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2021-06-30

$SUNPOWER GROUP LTD.(5GD.SI)$Keep till the Jul dividend again ??????

2021-06-16

$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$Good progressive rate after dividend payout soon???

2021-05-24

$IFAST CORPORATION LTD.(AIY.SI)$Ang pow for the day ?

2021-06-28

$Torchlight Energy Resources Inc.RIGHTS(TRCHP.CNT)$Wait updated good news ?

2021-06-25

$SUNPOWER GROUP LTD.(5GD.SI)$Looking forward More SUN ☀️ for next week

2021-06-17

$Torchlight Energy Resources(TRCH)$Growing smoothly will do ???

2021-06-11

$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$Little profit from dividend…enough for TGIF!

2021-07-06

Good news to All ????

Sorry, the original content has been removed

2021-07-03

PRC still the worldwide market for major investors!

NIO May Grow Even Faster Than Expected

2021-06-17

$SUNPOWER GROUP LTD.(5GD.SI)$Think ➕➕➕

Go to Tiger App to see more news

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Brokers(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982499114","isVote":1,"tweetType":1,"viewCount":2697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835246083,"gmtCreate":1629724195442,"gmtModify":1676530111673,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"NVDA keep it UP ??","listText":"NVDA keep it UP ??","text":"NVDA keep it UP ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835246083","repostId":"1150522255","repostType":4,"repost":{"id":"1150522255","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629386895,"share":"https://ttm.financial/m/news/1150522255?lang=en_US&edition=fundamental","pubTime":"2021-08-19 23:28","market":"us","language":"en","title":"NVDA soars over 6% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1150522255","media":"Tiger Newspress","summary":"(Aug 19) Nvidia(NASDAQ:NVDA) shares rose over 6% Thursday to a record high following the chipmaker's","content":"<p>(Aug&nbsp;19)&nbsp;Nvidia(NASDAQ:NVDA)&nbsp;shares rose&nbsp;over 6%&nbsp;Thursday&nbsp;to&nbsp;a&nbsp;record&nbsp;high following the chipmaker's second-quarter results that were highlighted by strength in the company's data center business.</p>\n<p>Data center revenue rose 35% from a year ago, to $2.37 billion. Bank of America Securities analyst Vivek Arya said that with regards to its data center offerings, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> (NVDA) showed growth in hyperscale, vertical markets and high-performance computing, which Arya said should help the company's data center business grow by at least 30% a year over the long-term. Arya has a buy rating and $260-a-share price target on Nvidia's (NVDA) stock.</p>\n<p>But, it was the gaming that produced the largest share of the company's revenue in the most-recent quarter. Gaming totaled $3.06 billion, up 85% from a year ago, led by demand for GeForce graphics processors and system-on-a-chip offerings for game consoles.</p>\n<p>Timothy Arcuri, of UBS, said Nvidia's (NVDA) gaming business is \"trending more in-line\" heading into what is typically a strong fall quarter for the company. Arcuri has a buy rating and $230-a-share price target on the chipmaker's stock.</p>\n<p>For the quarter, Nvidia (NVDA) reported a profit of $1.04 a share, on total revenue of $6.51 billion. Wall Street analysts had forecast the chipmaker to earn $1.02 a share on $6.34 billion in sales.</p>\n<p><img src=\"https://static.tigerbbs.com/9901d7947e5f939784f513f994e97469\" tg-width=\"885\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>\n<ul></ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVDA soars over 6% in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNVDA soars over 6% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-19 23:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug&nbsp;19)&nbsp;Nvidia(NASDAQ:NVDA)&nbsp;shares rose&nbsp;over 6%&nbsp;Thursday&nbsp;to&nbsp;a&nbsp;record&nbsp;high following the chipmaker's second-quarter results that were highlighted by strength in the company's data center business.</p>\n<p>Data center revenue rose 35% from a year ago, to $2.37 billion. Bank of America Securities analyst Vivek Arya said that with regards to its data center offerings, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> (NVDA) showed growth in hyperscale, vertical markets and high-performance computing, which Arya said should help the company's data center business grow by at least 30% a year over the long-term. Arya has a buy rating and $260-a-share price target on Nvidia's (NVDA) stock.</p>\n<p>But, it was the gaming that produced the largest share of the company's revenue in the most-recent quarter. Gaming totaled $3.06 billion, up 85% from a year ago, led by demand for GeForce graphics processors and system-on-a-chip offerings for game consoles.</p>\n<p>Timothy Arcuri, of UBS, said Nvidia's (NVDA) gaming business is \"trending more in-line\" heading into what is typically a strong fall quarter for the company. Arcuri has a buy rating and $230-a-share price target on the chipmaker's stock.</p>\n<p>For the quarter, Nvidia (NVDA) reported a profit of $1.04 a share, on total revenue of $6.51 billion. Wall Street analysts had forecast the chipmaker to earn $1.02 a share on $6.34 billion in sales.</p>\n<p><img src=\"https://static.tigerbbs.com/9901d7947e5f939784f513f994e97469\" tg-width=\"885\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>\n<ul></ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150522255","content_text":"(Aug 19) Nvidia(NASDAQ:NVDA) shares rose over 6% Thursday to a record high following the chipmaker's second-quarter results that were highlighted by strength in the company's data center business.\nData center revenue rose 35% from a year ago, to $2.37 billion. Bank of America Securities analyst Vivek Arya said that with regards to its data center offerings, NVIDIA Corp (NVDA) showed growth in hyperscale, vertical markets and high-performance computing, which Arya said should help the company's data center business grow by at least 30% a year over the long-term. Arya has a buy rating and $260-a-share price target on Nvidia's (NVDA) stock.\nBut, it was the gaming that produced the largest share of the company's revenue in the most-recent quarter. Gaming totaled $3.06 billion, up 85% from a year ago, led by demand for GeForce graphics processors and system-on-a-chip offerings for game consoles.\nTimothy Arcuri, of UBS, said Nvidia's (NVDA) gaming business is \"trending more in-line\" heading into what is typically a strong fall quarter for the company. Arcuri has a buy rating and $230-a-share price target on the chipmaker's stock.\nFor the quarter, Nvidia (NVDA) reported a profit of $1.04 a share, on total revenue of $6.51 billion. Wall Street analysts had forecast the chipmaker to earn $1.02 a share on $6.34 billion in sales.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836159582,"gmtCreate":1629466750846,"gmtModify":1676530050262,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"NVDA progressive growing!","listText":"NVDA progressive growing!","text":"NVDA progressive growing!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/836159582","repostId":"1150522255","repostType":4,"isVote":1,"tweetType":1,"viewCount":3507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896765159,"gmtCreate":1628606089871,"gmtModify":1676529795709,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/896765159","repostId":"804544302","repostType":1,"repost":{"id":804544302,"gmtCreate":1627967972506,"gmtModify":1703498802001,"author":{"id":"3556134694513016","authorId":"3556134694513016","name":"3Fs","avatar":"https://static.tigerbbs.com/26cf959de8173b4a8aaee5e8568a8eff","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556134694513016","authorIdStr":"3556134694513016"},"themes":[],"title":"3 Things You May Be Interest Tencent > 10% Shares Drop Today","htmlText":"This will be a quick post to touch upon the 3 things that are related to gaming industry, particularly Tencent - given that it is currently the talk of the town at the moment.<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>In case you have not heard of the news that were circulating this morning, China's state-run Economic Information Journal Daily - stole today's headline by titling the article \"Spiritual Opium Grows into Hundreds of Billions of Industries\", which likened online games as hazardous especially to young people and seek to regulate them as soon as possible.This sends a spook across investors and spiral down to gaming stocks such as Tencent and Netease which dropped more than 10% this morning.1.) China already imposed gaming curfew for minors in 2018 r","listText":"This will be a quick post to touch upon the 3 things that are related to gaming industry, particularly Tencent - given that it is currently the talk of the town at the moment.<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>In case you have not heard of the news that were circulating this morning, China's state-run Economic Information Journal Daily - stole today's headline by titling the article \"Spiritual Opium Grows into Hundreds of Billions of Industries\", which likened online games as hazardous especially to young people and seek to regulate them as soon as possible.This sends a spook across investors and spiral down to gaming stocks such as Tencent and Netease which dropped more than 10% this morning.1.) China already imposed gaming curfew for minors in 2018 r","text":"This will be a quick post to touch upon the 3 things that are related to gaming industry, particularly Tencent - given that it is currently the talk of the town at the moment.$TENCENT(00700)$In case you have not heard of the news that were circulating this morning, China's state-run Economic Information Journal Daily - stole today's headline by titling the article \"Spiritual Opium Grows into Hundreds of Billions of Industries\", which likened online games as hazardous especially to young people and seek to regulate them as soon as possible.This sends a spook across investors and spiral down to gaming stocks such as Tencent and Netease which dropped more than 10% this morning.1.) China already imposed gaming curfew for minors in 2018 r","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804544302","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896762539,"gmtCreate":1628606065021,"gmtModify":1676529795693,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"Great news!","listText":"Great news!","text":"Great news!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/896762539","repostId":"1181860181","repostType":4,"repost":{"id":"1181860181","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628603123,"share":"https://ttm.financial/m/news/1181860181?lang=en_US&edition=fundamental","pubTime":"2021-08-10 21:45","market":"us","language":"en","title":"Novavax shares jumped nearly 12% in early trading.","url":"https://stock-news.laohu8.com/highlight/detail?id=1181860181","media":"Tiger Newspress","summary":"Novavax shares jumped nearly 12% in early trading.\nThe New York State Common Retirement Fund, the th","content":"<p>Novavax&nbsp;shares&nbsp;jumped&nbsp;nearly&nbsp;12%&nbsp;in&nbsp;early&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/e7eaa88109e0546c102a9f6dcce84c43\" tg-width=\"849\" tg-height=\"606\" referrerpolicy=\"no-referrer\">The&nbsp;New York State Common Retirement Fund, the third-largest public pension in the United States, increased its exposure to Novavax shares,reported&nbsp;Barron's.</p>\n<p>The pension also doubled its investment in COVID-19 vaccine play&nbsp;Moderna Inc&nbsp;.</p>\n<p>The retirement fund also initiated a position in&nbsp;BioNTech SE&nbsp;, the German COVID-19 vaccine partner of&nbsp;Pfizer Inc.</p>\n<p>Also on Monday, the Philippines’ Food and Drug Administration began evaluating Novavax’s application for emergency use authorization for its COVID-19 vaccine, as per areportfrom the Manila Bulletin.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Novavax shares jumped nearly 12% in early trading.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNovavax shares jumped nearly 12% in early trading.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-10 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Novavax&nbsp;shares&nbsp;jumped&nbsp;nearly&nbsp;12%&nbsp;in&nbsp;early&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/e7eaa88109e0546c102a9f6dcce84c43\" tg-width=\"849\" tg-height=\"606\" referrerpolicy=\"no-referrer\">The&nbsp;New York State Common Retirement Fund, the third-largest public pension in the United States, increased its exposure to Novavax shares,reported&nbsp;Barron's.</p>\n<p>The pension also doubled its investment in COVID-19 vaccine play&nbsp;Moderna Inc&nbsp;.</p>\n<p>The retirement fund also initiated a position in&nbsp;BioNTech SE&nbsp;, the German COVID-19 vaccine partner of&nbsp;Pfizer Inc.</p>\n<p>Also on Monday, the Philippines’ Food and Drug Administration began evaluating Novavax’s application for emergency use authorization for its COVID-19 vaccine, as per areportfrom the Manila Bulletin.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181860181","content_text":"Novavax shares jumped nearly 12% in early trading.\nThe New York State Common Retirement Fund, the third-largest public pension in the United States, increased its exposure to Novavax shares,reported Barron's.\nThe pension also doubled its investment in COVID-19 vaccine play Moderna Inc .\nThe retirement fund also initiated a position in BioNTech SE , the German COVID-19 vaccine partner of Pfizer Inc.\nAlso on Monday, the Philippines’ Food and Drug Administration began evaluating Novavax’s application for emergency use authorization for its COVID-19 vaccine, as per areportfrom the Manila Bulletin.","news_type":1,"symbols_score_info":{"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":3278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800135823,"gmtCreate":1627285704962,"gmtModify":1703486713153,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"Wow yeah, supreme good news to shareholders???","listText":"Wow yeah, supreme good news to shareholders???","text":"Wow yeah, supreme good news to shareholders???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800135823","repostId":"1133156476","repostType":4,"repost":{"id":"1133156476","kind":"news","pubTimestamp":1627282122,"share":"https://ttm.financial/m/news/1133156476?lang=en_US&edition=fundamental","pubTime":"2021-07-26 14:48","market":"us","language":"en","title":"Investors Are Buying American","url":"https://stock-news.laohu8.com/highlight/detail?id=1133156476","media":"The Wall Street Journal","summary":"Money managers world-wide put more than $900 billion into U.S. funds in the first half, a record amo","content":"<p>Money managers world-wide put more than $900 billion into U.S. funds in the first half, a record amount</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4dfde756e749123d44b746d24f780a6\" tg-width=\"1290\" tg-height=\"859\" width=\"100%\" height=\"auto\"><span>After pushing stocks to records, investors this week are set to parse earnings from companies such as McDonald’s.</span></p>\n<p>Investors around the globe are pouring money into U.S. financial assets, a sign of confidence that the world’s largest economy remains poised to pull through the Covid-19 pandemic better than many others.</p>\n<p><img src=\"https://static.tigerbbs.com/5eebccd27b58fc8adef288d1ca21289c\" tg-width=\"435\" tg-height=\"694\" width=\"100%\" height=\"auto\"></p>\n<p>Flows into mutual and exchange-tradedfunds, yearlySource: Refinitiv LipperNote: 2021 data is as of June 30.trillionU.S. fundsRest of world2017'200.00.20.40.60.81.01.2$1.4</p>\n<p>Investors world-wide have funneled more than $900 billion into U.S.-domiciled mutual and exchange-traded funds, on a net basis, during the first half of the year, according to data compiled by Refinitiv Lipper. That is a record in data going back to 1992 and is more than investors have put into funds elsewhere around the world combined during the first two quarters of 2021.</p>\n<p>The inflows underpin&nbsp;a rally that has carried U.S. stocks to records, ahead of major indexes in Europe or Asia. The S&amp;P 500 has climbed over 17% in 2021 to fresh all-time highs, while Germany’s DAX has risen 14%, the Shanghai Composite has added 2.2% and Japan’s Nikkei Stock Average remains little changed.</p>\n<p>Investors shifted some buying away from U.S. funds at the end of the first half. Flows to U.S. funds were about $51 billion in June, down from $168 billion in May and the first month inflows fell below $100 billion since January. Meanwhile, flows to foreign funds increased to over $93 billion last month, from $84 billion in May.</p>\n<p>Still, investors said that while Covid-19 variants, inflation or central-bank policy shifts could slow the U.S. recovery,they don’t seem likely to derail it, even as other countries&nbsp;struggle with vaccine rollouts&nbsp;or fresh waves of infections.</p>\n<p>After recent volatile trading sessions, investors this week will parse earnings from companies including&nbsp;Apple&nbsp;Inc.,McDonald’s&nbsp;Corp.&nbsp;and&nbsp;Waste Management&nbsp;Inc.,as well as details from thecoming meeting of the Federal Reserveset to conclude Wednesday.</p>\n<p>Monetary and fiscal stimulus policies have powered a savings surge, and many say the U.S. remains the best place to park the cash when it comes to stocks, bonds and other assets.</p>\n<p>Foreign investors are expected to put another $200 billion of U.S. equities into their portfolios this year, according to Goldman Sachs, in addition to the $712 billion added in 2020. Foreign holdings of U.S. government bonds in May rose to their highest level since February 2020’s pandemic-fueled rally, according to recent Treasury Department data.</p>\n<p>“The U.S. economy has a head start coming out of this pandemic,” said Jack Janasiewicz, portfolio manager and strategist at global asset manager Natixis Investment Managers. “There’s plenty of optimism from our standpoint as to why the market can continue to walk up.”</p>\n<p>Behind investors’ enthusiasm:the scattershot nature of the global recovery.</p>\n<p>Economists surveyed by The Wall Street Journal are forecasting the U.S. economy will grow 6.9% in 2021. That is higher than International Monetary Fund projections for most advanced and emerging-market economies, including the euro area, Japan and the United Kingdom.</p>\n<p>That would continue an imbalance that has made U.S. bonds relatively attractive globally since the financial crisis, when the country’s slow, steady growth still outpaced the recovery elsewhere.</p>\n<p>Nearly $16 trillion of global debt tracked by Bloomberg Barclays&nbsp;had a negative yield&nbsp;as of July 22, meaning&nbsp;investors are locking in a loss&nbsp;by holding it to maturity. That is below December’s $18 trillion peak, but up from $11 trillion at the end of 2019. Around 70% of the value of positive-yielding bonds among Group of 10 countries came from the U.S., according to Citigroup.</p>\n<p>A decline in the dollar&nbsp;has also brought down the cost of protecting foreign holdings of U.S. debt from swings in currencies, analysts said, making returns more attractive when compared with local securities. Foreign bond funds have increased their U.S. holdings to around 25% of assets under management, as of June 30, according to EPFR. That is up from 23% at the end of last year and around 10% at the end of 2019.</p>\n<p>“There’s this massive hunger for positive yield, particularly [U.S.] dollar-denominated debt,” said Daniela Mardarovici, co-head of U.S. multisector fixed income at Macquarie Asset Management.</p>\n<p>Analysts caution that fund flows can often chase recent market winners and that bets on U.S. growth&nbsp;may underwhelm investors’ optimistic expectations. Companies in the S&amp;P 500 traded recently at around 28 times their last 12 months of earnings, according to FactSet. That is near the highest level since 2000.</p>\n<p>Matt Dmytryszyn, director of investments at Telemus Capital, said U.S. stocks have proven resilient, but his funds are taking some profits and considering an increase in holdings in Europe.</p>\n<p>“We’ve seen that ‘buy the dip’ mentality because of the amount of excess savings out there,” he said. “With [U.S.] earnings now back around where they were pre-Covid, we are starting to think there could be more upside abroad.”</p>\n<p><img src=\"https://static.tigerbbs.com/d3487e5d1140d98fb69698cc63201995\" tg-width=\"978\" tg-height=\"702\" width=\"100%\" height=\"auto\"></p>\n<p>Investors can miss out on returns by not thinking globally. U.S. stocks returned 8.5% annualized to investors from December 1969 to February 1989, underperforming a 15.5% return from international developed-market stocks, according to data compiled by Richard Bernstein Advisors. From January 1999 to October 2010, emerging-market stocks returned 14.7% to investors, beating a 0.3% gain on U.S. equities.</p>\n<p>Recently, however, it has paid to be invested in U.S. stocks.</p>\n<p>An MSCI index of global stocks has returned over 10% to investors annualized from 2009 to 2019, but around 5% when excluding U.S. equities. This year, the MSCI World Index has gained more than 14%, but that falls to about 8% without the U.S.</p>\n<p>Such attractive returns&nbsp;could still draw more money to the U.S., analysts said. Optimism toward U.S. stocks rose in July among global fund managers surveyed by Bank of America, while bullish sentiment about eurozone and emerging-market equities waned.</p>\n<p>“There is so much money on the sidelines,” said Rajay Bagaria, chief investment officer at hedge fund Wasserstein Debt Opportunities. “Investment companies have received tremendous amounts of inflows, and as a result, any dip right now is being used as an opportunity to deploy capital.”</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investors Are Buying American</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvestors Are Buying American\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 14:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/investors-are-buying-american-11627205402?mod=hp_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Money managers world-wide put more than $900 billion into U.S. funds in the first half, a record amount\nAfter pushing stocks to records, investors this week are set to parse earnings from companies ...</p>\n\n<a href=\"https://www.wsj.com/articles/investors-are-buying-american-11627205402?mod=hp_lead_pos1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.wsj.com/articles/investors-are-buying-american-11627205402?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133156476","content_text":"Money managers world-wide put more than $900 billion into U.S. funds in the first half, a record amount\nAfter pushing stocks to records, investors this week are set to parse earnings from companies such as McDonald’s.\nInvestors around the globe are pouring money into U.S. financial assets, a sign of confidence that the world’s largest economy remains poised to pull through the Covid-19 pandemic better than many others.\n\nFlows into mutual and exchange-tradedfunds, yearlySource: Refinitiv LipperNote: 2021 data is as of June 30.trillionU.S. fundsRest of world2017'200.00.20.40.60.81.01.2$1.4\nInvestors world-wide have funneled more than $900 billion into U.S.-domiciled mutual and exchange-traded funds, on a net basis, during the first half of the year, according to data compiled by Refinitiv Lipper. That is a record in data going back to 1992 and is more than investors have put into funds elsewhere around the world combined during the first two quarters of 2021.\nThe inflows underpin a rally that has carried U.S. stocks to records, ahead of major indexes in Europe or Asia. The S&P 500 has climbed over 17% in 2021 to fresh all-time highs, while Germany’s DAX has risen 14%, the Shanghai Composite has added 2.2% and Japan’s Nikkei Stock Average remains little changed.\nInvestors shifted some buying away from U.S. funds at the end of the first half. Flows to U.S. funds were about $51 billion in June, down from $168 billion in May and the first month inflows fell below $100 billion since January. Meanwhile, flows to foreign funds increased to over $93 billion last month, from $84 billion in May.\nStill, investors said that while Covid-19 variants, inflation or central-bank policy shifts could slow the U.S. recovery,they don’t seem likely to derail it, even as other countries struggle with vaccine rollouts or fresh waves of infections.\nAfter recent volatile trading sessions, investors this week will parse earnings from companies including Apple Inc.,McDonald’s Corp. and Waste Management Inc.,as well as details from thecoming meeting of the Federal Reserveset to conclude Wednesday.\nMonetary and fiscal stimulus policies have powered a savings surge, and many say the U.S. remains the best place to park the cash when it comes to stocks, bonds and other assets.\nForeign investors are expected to put another $200 billion of U.S. equities into their portfolios this year, according to Goldman Sachs, in addition to the $712 billion added in 2020. Foreign holdings of U.S. government bonds in May rose to their highest level since February 2020’s pandemic-fueled rally, according to recent Treasury Department data.\n“The U.S. economy has a head start coming out of this pandemic,” said Jack Janasiewicz, portfolio manager and strategist at global asset manager Natixis Investment Managers. “There’s plenty of optimism from our standpoint as to why the market can continue to walk up.”\nBehind investors’ enthusiasm:the scattershot nature of the global recovery.\nEconomists surveyed by The Wall Street Journal are forecasting the U.S. economy will grow 6.9% in 2021. That is higher than International Monetary Fund projections for most advanced and emerging-market economies, including the euro area, Japan and the United Kingdom.\nThat would continue an imbalance that has made U.S. bonds relatively attractive globally since the financial crisis, when the country’s slow, steady growth still outpaced the recovery elsewhere.\nNearly $16 trillion of global debt tracked by Bloomberg Barclays had a negative yield as of July 22, meaning investors are locking in a loss by holding it to maturity. That is below December’s $18 trillion peak, but up from $11 trillion at the end of 2019. Around 70% of the value of positive-yielding bonds among Group of 10 countries came from the U.S., according to Citigroup.\nA decline in the dollar has also brought down the cost of protecting foreign holdings of U.S. debt from swings in currencies, analysts said, making returns more attractive when compared with local securities. Foreign bond funds have increased their U.S. holdings to around 25% of assets under management, as of June 30, according to EPFR. That is up from 23% at the end of last year and around 10% at the end of 2019.\n“There’s this massive hunger for positive yield, particularly [U.S.] dollar-denominated debt,” said Daniela Mardarovici, co-head of U.S. multisector fixed income at Macquarie Asset Management.\nAnalysts caution that fund flows can often chase recent market winners and that bets on U.S. growth may underwhelm investors’ optimistic expectations. Companies in the S&P 500 traded recently at around 28 times their last 12 months of earnings, according to FactSet. That is near the highest level since 2000.\nMatt Dmytryszyn, director of investments at Telemus Capital, said U.S. stocks have proven resilient, but his funds are taking some profits and considering an increase in holdings in Europe.\n“We’ve seen that ‘buy the dip’ mentality because of the amount of excess savings out there,” he said. “With [U.S.] earnings now back around where they were pre-Covid, we are starting to think there could be more upside abroad.”\n\nInvestors can miss out on returns by not thinking globally. U.S. stocks returned 8.5% annualized to investors from December 1969 to February 1989, underperforming a 15.5% return from international developed-market stocks, according to data compiled by Richard Bernstein Advisors. From January 1999 to October 2010, emerging-market stocks returned 14.7% to investors, beating a 0.3% gain on U.S. equities.\nRecently, however, it has paid to be invested in U.S. stocks.\nAn MSCI index of global stocks has returned over 10% to investors annualized from 2009 to 2019, but around 5% when excluding U.S. equities. This year, the MSCI World Index has gained more than 14%, but that falls to about 8% without the U.S.\nSuch attractive returns could still draw more money to the U.S., analysts said. Optimism toward U.S. stocks rose in July among global fund managers surveyed by Bank of America, while bullish sentiment about eurozone and emerging-market equities waned.\n“There is so much money on the sidelines,” said Rajay Bagaria, chief investment officer at hedge fund Wasserstein Debt Opportunities. “Investment companies have received tremendous amounts of inflows, and as a result, any dip right now is being used as an opportunity to deploy capital.”","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146325479,"gmtCreate":1626055019491,"gmtModify":1703752432885,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"Dream come true for space tourism!","listText":"Dream come true for space tourism!","text":"Dream come true for space tourism!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146325479","repostId":"2150300808","repostType":2,"repost":{"id":"2150300808","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1626020847,"share":"https://ttm.financial/m/news/2150300808?lang=en_US&edition=fundamental","pubTime":"2021-07-12 00:27","market":"us","language":"en","title":"BRIEF-Virgin Galactic Successfully Completes First Fully Crewed Spaceflight","url":"https://stock-news.laohu8.com/highlight/detail?id=2150300808","media":"Reuters","summary":"July 11 (Reuters) - Virgin Galactic Holdings Inc   :   * VIRGIN GALACTIC SUCCESSFULLY COMPLETES FIRS","content":"<html><body><p>July 11 (Reuters) - <a href=\"https://laohu8.com/S/SPCE.WS\">Virgin Galactic Holdings Inc</a>   :</p><p>   * VIRGIN GALACTIC SUCCESSFULLY COMPLETES FIRST FULLY CREWED SPACEFLIGHT</p><p>   * FOURTH SPACEFLIGHT TESTS PRIVATE ASTRONAUT AND RESEARCH EXPERIENCE</p><p>   * VSS UNITY SUCCESSFULLY REACHED SPACE, COMPLETING COMPANY'S FOURTH ROCKET-POWERED SPACEFLIGHT</p><p>   * VSS UNITY ACHIEVED A SPEED OF MACH 3 AFTER BEING RELEASED FROM MOTHERSHIP, VMS EVE</p><p>   * VEHICLE REACHED SPACE, AT AN ALTITUDE OF 53.5 MILES, BEFORE GLIDING SMOOTHLY TO A RUNWAY LANDING AT SPACEPORT AMERICA</p><p>Source text for Eikon:    Further company coverage:   </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BRIEF-Virgin Galactic Successfully Completes First Fully Crewed Spaceflight</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBRIEF-Virgin Galactic Successfully Completes First Fully Crewed Spaceflight\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-12 00:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>July 11 (Reuters) - <a href=\"https://laohu8.com/S/SPCE.WS\">Virgin Galactic Holdings Inc</a>   :</p><p>   * VIRGIN GALACTIC SUCCESSFULLY COMPLETES FIRST FULLY CREWED SPACEFLIGHT</p><p>   * FOURTH SPACEFLIGHT TESTS PRIVATE ASTRONAUT AND RESEARCH EXPERIENCE</p><p>   * VSS UNITY SUCCESSFULLY REACHED SPACE, COMPLETING COMPANY'S FOURTH ROCKET-POWERED SPACEFLIGHT</p><p>   * VSS UNITY ACHIEVED A SPEED OF MACH 3 AFTER BEING RELEASED FROM MOTHERSHIP, VMS EVE</p><p>   * VEHICLE REACHED SPACE, AT AN ALTITUDE OF 53.5 MILES, BEFORE GLIDING SMOOTHLY TO A RUNWAY LANDING AT SPACEPORT AMERICA</p><p>Source text for Eikon:    Further company coverage:   </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"THFF":"First Financial Corporation Indi","FBNC":"第一万能金控","FNLC":"第一万通金控","FFBC":"第一金融银行股份","SPCE":"维珍银河"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150300808","content_text":"July 11 (Reuters) - Virgin Galactic Holdings Inc   :   * VIRGIN GALACTIC SUCCESSFULLY COMPLETES FIRST FULLY CREWED SPACEFLIGHT   * FOURTH SPACEFLIGHT TESTS PRIVATE ASTRONAUT AND RESEARCH EXPERIENCE   * VSS UNITY SUCCESSFULLY REACHED SPACE, COMPLETING COMPANY'S FOURTH ROCKET-POWERED SPACEFLIGHT   * VSS UNITY ACHIEVED A SPEED OF MACH 3 AFTER BEING RELEASED FROM MOTHERSHIP, VMS EVE   * VEHICLE REACHED SPACE, AT AN ALTITUDE OF 53.5 MILES, BEFORE GLIDING SMOOTHLY TO A RUNWAY LANDING AT SPACEPORT AMERICASource text for Eikon:    Further company coverage:    ((Reuters.Briefs@thomsonreuters.com;))","news_type":1,"symbols_score_info":{"FFBC":1,"FNLC":1,"FBNC":1,"THFF":1,"SPCE":1}},"isVote":1,"tweetType":1,"viewCount":2513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157600465,"gmtCreate":1625579305557,"gmtModify":1703744222459,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"Good news to All ????","listText":"Good news to All ????","text":"Good news to All ????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157600465","repostId":"2149507863","repostType":4,"isVote":1,"tweetType":1,"viewCount":3252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155387176,"gmtCreate":1625376367295,"gmtModify":1703741029468,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"Long term investment!","listText":"Long term investment!","text":"Long term investment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155387176","repostId":"1171098897","repostType":2,"repost":{"id":"1171098897","kind":"news","pubTimestamp":1625207375,"share":"https://ttm.financial/m/news/1171098897?lang=en_US&edition=fundamental","pubTime":"2021-07-02 14:29","market":"us","language":"en","title":"Is Nio Rally Over For Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=1171098897","media":"Benzinga","summary":"Shares of Chinese electric vehicle maker Nio Inc. declined more than 4% in the regular trading sessi","content":"<div>\n<p>Shares of Chinese electric vehicle maker Nio Inc. declined more than 4% in the regular trading session on Thursday.\nWhat Happened:The decline in Nio’s shares comes after three straight days of gains. ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/07/21821955/is-nio-rally-over-for-now\">Source Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Nio Rally Over For Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Nio Rally Over For Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 14:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/07/21821955/is-nio-rally-over-for-now><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Chinese electric vehicle maker Nio Inc. declined more than 4% in the regular trading session on Thursday.\nWhat Happened:The decline in Nio’s shares comes after three straight days of gains. ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/07/21821955/is-nio-rally-over-for-now\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/news/21/07/21821955/is-nio-rally-over-for-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171098897","content_text":"Shares of Chinese electric vehicle maker Nio Inc. declined more than 4% in the regular trading session on Thursday.\nWhat Happened:The decline in Nio’s shares comes after three straight days of gains. The shares had risen above the $50 mark on Tuesday for the first time since early March amid bullish sentiment in the electric vehicle sector.\nNio’s shares closed 4.3% lower in Thursday’s regular trading session at $50.90.\nThe loss of momentum in Nio stock was attributed to concerns over theresurgance of COVID-19in the Asia-Pacific region, with a focus on the Delta variant.\nDo Bullish Factors Remain?Nio stock closed above the 30 days and 200 days simple moving averages on Thursday, indicating overall bullish sentiments, as per Trading View data. A relative strength index (RSI) of 65.91 is also on the higher side, indicating a potential uptrend.\nNioreported a 116.1% year-over-year surgein June deliveries on Tuesday, with the monthly increase representing a record for the company.\nIn addition, Citi has recently increased its price target on the Nio stock to $72 from $58.30 and maintained a buy rating on the stock.\nNio is also seeing high interest from retail investors.As of late Thursday, the company was the eleventh most-discussed stock on Reddit’s r/WallStreetBets forum, data from Quiver Quantitative showed. The WSB forum has 10.6 million members and is known for short squeezes.\nNio, seen as a rival to Tesla Inc., has pioneered the concept ofbattery-as-a-servicethat would allow users to rent a battery instead of purchasing one.\nNio has significantly accelerated the pace of building swap stations in the past two weeks. The EV maker aims to have 500 battery swap stations in operation in China by the end of this year.\nIn addition,  Nio has recentlyexpandedinto Norway and is on track to sell its ES8 SUV in the European nation.\nThe ET7, Nio’sfourth mass-produced model, is scheduled for commercial launch in the first quarter of 2022.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152438205,"gmtCreate":1625324622607,"gmtModify":1703740433936,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"PRC still the worldwide market for major investors!","listText":"PRC still the worldwide market for major investors!","text":"PRC still the worldwide market for major investors!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152438205","repostId":"1120590567","repostType":2,"repost":{"id":"1120590567","kind":"news","pubTimestamp":1625238577,"share":"https://ttm.financial/m/news/1120590567?lang=en_US&edition=fundamental","pubTime":"2021-07-02 23:09","market":"us","language":"en","title":"NIO May Grow Even Faster Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1120590567","media":"seekingalpha","summary":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-d","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO’s June deliveries grew at an impressive rate.</li>\n <li>The Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.</li>\n <li>NIO is set to overcome production setbacks and ramp up production in the second half of 2021.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ca537373e278344c3447309dd586ea\" tg-width=\"768\" tg-height=\"443\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>Chinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.</p>\n<p><b>Shipping volumes are accelerating</b></p>\n<p>NIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to&nbsp;reduce NIO's factory output&nbsp;from 10,000 vehicles to 7,500 vehicles a month.</p>\n<p>The global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.</p>\n<p>While the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries&nbsp;were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af76b71f8259337d534fb29b1a6a8c4\" tg-width=\"673\" tg-height=\"129\"><span>(Source: Author)</span></p>\n<p>NIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.</p>\n<p>The market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7579fc2abe7ca63887e68a9256b54cb3\" tg-width=\"921\" tg-height=\"438\"><span>(Source:InsideEVs)</span></p>\n<p>XPeng (XPEV), another Chinese electric vehicle maker,delivered&nbsp;6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.</p>\n<p>XPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c8cd25b4fd64f193bc91dabbee99e54\" tg-width=\"925\" tg-height=\"445\"><span>(Source:InsideEVs)</span></p>\n<p><b>NIO FY 2021 delivery projections</b></p>\n<p>My estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb01be329ab1b6d9a6097e74a1d5b250\" tg-width=\"455\" tg-height=\"116\"><span>(Source: Author)</span></p>\n<p><b>NIO's sales growth is cheap</b></p>\n<p>EV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84e0cee1726c807b6b7d04f4f4e44f2\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p><b>Risks</b></p>\n<p>The chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.</p>\n<p><b>Final thoughts</b></p>\n<p>NIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO May Grow Even Faster Than Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO May Grow Even Faster Than Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 23:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set...</p>\n\n<a href=\"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120590567","content_text":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set to overcome production setbacks and ramp up production in the second half of 2021.\n\npeterschreiber.media/iStock via Getty Images\nChinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.\nShipping volumes are accelerating\nNIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to reduce NIO's factory output from 10,000 vehicles to 7,500 vehicles a month.\nThe global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.\nWhile the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.\n(Source: Author)\nNIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.\nThe market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.\n(Source:InsideEVs)\nXPeng (XPEV), another Chinese electric vehicle maker,delivered 6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.\nXPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.\n(Source:InsideEVs)\nNIO FY 2021 delivery projections\nMy estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.\n(Source: Author)\nNIO's sales growth is cheap\nEV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.\nData by YCharts\nRisks\nThe chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.\nFinal thoughts\nNIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153602739,"gmtCreate":1625019879021,"gmtModify":1703850270244,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5GD.SI\">$SUNPOWER GROUP LTD.(5GD.SI)$</a>Keep till the Jul dividend again ??????","listText":"<a href=\"https://laohu8.com/S/5GD.SI\">$SUNPOWER GROUP LTD.(5GD.SI)$</a>Keep till the Jul dividend again ??????","text":"$SUNPOWER GROUP LTD.(5GD.SI)$Keep till the Jul dividend again ??????","images":[{"img":"https://static.tigerbbs.com/5526614aaa5ce77cb1d76ab3cde804b5","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/153602739","isVote":1,"tweetType":1,"viewCount":1529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":150011389,"gmtCreate":1624874629341,"gmtModify":1703846754230,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"Challenging competitor with TESLA!","listText":"Challenging competitor with TESLA!","text":"Challenging competitor with TESLA!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150011389","repostId":"1124372919","repostType":4,"repost":{"id":"1124372919","kind":"news","pubTimestamp":1624869783,"share":"https://ttm.financial/m/news/1124372919?lang=en_US&edition=fundamental","pubTime":"2021-06-28 16:43","market":"us","language":"en","title":"NIO: The Path To A $1 Trillion Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1124372919","media":"seekingalpha","summary":"NIO is known by many as a large cap Chinese electric vehicle company.However, it is actually much more than that and possesses several key competitive advantages.We discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.NIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\". Given that the mobility industry is becoming increasingly software-driven,","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is known by many as a large cap Chinese electric vehicle company.</li>\n <li>However, it is actually much more than that and possesses several key competitive advantages.</li>\n <li>We discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17cdcfe41a4b886c29dad01d4512e84e\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Lintao Zhang/Getty Images News</span></p>\n<p>Similar to how we analyzed Palantir(NYSE:PLTR)in our recent piece<i>Palantir: The Path To A $1 Trillion Valuation</i>, NIO Inc.(NYSE:NIO)is unique in that it is already a large cap stock, but has a massive growth runway that could quite conceivably make it a mega-cap stock and eventually even approach a valuation of $1 Trillion. Here are five reasons why it could successfully achieve that valuation:</p>\n<p><b>#1. \"Gas Station\" Of The Future</b></p>\n<p>NIO is a major designer and manufacturer of high-tech electric vehicles in China and as a result competes with the likes of Tesla(NASDAQ:TSLA)in innovative technologies like connectivity, batteries, autonomous mobility, and artificial intelligence.</p>\n<p>NIO's status as an emerging leader in these innovative technologies is perhaps the biggest reason to believe that they could become a multi-bagger from today's already lofty valuation and become a true mega cap.</p>\n<p>For example, its Battery-as-a-Service (BaaS) potential is immense. The company has already begun building out the infrastructure for this business through its&nbsp;recent partnership&nbsp;with Sinopec(NYSE:SHI)through which they aspire to create a 5,000 battery swap station network by 2024. This will give NIO a decisive network advantage in this space just as it begins to really take off in the world's largest electric vehicle market, enabling it to form partnerships with other automakers in the country and drive strong revenue growth from this business alone. Essentially, this would make NIO the number one \"gas station\" company in China as the country and world enter the age of electrification.</p>\n<p>Given that they possess hundreds of patents in battery swap technology, NIO seems to already have the intellectual property moat necessary to transform this potential into reality. It appears to be merely a matter of time for them to implement and scale now.</p>\n<p><b>#2. Autonomous Mobility &amp; AI Technology</b></p>\n<p>NIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\"</p>\n<p>Given that the mobility industry is becoming increasingly software-driven, its intellectual property portfolio here is important as well. Even more important, though, is its competitive positioning to emerge as a long-term leader in the electric vehicle space in China, not only because of the vehicle sales potential it offers, but much more importantly because it is the largest source of consumer data in the world. As a result, NIO will have access to a vast amount of data with which it can improve its A.I. and build one of the best mobility software platforms in the world.</p>\n<p><b>#3. Government Support</b></p>\n<p>Another big reason to believe in NIO's long-term potential stems from the simple fact that it is a leading local company in China in high-priority technology fields. As a result, it will likely enjoy significant support from the Chinese government so that it can serve as a vehicle whereby China can advance its goals towards becoming the pre-eminent global technological superpower.</p>\n<p>This principle has already played out several times to NIO's benefit.</p>\n<p>For example, the&nbsp;government recently gave&nbsp;NIO a RMB7 billion (US$1b) bailout to give it the cash it needed to sustain and scale operations.</p>\n<p>Additionally, government-owned auto manufacturer - Anhui Jianghuai Automobile Group Corp - has also assisted NIO by providing it with manufacturing services, enabling it to scale with minimal additional capital investment.</p>\n<p>Perhaps the most glaring example of this was how the Chinese state media&nbsp;recently successfully harmed&nbsp;the reputation of TSLA - NIO's top foreign rival - to the point where the Elon Musk-led company had to issue an apology.</p>\n<p>Furthermore, the Chinese government is making a major push to transition the automotive market towards electric vehicles in an effort to battle its huge pollution problem. It is achieving these aims by offering purchase rebates and tax exemptions for the industry, while also placing restrictions on new gasoline and diesel powered vehicle permits.</p>\n<p><b>#4. Global Expansion</b></p>\n<p>NIO is also poised to begin expanding its sales into global markets, beginning with Norway. Not only will the company be selling its cars there, but it will be building out local physical and digital infrastructure to create a high quality user-friendly ecosystem to add value to its brand and bolster its competitive positioning. Once it has built significant scale in Norway, it will then have a greater position of strength from which to infiltrate the rest of the European market. Given the geopolitical tensions with the United States at the moment as well as Tesla's dominance in the U.S. electric vehicle market, Europe seems like a much more logical choice to begin global expansion.</p>\n<p><b>#5. Crunching The Numbers</b></p>\n<p>Electric Vehicle sales are already growing exponentially - especially in China - and we expect that number to explode much higher in the years to come.</p>\n<p><img src=\"https://static.tigerbbs.com/00cdeb70c618caeddbbd16df936194ad\" tg-width=\"960\" tg-height=\"572\"></p>\n<p>In fact, while just barely over 1.2 million electric vehicles were sold worldwide in 2017,Bloomberg New Energy Finance&nbsp;expects that number to soar to 60 million by 2040. Not only that, but battery and battery charging infrastructure demand will soar as well.</p>\n<p>If NIO can seize on its early leadership in China in both the electric vehicle and battery charging infrastructure businesses and also successfully scale its business internationally, there is certainly room for it to achieve a $1 trillion valuation by 2040. For example, its gross margin is expected to be nearly 20% in 2021 and 2022. TSLA's gross, meanwhile, is around 23% and its net margin is roughly half of that, or ~11.5%.</p>\n<p>NIO's BaaS business should also be higher margin given that it could be entirely automated and the actual real estate could be leased instead of owned in order to free up capital for higher return investment elsewhere. With continued scaling in both businesses and overall positive trends in the business with reduced costs across the board through automation and enhanced data analytics, we think gross margins of 25% and net margins of 15% by 2040 are entirely feasible.</p>\n<p>If NIO were to grab just 7.5% of the global EV market (TSLA's is currently 11%) by 2040, it would be selling ~4.5 million cars per year. We think this share is actually very feasible when you consider that the majority of electric vehicle sales are expected to be in China and that NIO has an inside track on that market given the support it is receiving from the government.</p>\n<p>If the average sale were for $40,000 per electric vehicle, its profit would be ~$6,000 per vehicle, translating to $27 billion in annual profit from auto sales alone. At a 30x price-to-earnings multiple, that would put the automotive business at a $810 billion valuation.</p>\n<p>Meanwhile, its BaaS business could likely generate $150 in profits per year per vehicle in its sphere in China. By 2030,it is estimated&nbsp;that there will be 50 million electric vehicles on the road in China and that EVs will account for 40% of total auto sales. A very conservative estimate is that the number of EVs on the road in China will double to 100 million by 2040. If NIO's BaaS business serves 20% of the electric vehicles in China by 2040, that would equate to an additional $3+ billion in annual net income. Once again applying a 30x price-to-earnings multiple, that would equate to roughly another $100 billion in market valuation.</p>\n<p>Meanwhile, the potential for using its data and autonomous vehicle technology as well as vast BaaS infrastructure to launch an autonomous taxi business network is also immense. While it is hard to know exactly what sort of value this would command as it is hard to project how it would be regulated by the Chinese government and how well consumers would adopt it, it is not a stretch that NIO's scale and capabilities by this point in such a potentially massive market as is offered in China would put the valuation for this business at $100 billion.</p>\n<p>Combining all three businesses gets us to a $1 trillion total valuation under a bullish, but not entirely implausible scenario.</p>\n<p><b>Risk Analysis</b></p>\n<p>While the path to $1 trillion certainly looks viable, there are numerous risks to consider along the way.</p>\n<p>First and foremost, NIO faces a lot of competition from both foreign and domestic companies. TSLA has a large presence in China and overseas and sports a premium brand to go along with an extremely driven and innovative CEO and engineering team. While the Chinese government has helped NIO some already with surviving the TSLA threat, it is unknown the depths that it will have to and be willing to go to continue giving NIO a boost to sustain its competitive standing in its domestic market.</p>\n<p>Of course, NIO also faces competitive pressures from fellow Chinese electric vehicle manufacturers including Baidu(NASDAQ:BIDU), which already has a&nbsp;partnership&nbsp;with a government-owned automaker (BAIC Group) to put 1,000 driverless cars on the roads over the next 3 years as a prelude to establishing an autonomous taxi service in China. Facing off against fellow major domestic players who also have government backing poses another threat to NIO because it means that it cannot solely rely on government assistance to survive and thrive.</p>\n<p>On that same note, it also increases the political risk for NIO. Given that it is not the only horse that China is betting on in the mobility space, if their leadership were to run afoul of the Chinese Communist Party and/or they were to simply lag behind in performance, they could quickly be \"dropped\" by the government and the business could fall into a downward spiral. If Alibaba(NYSE:BABA)&nbsp;could face this, NIO certainly could too. If nothing else, the Chinese government could easily seize some or all of NIO's physical or intellectual property for state use, depriving NIO shareholders of much of their equity value.</p>\n<p>Furthermore, expanding overseas could also be complicated by the fact that China is currently dealing with growing geopolitical tensions with other Asia-Pacific nations, Europe, and the United States. As a result, trade barriers may go up, especially in such high-priority technologies as mobility and autonomous technology. The U.S., Europe, Japan, Korea, and even India have well-established automobile industries and if they feel threatened by a Chinese competitor, they may well decide to throw up barriers to entry in their markets.</p>\n<p>Of course, as the China hustle pointed out, many Chinese companies have a troubling track record of fudging accounting numbers. As a result, investors should always view Chinese company - to include NIO's - financial numbers with a healthy dose of skepticism. While it is very possible - if not likely - that NIO's numbers are completely accurate, it is still a risk that needs to be considered.</p>\n<p>Last, but not least, NIO is currently priced quite expensively as it is still running up massive losses and trades at 71 times expected 2021 gross income. Therefore, the range of potential future outcomes is quite wide and investors could very well be dramatically overpaying by purchasing at today's prices. It should be viewed as a highly speculative investment accordingly.</p>\n<p><b>Investor Takeaway</b></p>\n<p>NIO is currently struggling to turn a profit and has had to be bailed out by the Chinese government. At the same time, its valuation is sky-high. While this might steer many investors away and the stock is indeed a very speculative investment, there is also a plausible path for the company to become a $1 trillion mega cap by 2040 and generate attractive long-term returns for investors as a result.</p>\n<p>While not for the faint of heart and certainly not without risks, NIO could continue on its path towards becoming one of the world's pre-eminent mobility companies.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: The Path To A $1 Trillion Valuation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: The Path To A $1 Trillion Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 16:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is known by many as a large cap Chinese electric vehicle company.\nHowever, it is actually much more than that and possesses several key competitive advantages.\nWe discuss how these ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124372919","content_text":"Summary\n\nNIO is known by many as a large cap Chinese electric vehicle company.\nHowever, it is actually much more than that and possesses several key competitive advantages.\nWe discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.\n\nLintao Zhang/Getty Images News\nSimilar to how we analyzed Palantir(NYSE:PLTR)in our recent piecePalantir: The Path To A $1 Trillion Valuation, NIO Inc.(NYSE:NIO)is unique in that it is already a large cap stock, but has a massive growth runway that could quite conceivably make it a mega-cap stock and eventually even approach a valuation of $1 Trillion. Here are five reasons why it could successfully achieve that valuation:\n#1. \"Gas Station\" Of The Future\nNIO is a major designer and manufacturer of high-tech electric vehicles in China and as a result competes with the likes of Tesla(NASDAQ:TSLA)in innovative technologies like connectivity, batteries, autonomous mobility, and artificial intelligence.\nNIO's status as an emerging leader in these innovative technologies is perhaps the biggest reason to believe that they could become a multi-bagger from today's already lofty valuation and become a true mega cap.\nFor example, its Battery-as-a-Service (BaaS) potential is immense. The company has already begun building out the infrastructure for this business through its recent partnership with Sinopec(NYSE:SHI)through which they aspire to create a 5,000 battery swap station network by 2024. This will give NIO a decisive network advantage in this space just as it begins to really take off in the world's largest electric vehicle market, enabling it to form partnerships with other automakers in the country and drive strong revenue growth from this business alone. Essentially, this would make NIO the number one \"gas station\" company in China as the country and world enter the age of electrification.\nGiven that they possess hundreds of patents in battery swap technology, NIO seems to already have the intellectual property moat necessary to transform this potential into reality. It appears to be merely a matter of time for them to implement and scale now.\n#2. Autonomous Mobility & AI Technology\nNIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\"\nGiven that the mobility industry is becoming increasingly software-driven, its intellectual property portfolio here is important as well. Even more important, though, is its competitive positioning to emerge as a long-term leader in the electric vehicle space in China, not only because of the vehicle sales potential it offers, but much more importantly because it is the largest source of consumer data in the world. As a result, NIO will have access to a vast amount of data with which it can improve its A.I. and build one of the best mobility software platforms in the world.\n#3. Government Support\nAnother big reason to believe in NIO's long-term potential stems from the simple fact that it is a leading local company in China in high-priority technology fields. As a result, it will likely enjoy significant support from the Chinese government so that it can serve as a vehicle whereby China can advance its goals towards becoming the pre-eminent global technological superpower.\nThis principle has already played out several times to NIO's benefit.\nFor example, the government recently gave NIO a RMB7 billion (US$1b) bailout to give it the cash it needed to sustain and scale operations.\nAdditionally, government-owned auto manufacturer - Anhui Jianghuai Automobile Group Corp - has also assisted NIO by providing it with manufacturing services, enabling it to scale with minimal additional capital investment.\nPerhaps the most glaring example of this was how the Chinese state media recently successfully harmed the reputation of TSLA - NIO's top foreign rival - to the point where the Elon Musk-led company had to issue an apology.\nFurthermore, the Chinese government is making a major push to transition the automotive market towards electric vehicles in an effort to battle its huge pollution problem. It is achieving these aims by offering purchase rebates and tax exemptions for the industry, while also placing restrictions on new gasoline and diesel powered vehicle permits.\n#4. Global Expansion\nNIO is also poised to begin expanding its sales into global markets, beginning with Norway. Not only will the company be selling its cars there, but it will be building out local physical and digital infrastructure to create a high quality user-friendly ecosystem to add value to its brand and bolster its competitive positioning. Once it has built significant scale in Norway, it will then have a greater position of strength from which to infiltrate the rest of the European market. Given the geopolitical tensions with the United States at the moment as well as Tesla's dominance in the U.S. electric vehicle market, Europe seems like a much more logical choice to begin global expansion.\n#5. Crunching The Numbers\nElectric Vehicle sales are already growing exponentially - especially in China - and we expect that number to explode much higher in the years to come.\n\nIn fact, while just barely over 1.2 million electric vehicles were sold worldwide in 2017,Bloomberg New Energy Finance expects that number to soar to 60 million by 2040. Not only that, but battery and battery charging infrastructure demand will soar as well.\nIf NIO can seize on its early leadership in China in both the electric vehicle and battery charging infrastructure businesses and also successfully scale its business internationally, there is certainly room for it to achieve a $1 trillion valuation by 2040. For example, its gross margin is expected to be nearly 20% in 2021 and 2022. TSLA's gross, meanwhile, is around 23% and its net margin is roughly half of that, or ~11.5%.\nNIO's BaaS business should also be higher margin given that it could be entirely automated and the actual real estate could be leased instead of owned in order to free up capital for higher return investment elsewhere. With continued scaling in both businesses and overall positive trends in the business with reduced costs across the board through automation and enhanced data analytics, we think gross margins of 25% and net margins of 15% by 2040 are entirely feasible.\nIf NIO were to grab just 7.5% of the global EV market (TSLA's is currently 11%) by 2040, it would be selling ~4.5 million cars per year. We think this share is actually very feasible when you consider that the majority of electric vehicle sales are expected to be in China and that NIO has an inside track on that market given the support it is receiving from the government.\nIf the average sale were for $40,000 per electric vehicle, its profit would be ~$6,000 per vehicle, translating to $27 billion in annual profit from auto sales alone. At a 30x price-to-earnings multiple, that would put the automotive business at a $810 billion valuation.\nMeanwhile, its BaaS business could likely generate $150 in profits per year per vehicle in its sphere in China. By 2030,it is estimated that there will be 50 million electric vehicles on the road in China and that EVs will account for 40% of total auto sales. A very conservative estimate is that the number of EVs on the road in China will double to 100 million by 2040. If NIO's BaaS business serves 20% of the electric vehicles in China by 2040, that would equate to an additional $3+ billion in annual net income. Once again applying a 30x price-to-earnings multiple, that would equate to roughly another $100 billion in market valuation.\nMeanwhile, the potential for using its data and autonomous vehicle technology as well as vast BaaS infrastructure to launch an autonomous taxi business network is also immense. While it is hard to know exactly what sort of value this would command as it is hard to project how it would be regulated by the Chinese government and how well consumers would adopt it, it is not a stretch that NIO's scale and capabilities by this point in such a potentially massive market as is offered in China would put the valuation for this business at $100 billion.\nCombining all three businesses gets us to a $1 trillion total valuation under a bullish, but not entirely implausible scenario.\nRisk Analysis\nWhile the path to $1 trillion certainly looks viable, there are numerous risks to consider along the way.\nFirst and foremost, NIO faces a lot of competition from both foreign and domestic companies. TSLA has a large presence in China and overseas and sports a premium brand to go along with an extremely driven and innovative CEO and engineering team. While the Chinese government has helped NIO some already with surviving the TSLA threat, it is unknown the depths that it will have to and be willing to go to continue giving NIO a boost to sustain its competitive standing in its domestic market.\nOf course, NIO also faces competitive pressures from fellow Chinese electric vehicle manufacturers including Baidu(NASDAQ:BIDU), which already has a partnership with a government-owned automaker (BAIC Group) to put 1,000 driverless cars on the roads over the next 3 years as a prelude to establishing an autonomous taxi service in China. Facing off against fellow major domestic players who also have government backing poses another threat to NIO because it means that it cannot solely rely on government assistance to survive and thrive.\nOn that same note, it also increases the political risk for NIO. Given that it is not the only horse that China is betting on in the mobility space, if their leadership were to run afoul of the Chinese Communist Party and/or they were to simply lag behind in performance, they could quickly be \"dropped\" by the government and the business could fall into a downward spiral. If Alibaba(NYSE:BABA) could face this, NIO certainly could too. If nothing else, the Chinese government could easily seize some or all of NIO's physical or intellectual property for state use, depriving NIO shareholders of much of their equity value.\nFurthermore, expanding overseas could also be complicated by the fact that China is currently dealing with growing geopolitical tensions with other Asia-Pacific nations, Europe, and the United States. As a result, trade barriers may go up, especially in such high-priority technologies as mobility and autonomous technology. The U.S., Europe, Japan, Korea, and even India have well-established automobile industries and if they feel threatened by a Chinese competitor, they may well decide to throw up barriers to entry in their markets.\nOf course, as the China hustle pointed out, many Chinese companies have a troubling track record of fudging accounting numbers. As a result, investors should always view Chinese company - to include NIO's - financial numbers with a healthy dose of skepticism. While it is very possible - if not likely - that NIO's numbers are completely accurate, it is still a risk that needs to be considered.\nLast, but not least, NIO is currently priced quite expensively as it is still running up massive losses and trades at 71 times expected 2021 gross income. Therefore, the range of potential future outcomes is quite wide and investors could very well be dramatically overpaying by purchasing at today's prices. It should be viewed as a highly speculative investment accordingly.\nInvestor Takeaway\nNIO is currently struggling to turn a profit and has had to be bailed out by the Chinese government. At the same time, its valuation is sky-high. While this might steer many investors away and the stock is indeed a very speculative investment, there is also a plausible path for the company to become a $1 trillion mega cap by 2040 and generate attractive long-term returns for investors as a result.\nWhile not for the faint of heart and certainly not without risks, NIO could continue on its path towards becoming one of the world's pre-eminent mobility companies.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150034180,"gmtCreate":1624874331340,"gmtModify":1703846746827,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TRCHP.CNT\">$Torchlight Energy Resources Inc.RIGHTS(TRCHP.CNT)$</a>Wait updated good news ?&nbsp;","listText":"<a href=\"https://laohu8.com/S/TRCHP.CNT\">$Torchlight Energy Resources Inc.RIGHTS(TRCHP.CNT)$</a>Wait updated good news ?&nbsp;","text":"$Torchlight Energy Resources Inc.RIGHTS(TRCHP.CNT)$Wait updated good news ?","images":[{"img":"https://static.tigerbbs.com/fc4ec55ec82dddc6a273b267743e8974","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/150034180","isVote":1,"tweetType":1,"viewCount":1650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":122991252,"gmtCreate":1624591381476,"gmtModify":1703841200065,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5GD.SI\">$SUNPOWER GROUP LTD.(5GD.SI)$</a>Looking forward More SUN ☀️ for next week","listText":"<a href=\"https://laohu8.com/S/5GD.SI\">$SUNPOWER GROUP LTD.(5GD.SI)$</a>Looking forward More SUN ☀️ for next week","text":"$SUNPOWER GROUP LTD.(5GD.SI)$Looking forward More SUN ☀️ for next week","images":[{"img":"https://static.tigerbbs.com/bf06ba98b0df6fdca87369cab641cfcb","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/122991252","isVote":1,"tweetType":1,"viewCount":1194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":126903977,"gmtCreate":1624540691299,"gmtModify":1703839768209,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"Blessing for miracles for all of us ??","listText":"Blessing for miracles for all of us ??","text":"Blessing for miracles for all of us ??","images":[{"img":"https://static.tigerbbs.com/24e6d4e223c434ac111bfc3af1d3ec1f","width":"750","height":"1733"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126903977","isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":123693176,"gmtCreate":1624419301695,"gmtModify":1703836102579,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$</a>? ⬆️?","listText":"<a href=\"https://laohu8.com/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$</a>? ⬆️?","text":"$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$? ⬆️?","images":[{"img":"https://static.tigerbbs.com/38cf1a11beb611cbe3f767d07ca5b738","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/123693176","isVote":1,"tweetType":1,"viewCount":1131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":166796633,"gmtCreate":1624024519622,"gmtModify":1703826894126,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"Showing good progress ✌?✌?✌?","listText":"Showing good progress ✌?✌?✌?","text":"Showing good progress ✌?✌?✌?","images":[{"img":"https://static.tigerbbs.com/7306947994e02e3efc977f5c243a147e","width":"750","height":"1616"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166796633","isVote":1,"tweetType":1,"viewCount":1246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":168585042,"gmtCreate":1623978763986,"gmtModify":1703825254149,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5GD.SI\">$SUNPOWER GROUP LTD.(5GD.SI)$</a>More SUN ?!","listText":"<a href=\"https://laohu8.com/S/5GD.SI\">$SUNPOWER GROUP LTD.(5GD.SI)$</a>More SUN ?!","text":"$SUNPOWER GROUP LTD.(5GD.SI)$More SUN ?!","images":[{"img":"https://static.tigerbbs.com/eb4e254e550b025ba5ad96433b581f60","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/168585042","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582238043606021","authorId":"3582238043606021","name":"mikey189","avatar":"https://static.tigerbbs.com/e453d5ab3795b9fb7781360b5a95490d","crmLevel":11,"crmLevelSwitch":0,"idStr":"3582238043606021","authorIdStr":"3582238043606021"},"content":"yes. shining sun! next run for the next dividend","text":"yes. shining sun! next run for the next dividend","html":"yes. shining sun! next run for the next dividend"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":161984491,"gmtCreate":1623900865413,"gmtModify":1703823037013,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5GD.SI\">$SUNPOWER GROUP LTD.(5GD.SI)$</a>Think ➕➕➕","listText":"<a href=\"https://laohu8.com/S/5GD.SI\">$SUNPOWER GROUP LTD.(5GD.SI)$</a>Think ➕➕➕","text":"$SUNPOWER GROUP LTD.(5GD.SI)$Think ➕➕➕","images":[{"img":"https://static.tigerbbs.com/bf06ba98b0df6fdca87369cab641cfcb","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/161984491","isVote":1,"tweetType":1,"viewCount":1579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":153602739,"gmtCreate":1625019879021,"gmtModify":1703850270244,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5GD.SI\">$SUNPOWER GROUP LTD.(5GD.SI)$</a>Keep till the Jul dividend again ??????","listText":"<a href=\"https://laohu8.com/S/5GD.SI\">$SUNPOWER GROUP LTD.(5GD.SI)$</a>Keep till the Jul dividend again ??????","text":"$SUNPOWER GROUP LTD.(5GD.SI)$Keep till the Jul dividend again ??????","images":[{"img":"https://static.tigerbbs.com/5526614aaa5ce77cb1d76ab3cde804b5","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/153602739","isVote":1,"tweetType":1,"viewCount":1529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":169981874,"gmtCreate":1623812454998,"gmtModify":1703820255130,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$</a>Good progressive rate after dividend payout soon???","listText":"<a href=\"https://laohu8.com/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$</a>Good progressive rate after dividend payout soon???","text":"$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$Good progressive rate after dividend payout soon???","images":[{"img":"https://static.tigerbbs.com/38cf1a11beb611cbe3f767d07ca5b738","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/169981874","isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":131915904,"gmtCreate":1621821321108,"gmtModify":1704362763414,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>Ang pow for the day ?","listText":"<a href=\"https://laohu8.com/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>Ang pow for the day ?","text":"$IFAST CORPORATION LTD.(AIY.SI)$Ang pow for the day ?","images":[{"img":"https://static.tigerbbs.com/985cbd0fb3d8b0dc0d7b480200b05c6a","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/131915904","isVote":1,"tweetType":1,"viewCount":1288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":150034180,"gmtCreate":1624874331340,"gmtModify":1703846746827,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TRCHP.CNT\">$Torchlight Energy Resources Inc.RIGHTS(TRCHP.CNT)$</a>Wait updated good news ?&nbsp;","listText":"<a href=\"https://laohu8.com/S/TRCHP.CNT\">$Torchlight Energy Resources Inc.RIGHTS(TRCHP.CNT)$</a>Wait updated good news ?&nbsp;","text":"$Torchlight Energy Resources Inc.RIGHTS(TRCHP.CNT)$Wait updated good news ?","images":[{"img":"https://static.tigerbbs.com/fc4ec55ec82dddc6a273b267743e8974","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/150034180","isVote":1,"tweetType":1,"viewCount":1650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":122991252,"gmtCreate":1624591381476,"gmtModify":1703841200065,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5GD.SI\">$SUNPOWER GROUP LTD.(5GD.SI)$</a>Looking forward More SUN ☀️ for next week","listText":"<a href=\"https://laohu8.com/S/5GD.SI\">$SUNPOWER GROUP LTD.(5GD.SI)$</a>Looking forward More SUN ☀️ for next week","text":"$SUNPOWER GROUP LTD.(5GD.SI)$Looking forward More SUN ☀️ for next week","images":[{"img":"https://static.tigerbbs.com/bf06ba98b0df6fdca87369cab641cfcb","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/122991252","isVote":1,"tweetType":1,"viewCount":1194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":163337378,"gmtCreate":1623859591994,"gmtModify":1703821773405,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>Growing smoothly will do ???","listText":"<a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>Growing smoothly will do ???","text":"$Torchlight Energy Resources(TRCH)$Growing smoothly will do ???","images":[{"img":"https://static.tigerbbs.com/eb6e9739a1f9a280918deff5fc0bf47f","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/163337378","isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":181893415,"gmtCreate":1623382785437,"gmtModify":1704202160317,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$</a>Little profit from dividend…enough for TGIF!","listText":"<a href=\"https://laohu8.com/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$</a>Little profit from dividend…enough for TGIF!","text":"$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$Little profit from dividend…enough for TGIF!","images":[{"img":"https://static.tigerbbs.com/38cf1a11beb611cbe3f767d07ca5b738","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/181893415","isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":157600465,"gmtCreate":1625579305557,"gmtModify":1703744222459,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"Good news to All ????","listText":"Good news to All ????","text":"Good news to All ????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157600465","repostId":"2149507863","repostType":4,"isVote":1,"tweetType":1,"viewCount":3252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152438205,"gmtCreate":1625324622607,"gmtModify":1703740433936,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"PRC still the worldwide market for major investors!","listText":"PRC still the worldwide market for major investors!","text":"PRC still the worldwide market for major investors!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152438205","repostId":"1120590567","repostType":2,"repost":{"id":"1120590567","kind":"news","pubTimestamp":1625238577,"share":"https://ttm.financial/m/news/1120590567?lang=en_US&edition=fundamental","pubTime":"2021-07-02 23:09","market":"us","language":"en","title":"NIO May Grow Even Faster Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1120590567","media":"seekingalpha","summary":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-d","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO’s June deliveries grew at an impressive rate.</li>\n <li>The Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.</li>\n <li>NIO is set to overcome production setbacks and ramp up production in the second half of 2021.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ca537373e278344c3447309dd586ea\" tg-width=\"768\" tg-height=\"443\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>Chinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.</p>\n<p><b>Shipping volumes are accelerating</b></p>\n<p>NIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to&nbsp;reduce NIO's factory output&nbsp;from 10,000 vehicles to 7,500 vehicles a month.</p>\n<p>The global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.</p>\n<p>While the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries&nbsp;were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af76b71f8259337d534fb29b1a6a8c4\" tg-width=\"673\" tg-height=\"129\"><span>(Source: Author)</span></p>\n<p>NIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.</p>\n<p>The market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7579fc2abe7ca63887e68a9256b54cb3\" tg-width=\"921\" tg-height=\"438\"><span>(Source:InsideEVs)</span></p>\n<p>XPeng (XPEV), another Chinese electric vehicle maker,delivered&nbsp;6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.</p>\n<p>XPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c8cd25b4fd64f193bc91dabbee99e54\" tg-width=\"925\" tg-height=\"445\"><span>(Source:InsideEVs)</span></p>\n<p><b>NIO FY 2021 delivery projections</b></p>\n<p>My estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb01be329ab1b6d9a6097e74a1d5b250\" tg-width=\"455\" tg-height=\"116\"><span>(Source: Author)</span></p>\n<p><b>NIO's sales growth is cheap</b></p>\n<p>EV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84e0cee1726c807b6b7d04f4f4e44f2\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p><b>Risks</b></p>\n<p>The chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.</p>\n<p><b>Final thoughts</b></p>\n<p>NIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO May Grow Even Faster Than Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO May Grow Even Faster Than Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 23:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set...</p>\n\n<a href=\"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120590567","content_text":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set to overcome production setbacks and ramp up production in the second half of 2021.\n\npeterschreiber.media/iStock via Getty Images\nChinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.\nShipping volumes are accelerating\nNIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to reduce NIO's factory output from 10,000 vehicles to 7,500 vehicles a month.\nThe global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.\nWhile the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.\n(Source: Author)\nNIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.\nThe market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.\n(Source:InsideEVs)\nXPeng (XPEV), another Chinese electric vehicle maker,delivered 6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.\nXPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.\n(Source:InsideEVs)\nNIO FY 2021 delivery projections\nMy estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.\n(Source: Author)\nNIO's sales growth is cheap\nEV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.\nData by YCharts\nRisks\nThe chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.\nFinal thoughts\nNIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161984491,"gmtCreate":1623900865413,"gmtModify":1703823037013,"author":{"id":"3583300514532756","authorId":"3583300514532756","name":"sokfern","avatar":"https://community-static.tradeup.com/news/5a91d8da7d2c7b66d7c72afb3ed00440","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583300514532756","authorIdStr":"3583300514532756"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5GD.SI\">$SUNPOWER GROUP LTD.(5GD.SI)$</a>Think ➕➕➕","listText":"<a href=\"https://laohu8.com/S/5GD.SI\">$SUNPOWER GROUP LTD.(5GD.SI)$</a>Think ➕➕➕","text":"$SUNPOWER GROUP LTD.(5GD.SI)$Think ➕➕➕","images":[{"img":"https://static.tigerbbs.com/bf06ba98b0df6fdca87369cab641cfcb","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/161984491","isVote":1,"tweetType":1,"viewCount":1579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}