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$XPeng (XPEV.US)$
Xpeng saw a new delivery record last month, with hot sales of the new models P7+ and Mona M03.
The company delivered 30,895 vehicles in Nov, the first time it has surpassed the 30,000 mark and the third consecutive month of record highs, according to data it released.
This is up 54.16% from 20,041 in the same period last year and up 29.18% from 23,917 in Oct.
In the Jan-Nov period, Xpeng delivered 153,373 vehicles, u...
Xpeng saw a new delivery record last month, with hot sales of the new models P7+ and Mona M03.
The company delivered 30,895 vehicles in Nov, the first time it has surpassed the 30,000 mark and the third consecutive month of record highs, according to data it released.
This is up 54.16% from 20,041 in the same period last year and up 29.18% from 23,917 in Oct.
In the Jan-Nov period, Xpeng delivered 153,373 vehicles, u...
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$NIO Inc (NIO.US)$ people telling you how bad the company, naysayer.... why almost all analyst gives a thumbs up? either a maintain or buy? Who are the smarter and financial savvy? Who based on fundamental?
Want to earn squeeze money... then buy?
Want to earn squeeze money... then buy?
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$NIO Inc (NIO.US)$ come back an hour or so later. this will be green again.
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$NIO Inc (NIO.US)$ On November 20th, NIO founder Li Bin stated during the third quarter financial report conference call in 2024: "With sales doubling next year, the overall operation will continue to achieve positive growth, and losses are expected to narrow next year, with the goal of achieving profitability by 2026."
This year, NIO launched its second brand, LeDo, with the first model L60 starting deliveries on September 28th. Li Bin mentioned that the company will accelerate the entire supply chain production process, with production capacity expected to exceed 0.01 million units in December, and reach 0.02 million units by March next year. In addition, NIO officially named its third brand "firefly", which will be unveiled on NIO Day 2024 on December 21st, with the first model set to start deliveries in the first half of 2025. Firefly is positioned in the high-end small car market within NIO, equivalent to BMW's MINI, further enriching the company's product portfolio and contributing efficiently to sales through existing sales channels.
This year, NIO launched its second brand, LeDo, with the first model L60 starting deliveries on September 28th. Li Bin mentioned that the company will accelerate the entire supply chain production process, with production capacity expected to exceed 0.01 million units in December, and reach 0.02 million units by March next year. In addition, NIO officially named its third brand "firefly", which will be unveiled on NIO Day 2024 on December 21st, with the first model set to start deliveries in the first half of 2025. Firefly is positioned in the high-end small car market within NIO, equivalent to BMW's MINI, further enriching the company's product portfolio and contributing efficiently to sales through existing sales channels.
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$NIO-SW (09866.HK)$ forecasted record highs for Q4, with delivery guidance of 72,000–75,000 units, a YoY growth of 43.9%–49.9%. Revenue guidance was set at RMB 19.68 billion–20.38 billion, marking a YoY increase of 15.0%–19.2%.
$NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $Tesla (TSLA.US)$ $BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$
$NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $Tesla (TSLA.US)$ $BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$
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But seriously, a lot of this recovery from awful premarket is thanks to the meat of the analyst briefing.
☑️Doubling sales in 2025 ‼️
☑️Target for profitability in full year 2026 ‼️
☑️Firefly launch and deliveries in 1H25
☑️Onvo & Firefly to spearhead overseas push
☑️Switch to new gen platform in 2025
☑️Onvo to launch 2 SUVs in 2025
☑️MENA store to launch end-Nov
☑️FCF turned positive in Q324 ‼️
$NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$
☑️Doubling sales in 2025 ‼️
☑️Target for profitability in full year 2026 ‼️
☑️Firefly launch and deliveries in 1H25
☑️Onvo & Firefly to spearhead overseas push
☑️Switch to new gen platform in 2025
☑️Onvo to launch 2 SUVs in 2025
☑️MENA store to launch end-Nov
☑️FCF turned positive in Q324 ‼️
$NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$
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$NIO Inc (NIO.US)$ $XPeng (XPEV.US)$ $Li Auto (LI.US)$ $Alibaba (BABA.US)$ $Futu Holdings Ltd (FUTU.US)$ Seems like a lot of players expecting Nio to crash after the earnings. The last time I seen something like this was on FUTU when it's $30-$40. Now they are at $90. But to be frank, Nio is performing better, at least they are showing the right track to profitability and even setting the time line. One thing from the ER seems to boost their confidence is the new economical car range. The added PHEV line in 2026 m...
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$NIO Inc (NIO.US)$ $XPeng (XPEV.US)$ $Li Auto (LI.US)$ $Tesla (TSLA.US)$ 20% to 26%... cover also lose, don't cover lose even more. Nio has been doing well these 2 quarters. don't be misguided. 2026, breakeven expect $20 upwards
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$NIO Inc (NIO.US)$ earning call was good. guidance was good. and they shorted at 10.75% interests. Lol.
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