Nio a real threat for Tesla in 2020? | Nio stock analysis

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  • Опубліковано 7 лют 2025

КОМЕНТАРІ • 194

  • @theinvestmentabc6245
    @theinvestmentabc6245  5 років тому +5

    Here is a link to a really great comparison between the ES6 and Tesla model 3. Enjoy 😉
    ua-cam.com/video/809QHX_Brus/v-deo.html

    • @FerMuBe
      @FerMuBe 5 років тому +1

      Thanks a lot for the shout out!

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому

      China Teacher Brand thanks for the great review 👍

    • @dummyxl
      @dummyxl 4 роки тому +1

      I was posting exactly this link. Than saw you post. So deleted mine.
      That's a nice video to watch.

    • @theinvestmentabc6245
      @theinvestmentabc6245  4 роки тому

      ralph m yes it really is 👍

    • @hillbillyintheasia6122
      @hillbillyintheasia6122 4 роки тому

      problem with china is ccp .. spying

  • @dannywcctp
    @dannywcctp 4 роки тому +1

    Great vedio. Congratulations to those who purchased Nio stock last year! Incredible!

  • @kentjr.1178
    @kentjr.1178 4 роки тому +5

    Blue Sky Coming!! In at $7.04 and believe in this company and its vision!💯👌👍

  • @T90ShottIVFg
    @T90ShottIVFg 4 роки тому +15

    Would love to see an updated evaluation of this company.

    • @theinvestmentabc6245
      @theinvestmentabc6245  4 роки тому +6

      T90ShottIVFg I will definitely do an update soon, did not have the time to do one recently. Nio is making great progress so far!

  • @ralphsears4659
    @ralphsears4659 5 років тому +29

    I have a good feeling about this ev

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому

      Ralph sears me too :)

    • @ezkids4138
      @ezkids4138 5 років тому +1

      For a review of the NIO ES6 - the direct competitor to Tesla Model 3, click here.
      @Brus

    • @weizhang2834
      @weizhang2834 4 роки тому

      Foffy Shade if you drive in person, you will find much better than Tesla. Seriously, a lot of Chinese ex Porsche owner bought neo and 理想one

    • @hillbillyintheasia6122
      @hillbillyintheasia6122 4 роки тому

      problem with china is ccp .. spying

  • @edfritz1569
    @edfritz1569 4 роки тому +10

    I’m long on NIO. Almost 1000 shares at 5 bucks average cost. This growth stock can be added to along its way. So never a bad time to get in imo

    • @theinvestmentabc6245
      @theinvestmentabc6245  4 роки тому

      Ed Fritz nice 👍

    • @luckym9877
      @luckym9877 4 роки тому

      Congrats 🎉

    • @adamlinder4939
      @adamlinder4939 4 роки тому +1

      NIO stock is so unstable and sad it can't even hold at a simple $15. Let's see if by the end of today if it can reach 13. 85 Bahahaha!!!! or perhaps 13.25 Never gonna hit 25 Never gonna hit 100 If the people who preached about this stock all day long with click and bait BS would actually buy more of it maybe it would go up to 15 and hold for a day. It is also sad if you consider LI Auto stock is doing better. And also Nikola stock is performing better and they do not even have a site yet to build a factory. Not one car and they are 4x NIO. So keep believing NIO as the day ends with another low low 13

    • @Ty-ge4ib
      @Ty-ge4ib 4 роки тому +3

      Adam Linder trade in your crystal ball. It’s broken

    • @eddiegang544
      @eddiegang544 4 роки тому

      @Nakanomics thanks

  • @johnfaruzzi5452
    @johnfaruzzi5452 5 років тому +20

    I've bought Nio in the beginning sold it, bought Nio again, sold it and bought Nio again and again. Now I want to buy again and again! Love China and Love Nio Inc.

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому

      John Faruzzi Same John, hold my core position and trade the volatility. Nio will hopefully be a global EV player in the future 👍

    • @BigE300-i9f
      @BigE300-i9f 5 років тому

      Cuz u banking off of that cheap price lol

    • @javybavy
      @javybavy 4 роки тому

      Just dont buy it.

    • @八一魂
      @八一魂 4 роки тому

      How about BYD?

    • @hillbillyintheasia6122
      @hillbillyintheasia6122 4 роки тому

      problem with china is ccp .. spying. ccp clear say all company must spy for the ccp .

  • @thinkboutit
    @thinkboutit 5 років тому +15

    I’m buying shares every check I get. I hope it is like the new Tesla in a few years so I can retire.

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому +6

      Think_About_It just make sure you know the risk. Nio currently needs new funds to prosper and continue their operations and also the impact of the coronavirus on Nio is not clear 100% yet. If they get the funding and the virus stops spreading, stock price is going parabolic otherwise share dilution will be an option

    • @mrfake675
      @mrfake675 4 роки тому +1

      In 2003, amid growing fears around the unfolding SARS epidemic, commuters in China purchased cars (and bicycles) in record numbers, with car sales rising 75 per cent in 2003 compared to 2002, according to consultancy firm Bain & Company.

    • @alleyezonme40
      @alleyezonme40 4 роки тому +2

      4 months later.. You are on the good road man.

    • @yzzzzzzz7z
      @yzzzzzzz7z 4 роки тому +1

      🤞🤞🤞

    • @yzzzzzzz7z
      @yzzzzzzz7z 4 роки тому +1

      @Brian Ross its ambition son

  • @mit_x4
    @mit_x4 4 роки тому +5

    I'm an investor of Nio. I'm looking forward to the future of Nio.😁

    • @theinvestmentabc6245
      @theinvestmentabc6245  4 роки тому +1

      Youngho Ahn Hopefully Nio will have a bright future, wish you good luck with your investment 👍

    • @mit_x4
      @mit_x4 4 роки тому

      손절함

    • @theinvestmentabc6245
      @theinvestmentabc6245  4 роки тому

      @@mit_x4 왜?

    • @mit_x4
      @mit_x4 4 роки тому

      LK를 보고 중국 기업에 대한 신뢰가 떨어졌어!

    • @theinvestmentabc6245
      @theinvestmentabc6245  4 роки тому

      @@mit_x4
      Enron, Worldcom, Bernie Madoff, 모든 미국인을보십시오! 일반화하지 마십시오. 니오는 그들의 숫자를 과장하지 않았다

  • @CarlosGonzalez-mw5ro
    @CarlosGonzalez-mw5ro 4 роки тому +3

    Go nio go nio 👍🇨🇳

  • @ilham78
    @ilham78 5 років тому +4

    Nio is going up!

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому

      Ilham H Lets hope they are also long term successful

    • @NEwGfUnKeDuPeRa
      @NEwGfUnKeDuPeRa 5 років тому +1

      Nio will kick teslas as in China and the european car makers also, in europe.

  • @wilfredojorge4111
    @wilfredojorge4111 4 роки тому +3

    I'm buying stock of NIO litlle by litlle for the future.. do you think is a good idea to keep going

    • @theinvestmentabc6245
      @theinvestmentabc6245  4 роки тому

      I think they produce good cars and have a lot of potential, but I would only invest a fraction of my portfolio in it. The risk is very high, just make sure you know that. I have my core postion which I will hold for a long time and if their balance sheet and prospects improve I will add more

    • @wilfredojorge4111
      @wilfredojorge4111 4 роки тому

      @@theinvestmentabc6245 thank you l appreciate it🙏

  • @Stalkerx13
    @Stalkerx13 5 років тому +5

    Everyone needs to invest in this stock right now that it's at a low price. If you don't you will regret it later.

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому

      Stalkerx13 Huge Potential with a lot of Risk. I am invested and know the risk

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому

      M Goulet it is hard to say and depends on your time horizon. I think the whole market could go still lower. Almost everyone is expecting a short dip and quick recovery, but I am not sure about that. Keep powder dry and if you really want to invest, invest 30% of the money you want to buy Nio shares. If it goes lower another 10-20% buy the next 30%.

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому

      M Goulet it is never too late to start investing, but be really careful. The stock market hasn’t been this overvalued historically. A big correction might be in the making where valuations come back down again. The best thing is to learn the basics of investing. Always ask yourself if the price is currently lower than the value or not. Think about shares the same way as if you would have to buy the whole company. Be cautious when everyone has the same opinion and follow the liquidity

    • @Stalkerx13
      @Stalkerx13 5 років тому +1

      @@theinvestmentabc6245 I have some knowledge about stocks, but you are always learning something new. This is why I always have to read up on how a company is doing before investing in the stock.

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому

      Stalkerx13 That’s exactly the way you should go, never rush 👍

  • @timmyfung01
    @timmyfung01 4 роки тому +1

    I own 80 shares of NIO at the moment, thinking about buying more, but there are a few concerns on my mind now.
    1- will the US-China trade (cold war) escalate and cause US to delist NIO? TIK TOK is already an example.
    2- will NIO break through the market and make it into Europe? right now I highly doubt NIO will get into the US market with the current political tension, but Europe can be a different story.
    3- there are a few competitor for NIO in China already (BYD, Xpeng, and Tesla), how will NIO ensure themselves to be successful?
    my biggest concern is point 1 and 2, I feel the US government will play a bigger factor in NIO success than the market.

    • @theinvestmentabc6245
      @theinvestmentabc6245  4 роки тому

      Point one is a little concerning to me too, but unlikely to happen. Nio already protected themselves against that by founding Nio China, but ADR investors would take a hit. Furthermore the valuation is too rich for me at the moment to buy more.

  • @isuruthiwanka9448
    @isuruthiwanka9448 4 роки тому +6

    Honestly NIO is much better than Tesla.. As a startup company NIO should increase their markets..

  • @mileswales6295
    @mileswales6295 4 роки тому +1

    Dieses Unternehmen hat mich überzeugt! Ich gehe mit 1000 Stk. auf long

    • @theinvestmentabc6245
      @theinvestmentabc6245  4 роки тому +1

      Miles Wales Nio is a really good company, but at current valuation I have a hard time to say it is a good buy

    • @mileswales6295
      @mileswales6295 4 роки тому

      @@theinvestmentabc6245 I know but it's hard to believe it will fall under $12. During the next week maybe it will go on $15-16 and it will jump again

  • @Commentthat
    @Commentthat 4 роки тому +2

    Nio now has 2.5 billion in funding. From addition stock shoes and the government.

  • @djcobra2821
    @djcobra2821 4 роки тому +1

    With electrical vehicles already producing fewer emissions through their lifetime regardless of the energy source, it shows that EVs are indeed the vehicle of the future. Car manufacturers are also accepting the fact that electric cars are less polluting and producing more EVs will help reduce total carbon emissions.

  • @jaxontyler
    @jaxontyler 5 років тому +1

    I have a small position in NIO. Currently down overall but if they can succeed I hope it's huge. We will see if they make it out of 2020 alive.

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому

      Jackson Bray a small position is perfect. They are just really bad luck with the virus and overall sluggish economy in a time where they need to grow sales and funding. Hope they will make it 🤞

    • @believeingood5875
      @believeingood5875 4 роки тому

      I want to congratulate you.

  • @didequen3339
    @didequen3339 4 роки тому +1

    incorrect: price NIO cheaper than Tesla? i don't think so based on number you showed, but as of today NIO is $12. it is incredible but the risk is very high due to stiff competition. so far Tesla is leading this market in China and it will not slow down. Technology wide, service and design ... NIO is one level below Tesla. Swapping battery is probably NIO's strength but Tesla can do that easily inf fact they had plan but saved for backup. building station will be costly (land leasing is expensive in China), even NIO is skyrocketing now but i think it will return to earth when funding is running low again.

    • @theinvestmentabc6245
      @theinvestmentabc6245  4 роки тому

      dide quen Big difference if you buy a stock at $3 or $12 don’t you think so? I am not a buyer at the moment of any EV stock too hot currently. Nio has a far better design and also a better service than Tesla, their technology or autopilot is weaker, but they will improve over time.

  • @poker_puppy
    @poker_puppy 4 роки тому

    it is possible to charge at home...... living in apartments doesnt mean you couldnt get a charger installed.... in fact it is easy to get charging stations installed in your parking spot .............................

  • @vol4life01
    @vol4life01 5 років тому

    excellent analysis

  • @Naran-v7d
    @Naran-v7d 4 роки тому +2

    Look at NIO now :) 👍

    • @theinvestmentabc6245
      @theinvestmentabc6245  4 роки тому

      Look at Nio now ;-)

    • @theinvestmentabc6245
      @theinvestmentabc6245  4 роки тому

      @Nakanomics first target $100 billion, but not sure when exactly. Nio could take some time to significantly break over $50 again in my opinion

  • @Coltn3125
    @Coltn3125 5 років тому +9

    Nio is not a threat to Tesla. They both have a huge market that is not being met. They can sell side by side and not touch each other for quite some time.

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому +1

      David Coltman I totally agree with you 👍

    • @iDriveWithPoweri
      @iDriveWithPoweri 5 років тому

      well, that's no longer the case. As Tesla has a new factory in Shanghai, and the model 3 is now made and sold in china. I've seen rapid increase in model 3 on the road.

    • @Coltn3125
      @Coltn3125 5 років тому

      @@iDriveWithPoweri You don't get that the market for EV's is over 3 million in China alone. So NO they don't really compete yet as the available market is just to big and all made will be sold.

    • @AMM0beatz
      @AMM0beatz 4 роки тому

      exactly, competiton is a good thing, it fosters inovations too

  • @PokerParaTodosTv
    @PokerParaTodosTv 5 років тому +3

    Nio is gonna be very up.

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому

      Jordi Granell Wait until they announce additional financing without dilution. You will see a huge run up.

    • @nofx714
      @nofx714 5 років тому +1

      Tuesday morning?

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому

      Lunar not sure exact timing, but the chart looks like something is brewing

  • @Albundy423
    @Albundy423 5 років тому +4

    I dont get it. So there are so many EV-automakers in china right now. Biggest competitors to Nio are Singulato Motors, WM Motor, Xpeng Motors, Byton or BYD. Then we also have Tesla and not to mention all the other non-EV makers that try to rush into the market with hybrids and EVs. Now, for tesla one can argue that the big competitive advantage they have is that they have the most secure car, the most advanced cars in terms of technology, are the farthest when it comes to autonomous driving and the model 3 sells cheaper than any of Nio's cars. Also, the gross margin for teslas cars are above-average.
    It seems as for now, the chinese government wont cut subsidies anymore, but they did so in the past which was seen in Nov 2019 when EV car sales slumped 40-50% for pretty much all EV makers. Anyway, the argument that subsidies stay as they are is not an argument to buy nio, it favors every EV maker.
    When we compare Nio sales with sales of immediate competitors (e.g. start ups in china that take a similar position on the EV market in china) than nio is pretty much even or sub par with other EV sellers. When comparing it to tesla, which is estimated to sell approx. 10k cars per month in 2020 vs about 2k for Nio per month we see that tesla is selling way faster than nio, hence also building a brand more quickly.
    Nio is consistenly losing money - approx. 100-150 million USD per month with a cash pile of about 300-400 million USD left. It has big backers, yes. But I wonder in times like these when china wants to achieve 25% EV cars in big cities until 2025, how could that be possible with a producer like nio that sells about 20-30k cars per year? Especially when other competitors sell 10x that amount? I personally do not see the "moat" e.g. clear advantage over other EV auto makers.
    Just, if you compare the debt of tesla to that of nio, you have to think about where the debt was going to. Take tesla, the debt went into building two gigafactories in the two biggest auto markets in the world (USA and china) and a third one is coming in germany (means it also targets the 3rd biggest market which is europe). Tesla has a higher gross margin (around 15-25% depending on the model) compared to nio that has its cars produced by another company where it needs to pay for every car they sell.
    And about the funding: I dont see that the major problem. I dont think that funding will be a problem in china. The problem is rather that the company itself is unprofitable. It has tremendous capital expenditures that in turn do not create profits. Of course, brand recognition is useful and running stores and stuff is nice, but think about what are the real assets that nio has? No special technological advantage over its competitors, no significantly better brand recognition. Yes, it is trading approx. 60%+ below its fair value, but it is forecast to not become profitable within the next 3 years. Also, shareholders have been diluted significantly in the past and since it has an overall negative value of its total assets, you cant even make a statement about the price to book ratio, meaning that there is no value behind the stock. It is either make or break. It is pure speculation and dont get me wrong, that totally fine. I just dont see the clear bull case for the company in specific. What's the advantage over its competitors?

    • @hillbillyintheasia6122
      @hillbillyintheasia6122 4 роки тому

      problem with china is ccp .. spying. ccp clear say all company must spy for the ccp .

  • @cscleghorn
    @cscleghorn 4 роки тому +1

    But will they be able to leave the Chinese market and go Global?

    • @theinvestmentabc6245
      @theinvestmentabc6245  4 роки тому +1

      Yes pretty sure about that, but it will take a while until then China is big enough

    • @hillbillyintheasia6122
      @hillbillyintheasia6122 4 роки тому

      problem with china is ccp .. spying. ccp clear say all company must spy for the ccp .

  • @globetrotterbengaluru
    @globetrotterbengaluru 4 роки тому +2

    To be honest the Tesla design looks like cars that are 20 years old.

    • @theinvestmentabc6245
      @theinvestmentabc6245  4 роки тому +1

      I agree, not a fan of Tesla’s designs

    • @excitingmarmot2820
      @excitingmarmot2820 4 роки тому

      They hold the design..that american marketing thing...do u really believe high tech company like Tesla can have great design?
      They hold the design until second or third wave of their new cars

  • @apb38
    @apb38 5 років тому +1

    Also, with your price comparison: Middle price long range Tesla Model 3= 48,990 VS. Fully equipped ES6 for 52k.

  • @axxessmundi
    @axxessmundi 4 роки тому +1

    Nio is a good buy and quick sell. See Nio as an expansion of Evs instead of a "Tesla Killer". Tesla is 10-15 years ahead of all competition. Tesla has low depreciation value hence why people favor Tesla. Will Nio survive the COV-19 pandemic?

    • @theinvestmentabc6245
      @theinvestmentabc6245  4 роки тому +2

      This is the million dollar question haha. I hope they do, but even the solid companies need a big cash position and low debt to survive the quarantines. I reduced 2/3 of my positions when Nio was in the 5$ range and the last 1/3 I will hold to the bitter end

  • @SejalPatelDrSej
    @SejalPatelDrSej 5 років тому +3

    NIO doesnt even manufacture its own cars... they are manufactured by JAC motors - they don't even have their own factory.

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому +1

      Sejal Patel what you say is true, but in my opinion there is nothing wrong about using the money first to build a brand name and sales infrastructure before building a factory. JAC has a lot of experience in building cars and so far they are doing a good job. I am sure Nio will build its own plant in the future once demand really ramps up and they have additional funding

    • @SejalPatelDrSej
      @SejalPatelDrSej 5 років тому +1

      The investment ABC do you know if they own the land for the “nio houses” or are they leasing thanks

    • @SejalPatelDrSej
      @SejalPatelDrSej 5 років тому

      Joseph Roberts interesting thank you!

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому +1

      @@SejalPatelDrSej I don´t know for sure, but I think they do, because when you look at their balance sheet it sates they have a lot of property and equipment as assets.

    • @happygirlaeri7815
      @happygirlaeri7815 4 роки тому

      The investment ABC I can’t continue to read..

  • @mangkanor165
    @mangkanor165 4 роки тому

    In China funding is not a problem,. Chinese government is 1 of the highest gold and money reserve. Also, other Chinese tech companies are now investing in EV's likes alibaba and tencent.

  • @IamaNewCreature
    @IamaNewCreature 5 років тому

    Let’s go niooooo!

  • @eduardomendoza2769
    @eduardomendoza2769 4 роки тому +2

    Bro China will not try to be second to US, is Russia going to start a an EV company too?

  • @javedchowdhury1845
    @javedchowdhury1845 5 років тому +1

    Hi, could you analyse Boeing stock?subscribed, thankyou

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому +1

      Thanks a lot for your comment and your sub :) I will put Boeing on my to do list for you, but it will take some time.

    • @javedchowdhury1845
      @javedchowdhury1845 5 років тому +1

      @@theinvestmentabc6245 thankyou, much appreciated

    • @Coltn3125
      @Coltn3125 5 років тому +1

      Maybe to short them. SpaceX has crushed their space program. Cheaper and way ahead of them.

    • @javedchowdhury1845
      @javedchowdhury1845 5 років тому +1

      @@Coltn3125 it's a shame spacex is a private company

  • @VisualGamerBF
    @VisualGamerBF 4 роки тому +1

    It's on my list but price is not worth it at the moment

  • @hsome8866
    @hsome8866 5 років тому +3

    There was time when Elon in trouble for his words of privatization --- Saudi rumor. It might happen to NIO. Saudi diversification? Who is the biggest customer of Saudi oil? Not US。 I have 200 shares just in case. Ha Ha。

    • @turkishsmurf
      @turkishsmurf 4 роки тому

      hsome88 Hedge is the way to goooo

  • @Joel-fr3xm
    @Joel-fr3xm 5 років тому +2

    Does the corona virus 🦠 affect NIO?

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому +1

      It might effect Nios sales in the short term depending on how fast the virus can get under control. Short term Nio and also the whole stock market is overbought and most likely will have a correction. Long term Nio is a winner in my opinion

    • @Joel-fr3xm
      @Joel-fr3xm 5 років тому +2

      The investment ABC So should I go in right now?

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому +2

      @@Joel-fr3xm I can´t give you financial advise, it all depends on your risk tolerance and investment horizon. What I am doing when I like a company is a) doing proper due diligence b) if I like the stock and I think the price is lower than the value currently I build my core position c) I study the trading pattern of the stock and trade the swings to further increase my core position.

    • @Joel-fr3xm
      @Joel-fr3xm 5 років тому +2

      The investment ABC ok thank you for Your quick answers

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому

      @@Joel-fr3xm your welcome :)

  • @rpatel6461
    @rpatel6461 5 років тому +1

    Pls upload HD videos

  • @davidfenwick987
    @davidfenwick987 5 років тому +2

    Most of your reasons were macroeconomic tailwinds shared with Tesla. Tesla is in a different league get out while the dead cat is still bouncing.

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому +2

      David Fenwick Macroeconomic tailwinds are not the only positive factor. The company itself is building great cars and their customers are happy and supporting them. In the end quality and customer loyalty will pay off. I think the EV space is big enough for many companies to prosper

    • @kaleb5926
      @kaleb5926 5 років тому +1

      look up NIO Day and see how it funded and run by mostly volunteers who love the company.

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому

      @@kaleb5926 that is true, Nio has a great community and that is one thing they might monetize also in the future via their App. Also have a lookt at chinese ES6 reviews and what people comment under those videos. Nio is clearly trending! Watch out when they get proper funding

  • @robnation2475
    @robnation2475 4 роки тому +1

    We'll have to wait and see which models set themselves on fire and how often before speculating.

  • @Mr-President007
    @Mr-President007 4 роки тому +1

    Well, since this video was published, stock price have doubled. What now? Keep holding or sell and run? I am holding until 2021, then reassess. All what NIO needs, is an Elon charisma CEO, to give it more hype and attention. I mean, the CEO should smoke weed in public, and then, only then, we won't look back!!

    • @theinvestmentabc6245
      @theinvestmentabc6245  4 роки тому

      Said Al Maawali Nio is growing long term so holding might be the best choice or sell partially and wait for a pullback to increase your position

  • @binsun8384
    @binsun8384 5 років тому +2

    Nio's business model is not sustainable. They burned too much money on market, customer service.

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому

      bin sun yes they invested a lot of money in R&D, infrastructure and costumer loyalty. We have to monitor the delivery numbers and cost cutting efforts

    • @binsun8384
      @binsun8384 5 років тому +1

      @@theinvestmentabc6245 Even Nio is able to get more order, I doubt if they really can delivery them out before they are burning out of their cash stock. a. they don't have their own production facility, everything is outsourced. b. they will suffer the same pain as Tesla being through in year 2018 and short of battery supply. According to their current cash burning speed (3.6B RMB equal to 500M USD per 3rd quarter), I really doubt any company in China is willing to pump more cash into it on this speed.

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому

      bin sun I understand your concerns, I have the same. Nio is at this point a high risk high reward trade and one should definitely know the risks. You have to build for yourself a strategy how to manage this risk. I see a good chance that Nio will overcome their problems and that they will get additional funding because the company is moving into the right direction. My strategy is holding a longterm core position while taking advantage of the volatility with a trading position.

  • @oscarqi2998
    @oscarqi2998 5 років тому +1

    it's JAC not gac based on my research

  • @briancurran1140
    @briancurran1140 5 років тому +1

    I loss ass with nio

  • @ezkids4138
    @ezkids4138 5 років тому +1

    Run a search for Tesla Killer China's NIO ES6

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому

      EZ KIDS thanks, it is a Great Review. I pinned it for people who are interested

  • @excitingmarmot2820
    @excitingmarmot2820 4 роки тому +1

    Where are Toyota Honda Nissan??? They sleep to EV

  • @10mehdi98
    @10mehdi98 4 роки тому

    Pretty sure tesla will buy nio

  • @fuxiangu2535
    @fuxiangu2535 5 років тому +1

    Nio will go bankrupt

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому

      I don’t hope so, Nio has great potential. But at this stage everything is possible and one should understand the risks.

  • @mehmetmustafa2112
    @mehmetmustafa2112 4 роки тому +2

    NOPE
    No car company will be valued like Tesla because Tesla produces all hardware and software in itself and they opened four of the world's largest battery factories. The factory they will open in Texas will be Terafactory, which will have one Terawatt battery production capacity.

    • @theinvestmentabc6245
      @theinvestmentabc6245  4 роки тому

      I agree, but Tesla has been operating years ahead of Nio. Give Nio a couple of years and it will most likely accomplish similar things

    • @sennaha
      @sennaha 4 роки тому

      Research where the batteries are manufactured.

  • @sybo10
    @sybo10 5 років тому +5

    Elon wants all EV company's to succeed, wouldn't be surprised if he pulled a billion or more out of his wallet to help NIO. If he doesn't someone else will, they have some great cars and innovation.

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому +1

      Sybo Man I think you are right. I am very confident Nio will get additional funding and change together with Tesla the automotive landscape in the next 5 to 10 years

    • @olliteirikko
      @olliteirikko 5 років тому +1

      I think Elon merely sees Nio as a competitor but salutes Tesla's rivals equally as it would benefit the whole EV market.

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому

      @@olliteirikko You are right, comeptition and choice is good for the whole EV market

  • @thepreciousstones4789
    @thepreciousstones4789 5 років тому

    Nio is having hard time finding funds. Investor is concerned about their earning model. That $150 mil could vanish in the air.

    • @thepreciousstones4789
      @thepreciousstones4789 5 років тому

      Not to mention they insist on so-called high end products in China market, while they have no base to base on for their higher than peer price.

    • @theinvestmentabc6245
      @theinvestmentabc6245  5 років тому

      Amber Chen we have to see if and when they are getting funding, but I see high probabilities that they will get the funding. They have large backers with Tencent, Bidu and Baillie Gifford and William Li also is not poor. The price action also indicates that insiders are not dumping or are concerned. But still until funding is not announced there is a high risk investing in Nio

  • @AL-zz4mz
    @AL-zz4mz 4 роки тому +1

    If it’s threat to Tesla why tradings below $4

    • @theinvestmentabc6245
      @theinvestmentabc6245  4 роки тому +1

      Price does not mean anything, market cap does. Tesla is operating way longer than Nio. Nio is just a startup with huge potential

    • @sennaha
      @sennaha 4 роки тому +1

      New company, better progress than Tesla at same point of inception. Better car IMO as well.

    • @theinvestmentabc6245
      @theinvestmentabc6245  4 роки тому

      @@sennaha Totally agree with you! The only reason it is trading at a discount is the risk of being a chinese company listed at US markets

  • @proboxpepper6752
    @proboxpepper6752 4 роки тому

    Just mark Nio as a national security threat.