop,” bigger well-funded companies such as Nio (NIO) should be able to whether the current headwinds. Furthermore, the recent secondary listing in Hong King also helps mitigate the worry of a US delisting.That said, based on the latest developments, there are several adjustments to Hsiao’s model. Mainly based on the macro slowdown which could put some pressure on the sale of luxury vehicles, the analyst’s volume estimate for 2022 is slashed by 8% to 165,000 units.Additionally, with legacy OEMs accelerating the move to hybrid offerings (both HEV and PHEV), that could potentially delay the “holistic BEV transition,” Hsiao has also cut his longer-term volume estimates (towards 2030) by 3-7%.Also, to account for a more “cautious view on emerging markets as well as the consumption slowdown,” Hsiao has increased the China equity risk premium from 2% to 4%. “Our risk premium assumption is on par with our assumption for other traditional OEMs despite the ADR de-listing overhang, as we believe this is largely hedged by the H-share listing,” the analyst explained.The result of all the above is a reduction to the price target, which drops from $66 to $34. Nevertheless, there’s still upside of 56% from current levels. Hsiao’s rating stays an Overweight (i.e., Buy).It’s mostly Buys from the rest of the Street’s analysts too – 11, in total - and with two additional Holds, the consensus view is that this stock is a Strong Buy. The average price target is more bullish than Hsiao will allow; at $48.59, the figure suggests one-year gains of 123%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037620374,"gmtCreate":1648095234495,"gmtModify":1676534303754,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":7,"crmLevelSwitch":0,"idStr":"3582064888282026","authorIdStr":"3582064888282026"},"htmlText":"There is no alignment alignment at all.&nbsp;Dropping the forecast, for the Chinese EVs. Do you mean that other vehicles will not face chip shortage as well ? if to drop, drop all... notjust specific counters","listText":"There is no alignment alignment at all.&nbsp;Dropping the forecast, for the Chinese EVs. Do you mean that other vehicles will not face chip shortage as well ? if to drop, drop all... notjust specific counters","text":"There is no alignment alignment at all. Dropping the forecast, for the Chinese EVs. Do you mean that other vehicles will not face chip shortage as well ? if to drop, drop all... notjust specific counters","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037620374","repostId":2221704120,"repostType":2,"repost":{"id":"2221704120","kind":"news","pubTimestamp":1648091362,"share":"https://ttm.financial/m/news/2221704120?lang=&edition=fundamental","pubTime":"2022-03-24 11:09","market":"us","language":"en","title":"NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2221704120","media":"TipRanks","summary":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have fur","content":"<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-24 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221704120","content_text":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have further impacted EV start-ups already struggling with operational challenges such as disruptions to the supply of chips, batteries and other elements.Rising EV manufacturing costs which will result in higher prices could also mean EV sales will take a hit. However, given the “continuous innovation,” in the space, Hsiao sees this headwind fading over time.Additionally, China’s policies toward EVs are highly favorable with the sector forming a big part of the 5%+ GDP growth the country has targeted.As such, while Hsiao thinks smaller EV players might not be able to survive against the “gloomy macro backdrop,” bigger well-funded companies such as Nio (NIO) should be able to whether the current headwinds. Furthermore, the recent secondary listing in Hong King also helps mitigate the worry of a US delisting.That said, based on the latest developments, there are several adjustments to Hsiao’s model. Mainly based on the macro slowdown which could put some pressure on the sale of luxury vehicles, the analyst’s volume estimate for 2022 is slashed by 8% to 165,000 units.Additionally, with legacy OEMs accelerating the move to hybrid offerings (both HEV and PHEV), that could potentially delay the “holistic BEV transition,” Hsiao has also cut his longer-term volume estimates (towards 2030) by 3-7%.Also, to account for a more “cautious view on emerging markets as well as the consumption slowdown,” Hsiao has increased the China equity risk premium from 2% to 4%. “Our risk premium assumption is on par with our assumption for other traditional OEMs despite the ADR de-listing overhang, as we believe this is largely hedged by the H-share listing,” the analyst explained.The result of all the above is a reduction to the price target, which drops from $66 to $34. Nevertheless, there’s still upside of 56% from current levels. Hsiao’s rating stays an Overweight (i.e., Buy).It’s mostly Buys from the rest of the Street’s analysts too – 11, in total - and with two additional Holds, the consensus view is that this stock is a Strong Buy. The average price target is more bullish than Hsiao will allow; at $48.59, the figure suggests one-year gains of 123%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037684606,"gmtCreate":1648092839764,"gmtModify":1676534303419,"author":{"id":"3586590970630142","authorId":"3586590970630142","name":"zero79","avatar":"https://static.tigerbbs.com/18bdafe6e77141b002b8ed62dd5cc0e3","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3586590970630142","authorIdStr":"3586590970630142"},"htmlText":"Buy?&nbsp;","listText":"Buy?&nbsp;","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037684606","repostId":2221704120,"repostType":2,"repost":{"id":"2221704120","kind":"news","pubTimestamp":1648091362,"share":"https://ttm.financial/m/news/2221704120?lang=&edition=fundamental","pubTime":"2022-03-24 11:09","market":"us","language":"en","title":"NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2221704120","media":"TipRanks","summary":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have fur","content":"<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-24 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221704120","content_text":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have further impacted EV start-ups already struggling with operational challenges such as disruptions to the supply of chips, batteries and other elements.Rising EV manufacturing costs which will result in higher prices could also mean EV sales will take a hit. However, given the “continuous innovation,” in the space, Hsiao sees this headwind fading over time.Additionally, China’s policies toward EVs are highly favorable with the sector forming a big part of the 5%+ GDP growth the country has targeted.As such, while Hsiao thinks smaller EV players might not be able to survive against the “gloomy macro backdrop,” bigger well-funded companies such as Nio (NIO) should be able to whether the current headwinds. Furthermore, the recent secondary listing in Hong King also helps mitigate the worry of a US delisting.That said, based on the latest developments, there are several adjustments to Hsiao’s model. Mainly based on the macro slowdown which could put some pressure on the sale of luxury vehicles, the analyst’s volume estimate for 2022 is slashed by 8% to 165,000 units.Additionally, with legacy OEMs accelerating the move to hybrid offerings (both HEV and PHEV), that could potentially delay the “holistic BEV transition,” Hsiao has also cut his longer-term volume estimates (towards 2030) by 3-7%.Also, to account for a more “cautious view on emerging markets as well as the consumption slowdown,” Hsiao has increased the China equity risk premium from 2% to 4%. “Our risk premium assumption is on par with our assumption for other traditional OEMs despite the ADR de-listing overhang, as we believe this is largely hedged by the H-share listing,” the analyst explained.The result of all the above is a reduction to the price target, which drops from $66 to $34. Nevertheless, there’s still upside of 56% from current levels. Hsiao’s rating stays an Overweight (i.e., Buy).It’s mostly Buys from the rest of the Street’s analysts too – 11, in total - and with two additional Holds, the consensus view is that this stock is a Strong Buy. The average price target is more bullish than Hsiao will allow; at $48.59, the figure suggests one-year gains of 123%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037682428,"gmtCreate":1648092375577,"gmtModify":1676534303387,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/f856a0a30bd0fa23a086fc678014e48b","vip":1,"crmLevel":6,"crmLevelSwitch":1,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"htmlText":"The supply chain issues in the EV industry should be&nbsp;seriously considered as investors.&nbsp; EV battery raw material especially.&nbsp;&nbsp;With&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>buying up everything for their Giga factory in Germany, expect the other manufacturers to suffer.&nbsp; Tesla can do it because their higher prices outbids their competition.&nbsp;","listText":"The supply chain issues in the EV industry should be&nbsp;seriously considered as investors.&nbsp; EV battery raw material especially.&nbsp;&nbsp;With&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>buying up everything for their Giga factory in Germany, expect the other manufacturers to suffer.&nbsp; Tesla can do it because their higher prices outbids their competition.&nbsp;","text":"The supply chain issues in the EV industry should be seriously considered as investors. EV battery raw material especially. With $Tesla Motors(TSLA)$buying up everything for their Giga factory in Germany, expect the other manufacturers to suffer. Tesla can do it because their higher prices outbids their competition.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037682428","repostId":2221704120,"repostType":2,"repost":{"id":"2221704120","kind":"news","pubTimestamp":1648091362,"share":"https://ttm.financial/m/news/2221704120?lang=&edition=fundamental","pubTime":"2022-03-24 11:09","market":"us","language":"en","title":"NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2221704120","media":"TipRanks","summary":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have fur","content":"<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-24 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221704120","content_text":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have further impacted EV start-ups already struggling with operational challenges such as disruptions to the supply of chips, batteries and other elements.Rising EV manufacturing costs which will result in higher prices could also mean EV sales will take a hit. However, given the “continuous innovation,” in the space, Hsiao sees this headwind fading over time.Additionally, China’s policies toward EVs are highly favorable with the sector forming a big part of the 5%+ GDP growth the country has targeted.As such, while Hsiao thinks smaller EV players might not be able to survive against the “gloomy macro backdrop,” bigger well-funded companies such as Nio (NIO) should be able to whether the current headwinds. Furthermore, the recent secondary listing in Hong King also helps mitigate the worry of a US delisting.That said, based on the latest developments, there are several adjustments to Hsiao’s model. Mainly based on the macro slowdown which could put some pressure on the sale of luxury vehicles, the analyst’s volume estimate for 2022 is slashed by 8% to 165,000 units.Additionally, with legacy OEMs accelerating the move to hybrid offerings (both HEV and PHEV), that could potentially delay the “holistic BEV transition,” Hsiao has also cut his longer-term volume estimates (towards 2030) by 3-7%.Also, to account for a more “cautious view on emerging markets as well as the consumption slowdown,” Hsiao has increased the China equity risk premium from 2% to 4%. “Our risk premium assumption is on par with our assumption for other traditional OEMs despite the ADR de-listing overhang, as we believe this is largely hedged by the H-share listing,” the analyst explained.The result of all the above is a reduction to the price target, which drops from $66 to $34. Nevertheless, there’s still upside of 56% from current levels. Hsiao’s rating stays an Overweight (i.e., Buy).It’s mostly Buys from the rest of the Street’s analysts too – 11, in total - and with two additional Holds, the consensus view is that this stock is a Strong Buy. The average price target is more bullish than Hsiao will allow; at $48.59, the figure suggests one-year gains of 123%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037686243,"gmtCreate":1648091919504,"gmtModify":1676534303355,"author":{"id":"3574063555179553","authorId":"3574063555179553","name":"ShangJing","avatar":"https://static.tigerbbs.com/e0e7ff4ceb01c8701a23288eef16cff8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3574063555179553","authorIdStr":"3574063555179553"},"htmlText":"At least do some spell checks before publishing sigh pie","listText":"At least do some spell checks before publishing sigh pie","text":"At least do some spell checks before publishing sigh pie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037686243","repostId":2221704120,"repostType":2,"repost":{"id":"2221704120","kind":"news","pubTimestamp":1648091362,"share":"https://ttm.financial/m/news/2221704120?lang=&edition=fundamental","pubTime":"2022-03-24 11:09","market":"us","language":"en","title":"NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2221704120","media":"TipRanks","summary":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have fur","content":"<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-24 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221704120","content_text":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have further impacted EV start-ups already struggling with operational challenges such as disruptions to the supply of chips, batteries and other elements.Rising EV manufacturing costs which will result in higher prices could also mean EV sales will take a hit. However, given the “continuous innovation,” in the space, Hsiao sees this headwind fading over time.Additionally, China’s policies toward EVs are highly favorable with the sector forming a big part of the 5%+ GDP growth the country has targeted.As such, while Hsiao thinks smaller EV players might not be able to survive against the “gloomy macro backdrop,” bigger well-funded companies such as Nio (NIO) should be able to whether the current headwinds. Furthermore, the recent secondary listing in Hong King also helps mitigate the worry of a US delisting.That said, based on the latest developments, there are several adjustments to Hsiao’s model. Mainly based on the macro slowdown which could put some pressure on the sale of luxury vehicles, the analyst’s volume estimate for 2022 is slashed by 8% to 165,000 units.Additionally, with legacy OEMs accelerating the move to hybrid offerings (both HEV and PHEV), that could potentially delay the “holistic BEV transition,” Hsiao has also cut his longer-term volume estimates (towards 2030) by 3-7%.Also, to account for a more “cautious view on emerging markets as well as the consumption slowdown,” Hsiao has increased the China equity risk premium from 2% to 4%. “Our risk premium assumption is on par with our assumption for other traditional OEMs despite the ADR de-listing overhang, as we believe this is largely hedged by the H-share listing,” the analyst explained.The result of all the above is a reduction to the price target, which drops from $66 to $34. Nevertheless, there’s still upside of 56% from current levels. Hsiao’s rating stays an Overweight (i.e., Buy).It’s mostly Buys from the rest of the Street’s analysts too – 11, in total - and with two additional Holds, the consensus view is that this stock is a Strong Buy. The average price target is more bullish than Hsiao will allow; at $48.59, the figure suggests one-year gains of 123%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037686911,"gmtCreate":1648091876099,"gmtModify":1676534303337,"author":{"id":"4087716708608470","authorId":"4087716708608470","name":"Richard0208","avatar":"https://static.tigerbbs.com/480220c46834a37392a97ee3b9004ea1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4087716708608470","authorIdStr":"4087716708608470"},"htmlText":"NIO to the moon","listText":"NIO to the moon","text":"NIO to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037686911","repostId":2221704120,"repostType":2,"repost":{"id":"2221704120","kind":"news","pubTimestamp":1648091362,"share":"https://ttm.financial/m/news/2221704120?lang=&edition=fundamental","pubTime":"2022-03-24 11:09","market":"us","language":"en","title":"NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2221704120","media":"TipRanks","summary":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have fur","content":"<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-24 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221704120","content_text":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have further impacted EV start-ups already struggling with operational challenges such as disruptions to the supply of chips, batteries and other elements.Rising EV manufacturing costs which will result in higher prices could also mean EV sales will take a hit. However, given the “continuous innovation,” in the space, Hsiao sees this headwind fading over time.Additionally, China’s policies toward EVs are highly favorable with the sector forming a big part of the 5%+ GDP growth the country has targeted.As such, while Hsiao thinks smaller EV players might not be able to survive against the “gloomy macro backdrop,” bigger well-funded companies such as Nio (NIO) should be able to whether the current headwinds. Furthermore, the recent secondary listing in Hong King also helps mitigate the worry of a US delisting.That said, based on the latest developments, there are several adjustments to Hsiao’s model. Mainly based on the macro slowdown which could put some pressure on the sale of luxury vehicles, the analyst’s volume estimate for 2022 is slashed by 8% to 165,000 units.Additionally, with legacy OEMs accelerating the move to hybrid offerings (both HEV and PHEV), that could potentially delay the “holistic BEV transition,” Hsiao has also cut his longer-term volume estimates (towards 2030) by 3-7%.Also, to account for a more “cautious view on emerging markets as well as the consumption slowdown,” Hsiao has increased the China equity risk premium from 2% to 4%. “Our risk premium assumption is on par with our assumption for other traditional OEMs despite the ADR de-listing overhang, as we believe this is largely hedged by the H-share listing,” the analyst explained.The result of all the above is a reduction to the price target, which drops from $66 to $34. Nevertheless, there’s still upside of 56% from current levels. Hsiao’s rating stays an Overweight (i.e., Buy).It’s mostly Buys from the rest of the Street’s analysts too – 11, in total - and with two additional Holds, the consensus view is that this stock is a Strong Buy. The average price target is more bullish than Hsiao will allow; at $48.59, the figure suggests one-year gains of 123%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037688710,"gmtCreate":1648091855920,"gmtModify":1676534303337,"author":{"id":"3560150351731715","authorId":"3560150351731715","name":"SRF","avatar":"https://static.itradeup.com/news/29100774abd7be80ab0151fdcf601657","vip":1,"hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","crmLevel":9,"crmLevelSwitch":1,"idStr":"3560150351731715","authorIdStr":"3560150351731715"},"htmlText":"Best time to buy NIO.","listText":"Best time to buy NIO.","text":"Best time to buy NIO.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037688710","repostId":2221704120,"repostType":2,"repost":{"id":"2221704120","kind":"news","pubTimestamp":1648091362,"share":"https://ttm.financial/m/news/2221704120?lang=&edition=fundamental","pubTime":"2022-03-24 11:09","market":"us","language":"en","title":"NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2221704120","media":"TipRanks","summary":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have fur","content":"<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-24 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221704120","content_text":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have further impacted EV start-ups already struggling with operational challenges such as disruptions to the supply of chips, batteries and other elements.Rising EV manufacturing costs which will result in higher prices could also mean EV sales will take a hit. However, given the “continuous innovation,” in the space, Hsiao sees this headwind fading over time.Additionally, China’s policies toward EVs are highly favorable with the sector forming a big part of the 5%+ GDP growth the country has targeted.As such, while Hsiao thinks smaller EV players might not be able to survive against the “gloomy macro backdrop,” bigger well-funded companies such as Nio (NIO) should be able to whether the current headwinds. Furthermore, the recent secondary listing in Hong King also helps mitigate the worry of a US delisting.That said, based on the latest developments, there are several adjustments to Hsiao’s model. Mainly based on the macro slowdown which could put some pressure on the sale of luxury vehicles, the analyst’s volume estimate for 2022 is slashed by 8% to 165,000 units.Additionally, with legacy OEMs accelerating the move to hybrid offerings (both HEV and PHEV), that could potentially delay the “holistic BEV transition,” Hsiao has also cut his longer-term volume estimates (towards 2030) by 3-7%.Also, to account for a more “cautious view on emerging markets as well as the consumption slowdown,” Hsiao has increased the China equity risk premium from 2% to 4%. “Our risk premium assumption is on par with our assumption for other traditional OEMs despite the ADR de-listing overhang, as we believe this is largely hedged by the H-share listing,” the analyst explained.The result of all the above is a reduction to the price target, which drops from $66 to $34. Nevertheless, there’s still upside of 56% from current levels. Hsiao’s rating stays an Overweight (i.e., Buy).It’s mostly Buys from the rest of the Street’s analysts too – 11, in total - and with two additional Holds, the consensus view is that this stock is a Strong Buy. The average price target is more bullish than Hsiao will allow; at $48.59, the figure suggests one-year gains of 123%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037688613,"gmtCreate":1648091758288,"gmtModify":1676534303355,"author":{"id":"3580704334567935","authorId":"3580704334567935","name":"whywhywhywhy","avatar":"https://static.tigerbbs.com/28195847b88a5c5115f0ab53d2eb35e7","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3580704334567935","authorIdStr":"3580704334567935"},"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037688613","repostId":2221704120,"repostType":4,"repost":{"id":"2221704120","kind":"news","pubTimestamp":1648091362,"share":"https://ttm.financial/m/news/2221704120?lang=&edition=fundamental","pubTime":"2022-03-24 11:09","market":"us","language":"en","title":"NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2221704120","media":"TipRanks","summary":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have fur","content":"<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Could Weather the Macro Headwinds, Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-24 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.tipranks.com/news/article/nio-stock-could-weather-the-macro-headwinds-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221704120","content_text":"Recently, the Chinese EV space has been beset by several worrying developments. Morgan Stanley’s Tim Hsiao counts “geopolitical tensions, pervasive Covid curbs and ADR de-listing risks” which have further impacted EV start-ups already struggling with operational challenges such as disruptions to the supply of chips, batteries and other elements.Rising EV manufacturing costs which will result in higher prices could also mean EV sales will take a hit. However, given the “continuous innovation,” in the space, Hsiao sees this headwind fading over time.Additionally, China’s policies toward EVs are highly favorable with the sector forming a big part of the 5%+ GDP growth the country has targeted.As such, while Hsiao thinks smaller EV players might not be able to survive against the “gloomy macro backdrop,” bigger well-funded companies such as Nio (NIO) should be able to whether the current headwinds. Furthermore, the recent secondary listing in Hong King also helps mitigate the worry of a US delisting.That said, based on the latest developments, there are several adjustments to Hsiao’s model. Mainly based on the macro slowdown which could put some pressure on the sale of luxury vehicles, the analyst’s volume estimate for 2022 is slashed by 8% to 165,000 units.Additionally, with legacy OEMs accelerating the move to hybrid offerings (both HEV and PHEV), that could potentially delay the “holistic BEV transition,” Hsiao has also cut his longer-term volume estimates (towards 2030) by 3-7%.Also, to account for a more “cautious view on emerging markets as well as the consumption slowdown,” Hsiao has increased the China equity risk premium from 2% to 4%. “Our risk premium assumption is on par with our assumption for other traditional OEMs despite the ADR de-listing overhang, as we believe this is largely hedged by the H-share listing,” the analyst explained.The result of all the above is a reduction to the price target, which drops from $66 to $34. Nevertheless, there’s still upside of 56% from current levels. Hsiao’s rating stays an Overweight (i.e., Buy).It’s mostly Buys from the rest of the Street’s analysts too – 11, in total - and with two additional Holds, the consensus view is that this stock is a Strong Buy. The average price target is more bullish than Hsiao will allow; at $48.59, the figure suggests one-year gains of 123%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":140,"commentSize":16,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}