$NIO Inc (NIO.US)$ Very disappointing delivery number. The total delivery numbers have been stagnant for almost 6 months, so no growth. The more share of ONVO in delivery number means ASP and revenue is decreased for OCT. So much talk about double shifts for more than 2 months, but the delivery numbers are still the same. Extra incentives for November show that new order inflow may not be great.
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$NIO Inc (NIO.US)$ CEO spent so much money in advertising ONVO L60 and marketing and kept price so low, and now when order are piling up he has no production capacity. Now, people will wait for a couple of months and start canceling their preorder. When new factories come into production in the 3rd quarter next year, L60 will already be a year old model, and the other companies will come with more exciting cars. Exactly same thing happened a couple of year back with ET5 when all the peo...
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$NIO Inc (NIO.US)$ ONVO was supposed to be Tesla model Y killer. But it has been priced too low, and that clearly shows that ONVO can not fight with TESLA at the same price range. With such low price, I suppose NiO will heavily lose a lot of money on ONVO.
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$NIO Inc (NIO.US)$ Looks like the post earning jump is now over.
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$NIO Inc (NIO.US)$ No need to panic , the stock is correcting towards its fair value. It should trade between 5 to 6 for a couple of more years, untill it starterts earning .
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$NIO Inc (NIO.US)$ I guess the stock is now more or less stabilized. It should hover between 4.5 to 6.00 up to 2026. With current forecast NiO has to sell 50k car per month(30 nio +20 onvo) with improved margin to breakeven, so I guess it will not be able to breakeven before 2027. NiO had the great chance to improve sales with current momentum, but the usless CEO spent all the money in loss making projects instead of making factories to build cars.
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$NIO Inc (NIO.US)$ pretty strange that what Deutsche put such a low delivery target for 2025. Even with 20K Nio and 10k ONVO, NiO should deliver at least 360000 next year, and with F3 coming in 3rd quarter, the number should cross 400000 easily. Anybody has idea what the logic behind such a low projections ? https://cnevpost.com/2024/09/06/db-expects-nio-6-new-products-330000-sales-2025/
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$NIO Inc (NIO.US)$ Why NiO is reducing the price of ONVO at launch? does the pre booking number are lower than expected.
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$NIO Inc (NIO.US)$ NiO has built very few swap stations this year compared last year. I expect this should positively impact its profitability. If NiO still posts similar losses this year, then there is something wrong with the company.
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$NIO Inc (NIO.US)$ Such an irony that the people who were crying and saying the stock is manipulated and undervalued when stock was 10$ are now celebrating that stock jumped 4% and reached 3.9 ![]()
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VIVEK SURANA OP : it does include ONVO. ONVO (4319)+ NiO (16657) is =20 k