$NIO Inc (NIO.US)$ Target set by management:
1) Nio Q4 vehicle margin 15%. Next year 20%
2) Onvo Q4 vehicle margin single digit. Next year 15%
3) 2025 deliveries double that of 2024
4) 2026 to break even for the whole year
5) Positive free cash flow to continue in Q4 and increasing next year
New car launch in 2025: ET9, L70, L80, firefly
1) Nio Q4 vehicle margin 15%. Next year 20%
2) Onvo Q4 vehicle margin single digit. Next year 15%
3) 2025 deliveries double that of 2024
4) 2026 to break even for the whole year
5) Positive free cash flow to continue in Q4 and increasing next year
New car launch in 2025: ET9, L70, L80, firefly
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$NIO Inc (NIO.US)$ Very much in line with my expectation. SG&A expense shoot up as expected with onvo launch. Margin still in the low teens. Only positive thing is that cash actually increase from the positive free cash flow, probably due to lesser capex. Today close above $4 considered win already.
$DBS Group Holdings (D05.SG)$ 2 quarter in a row price increase on XD and close at ATH. Some say sure drop more than 54cents or sure drop to $40 on XD. Where are they now? ![]()
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$Sea (SE.US)$ Wow on first look, the earnings report is impressive.
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$Sea (SE.US)$ Saw 2 different EPS estimate. 26 cents and 55 cents per shares. 26 cents should be easy to beat. Its unlikely they can earn more than 55 cents. So whether beat earnings or not, depends on which estimate media want to use.
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$DBS Group Holdings (D05.SG)$ The bank has up to S$5 billion in excess capital after the repurchase is completed. “We still have a lot of capital to return,” Gupta said. “We have to use all three engines - step-up in dividends, special dividends as well as buybacks to the extent we can.”
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$DBS Group Holdings (D05.SG)$ Congrats everyone. Remember DBS still has alot of capital to return to shareholders. 3bil share buyback is just the starting. Next quarter dividend increase to 60 cents and special dividend will boost the share price to $50 ![]()
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$Sea (SE.US)$ The only news about SEA is they are reporting 3rd quarter earnings on Nov 12. This drop is probably some BB taking profit.
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$DBS Group Holdings (D05.SG)$ A reminder that there's slightly more than 3 months before 4th quarter earning result release. Traditionally, that is the quarter which they will announce increase in dividend and special dividend. They have extra 5-7 billion to release to shareholder so special dividend is pretty much confirmed. Historically, market react favourably to special dividend.
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$Mapletree Log Tr (M44U.SG)$ DPU 2.027 cents. Earning result is terrible as expected.
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