JHVEPhoto In my February 2024 NIO article, I reminded NIO Inc. (NYSE:NIO) investors holding on to their NIO shares that they were prolonging their pain in the battered pure-play Chinese premium EV maker. I urged investors to avoid catching NIO’s falling knife, as the lack of a hybrid strategy could lead to a moment of…
Robert Way It hasn’t been a poor start to Q1 2024 for China’s electric vehicle [EV] company NIO (NYSE:NIO), with a dramatic 52% year-to-date [YTD] price fall after it already saw a 7% decline in 2023. As disappointing as this is, the performance needs to be seen in the context of the sector as a…
Andy Feng NIO Inc. (NYSE:NIO) just made an announcement that said that the electric-vehicle company was curtailing its delivery forecast for 1Q-24 amid a soft demand environment in the company’s core market China. While slowing growth is obviously a big challenge for NIO, and an obstacle for price appreciation for NIO’s stock, I think that…
Andy Feng Article Thesis NIO Inc. (NYSE:NIO) reported its most recent quarterly earnings results on Tuesday morning. The company showed better revenue growth than expected, but the guidance management gave for the current quarter isn’t strong. Overall, NIO has potential, but at least for now. Its execution is sub par compared to some of its…
Julia_Sudnitskaya/iStock via Getty Images We previously covered NIO Inc. (NYSE:NYSE:NIO) in September 2023, discussing its mixed FQ2’23 earnings call, attributed to the underwhelming top/ bottom lines and the likelihood of it missing the previous FY2023 delivery guidance. We had opted to rate the stock as a Hold then, since it was uncertain if the automaker’s…
choochart choochaikupt Thesis Summary NIO Inc. (NYSE:NIO) has just reported its Q3 results, showing strong growth and an improving margin. The stock is up on the day, as investors seem to believe this could be a turning point for the stock. Indeed, I believe the worst could be behind the Chinese economy for now. NIO’s…
coffeekai/iStock via Getty Images Thesis Summary NIO Inc. (NYSE:NIO) has taken investors on a rollercoaster ride over the last few weeks and months. The stock doubled in price, only to crash over 50% in under two months. In the last week, NIO surprised investors with a capital raise of $1 billion, which prompted speculation of…
Getty Images The current price war within the EV industry is making it hard to justify opening a long position in NIO (NYSE:NIO) even at the current price. While the company managed to finally improve its rate of deliveries in August, its margins continue to deteriorate while its cash burn rate remains at unsustainable levels….
The new Nio smartphone, though outwardly resembling a conventional mobile device, harbors unique features that make it a game-changer for Nio’s customers. In a surprising and bold move, Nio Inc (NYSE: NIO), the distinguished Chinese electric car brand, has ventured into the world of smartphones. Nio’s CEO, William Li, recently disclosed in an exclusive interview…
Li Auto, Xpeng, and other Chinese EV companies hit good numbers for deliveries, scaling YoY and Month over Month numbers. Chinese electric vehicle makers Li Auto (NASDAQ: LI), Nio (NYSE: NIO, and Xpeng Inc (HK: 9868) announced that their vehicle deliveries for the month of August were in line with guidance set for the third quarter of 2023….