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taytt

    • taytttaytt
      ·11:25
      $XPENG-W(09868)$  i will only give xpeng a ps ratio of say 1.2 times. Li auto was 1.2time. Nio was 1.0. Have a ps ration of 2.28 for xpeng is not normal at the present valaution. No dbt product is improving bur not the extend. 
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    • taytttaytt
      ·10:56
      $NIO Inc.(NIO)$  my analysis. Revenue expect to increase by 80% in 2025 and with China determination to simulate the economy next year. I see lots of potential in NIO. p/s ratio is at historical low of 0.98. Imagine sale increase by 80% next year, i can only imagine the stock price willincrease by 80% using the same ps ratio. If global investor give higher valu!tion to china equities stock (in nio) say to 1.5 to 2 times ps ratio (could be more. Nio median is 3 times). I can foresee by end of 2025 , sp will reach $12 To $16 end 2025. It is no brainer that sale will increase as nio sets the brands right. And POSTIVE Cash flow just move things forwards much easier. Cash is king ! Rem nio main operation is in china a
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    • taytttaytt
      ·06:48
      This macquerie is trash. Their outlook is 12mths. They publish an upgrade 2 months and quickly changed their perspective..come on. Of course their rate is 80%. I feel nio earning with outlook and positive CASH FLOW is already a surprise. Dbl sale in 2025. Gross margin target at 15% and gradually to 20%. What wrongs with TBESE analyst. Join the wind, as always 

      Nio downgraded to Neutral from Outperform at Macquarie

      Macquarie downgraded Nio (NIO) to Neutral from Outperform with a price target of $4.80, down from $6.60, after weaker demand for the core Nio brand...
      Nio downgraded to Neutral from Outperform at Macquarie
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    • taytttaytt
      ·11-20 21:58
      I bet on nio given how the mgt says abt 2025 growth.
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    • taytttaytt
      ·11-20 21:03
      $NIO Inc.(NIO)$  the ceo and cfo during live. 2026 to be profitable. 2025 net loss to narrow. Delivery to double in 2025 with firefly, onvo, nio.vehicle margin at 15% to 20%. Very strong committment by NIO
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    • taytttaytt
      ·11-20 19:47
      Exactly. $6BILLION in cash, is an improvement. And cash itself take up $3. Maybe it will be postive today. And rev by analyst is bs. Some site say is above estimates. Top line. 
      @qunz：
      $NIO Inc.(NIO)$ No reason to drop from revenue slight miss. Read the fine prints, margins are up, cash flow positive, forecasts ramping to 72k+ this quarter. Yet market cap less than 10B with 6B in cash. Kinda easy to spot such bear traps.
      $NIO Inc.(NIO)$ No reason to drop from revenue slight miss. Read the fine prints, margins are up, cash flow positive, forecasts ramping to 72k+ this quarter. Yet market cap less than 10B with 6B in cash. Kinda easy to spot such bear traps.
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    • taytttaytt
      ·11-20 18:38
      Cash increase too! The u turn has to be near. 
      @Retail Ape：
      $NIO Inc.(NIO)$ Guidance for Q4 deliveries 72k-75k.
      $NIO Inc.(NIO)$ Guidance for Q4 deliveries 72k-75k.
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    • taytttaytt
      ·11-20 17:49
      I am just surprise tat nos of delivery is within guidance and the miss the revenue. They reported q2 on 5 sep. And they forecast for 6 sep to 30sep and yet they fail

      NIO Sales Fall Short as China EV Price War Weighs on Revenue

      Chinese premium electric-car maker Nio Inc. reported revenue that missed estimates and a bigger-than-expected loss as it continues to weather a bruising price war.NIO stock dropped 5.6% in premarket t
      NIO Sales Fall Short as China EV Price War Weighs on Revenue
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    • taytttaytt
      ·11-20 12:00
      So do we follow GAPP or Non GAAP ? Your net loss in GAAP result. Should we follow the non GAAP since is a chinese companies. When is non GAAP, We told out the share based compensation. Any fellow knows ? 

      NIO Net Loss Likely Widened on Flat Revenue in Third Quarter -- Earnings Preview

      NIO is scheduled to report results for the third quarter on Wednesday. Here is what you need to know:. NET LOSS: The Chinese automaker is expected to post net loss of 4.75 billion yuan, equivalent to $656.1 million, according to a consensus estimate compiled by Visible Alpha, widening slightly from 4.63 billion yuan a year earlier.REVENUE: NIO's quarterly revenue likely edged 0.4% higher to 19.14 billion yuan, according to Visible Alpha.The company's Hong Kong-listed shares rose 65% in the third quarter, paring declines this year to 49%.--OUTLOOK: NIO usually provides guidance for revenue and vehicle deliveries along with its quarterly results. Investors will be watching for its fourth-quarter delivery forecast.--MARGIN: Investors will look at NIO's vehicle margin to gauge its profitability. Its vehicle margin was 11.0% in the third quarter last year. Deutsche Bank analyst Bin Wang in a recent note said a higher operating margin was likely for 2024 due to better-than-expected sales vol
      NIO Net Loss Likely Widened on Flat Revenue in Third Quarter -- Earnings Preview
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    • taytttaytt
      ·11-20 11:59
      $NIO Inc.(NIO)$  hi fellow investors, when the media mentioned about net loss, eps. Sometime i realise some told the GAAP and some took the non-Gaap. So which one to follow ? 
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