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shawn369

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- shawn369shawn369
  ·2023-08-29
  $CapAllianz(594.SI)$ coming liao
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- shawn369shawn369
  ·2022-08-24
  What a joke . Have car cannot use? Now people will think again before buy electric cars
  Tesla, Nio Suspend EV Charging Services as China Power Cuts Bite
  Facilities in Chengdu, Chongqing have been taken offlineDrought, heatwave gripping China has disrupt
  Tesla, Nio Suspend EV Charging Services as China Power Cuts Bite
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- shawn369shawn369
  ·2022-08-06
  $Tiger Brokers(TIGR)$buy in
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- shawn369shawn369
  ·2022-08-02
  China made cars 😒
  NIO: Another Delivery Disappointment
  SummaryJuly deliveries constrained by the supply of casting parts.Company seems to have problems eve
  NIO: Another Delivery Disappointment
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- shawn369shawn369
  ·2022-07-29
  . . I I .I ..
  Musk Sees Inflation Dip as Tesla Commodity Prices Trend Down
  Musk Sees Inflation Dip as Tesla Commodity Prices Trend Down
  Musk Sees Inflation Dip as Tesla Commodity Prices Trend Down
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- shawn369shawn369
  ·2022-07-29
  https://www.tipranks.com/news/blurbs/analysts-offer-insights-on-healthcare-companies-veru-veru-otonomy-otic-and-karuna-therapeutics-krtx?mod=mw_quote_news
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- shawn369shawn369
  ·2022-07-28
  https://english.chosun.com/site/data/html_dir/2022/07/18/2022071800652.html
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- shawn369shawn369
  ·2022-07-28
  $Veru Inc.(VERU)$time to buy in and hold
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- shawn369shawn369
  ·2022-07-26
  $Veru Inc.(VERU)$going up. Buy
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- shawn369shawn369
  ·2022-07-26
  $Exela Technologies, Inc.(XELA)$this stock is 💩
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href=\"https://ttm.financial/S/594.SI\">$CapAllianz(594.SI)$ &nbsp;</a>coming liao","listText":"<a href=\"https://ttm.financial/S/594.SI\">$CapAllianz(594.SI)$ &nbsp;</a>coming liao","text":"$CapAllianz(594.SI)$ coming liao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214085807067256","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992507901,"gmtCreate":1661332541007,"gmtModify":1676536498425,"author":{"id":"4102598446648030","authorId":"4102598446648030","name":"shawn369","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4102598446648030","idStr":"4102598446648030"},"themes":[],"htmlText":"What a joke . Have car cannot use? Now people will think again before buy electric cars&nbsp;","listText":"What a joke . Have car cannot use? Now people will think again before buy electric cars&nbsp;","text":"What a joke . Have car cannot use? Now people will think again before buy electric cars","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992507901","repostId":"2261618986","repostType":4,"repost":{"id":"2261618986","pubTimestamp":1661330597,"share":"https://ttm.financial/m/news/2261618986?lang=&edition=fundamental","pubTime":"2022-08-24 16:43","market":"sg","language":"en","title":"Tesla, Nio Suspend EV Charging Services as China Power Cuts Bite","url":"https://stock-news.laohu8.com/highlight/detail?id=2261618986","media":"Bloomberg","summary":"Facilities in Chengdu, Chongqing have been taken offlineDrought, heatwave gripping China has disrupt","content":"<html><head></head><body><ul><li>Facilities in Chengdu, Chongqing have been taken offline</li><li>Drought, heatwave gripping China has disrupted power supplies</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d9660e251bc87d40c7d9504213735a8\" tg-width=\"1000\" tg-height=\"667\" width=\"100%\" height=\"auto\"/><span>Tesla Supercharger station at a parking garage in Shanghai.Photographer: Qilai Shen/Bloomberg</span></p><p>China’s power crisis is affecting electric-car owners, with automakers including Tesla Inc. and Nio Inc. suspending some charging facilities.</p><p>User apps show charging stations are down in Chengdu in Sichuan province -- where the nation’s worst drought since the 1960s has slashed hydropower generation at the same time a punishing heatwave has sent electricity demand surging -- and the nearby city of Chongqing.</p><p>Nio posted temporary notices on its app’s charging map page informing owners that some of its Chengdu battery-swapping stations are “off-line” because of the “severe overload on the grid under the persisting high temperatures.”</p><p>Tesla turned off or restrictes services at more than a dozen super-charging stations in the two cities, leaving just two still in operation and only during the night as of Aug. 17, local media reported, citing a letter from a driver.</p><p>The power cuts in Sichuan have added to the woes of manufacturers including Toyota Motor Corp. and battery producer Contemporary Amperex Technology Co., which have had to shut factories.</p><p>Teld New Energy, which operates around 300,000 charging pylons nationwide, is asking drivers to check if the services are online before setting out, because local power authorities have requested a shutdown of some facilities. The company is also offering preferential rates for users who charge late at night or early in the morning to avoid the peak time for power demand.</p><p>In the meantime, Nio is calling for users in Sichuan to share their home chargers between Aug. 20 and Sept. 20, while some drivers are trading their fully-charged batteries for almost-dead ones at swapping stations to help fellow owners.</p></body></html>","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>Tesla, Nio Suspend EV Charging Services as China Power Cuts Bite</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\">\nTesla, Nio Suspend EV Charging Services as China Power Cuts Bite\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-24 16:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-24/tesla-nio-suspend-ev-charging-services-as-china-power-cuts-bite><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Facilities in Chengdu, Chongqing have been taken offlineDrought, heatwave gripping China has disrupted power suppliesTesla Supercharger station at a parking garage in Shanghai.Photographer: Qilai Shen...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-24/tesla-nio-suspend-ev-charging-services-as-china-power-cuts-bite\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-24/tesla-nio-suspend-ev-charging-services-as-china-power-cuts-bite","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261618986","content_text":"Facilities in Chengdu, Chongqing have been taken offlineDrought, heatwave gripping China has disrupted power suppliesTesla Supercharger station at a parking garage in Shanghai.Photographer: Qilai Shen/BloombergChina’s power crisis is affecting electric-car owners, with automakers including Tesla Inc. and Nio Inc. suspending some charging facilities.User apps show charging stations are down in Chengdu in Sichuan province -- where the nation’s worst drought since the 1960s has slashed hydropower generation at the same time a punishing heatwave has sent electricity demand surging -- and the nearby city of Chongqing.Nio posted temporary notices on its app’s charging map page informing owners that some of its Chengdu battery-swapping stations are “off-line” because of the “severe overload on the grid under the persisting high temperatures.”Tesla turned off or restrictes services at more than a dozen super-charging stations in the two cities, leaving just two still in operation and only during the night as of Aug. 17, local media reported, citing a letter from a driver.The power cuts in Sichuan have added to the woes of manufacturers including Toyota Motor Corp. and battery producer Contemporary Amperex Technology Co., which have had to shut factories.Teld New Energy, which operates around 300,000 charging pylons nationwide, is asking drivers to check if the services are online before setting out, because local power authorities have requested a shutdown of some facilities. The company is also offering preferential rates for users who charge late at night or early in the morning to avoid the peak time for power demand.In the meantime, Nio is calling for users in Sichuan to share their home chargers between Aug. 20 and Sept. 20, while some drivers are trading their fully-charged batteries for almost-dead ones at swapping stations to help fellow owners.","news_type":1},"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902505784,"gmtCreate":1659715729450,"gmtModify":1704722360818,"author":{"id":"4102598446648030","authorId":"4102598446648030","name":"shawn369","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4102598446648030","idStr":"4102598446648030"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a><v-v data-views=\"1\"></v-v>buy in&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a><v-v data-views=\"1\"></v-v>buy in&nbsp;","text":"$Tiger Brokers(TIGR)$buy in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902505784","isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908740127,"gmtCreate":1659446490471,"gmtModify":1705980421219,"author":{"id":"4102598446648030","authorId":"4102598446648030","name":"shawn369","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4102598446648030","idStr":"4102598446648030"},"themes":[],"htmlText":"China made cars 😒","listText":"China made cars 😒","text":"China made cars 😒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908740127","repostId":"1184576745","repostType":2,"repost":{"id":"1184576745","pubTimestamp":1659445274,"share":"https://ttm.financial/m/news/1184576745?lang=&edition=fundamental","pubTime":"2022-08-02 21:01","market":"sg","language":"en","title":"NIO: Another Delivery Disappointment","url":"https://stock-news.laohu8.com/highlight/detail?id=1184576745","media":"Seeking Alpha","summary":"SummaryJuly deliveries constrained by the supply of casting parts.Company seems to have problems eve","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>July deliveries constrained by the supply of casting parts.</li><li>Company seems to have problems every quarter.</li><li>Late 2022 growth explosion hopes may come down a bit.</li></ul><p>Back in June, I detailed how Chinese electric vehicle maker NIO (NYSE:NIO) was set for massive growth later this year. Between the launch of new models and additional production capacity coming online, expectations were calling for a huge jump in vehicle sales and total revenues. On Monday, the company released its July delivery figure, and the result was another disappointment that makes me wonder a bit about this short term growth trajectory.</p><p>For the seventh calendar month of 2022, NIO announced that it had delivered10,052 vehicles. The year over year growth rate of nearly 27% did come in ahead of peer Li Auto (LI), which grew by 21%, but both of these names significantly trailed XPeng (XPEV) which saw 43% growth. In the graphic below, you can see NIO&#39;s monthly delivery history going back to late 2019.</p><p><img src=\"https://static.tigerbbs.com/05c946880f3d4c9eb1feb5041959947d\" tg-width=\"640\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NIO Monthly Deliveries (Company Releases)</p><p>While that mid to high 20s growth rate seems nice as a headline, it doesn&#39;t tell the entire story. Production of ET7 and EC6 models were constrained by the supply of casting parts. Don&#39;t forget, the company signed a major agreement over 14 months ago to get to 20,000 units of monthly production, and it also has an extra model available this year that it didn&#39;t have last July. Thus, this was only the company&#39;s 5th best month for deliveries, and the July 2022 figure didn&#39;t even beat the one from September 2021 despite production lines seeing multiple upgrades since. Also, key electric vehicle rival Tesla (TSLA) is reportedly able to produce 2,000 Model Y SUVs a day at its Chinese plant now, which is remarkable growth in less than two years. When adding in production of the Model 3, Tesla is approaching a million vehicles per year run rate in Shanghai, while NIO is struggling to top 10,000 units a month.</p><p>It just seems right now that there is always some sort of major issue at NIO that&#39;s impacting deliveries. This is the 5th quarter in a row where at least one month saw some sort of significant disruption. In Q2 2021 some of the lost May production supposedly came back in June, but the end result was still a sequential quarterly delivery increase that wasn&#39;t that impressive. Q3 of last year saw supply chain issues that resulted in a guidance reduction, the following two quarters saw production lines down for upgrades at times, and then Q2 of this year saw major issues due to Covid shutdowns.</p><p>Management said in its July 2022 release that it expects to accelerate vehicle production in the following months of the third quarter of this year. The key question here is by how much? NIO is supposed to start deliveries of two new vehicles during this quarter, and as I said in my previous article, management has guided to reaching 30,000 units a month either late this year or very early in 2023. If the company is having problems getting casting parts for the production of its ET7 sedan, will there be issues also for the ET5 sedan that&#39;s supposed to hit the market in September?</p><p>Again, I bring up the questions about near term production problems because expectations are calling for massive growth in the next couple of quarters. As you can see in the graphic below, starting with the current quarter, the street is expecting five straight quarters of more than 53% revenue growth, with three of those estimates being over 94%. On a sequential basis, analysts are calling for more than a billion dollars of revenue growth in Q3 of this year with nearly a billion more in Q4.</p><p><img src=\"https://static.tigerbbs.com/033777f90d755bfeecf2e4b8d4c0ec7a\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Current Analyst Revenue Estimates(Seeking Alpha)</p><p>I mentioned in my previous article that analysts were extremely bullish on the stock, with the average price target calling for NIO shares to double from then current levels. We have seen that average has come down a couple of bucks since, and NIO shares have risen as well, so current projected upside is down to around 65%. I&#39;m sure that many investors would love to see those kinds of gains, but let&#39;s remember that a lot of that upside is based on this significant growth in revenues moving forward.</p></body></html>","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: Another Delivery Disappointment</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: Another Delivery Disappointment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-02 21:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4528447-nio-another-delivery-disappointment?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A13><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryJuly deliveries constrained by the supply of casting parts.Company seems to have problems every quarter.Late 2022 growth explosion hopes may come down a bit.Back in June, I detailed how Chinese...</p>\n\n<a href=\"https://seekingalpha.com/article/4528447-nio-another-delivery-disappointment?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A13\">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","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4528447-nio-another-delivery-disappointment?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A13","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184576745","content_text":"SummaryJuly deliveries constrained by the supply of casting parts.Company seems to have problems every quarter.Late 2022 growth explosion hopes may come down a bit.Back in June, I detailed how Chinese electric vehicle maker NIO (NYSE:NIO) was set for massive growth later this year. Between the launch of new models and additional production capacity coming online, expectations were calling for a huge jump in vehicle sales and total revenues. On Monday, the company released its July delivery figure, and the result was another disappointment that makes me wonder a bit about this short term growth trajectory.For the seventh calendar month of 2022, NIO announced that it had delivered10,052 vehicles. The year over year growth rate of nearly 27% did come in ahead of peer Li Auto (LI), which grew by 21%, but both of these names significantly trailed XPeng (XPEV) which saw 43% growth. In the graphic below, you can see NIO's monthly delivery history going back to late 2019.NIO Monthly Deliveries (Company Releases)While that mid to high 20s growth rate seems nice as a headline, it doesn't tell the entire story. Production of ET7 and EC6 models were constrained by the supply of casting parts. Don't forget, the company signed a major agreement over 14 months ago to get to 20,000 units of monthly production, and it also has an extra model available this year that it didn't have last July. Thus, this was only the company's 5th best month for deliveries, and the July 2022 figure didn't even beat the one from September 2021 despite production lines seeing multiple upgrades since. Also, key electric vehicle rival Tesla (TSLA) is reportedly able to produce 2,000 Model Y SUVs a day at its Chinese plant now, which is remarkable growth in less than two years. When adding in production of the Model 3, Tesla is approaching a million vehicles per year run rate in Shanghai, while NIO is struggling to top 10,000 units a month.It just seems right now that there is always some sort of major issue at NIO that's impacting deliveries. This is the 5th quarter in a row where at least one month saw some sort of significant disruption. In Q2 2021 some of the lost May production supposedly came back in June, but the end result was still a sequential quarterly delivery increase that wasn't that impressive. Q3 of last year saw supply chain issues that resulted in a guidance reduction, the following two quarters saw production lines down for upgrades at times, and then Q2 of this year saw major issues due to Covid shutdowns.Management said in its July 2022 release that it expects to accelerate vehicle production in the following months of the third quarter of this year. The key question here is by how much? NIO is supposed to start deliveries of two new vehicles during this quarter, and as I said in my previous article, management has guided to reaching 30,000 units a month either late this year or very early in 2023. If the company is having problems getting casting parts for the production of its ET7 sedan, will there be issues also for the ET5 sedan that's supposed to hit the market in September?Again, I bring up the questions about near term production problems because expectations are calling for massive growth in the next couple of quarters. As you can see in the graphic below, starting with the current quarter, the street is expecting five straight quarters of more than 53% revenue growth, with three of those estimates being over 94%. On a sequential basis, analysts are calling for more than a billion dollars of revenue growth in Q3 of this year with nearly a billion more in Q4.Current Analyst Revenue Estimates(Seeking Alpha)I mentioned in my previous article that analysts were extremely bullish on the stock, with the average price target calling for NIO shares to double from then current levels. We have seen that average has come down a couple of bucks since, and NIO shares have risen as well, so current projected upside is down to around 65%. I'm sure that many investors would love to see those kinds of gains, but let's remember that a lot of that upside is based on this significant growth in revenues moving forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3584079457608282","idStr":"3584079457608282"},"content":"Your iphone, notebook, earpiece, Whitegoods, clothes, shoes, etc are made in china. How? Throw away🫣","text":"Your iphone, notebook, earpiece, Whitegoods, clothes, shoes, etc are made in china. How? Throw away🫣","html":"Your iphone, notebook, earpiece, Whitegoods, clothes, shoes, etc are made in china. How? Throw away🫣"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903786333,"gmtCreate":1659074293122,"gmtModify":1676536254615,"author":{"id":"4102598446648030","authorId":"4102598446648030","name":"shawn369","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4102598446648030","idStr":"4102598446648030"},"themes":[],"htmlText":". . I I .I ..","listText":". . I I .I ..","text":". . I I .I ..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903786333","repostId":"2255587791","repostType":2,"repost":{"id":"2255587791","pubTimestamp":1659072050,"share":"https://ttm.financial/m/news/2255587791?lang=&edition=fundamental","pubTime":"2022-07-29 13:20","market":"us","language":"en","title":"Musk Sees Inflation Dip as Tesla Commodity Prices Trend Down","url":"https://stock-news.laohu8.com/highlight/detail?id=2255587791","media":"Bloomberg","summary":"Musk Sees Inflation Dip as Tesla Commodity Prices Trend Down","content":"<div>\n<p>Musk Sees Inflation Dip as Tesla Commodity Prices Trend Down</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-29/musk-sees-inflation-dip-as-tesla-commodity-prices-trend-down\">Web Link</a>\n\n</div>\n","source":"redbox_crawler","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>Musk Sees Inflation Dip as Tesla Commodity Prices Trend Down</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; 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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\">\nMusk Sees Inflation Dip as Tesla Commodity Prices Trend Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-29 13:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-29/musk-sees-inflation-dip-as-tesla-commodity-prices-trend-down><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Musk Sees Inflation Dip as Tesla Commodity Prices Trend Down</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-29/musk-sees-inflation-dip-as-tesla-commodity-prices-trend-down\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-29/musk-sees-inflation-dip-as-tesla-commodity-prices-trend-down","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255587791","content_text":"Musk Sees Inflation Dip as Tesla Commodity Prices Trend 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Buy","listText":"<a href=\"https://ttm.financial/S/VERU\">$Veru Inc.(VERU)$</a>going up. Buy","text":"$Veru Inc.(VERU)$going up. Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909820517","isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909183968,"gmtCreate":1658832142654,"gmtModify":1676536214047,"author":{"id":"4102598446648030","authorId":"4102598446648030","name":"shawn369","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4102598446648030","idStr":"4102598446648030"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>this stock is 💩","listText":"<a href=\"https://ttm.financial/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>this stock is 💩","text":"$Exela Technologies, Inc.(XELA)$this stock is 💩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909183968","isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}