TWP PaPa
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$SIA (C6L.SG)$ Lady Gaga Mayhem Tour shows could boost SIA Q1 earnings
It could benefit from ‘Taylor Swift effect’ where mega events like concerts spur economy
Therese Soh
It could benefit from ‘Taylor Swift effect’ where mega events like concerts spur economy
Therese Soh
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TWP PaPa
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$SIA (C6L.SG)$ Big Bro, want it to hold around this price till they decided when.. They play the game we just followed..
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TWP PaPa
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$NIO Inc (NIO.US)$ I spent a few days looking through William Li's recent interview opened to the media.
Here are the takeaways:
1. The entire company is learning from Luxshare Precision Industry how to control costs and how to transform their supply chain into a 'transparent supply chain'; Luxshare Precision Industry is Apple's manufacturer, and Apple is the most advanced company in Global supply management. I believe that as long as NIO's management can learn the essence of it, the results will be immediate; because Apple's supply chain is truly the most advanced and efficient in the world.
2. This year, many battery swapping stations will be established, but unlike in the past, the ones really investing in building the swapping stations are the highway companies and city investment companies from various provinces in China, as they are government departments with very low capital costs. They invest in building the swapping stations and then rent them to NIO at a favorable price: the effect is evident, reducing capital pressure, increasing construction speed, and expanding the cooperative network.
3. He is serious about reaching break-even in Q4 2025. NIO’s years of research and development, the Shenqi NX9071 chip, active suspension, SKY Tian Shu OS, based on people...
Here are the takeaways:
1. The entire company is learning from Luxshare Precision Industry how to control costs and how to transform their supply chain into a 'transparent supply chain'; Luxshare Precision Industry is Apple's manufacturer, and Apple is the most advanced company in Global supply management. I believe that as long as NIO's management can learn the essence of it, the results will be immediate; because Apple's supply chain is truly the most advanced and efficient in the world.
2. This year, many battery swapping stations will be established, but unlike in the past, the ones really investing in building the swapping stations are the highway companies and city investment companies from various provinces in China, as they are government departments with very low capital costs. They invest in building the swapping stations and then rent them to NIO at a favorable price: the effect is evident, reducing capital pressure, increasing construction speed, and expanding the cooperative network.
3. He is serious about reaching break-even in Q4 2025. NIO’s years of research and development, the Shenqi NX9071 chip, active suspension, SKY Tian Shu OS, based on people...
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TWP PaPa OP bullbearnme : then can buy more
TWP PaPa OP 010010010 : swap power to sell back to grid..
TWP PaPa OP bullbearnme : it is ok..no money, no problem..