😏 NIO Fundamentals and the Market

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  • čas přidán 28. 08. 2024
  • Recent delivery numbers and trends show the obvious change coming to the auto industry.
    #NIO #Tesla #China
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Komentáře • 63

  • @esb9814
    @esb9814 Před 2 měsíci +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 Před 2 měsíci

      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 Před 2 měsíci +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.

  • @martcouz
    @martcouz Před 2 měsíci +13

    Thanks for your insights ! Nice to see you Marcel.

  • @captainreza1
    @captainreza1 Před 2 měsíci +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!

  • @NIO4LIFE
    @NIO4LIFE Před 2 měsíci +14

    My favorite nio content creator and favorite serial blocker nice

  • @louislomartra8577
    @louislomartra8577 Před 2 měsíci +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 Před 2 měsíci +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

  • @jlb3022
    @jlb3022 Před 2 měsíci +8

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

  • @BenjaminCroatia
    @BenjaminCroatia Před 2 měsíci +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.

  • @nio4128
    @nio4128 Před 2 měsíci +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 Před 2 měsíci +3

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

  • @Slaytheday388
    @Slaytheday388 Před 2 měsíci +40

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

    • @reginald7214
      @reginald7214 Před 2 měsíci +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 Před 2 měsíci +4

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

    • @reginald7214
      @reginald7214 Před 2 měsíci

      @@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 Před 2 měsíci

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

  • @CountryBoyKitchen
    @CountryBoyKitchen Před 2 měsíci +2

    Thanks you as always Marcel

  • @thomasmerrill3585
    @thomasmerrill3585 Před 2 měsíci +1

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

  • @LaSTime96
    @LaSTime96 Před 2 měsíci +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 :)

  • @ShaunTrades_
    @ShaunTrades_ Před 2 měsíci +1

    Looking forward to NIO earnings immensely! Thanks Marcel

  • @smota29
    @smota29 Před 2 měsíci +1

    Very informative. Thanks Marcel

  • @williambassett969
    @williambassett969 Před 2 měsíci

    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.

  • @amir_investor6232
    @amir_investor6232 Před 2 měsíci +3

    Great video 👍

  • @singh06850
    @singh06850 Před 2 měsíci

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

  • @Kidsolo3
    @Kidsolo3 Před 2 měsíci +2

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

  • @NIO4LIFE
    @NIO4LIFE Před 2 měsíci +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?

  • @user-og7uo1qb9u
    @user-og7uo1qb9u Před 2 měsíci +2

    why stock keep going down?

  • @Fliptop95
    @Fliptop95 Před 2 měsíci +1

    Long Nio!!!

  • @dennista42069
    @dennista42069 Před 2 měsíci

    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 Před 2 měsíci +1

    Impressive!

  • @geoffalmond9981
    @geoffalmond9981 Před 2 měsíci

    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 Před 2 měsíci +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 Před 2 měsíci +2

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

    • @sennaha
      @sennaha Před 2 měsíci

      I'm getting close.

  • @mauricioedmarlima
    @mauricioedmarlima Před 2 měsíci

    2450 shares at 6.18, buying more

  • @jimmytran511
    @jimmytran511 Před 2 měsíci

    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.

  • @LetsLearnEconomic
    @LetsLearnEconomic Před 2 měsíci

    Tnank you dongxii

  • @silys5253
    @silys5253 Před 2 měsíci

    Great video

  • @rororania-oo1il
    @rororania-oo1il Před 2 měsíci +2

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

    • @DONGXiiTheChinaOpportunity
      @DONGXiiTheChinaOpportunity  Před 2 měsíci +11

      you can always buy 92 more ...

    • @GuillaumeSzabo
      @GuillaumeSzabo Před 2 měsíci +1

      😂​@@DONGXiiTheChinaOpportunity

    • @Slaytheday388
      @Slaytheday388 Před 2 měsíci +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 Před 2 měsíci +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 Před 2 měsíci +1

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

  • @lenglee1662
    @lenglee1662 Před 2 měsíci

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

  • @ironeagle22a
    @ironeagle22a Před 2 měsíci

    And Firefly

  • @spencerpeterson1102
    @spencerpeterson1102 Před 2 měsíci

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

  • @andrewjankowski5153
    @andrewjankowski5153 Před 2 měsíci

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

  • @peterbarker639
    @peterbarker639 Před 2 měsíci

  • @stevenbrokensha1432
    @stevenbrokensha1432 Před 2 měsíci

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

  • @DW-fp7xt
    @DW-fp7xt Před 2 měsíci

    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 Před 2 měsíci +1

    Es7/Es8 look like dead products

    • @nio4128
      @nio4128 Před 2 měsíci +1

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

  • @ricorichards4099
    @ricorichards4099 Před 2 měsíci

    Lol

  • @watatoi1515
    @watatoi1515 Před 2 měsíci +1

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