NIO Inc. USD OV    Last:5.8    -0.18

New listing (20May2022) Nio, EV manufacturer

PSS in operation:
Norway
Nio PSS Vestby, Norway
Nio PSS Lillehammer, Norway
Nio PSS Lier (Drammen)
Nio PSS Stavanger
Germany
Nio PSS Zusmarshausen, Germany
Nio PSS Hilden
Netherlands
Nio PSS Apeldoorn, Netherland
Nio PSS Tilburg
Nio PSS Den Hoorn, Netherland
Nio PSS Utrecht by
Sweden
Nio PSS Varberg Nord, Sweden
Nio PSS Mantrop
Denmark
Nio PSS Slagelse, Denmark

Future plan to increase to 120 PSS by end 2023. Thats 10 times growth

 

The take-off might happen earlier coz nowadays there are much more information available to the public, such as the number of cars getting .registered for insurance coverage per week. The numbers of PowerSwap stations being built in European cities and future pricing of lithium batteries. It is up to the analyst to make early projections on the direction/ progress of the company.
 

Ftyeng      ( Date: 12-Apr-2023 12:41) Posted: Investors feel less confident about this stock now based on the patterns of the charts. Besides, it has not really arrived in Singapore so hard to get investors to get excited about it. I purchased some shares in 2 of 3 markets that it is listed giving the CEO the benefits of doubts some time ago but eventually the CEO needs to show real Net Profits for this stock to really take off.   Hopefully also they would not dilute it too.   Leenyah      ( Date: 12-Apr-2023 07:28) Posted: Can remember what the CEO said in Mar - By Q4 of this year, NIO is confident that the gross margin will climb to 18%-20%, for several reasons. 2 reasons were offered in the IR conference call.

 

Investors feel less confident about this stock now based on the patterns of the charts.

Besides, it has not really arrived in Singapore so hard to get investors to get excited about it.

I purchased some shares in 2 of 3 markets that it is listed giving the CEO the benefits of doubts some time ago but eventually the CEO needs to show real Net Profits for this stock to really take off.   Hopefully also they would not dilute it too.

 

Leenyah      ( Date: 12-Apr-2023 07:28) Posted: Can remember what the CEO said in Mar - By Q4 of this year, NIO is confident that the gross margin will climb to 18%-20%, for several reasons. 2 reasons were offered in the IR conference call.

 

Can remember what the CEO said in Mar - By Q4 of this year, NIO is confident that the gross margin will climb to 18%-20%, for several reasons. 2 reasons were offered in the IR conference call.

 

Read that 94 million shares shorted is to be covered in 2-3 days. A massive short squeeze coming.

 

Hope NIO will progress towards profitability in 2023/24 with its sales expansion to Europe and more local Chinese switching to EVs. Power Swap Gen 2.0 could attract more buyers to NIO than to the other EV makers.

As for Tesla, heard that Tesla has been suit for anti trust action, not sure if this is true.

vicloo      ( Date: 08-Apr-2023 06:42) Posted: Have to agree, even Tesla can't make it in Luxury. Just look at model 1 with an ugly large desktop screen in the middle is not nice at all. Overall quality of tesla still can't beat bmw or Benz. NIO needs to find a way to be profitable. investshare      ( Date: 08-Apr-2023 00:59) Posted: Few years back, when EV is new, selling more even at loss to gain market is a good strategy. But today, technology already stable, and market competition comes, what is the use to sell more if no profit? It just means bleeding faster. For those who still think Nio is luxury category, maybe they get inspiration from C&K girl. As said, technology is stabilising now, the brand power of luxury brand is not something the Chinese brands can easily achieved. You just look china can produce watches, phones, clothes, but which luxury brand it invented? For me, if I want to go luxury, definitely it will BMW or Mercedes.

 

Have to agree, even Tesla can't make it in Luxury. Just look at model 1 with an ugly large desktop screen in the middle is not nice at all. Overall quality of tesla still can't beat bmw or Benz. NIO needs to find a way to be profitable.

investshare      ( Date: 08-Apr-2023 00:59) Posted: Few years back, when EV is new, selling more even at loss to gain market is a good strategy. But today, technology already stable, and market competition comes, what is the use to sell more if no profit? It just means bleeding faster. For those who still think Nio is luxury category, maybe they get inspiration from C&K girl. As said, technology is stabilising now, the brand power of luxury brand is not something the Chinese brands can easily achieved. You just look china can produce watches, phones, clothes, but which luxury brand it invented? For me, if I want to go luxury, definitely it will BMW or Mercedes.

 

Few years back, when EV is new, selling more even at loss to gain market is a good strategy.
But today, technology already stable, and market competition comes, what is the use to sell more if no profit? It just means bleeding faster.
For those who still think Nio is luxury category, maybe they get inspiration from C&K girl.
As said, technology is stabilising now, the brand power of luxury brand is not something the Chinese brands can easily achieved. You just look china can produce watches, phones, clothes, but which luxury brand it invented?
For me, if I want to go luxury, definitely it will BMW or Mercedes.

 

China should see all the cars to be EVs in 10 to 15 years. For the technically savvy, EVs makes a lot of sense because maintenance costs and operational cost is reduced drastically. SG is different due to its tax structure

For NIO to be heading downwards is very unlikely. China has population of 1.4B. Also India will be next to adopt the trend

kandinsky      ( Date: 06-Apr-2023 10:26) Posted: William Li talking cock as usual, full of hot air. If he can do 250k in 2023, pigs will grow wings Leenyah      ( Date: 02-Apr-2023 23:09) Posted: In the latest announcement NIO delivered 10,378 vehicles in March 2023 - not much higher compared to Q4. Will NIO missed on target again as earlier reports indicated NIO plans to double production/ delivery to 250k in 2023?

 

William Li talking cock as usual, full of hot air. If he can do 250k in 2023, pigs will grow wings

Leenyah      ( Date: 02-Apr-2023 23:09) Posted: In the latest announcement NIO delivered 10,378 vehicles in March 2023 - not much higher compared to Q4. Will NIO missed on target again as earlier reports indicated NIO plans to double production/ delivery to 250k in 2023?

 

that is vrery ambitious..

 

In the latest announcement NIO delivered 10,378 vehicles in March 2023 - not much higher compared to Q4. Will NIO missed on target again as earlier reports indicated NIO plans to double production/ delivery to 250k in 2023?

 

At 1.6 billion shares outstanding and 4 digit deliveries, not sure how the sure price can sustain those holding the stock since ipo in sg all losing money. William Li is just full of hot air with all his sales targets, nothing more.

 

Tesla is not toyota. They cannot compete on mass market price car. Better bet will be BYD for that category. Nio is luxury brand aiming young and hype buyers. Nio has battery swap, do BMW EV can do it?

investshare      ( Date: 28-Mar-2023 08:29) Posted: My view is this.. Tesla will set the standard for mass which is very cost competitive. Nio would not able to compete here. As for premium market, it will still be continental cars. If you can afford, would you want a BMW EV or Nio? uiop1223      ( Date: 28-Mar-2023 07:58) Posted: The rich chinese who want to buy premium will go to telsa. Just like premium phone go buy iphone. The poor will go for cheapest EV car and not NIO

 

My view is this..
Tesla will set the standard for mass which is very cost competitive. Nio would not able to compete here.
As for premium market, it will still be continental cars. If you can afford, would you want a BMW EV or Nio?

uiop1223      ( Date: 28-Mar-2023 07:58) Posted: The rich chinese who want to buy premium will go to telsa. Just like premium phone go buy iphone. The poor will go for cheapest EV car and not NIO. mav1ryan      ( Date: 13-Mar-2023 13:56) Posted: Hi Investshare 1) I believe Nio is building more cars, and th opening up of China after pandemic will further push up their car volume. EV market in China is huge, and is enough to feed Nio on the premium market 2) The battery swap station in the long run will be good for Nio, it is like building an extra layer of eco-system besides the usual charging stations 3) Nio is very focus on making premium EV, and stay on that course for good. This has to do with the strong leadership under Li Bing, he is not called the Elon Musk of China for nothing. I invest in Nio because of its leadership

 

Nio is actually a better car with better driving specs than Tesla although I must say they need to work on software a bit..

uiop1223      ( Date: 28-Mar-2023 07:58) Posted: The rich chinese who want to buy premium will go to telsa. Just like premium phone go buy iphone. The poor will go for cheapest EV car and not NIO. mav1ryan      ( Date: 13-Mar-2023 13:56) Posted: Hi Investshare 1) I believe Nio is building more cars, and th opening up of China after pandemic will further push up their car volume. EV market in China is huge, and is enough to feed Nio on the premium market 2) The battery swap station in the long run will be good for Nio, it is like building an extra layer of eco-system besides the usual charging stations 3) Nio is very focus on making premium EV, and stay on that course for good. This has to do with the strong leadership under Li Bing, he is not called the Elon Musk of China for nothing. I invest in Nio because of its leadership

 

The rich chinese who want to buy premium will go to telsa. Just like premium phone go buy iphone.

The poor will go for cheapest EV car and not NIO.

mav1ryan      ( Date: 13-Mar-2023 13:56) Posted: Hi Investshare 1) I believe Nio is building more cars, and th opening up of China after pandemic will further push up their car volume. EV market in China is huge, and is enough to feed Nio on the premium market 2) The battery swap station in the long run will be good for Nio, it is like building an extra layer of eco-system besides the usual charging stations 3) Nio is very focus on making premium EV, and stay on that course for good. This has to do with the strong leadership under Li Bing, he is not called the Elon Musk of China for nothing. I invest in Nio because of its leadership

 

I am not sure if the CFO of Nio is living in lala land or high on crack, how is he confident of doubling deliveries to 250k this year? Saying things to boost his confidence is one thing, deluding shareholders and the world is another matter.

 

Do you expect better results this quarter?

EV price war in Thailand heats up as Bangkok Motor Show commences

BANGKOK -- The electric vehicle price war has reached Thailand, with Chinese, Japanese and South Korean automakers offering steep discounts on new models at the kingdom's annual international motor show, which opened this week.

 

Elon Musk won't survive very long in China and he knows that, Byd has already overtaken Tesla in China. He won't be able to cut cost all the time as it will hurt Tesla's margins as well. The Chinese govt just has to announce subsidies to support Chinese brands and Tesla can kiss the Chinese mkt goodbye.

investshare      ( Date: 13-Mar-2023 13:20) Posted: Can you share what exactly are the positive signs you see? What Elon Musk doing now is bloodletting..it will compress the margin and kill off competitors. mav1ryan      ( Date: 13-Mar-2023 11:27) Posted: I am actually quite positive with Nio despite the current turbulences they are facing. There are signs that Nio is turning the corners and is expecting breakeven for 2023 (if this happened, Nio will fly). The semi-conductors used for automotive businesses are not the high end type mainly used in telecommunication, therefore they should be spared from the trade dispute with US. China IC makers should be able to assure their supplies.