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New listing (20May2022) Nio, EV manufacturer Post Reply Rate topic
kandinsky Master	28-Mar-2023 14:37        kandinsky About Contact  Quote this Post!
x 0   x 0  Alert Admin	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.
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TheMatrix Elite	28-Mar-2023 10:56        TheMatrix About Contact  Quote this Post!
x 0   x 0  Alert Admin	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
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investshare Supreme	28-Mar-2023 08:29        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	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
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kandinsky Master	28-Mar-2023 08:01        kandinsky About Contact  Quote this Post!
x 0   x 0  Alert Admin	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
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uiop1223 Supreme	28-Mar-2023 07:58        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	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
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kandinsky Master	28-Mar-2023 07:27        kandinsky About Contact  Quote this Post!
x 0   x 0  Alert Admin	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.
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investshare Supreme	23-Mar-2023 19:48        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	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.
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kandinsky Master	14-Mar-2023 09:37        kandinsky About Contact  Quote this Post!
x 0   x 0  Alert Admin	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.
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mav1ryan Veteran	13-Mar-2023 13:56        mav1ryan About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	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
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investshare Supreme	13-Mar-2023 13:20        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	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.
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mav1ryan Veteran	13-Mar-2023 11:56        mav1ryan About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	https://www.nbd.com.cn/articles/2023-03-03/2693683.html For reference
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mav1ryan Veteran	13-Mar-2023 11:27        mav1ryan About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	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.
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investshare Supreme	13-Mar-2023 04:15        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	How to outdo in technology? Very soon US will impose restrictions on the semiconductor chips.. Tesla and Japanese will win. kandinsky      ( Date: 12-Mar-2023 23:01) Posted: They can still outdo competitors if they stay above them in technology. Even though their margins have dropped, their cars still have the technological advantage. The cash pile they have will roughly last them 2 years if they burn cash at current rate if William Li is smart enough, they should have some cost cutting measures like outsourcing battery swap to others to reduce their cash burn. investshare      ( Date: 12-Mar-2023 20:51) Posted: And by the time they get there, the market already saturated and filled with all competitors. There is no chance for them to recoup the big losses
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kandinsky Master	12-Mar-2023 23:01        kandinsky About Contact  Quote this Post!
x 0   x 0  Alert Admin	They can still outdo competitors if they stay above them in technology. Even though their margins have dropped, their cars still have the technological advantage. The cash pile they have will roughly last them 2 years if they burn cash at current rate if William Li is smart enough, they should have some cost cutting measures like outsourcing battery swap to others to reduce their cash burn. investshare      ( Date: 12-Mar-2023 20:51) Posted: And by the time they get there, the market already saturated and filled with all competitors. There is no chance for them to recoup the big losses. kandinsky      ( Date: 12-Mar-2023 10:20) Posted: I personally think they are stuck with the battery swap thing, not cheap to build n run, and the only way to sustain is the takeup of baas. If they don't even sell enough cars, where then is the increase in take up rate for baas?
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investshare Supreme	12-Mar-2023 20:51        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	And by the time they get there, the market already saturated and filled with all competitors. There is no chance for them to recoup the big losses. kandinsky      ( Date: 12-Mar-2023 10:20) Posted: I personally think they are stuck with the battery swap thing, not cheap to build n run, and the only way to sustain is the takeup of baas. If they don't even sell enough cars, where then is the increase in take up rate for baas? sadhu123      ( Date: 11-Mar-2023 19:42) Posted: Been Following ev sectors quite a bit... x factor for nio is the r& d depth... U can' t imagine the amount of pax inside grinding...  Whole china is powering behind this ev angle... just like the 1980 japan power toyota Honda Nissan
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kandinsky Master	12-Mar-2023 10:20        kandinsky About Contact  Quote this Post!
x 0   x 0  Alert Admin	I personally think they are stuck with the battery swap thing, not cheap to build n run, and the only way to sustain is the takeup of baas. If they don't even sell enough cars, where then is the increase in take up rate for baas? sadhu123      ( Date: 11-Mar-2023 19:42) Posted: Been Following ev sectors quite a bit... x factor for nio is the r& d depth... U can' t imagine the amount of pax inside grinding...  Whole china is powering behind this ev angle... just like the 1980 japan power toyota Honda Nissan
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sadhu123 Member	11-Mar-2023 19:42        sadhu123 About Contact  Quote this Post!   Yells: "Value Value Value..."
x 0   x 0  Alert Admin	Been Following ev sectors quite a bit... x factor for nio is the r& d depth... U can' t imagine the amount of pax inside grinding...  Whole china is powering behind this ev angle... just like the 1980 japan power toyota Honda Nissan
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kandinsky Master	11-Mar-2023 16:12        kandinsky About Contact  Quote this Post!
x 0   x 0  Alert Admin	William Li needs to have some cost cutting measures, expansion without much sales is a recipe for more dilution down the road. investshare      ( Date: 11-Mar-2023 15:08) Posted: Cannot see light in tunnel. Elon musk is determined to drive out competitors. How long more Nio can burn cash.
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investshare Supreme	11-Mar-2023 15:08        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cannot see light in tunnel. Elon musk is determined to drive out competitors. How long more Nio can burn cash.
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investshare Supreme	02-Mar-2023 00:15        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Already told you .. investshare      ( Date: 06-Jan-2023 19:57) Posted: Price war in China now.Tesla slashed price. Sure margin will be affectedz.
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