😏 NIO Fundamentals and the Market

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  • Опубликовано: 11 сен 2024
  • Recent delivery numbers and trends show the obvious change coming to the auto industry.
    #NIO #Tesla #China

Комментарии • 63

  • @esb9814
    @esb9814 3 месяца назад +24

    very strange there were so many internet commenters saying deliveries were dead when you can just look at a graph and see that year over year for the past 5 years nio's deliveries have grown significantly

    • @silys5253
      @silys5253 3 месяца назад

      Invisible hand keeping NIO down. Will have to fight through this until numbers tell the full story and nobody can hold NIO down anymore

  • @quanhoang1144
    @quanhoang1144 3 месяца назад +19

    When NIO flies, it'll be out of this world. When it is too obvious, it'll be too late to buy NIO at such a cheap price right now.

  • @captainreza1
    @captainreza1 3 месяца назад +13

    Very good summary and comparison of NIO with other players in the market.
    Marcel, the "invisible hand" has been asking/forcing firms in the US (and by extension in its vassel states in EU) to “exit” China. Every meeting I attend whether HiTech (semiconductor, electronic etc or even face mask!) or fintech and financial institutions, the client’s second question is “what is your China exit plan?!”
    This is a sad state of despair amongst politicians (mostly if not all bribed by powerful lobbyists) to fulfill their agenda. But it has severe impact on taking positions in Chinese stocks, using Chinese parts in products sold in the US, even if it’s limited to a packaging!!
    Super Long NIO!

  • @martcouz
    @martcouz 3 месяца назад +13

    Thanks for your insights ! Nice to see you Marcel.

  • @NIO4LIFE
    @NIO4LIFE 3 месяца назад +14

    My favorite nio content creator and favorite serial blocker nice

  • @BenjaminCroatia
    @BenjaminCroatia 3 месяца назад +6

    Nothing beats common sense. Nio is golden. The green light will come on when we just get some consistency and imo that is starting to happen now.. Think that Onvo will really ignite the flame, but by the time Firefly rolls off the line and rates cut by that time, Nio will be in a roaring blaze mode.. Im keeping my shares for the long haul.

  • @jlb3022
    @jlb3022 3 месяца назад +8

    Once partners start selling swappable battery cars this is gonna get crazy imo

  • @louislomartra8577
    @louislomartra8577 3 месяца назад +7

    thanks Marcel great news each day more and more positive things ,2nd qtr should be outstanding Looking great from news and deliveries ,

    • @louislomartra8577
      @louislomartra8577 3 месяца назад +2

      listening yo end of video , nio is trading on their cash reserves I believe for a long time , wallstreet needs to see profitability then it can accually have a P/E ratio of that as other car companies , Nio is being held back , by geo politicals and large shorters and the high failures to deliver , I remember tesla was almost same boat before it took off and became profitable , GO NIO

  • @Slaytheday388
    @Slaytheday388 3 месяца назад +40

    People want battery swap now. 80% of Chinese people have a swap station within 1.8 miles from their house.

    • @reginald7214
      @reginald7214 3 месяца назад +5

      That can't be right. Not being a hater that just seems wrong.. did you mean 80% of nio owners have a station close by?

    • @skasey4080
      @skasey4080 3 месяца назад +4

      @@reginald7214 statement is true for Cities. I have 4 swap stations within 3Km from my home, I live in Shanghai.

    • @reginald7214
      @reginald7214 3 месяца назад

      @@skasey4080 excellent, that's great news. Shanghai they're a dime a dozen. Still seems untrue across all cities outside of the big ones. Hence why nio sales are super condensed and not country wide.

    • @sennaha
      @sennaha 3 месяца назад

      ​@reginald7214 small cities have over 3 million people. Probably has a swap station.

  • @nio4128
    @nio4128 3 месяца назад +2

    It seems like people are understanding the benefits of NIO and especially swap possibilities! Let's go NIO! Thank you Marcel like always und auf wieder sehen 👍

  • @marcjag678
    @marcjag678 3 месяца назад +3

    What happened to your Nio now at 4 $ per share?

  • @LaSTime96
    @LaSTime96 3 месяца назад +3

    If they gonna keep this delivery order incresing month by month maybe the investors will start believe in the company and invest some money into it . At the moment i've holding 1,2k shares with a average of 5.56$ . Im not worried at all about my investment.
    Thank you for this amazing content :)

  • @thomasmerrill3585
    @thomasmerrill3585 2 месяца назад +1

    After seeing Eric g utube nio at auto show in china with newer better looking designs and live battery swap demos. Brilliant!

  • @CountryBoyKitchen
    @CountryBoyKitchen 3 месяца назад +2

    Thanks you as always Marcel

  • @ShaunTrades_
    @ShaunTrades_ 3 месяца назад +1

    Looking forward to NIO earnings immensely! Thanks Marcel

  • @Kidsolo3
    @Kidsolo3 3 месяца назад +2

    The Float is keeping Nio down...just too easy to short...it will change soon....

  • @williambassett969
    @williambassett969 3 месяца назад

    Well said. I’ve been waiting for so long for you to pull it all together and make this video. Bravo, long and strong since 2020.

  • @smota29
    @smota29 3 месяца назад +1

    Very informative. Thanks Marcel

  • @amir_investor6232
    @amir_investor6232 3 месяца назад +3

    Great video 👍

  • @NIO4LIFE
    @NIO4LIFE 3 месяца назад +2

    I think we needed onvo for nio to be more succesfull with nio.. speculators so potential buyers know now for certain the quality of nio wont be diluted the price of the car will not be lowered. Nio is nio if you want one just buy one.. if you want something more affordable go for onvo..
    You see it happening to tesla now. Why should i buy a tesla car now if there is a realistic chance that in a month the tesla cars will be cheapee after another price cut?

  • @singh06850
    @singh06850 3 месяца назад

    Thank you Marcel i love your videos time to time about Nio. Really appreciate it

  • @Fliptop95
    @Fliptop95 3 месяца назад +1

    Long Nio!!!

  • @user-og7uo1qb9u
    @user-og7uo1qb9u 3 месяца назад +2

    why stock keep going down?

  • @dennista42069
    @dennista42069 3 месяца назад

    Hi Marcel, what is your take on vehicle sales revenue being lower than the cost of sales?
    NIO only turnes a gross profit because of the side revenues.
    Back in the day it actually was higher but the margins were better.
    Would like to hear your opinion.😊

  • @Drgnrt
    @Drgnrt 3 месяца назад +1

    Impressive!

  • @geoffalmond9981
    @geoffalmond9981 3 месяца назад

    Given the May month end and latest weekly numbers have had no impact on the stock price, what do they need to do to get some positive momentum? Do you feel it’s being held back by manipulation?

  • @tkam9
    @tkam9 3 месяца назад +2

    Need to see margin improvement and turning profit before NIO stock price to shoot up to the moon. Hopefully we hear some good guidances on sales and profit projection in the earning release this week. Go NIO!!

  • @brokenvcr
    @brokenvcr 3 месяца назад +2

    almost 1k shares here. Would like 76k though haha

    • @sennaha
      @sennaha 3 месяца назад

      I'm getting close.

  • @silys5253
    @silys5253 3 месяца назад

    Great video

  • @jimmytran511
    @jimmytran511 3 месяца назад

    Hi Marcel, is there a way you can communicate to Nio management about our nio stock got manipilated big time. I am tired of see our nio stock going down everyday no matter how many great news we have. Our stock is manipilating by illegal shorting. We should do something about it.

  • @mauricioedmarlima
    @mauricioedmarlima 3 месяца назад

    2450 shares at 6.18, buying more

  • @LetsLearnEconomic
    @LetsLearnEconomic 3 месяца назад

    Tnank you dongxii

  • @lenglee1662
    @lenglee1662 3 месяца назад

    I double down on my NIO shares. It brought my average down quite a bit, so I'm hoping it recovers soon.

    • @allaroundz
      @allaroundz 3 месяца назад

      is your average in the teens?

    • @lenglee1662
      @lenglee1662 3 месяца назад

      @@allaroundz 13 now

  • @rororania-oo1il
    @rororania-oo1il 3 месяца назад +2

    I have 92 stocks in nio lost so much but hoping it will pick up and better then before .

    • @DONGXiiTheChinaOpportunity
      @DONGXiiTheChinaOpportunity  3 месяца назад +11

      you can always buy 92 more ...

    • @GuillaumeSzabo
      @GuillaumeSzabo 3 месяца назад +1

      😂​@@DONGXiiTheChinaOpportunity

    • @Slaytheday388
      @Slaytheday388 3 месяца назад +7

      Yah dollar cost average down, I only had 2000 shares and my average was $30 a share. And when it dropped to around $4.50 I bought 3000 more. Now I have 5000 shares at $17 a share!!!

    • @zuzang6914
      @zuzang6914 3 месяца назад +5

      Only 92 shares lost, why not adding more? For me, Over the past two months, I have added 36000 shares, thank to the beat down NIO stock price!!!

    • @nio4128
      @nio4128 3 месяца назад +1

      I think he said..he has in total 92 stocks, and in NIO he lost the most?

  • @spencerpeterson1102
    @spencerpeterson1102 3 месяца назад

    How could a decrease in the value of the Yuan compared to USD affect nio as China is having housing issues

  • @ironeagle22a
    @ironeagle22a 3 месяца назад

    And Firefly

  • @stevenbrokensha1432
    @stevenbrokensha1432 3 месяца назад

    Why do you people it NEO , when it’s spelt NIO?

  • @peterbarker639
    @peterbarker639 3 месяца назад

  • @andrewjankowski5153
    @andrewjankowski5153 2 месяца назад

    NIO is down because it's a highly held stock by retail investors... think about it

  • @DW-fp7xt
    @DW-fp7xt 3 месяца назад

    Hi I average $40ps on Nio will I ever see my money again? Not buying more as US stock market is corrupt and racist 😞

  • @spencerpeterson1102
    @spencerpeterson1102 3 месяца назад +1

    Es7/Es8 look like dead products

    • @nio4128
      @nio4128 3 месяца назад +1

      ES8 is not a dead product and just wait till they bring the 3.0 version! 🎉

  • @ricorichards4099
    @ricorichards4099 3 месяца назад

    Lol

  • @watatoi1515
    @watatoi1515 3 месяца назад +1

    NIO is taking off step by step, infrastructure and NIO environment growth is very important to building NIO as a global leading brand 🪫🔁🔋🏁