Nio Sold 13 863 | The Reality of NIO's Growth Explained

Поделиться
HTML-код
  • Опубликовано: 7 фев 2025
  • On today's video we will be talking of the Nio latest Stock updates looking at the report for the January 2025 deliveries, which were 13 863. So watch this video until the end to understand what this could mean for Nio going forward now in January. Otherwise I hope you enjoy this one.
    Now Nio is one of the stock which is set for greatness as it has so many strong fundamentals that are ready to drive its stock price higher. Not only is it having this good strong fundamentals but even its industry which is the EV(Electric Vehicle) is set to to very well both in China and Europe in the years to come. According to the Mizuho analyst international sales will constitute 30% of Nio overall EV sales, which is very good as it means that not only will it do well in China but it will also do well outside of China.
    Yes the Nio stock price has not been performing the way many investors want it to perform, but this is the stock which is still set for greatness and I believe that before investors can buy or sell this stock, they should do some due diligence.
    Otherwise a disclaimer to note on these video is that all content that I will be sharing on the video must not be taken as professional financial advise as there are just my opinions. Otherwise for more stock market videos visit our youtube channel @Phumudzo Siphoro
    #niostock #nio #investing

Комментарии • 77

  • @champ0682
    @champ0682 7 дней назад +2

    New battery check laws in China in march will definitely help drive consumers to understand BaaS. Firefly and revamped models and partner models and CATL models will help set the stage.

  • @ThomasDAmore-yo7hv
    @ThomasDAmore-yo7hv 7 дней назад +4

    this chart shows that NIO and ONVO both SUCK !!!!!!!!!!!!!!!!!! 4 years of PAIN

  • @brainfoods8521
    @brainfoods8521 7 дней назад +3

    Year over year sales is over 30% increase. Whereas for Li Auto, its 2%decrease. NIo js doing well.

    • @highstakegame
      @highstakegame 7 дней назад

      @@brainfoods8521 Li Auto is in trouble. Xpeng will surpass Li Auto this year from sales perspective but NIO will have higher vehicle margin than all these Chinese brands.

    • @MarcoMarci-k2j
      @MarcoMarci-k2j 7 дней назад

      Ma sei scemo???? E te lo dico in italiano 😮

    • @trent1615
      @trent1615 7 дней назад

      Yes it’s not awful but it is disappointing that they sold less Nios this January than last.

    • @phumudzosiphoro
      @phumudzosiphoro  7 дней назад

      Absolutely not that bad

  • @MegaTonyng
    @MegaTonyng 7 дней назад +2

    what a BIG disappointment. Another load of disappointment from… NIO and Onvo. Time for a Mgmt change😢😢😢

  • @Slaytheday388
    @Slaytheday388 7 дней назад +2

    This is horrible, onvo is supposed to be up to 20,000 by March and deliveries are going down, this is very scary to me.while xpeng is going up.

    • @phumudzosiphoro
      @phumudzosiphoro  7 дней назад

      Mona is $16k Onvo is 29k and with baas is $21k, yes xpeng is doing well but lets not forget Nio cars price and also the fact that demand is usually low in Jan.

  • @MarcoMarci-k2j
    @MarcoMarci-k2j 7 дней назад

    Yessss true 😢

  • @이재원-j7u
    @이재원-j7u 7 дней назад

    What would be a problem? Would it be the Demand..??

    • @highstakegame
      @highstakegame 7 дней назад

      @@이재원-j7u lack of new models and probably price conscious. I surprised that OnVO sales are not rocketing higher vs Tesla. My guess Chinese people prefer Tesla over domestic
      Brands but that will change with time.

    • @phumudzosiphoro
      @phumudzosiphoro  7 дней назад

      Yes Demand + some Nio models are too old which it will be resolve by new models coming later this year

  • @trent1615
    @trent1615 7 дней назад +2

    You know I’m as big a Nio bull as there is but these deliveries are awful how they managed to sell significantly less Nios this year than last year is very disappointing.
    The ONVO numbers where pretty awful too. Honestly I was expecting in my base case about 20,000 combined. Hopefully February it improves.
    One month of sales don’t bother me what matters is the yearly numbers.

    • @phumudzosiphoro
      @phumudzosiphoro  7 дней назад

      nio cars are a bit old nut this should get better when more models are introduced

    • @trent1615
      @trent1615 7 дней назад +1

      @ that is true lots of refreshed models coming but if I’m not mistaken last January they where in the same spot and still hit 10,000. Look my investment thesis certainly does not rest on top of monthly delivery numbers I’m looking at the year. I think the company needs to get better at guidance but we can now move on to February with hope for a steady improvement. Slightly disappointed but certainly not discouraged for the long term story.

    • @brainfoods8521
      @brainfoods8521 7 дней назад

      @@trent1615 38%yoy improvement. That’s impressive. NIO also needs to retool its production lines for the ET9 and Firefly models coming out.

  • @KrzysztofBok-z4g
    @KrzysztofBok-z4g 7 дней назад +2

    Nio=never ending disapointment

  • @fazlechoudhury7537
    @fazlechoudhury7537 7 дней назад +3

    It definitely hurts the stock price on Monday.

  • @MegaTonyng
    @MegaTonyng 7 дней назад +1

    Time for Nio & Onvo CEOs to resign. Money spent without any sales increase.

  • @MarcoMarci-k2j
    @MarcoMarci-k2j 7 дней назад +1

    A DISASTER ….close to’ Bankruptcy…. 😢

  • @MrCasablanca82
    @MrCasablanca82 7 дней назад +2

    Very bad numbers, I must say. This is not good at all. Onvo sells are bad and NIO is down from last year. Stock will pay the price on Monday.

    • @perfectace60
      @perfectace60 7 дней назад +1

      Slow sales due to Chinese New Year. Feb is gonna be low too. Shorter months..sob sob

    • @MrCasablanca82
      @MrCasablanca82 7 дней назад

      @@perfectace60 I know sales are slow due to Chinese new year, but Sells for the NIO brand is actually lower by about 35% and Onvo sells are half of December which is not good for a brand new model. No matter how you look at it, it is not good.🥲

    • @phumudzosiphoro
      @phumudzosiphoro  7 дней назад

      Hopefully is not that bad

  • @이재원-j7u
    @이재원-j7u 7 дней назад

    I wish I knew the reason..

  • @KT-lp1ek
    @KT-lp1ek 7 дней назад +1

    Numbers pretty bad.

  • @karllambert9827
    @karllambert9827 7 дней назад +1

    Up year on year and transitioning to move up further.

  • @user-om1el9nl4d
    @user-om1el9nl4d 7 дней назад +2

    And why xpeng selling on this holidays.

    • @phumudzosiphoro
      @phumudzosiphoro  7 дней назад

      They have not those sales where accumulated in 3 weeks, which half of them came from Mona 3 which it’s starting price is $16k

    • @MarcoMarci-k2j
      @MarcoMarci-k2j 7 дней назад +2

      and the stock to the moon ….15$ and 15b ….. AND BLUE SKY COMING????? 4$ and 9B cap a disaster but you always tell us IT’S OKKKK WILL ARRIVE OUR TIME YESSS NIO IS THE BEST MANAGEMENT IS THE BEST …. KING WILLIAM IS THE BEST 😢

  • @ahmedchowdhury3391
    @ahmedchowdhury3391 7 дней назад

    Bogus company

  • @AndreasJespersen-i9y
    @AndreasJespersen-i9y 7 дней назад +1

    I like Nio and is holding Nio for the long term, but see theese deliveries is kind of scary.... If it,s only a month or two so what, but they must stay true to their word and so far not so good, we are NOT on track to double sales this year so let,s hope management knows what they are doing.
    Xpeng is killing it, so we can,t complaine abought the seasonality and I remeber you were 100 sure bye january 1, that our deliveries would not go under 25 000... I Thought that 20 000 would be the rock bottom, but to see this 13 000 numbers is scary, but again let,s hope this is a fakeout.
    I wish everybody good luck with Nio I am holding the line.

    • @phumudzosiphoro
      @phumudzosiphoro  7 дней назад

      Yeah things should get better with time

    • @AndreasJespersen-i9y
      @AndreasJespersen-i9y 6 дней назад

      @@phumudzosiphoro I think so to I have full faith in Nio, but if Onvo sells let,s say 10 000 units in march insteaf of the 20 000 it,s a red flag, but I think and hope they will crush it from marts.

  • @user-om1el9nl4d
    @user-om1el9nl4d 7 дней назад +2

    Why xpeng 30k

    • @phumudzosiphoro
      @phumudzosiphoro  7 дней назад

      Mona 3

    • @MarcoMarci-k2j
      @MarcoMarci-k2j 7 дней назад +1

      Because better company and most tech than Nio …… 15$ and 15b cap not for cheap cars

  • @lcolgan104
    @lcolgan104 7 дней назад +2

    30th Dec to Jan 5: Nio 3,000, Onvo 2,300 = 5300
    6th to Jan 12: Nio 1,500, Onvo 1,800 =3300
    13th to Jan 19: Nio 2,836, Onvo 1,913 = 4749
    For a total of 13,349 as of the 19th!
    Nio claiming 13,863 as of the end of Jan. So from the 20th to the 31st only 500 cars where sold, take into account holidays, still doesn't make sense. Especially when xpeng still sold over 30,000 in Jan.

    • @이재원-j7u
      @이재원-j7u 7 дней назад +1

      IMO, almost the first week delivery 5300 had been done in Dec..

    • @phumudzosiphoro
      @phumudzosiphoro  7 дней назад

      1 Xpeng mona 3 starting price is $16K ONVO starting price is $29k and and remember l60 is the cheapest model

    • @이재원-j7u
      @이재원-j7u 7 дней назад

      @@phumudzosiphoro Thank u for the comment. Now I feel okay.

    • @lcolgan104
      @lcolgan104 7 дней назад

      @@phumudzosiphoro so would you say that onvo is 13k better than the mona 3?

    • @MegaTonyng
      @MegaTonyng 7 дней назад +1

      Xpeng seems to know what they are doing. Nio is blind. just burning cash with no clear performance improvements

  • @KendrickTillman
    @KendrickTillman 7 дней назад +1

    Norway's electric vehicle sales have increased from less than 1% of total auto sales in 2010 to a whopping 88.9% last year.
    Source: CNBC

    • @phumudzosiphoro
      @phumudzosiphoro  7 дней назад

      Wow that’s good news + there’s not much tariffs there

  • @SurinderSingh-l6q
    @SurinderSingh-l6q 7 дней назад +1

    It’s very disappointing. ONVO CEO said with temped up ONVO should be 16000. Can’t believe the management at all. So fed up with NIO.

  • @user-om1el9nl4d
    @user-om1el9nl4d 7 дней назад +2

    To expensive cars

  • @nikkidyette2142
    @nikkidyette2142 7 дней назад +3

    Ugly numbers.

  • @이재원-j7u
    @이재원-j7u 7 дней назад

    I wish I knew anyone who is in the company.

  • @pongvuthtamrongyouth2115
    @pongvuthtamrongyouth2115 7 дней назад +2

    The stock will crash 😢😢

    • @이재원-j7u
      @이재원-j7u 7 дней назад

      I hope you are wrong.

    • @highstakegame
      @highstakegame 7 дней назад

      No it won’t. Probably re-tests low 4s again.

    • @이재원-j7u
      @이재원-j7u 7 дней назад

      @@highstakegame low 4s means how much?

    • @highstakegame
      @highstakegame 7 дней назад

      @ $4.01 maybe retest. If somehow they push it down below $4, I am going to add more. There is also a chance that it may close green Monday given all other positive news.

    • @phumudzosiphoro
      @phumudzosiphoro  7 дней назад

      Lets wait and see

  • @user-om1el9nl4d
    @user-om1el9nl4d 7 дней назад

    10k in 2024 was nio only this year 7900