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junqi_12

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- junqi_12junqi_12
  ·2021-06-27
  Why not both? Both excel what they are good at. Also focusing on different projects, I personally see their potential in the next 1-2 years :)
  Ford Or NIO? The Final Verdict
  I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford launching a major offensive in the market for electric vehicles, Chinese EV maker NIO will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based
  Ford Or NIO? The Final Verdict
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- junqi_12junqi_12
  ·2021-06-19
  Will this affect the stock price?
  Sorry, this post has been deleted
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- junqi_12junqi_12
  ·2021-06-18
  Why slowing down to make the world better? Let’swork altogether!!!
  AstraZeneca Vaccine Faces More Supply Hurdles, Now From Thailand
  AstraZeneca Plc’s Covid-19 vaccine manufacturing partner in Southeast Asia has missed a delivery tar
  AstraZeneca Vaccine Faces More Supply Hurdles, Now From Thailand
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- junqi_12junqi_12
  ·2021-06-18
  $DraftKings Inc.(DKNG)$Follow what Catie Woodshad done. What you think of it’s potential. Please like and comment??
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Both excel what they are good at. Also&nbsp;focusing on different projects, I personally see their potential in the next 1-2 years :)","listText":"Why not both? Both excel what they are good at. Also&nbsp;focusing on different projects, I personally see their potential in the next 1-2 years :)","text":"Why not both? Both excel what they are good at. Also focusing on different projects, I personally see their potential in the next 1-2 years :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/124705704","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","pubTimestamp":1624754401,"share":"https://ttm.financial/m/news/1137119316?lang=&edition=fundamental","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p>\n<ul>\n <li>I am comparing Ford against NIO in different categories.</li>\n <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>\n <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p>\n<p><b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p>\n<p>Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p>\n<p><b>Market opportunity</b></p>\n<p>In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p>\n<p>China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p>\n<p>Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p>\n<p>Turning to growth projections.</p>\n<p>With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p>\n<p>Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p>\n<p><b>Scale and manufacturing competence</b></p>\n<p>Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p>\n<p>Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p>\n<p>Winner here: Ford.</p>\n<p><b>Differentiation and BaaS revenue model</b></p>\n<p>Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p>\n<p>Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p>\n<p>The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p>\n<p>The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p>\n<p>Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p>\n<p>Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p>\n<p>The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p>\n<p><b>Sales growth and valuation</b></p>\n<p>Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p>\n<p>Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p>\n<p>Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p>\n<p><b>NIO has larger risks...</b></p>\n<p>NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p>\n<p><b>Final verdict</b></p>\n<p>NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p>\n<p>Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p>\n<p>If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p>","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>Ford Or NIO? The Final Verdict</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\">\nFord Or NIO? The Final Verdict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">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","F":"福特汽车"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570656625926041","authorId":"3570656625926041","authorIdStr":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":2,"crmLevelSwitch":0,"idStr":"3570656625926041"},"content":"yes..you can have the best for both..","text":"yes..you can have the best for both..","html":"yes..you can have the best for both.."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165067208,"gmtCreate":1624082085804,"gmtModify":1703828499105,"author":{"id":"3582180679912233","authorId":"3582180679912233","authorIdStr":"3582180679912233","name":"junqi_12","avatar":"https://static.tigerbbs.com/156134db0676b31150ce0fbdcb0c2a22","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582180679912233"},"themes":[],"htmlText":"Will this affect the stock price?","listText":"Will this affect the stock price?","text":"Will this affect the stock price?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165067208","repostId":"2144218770","repostType":4,"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166252984,"gmtCreate":1624014073048,"gmtModify":1703826558001,"author":{"id":"3582180679912233","authorId":"3582180679912233","authorIdStr":"3582180679912233","name":"junqi_12","avatar":"https://static.tigerbbs.com/156134db0676b31150ce0fbdcb0c2a22","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582180679912233"},"themes":[],"htmlText":"Why slowing down to make the world better? Let’swork altogether!!!","listText":"Why slowing down to make the world better? Let’swork altogether!!!","text":"Why slowing down to make the world better? Let’swork altogether!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166252984","repostId":"1176081814","repostType":4,"repost":{"id":"1176081814","pubTimestamp":1624002595,"share":"https://ttm.financial/m/news/1176081814?lang=&edition=fundamental","pubTime":"2021-06-18 15:49","market":"us","language":"en","title":"AstraZeneca Vaccine Faces More Supply Hurdles, Now From Thailand","url":"https://stock-news.laohu8.com/highlight/detail?id=1176081814","media":"bloomberg","summary":"AstraZeneca Plc’s Covid-19 vaccine manufacturing partner in Southeast Asia has missed a delivery tar","content":"<p>AstraZeneca Plc’s Covid-19 vaccine manufacturing partner in Southeast Asia has missed a delivery target in Thailand and shipments to other countries in the region have been delayed, the latest setback for a shot that was meant to be the backbone of the global inoculation effort.</p>\n<p>Thailand was slated to receive and administer 6 million AstraZeneca vaccine doses in June but health authorities this week said they would be distributing only about 3.5 million of those shots this month. Pledging to still give out 6 million doses as planned, officials appear to be making up the shortfall with millions of shots from China’sSinovac Biotech Ltd.</p>\n<p>Shipments of shots made by Siam Bioscience -- AstraZeneca’s Bangkok-based partner, which has links to the Thai royal family -- to Malaysia and the Philippines have also been delayed, though both countries say they don’t expect to be waiting for too long.</p>\n<p>The situation comes on top of delivery problems at India’sSerum Institute of India Ltd., another AstraZeneca partner, which has left developing countries from Nepal to Rwanda short of shots that were promised through the World Health Organization-backed Covax program. Siam Bioscience is AstraZeneca’s sole Covid vaccine partner in Southeast Asia, a region that is trailing on inoculation and where the virus continues to flare, including in Thailand where infections have surged over the past two months.</p>\n<p>AstraZeneca declined to comment, while Siam BioScience didn’t respond to requests for comment.</p>\n<p>The Philippines now expects a batch of nearly 1.2 million AstraZeneca shots to be shipped from Thailand in mid-July rather than this month, though a government official saidthe initial delaywill not derail the country’s vaccination push. In Malaysia, authorities say they’re working to resolve the issues around the delivery schedule, which the government stated in May would see 610,000 doses arrive from Thailand in June and another 410,000 in July.</p>\n<p>AstraZeneca itself is also facing legal action from the European Union for a production shortfall, with the company only delivering 30 million doses to the bloc in the first quarter, compared with an original target of 120 million.</p>\n<p>Seeking Alternatives</p>\n<p>The Anglo-Swedish company, which partnered with the University of Oxford on the vaccine, received orders to supply as many as 3 billion doses worldwide before efficacy data came out last year, more than twice as many as any other first wave shot, data compiled by Bloomberg shows.</p>\n<p>While not exclusive to AstraZeneca, the various delays -- particularly out of India, which has banned the export of Covid vaccines -- have left dozens of countries that were counting on the shot desperate to find doses elsewhere, and undermined the company’s bid to supply the developing world.</p>\n<p>Now, countries are turning to alternatives, particularly shots developed by Chinese companies Sinovac and Sinopharm that recently received approval from the WHO. While they’re less effective than the Messenger RNA vaccines made by Pfizer Inc., BioNTech SE and Moderna Inc., these shots are easier to store and transport.</p>\n<p>Thailand, which aims to vaccinate70% of its populationby the end of this year, is also now allowing regional health authorities to extend the interval between Astrazeneca vaccine doses to 16 weeks, from 10 to 12 weeks previously, though officials say the move is to optimize the shot’s effectiveness and not for lack of supply.</p>\n<p>The country has alsoordered20 million doses of the Pfizer-BioNTech vaccine and isin talksfor 5 million doses of the single-shot Johnson &amp; Johnson vaccine as it continues to expect deliveries of the Astra shots from Siam Bioscience.</p>\n<p>New to Vaccine-making</p>\n<p>AstraZeneca’s vaccine is among the cheapest of the first round of Covid shots because the company said it wouldn’t take a profit, selling it at cost.</p>\n<p>But the lack of economic incentives could have constrained AstraZeneca and its manufacturing partners’ ability to get the supply chain in order, said Carlos Cordon, a professor of strategy and supply chain management at the Institute for Management Development in Lausanne, Switzerland.</p>\n<p>“The supply chain of the Astra vaccine is not an easy one and, logically, one would assume that there will be more than one source of supply to avoid bottlenecks,” Cordon said. “A little bit of an economic incentive would have certainly helped to make companies in the supply chain even eager to make higher production volumes.”</p>\n<p>AstraZeneca’s choice of Thai partner raised questions from the start. Unlike India’s Serum -- which was the world’s biggest vaccine maker before the pandemic -- and other Asia partners like South Korea’sSK Bioscience Co., Siam Bioscience is new to the vaccine-making business.</p>\n<p>The company was founded in 2009 as Thailand’s first domestic bio-pharmaceutical drugmaker by the father of the nation’s current King Maha Vajiralongkorn, to provide cheaper alternatives to imported drugs. It has also made Covid test kits.</p>\n<p>It’s set up by theCrown Property Bureau, an agency that managed assets for the palace no matter who sat on the throne. The company had been operating at a loss in the four years leadingup tothe year of pandemic, when it brought in anet profitof 35.8 million baht ($1.1 million), according to data published by the Department of Business Development.</p>\n<p>In February, Thai Prime Minister Prayuth Chan-Ocha said Siam Bioscience does not seek to profit from making the Astra vaccines.</p>\n<p>Royal Links</p>\n<p>Complicating matters is Thailand’s lese majeste law, which can see jail time ofup to15 years for defaming the royal family. Its sweeping mandate means that little is said publicly about Siam Bioscience, even as concerns over vaccine supplies grow.</p>\n<p>In January, Thai officialssaidthat Siam Bioscience would make 200 million doses each year. They haven’t spoken publicly again about the company in detail since.</p>\n<p>When former prime-ministerial candidate Thanathorn Juangroongruangkit suggested that Siam Bioscience’s royal ties played a role in its appointment as AstraZeneca’s partner, the high-profile government critic waschargedwith royal defamation.</p>\n<p>Prime Minister Prayuthapologizedthis week to the public for the delay, blaming “supply and distribution issues” without elaborating. Neither the Thai government nor Siam Bioscience responded to repeated requests for information on what is causing the supply shortfalls.</p>\n<p>One Thaihealthcareindustry veteran, who asked not to be identified for fear of legal repercussions, likened the situation with Siam Bioscience to a bakery that just started making bread.</p>\n<p>“They still haven’t perfected their craft,” he said. “None of us really knows their production capacity because they haven’t publicized it and we can’t criticize it. No one is willing to say. They can’t say it, because it’s Siam Bioscience.”</p>","source":"lsy1584095487587","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>AstraZeneca Vaccine Faces More Supply Hurdles, Now From Thailand</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\">\nAstraZeneca Vaccine Faces More Supply Hurdles, Now From Thailand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 15:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-18/astrazeneca-vaccine-faces-more-supply-hurdles-now-from-thailand?srnd=premium-asia><strong>bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AstraZeneca Plc’s Covid-19 vaccine manufacturing partner in Southeast Asia has missed a delivery target in Thailand and shipments to other countries in the region have been delayed, the latest setback...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-18/astrazeneca-vaccine-faces-more-supply-hurdles-now-from-thailand?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AZN":"阿斯利康"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-18/astrazeneca-vaccine-faces-more-supply-hurdles-now-from-thailand?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176081814","content_text":"AstraZeneca Plc’s Covid-19 vaccine manufacturing partner in Southeast Asia has missed a delivery target in Thailand and shipments to other countries in the region have been delayed, the latest setback for a shot that was meant to be the backbone of the global inoculation effort.\nThailand was slated to receive and administer 6 million AstraZeneca vaccine doses in June but health authorities this week said they would be distributing only about 3.5 million of those shots this month. Pledging to still give out 6 million doses as planned, officials appear to be making up the shortfall with millions of shots from China’sSinovac Biotech Ltd.\nShipments of shots made by Siam Bioscience -- AstraZeneca’s Bangkok-based partner, which has links to the Thai royal family -- to Malaysia and the Philippines have also been delayed, though both countries say they don’t expect to be waiting for too long.\nThe situation comes on top of delivery problems at India’sSerum Institute of India Ltd., another AstraZeneca partner, which has left developing countries from Nepal to Rwanda short of shots that were promised through the World Health Organization-backed Covax program. Siam Bioscience is AstraZeneca’s sole Covid vaccine partner in Southeast Asia, a region that is trailing on inoculation and where the virus continues to flare, including in Thailand where infections have surged over the past two months.\nAstraZeneca declined to comment, while Siam BioScience didn’t respond to requests for comment.\nThe Philippines now expects a batch of nearly 1.2 million AstraZeneca shots to be shipped from Thailand in mid-July rather than this month, though a government official saidthe initial delaywill not derail the country’s vaccination push. In Malaysia, authorities say they’re working to resolve the issues around the delivery schedule, which the government stated in May would see 610,000 doses arrive from Thailand in June and another 410,000 in July.\nAstraZeneca itself is also facing legal action from the European Union for a production shortfall, with the company only delivering 30 million doses to the bloc in the first quarter, compared with an original target of 120 million.\nSeeking Alternatives\nThe Anglo-Swedish company, which partnered with the University of Oxford on the vaccine, received orders to supply as many as 3 billion doses worldwide before efficacy data came out last year, more than twice as many as any other first wave shot, data compiled by Bloomberg shows.\nWhile not exclusive to AstraZeneca, the various delays -- particularly out of India, which has banned the export of Covid vaccines -- have left dozens of countries that were counting on the shot desperate to find doses elsewhere, and undermined the company’s bid to supply the developing world.\nNow, countries are turning to alternatives, particularly shots developed by Chinese companies Sinovac and Sinopharm that recently received approval from the WHO. While they’re less effective than the Messenger RNA vaccines made by Pfizer Inc., BioNTech SE and Moderna Inc., these shots are easier to store and transport.\nThailand, which aims to vaccinate70% of its populationby the end of this year, is also now allowing regional health authorities to extend the interval between Astrazeneca vaccine doses to 16 weeks, from 10 to 12 weeks previously, though officials say the move is to optimize the shot’s effectiveness and not for lack of supply.\nThe country has alsoordered20 million doses of the Pfizer-BioNTech vaccine and isin talksfor 5 million doses of the single-shot Johnson & Johnson vaccine as it continues to expect deliveries of the Astra shots from Siam Bioscience.\nNew to Vaccine-making\nAstraZeneca’s vaccine is among the cheapest of the first round of Covid shots because the company said it wouldn’t take a profit, selling it at cost.\nBut the lack of economic incentives could have constrained AstraZeneca and its manufacturing partners’ ability to get the supply chain in order, said Carlos Cordon, a professor of strategy and supply chain management at the Institute for Management Development in Lausanne, Switzerland.\n“The supply chain of the Astra vaccine is not an easy one and, logically, one would assume that there will be more than one source of supply to avoid bottlenecks,” Cordon said. “A little bit of an economic incentive would have certainly helped to make companies in the supply chain even eager to make higher production volumes.”\nAstraZeneca’s choice of Thai partner raised questions from the start. Unlike India’s Serum -- which was the world’s biggest vaccine maker before the pandemic -- and other Asia partners like South Korea’sSK Bioscience Co., Siam Bioscience is new to the vaccine-making business.\nThe company was founded in 2009 as Thailand’s first domestic bio-pharmaceutical drugmaker by the father of the nation’s current King Maha Vajiralongkorn, to provide cheaper alternatives to imported drugs. It has also made Covid test kits.\nIt’s set up by theCrown Property Bureau, an agency that managed assets for the palace no matter who sat on the throne. The company had been operating at a loss in the four years leadingup tothe year of pandemic, when it brought in anet profitof 35.8 million baht ($1.1 million), according to data published by the Department of Business Development.\nIn February, Thai Prime Minister Prayuth Chan-Ocha said Siam Bioscience does not seek to profit from making the Astra vaccines.\nRoyal Links\nComplicating matters is Thailand’s lese majeste law, which can see jail time ofup to15 years for defaming the royal family. Its sweeping mandate means that little is said publicly about Siam Bioscience, even as concerns over vaccine supplies grow.\nIn January, Thai officialssaidthat Siam Bioscience would make 200 million doses each year. They haven’t spoken publicly again about the company in detail since.\nWhen former prime-ministerial candidate Thanathorn Juangroongruangkit suggested that Siam Bioscience’s royal ties played a role in its appointment as AstraZeneca’s partner, the high-profile government critic waschargedwith royal defamation.\nPrime Minister Prayuthapologizedthis week to the public for the delay, blaming “supply and distribution issues” without elaborating. Neither the Thai government nor Siam Bioscience responded to repeated requests for information on what is causing the supply shortfalls.\nOne Thaihealthcareindustry veteran, who asked not to be identified for fear of legal repercussions, likened the situation with Siam Bioscience to a bakery that just started making bread.\n“They still haven’t perfected their craft,” he said. “None of us really knows their production capacity because they haven’t publicized it and we can’t criticize it. No one is willing to say. They can’t say it, because it’s Siam Bioscience.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166227986,"gmtCreate":1624013578945,"gmtModify":1703826547797,"author":{"id":"3582180679912233","authorId":"3582180679912233","authorIdStr":"3582180679912233","name":"junqi_12","avatar":"https://static.tigerbbs.com/156134db0676b31150ce0fbdcb0c2a22","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582180679912233"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a>Follow what Catie Woodshad done. What you think of it’s potential. Please like and comment??","listText":"<a href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a>Follow what Catie Woodshad done. What you think of it’s potential. Please like and comment??","text":"$DraftKings Inc.(DKNG)$Follow what Catie Woodshad done. What you think of it’s potential. Please like and comment??","images":[{"img":"https://static.tigerbbs.com/542857729d607ffb142913dd4b2d59d8","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166227986","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}