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Beepy
2020-12-17
Nio will catch up but tesla still a buy
Can Tesla still dominate in electric vehicles? Investors should reconsider!
Beepy
2020-12-17
Buy nio
NIO Is Incredibly Risky At Its Current Level
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Investors should reconsider!","url":"https://stock-news.laohu8.com/highlight/detail?id=1133638314","media":"seekingalpha","summary":"Summary\n\nTesla has benefited from its position at the forefront of the electric vehicle industry for","content":"<p>Summary</p>\n<ul>\n <li>Tesla has benefited from its position at the forefront of the electric vehicle industry for years; other automakers' past failures to build rival EV offerings reinforced Tesla's market dominance narrative.</li>\n <li>Now, competition is finally coming to the EV market, with more than 50 offerings coming to market in 2021 alone; Tesla's position of EV leadership will be sorely tested.</li>\n <li>Rival EV makers have already made headway in key international markets, including the EU and China; as Tesla's market share erodes, its growth narrative may come under pressure.</li>\n <li>Tesla's valuation implies decades of market dominance; as that prospect begins to fade in the face of intensifying competition, so too will Tesla's share price.</li>\n</ul>\n<p>Tesla, Inc. (NASDAQ:TSLA) has long been at the forefront of the electric vehicle space. Thanks to a fortunate mixture of first-mover advantage and reticence on the part of established automakers to go all in on EVs, Tesla enjoyed years of near total dominance of the EV market. But it now seems that EV market competition has at last begun to heat up.</p>\n<p>Forced to contend with credible rivals for the first time, Tesla’s market dominance is being put to the test. Based on the data currently coming out of the most developed EV markets, Tesla’s lead appears to be eroding rapidly. As EV competition continues to heat up, things are likely to only get worse from here. That will eventually threaten to weigh on Tesla’s sky-high valuation.</p>\n<p>Tsunami Of Competition On The Horizon</p>\n<p>Tesla built its market dominance in the absence of credible competition. While several automakers rolled out EV offerings of their own over the past several years, few of these early “Tesla Killers'' managed to gain much traction, a fact that led many bulls to conclude on Tesla’s market dominance and lead in EV technology. Unfortunately, that confidence may have blinded some investors to the prospect of serious competition on the horizon.</p>\n<p>After years of talking about betting big on EVs, several automakers are at last going all in. General Motors (NYSE:GM), for example, committed last month to invest a staggering$27 billion in EVsover the next five years, with 30 all-electric vehicles expected to be on the market by 2025. And that is just the tip of the iceberg. 2021 will be a big year for EV rollouts, with more than50 launchesscheduled for non-Tesla EVs.</p>\n<p><img src=\"https://static.tigerbbs.com/376b8ba8495e888dbe2219efcacc98f3\" tg-width=\"640\" tg-height=\"458\"><i>Source: Motorhead</i></p>\n<p>With competition heating up, Tesla will have to adapt to being just one of many players in an increasingly saturated EV market. Things that Tesla has historically been able to get away with, such assubstandard reliability, build quality, and service, may no longer fly when consumers have a host of other attractive EV options from more conventional automakers to choose from.</p>\n<p>Market Dominance Already Under Threat</p>\n<p>The dynamics of national EV markets vary based on a myriad of factors, most notably the generosity of government incentives. In general, the more generous a country’s EV subsidy regime, the more active the country’s EV market. Tesla enjoyed years of strong demand and market dominance in many of these key markets, especially in the EU. Yet, as competitors have burst onto the EU market in greater numbers since 2018, Tesla has seen itsmarket shareshrink precipitously. Indeed, while Tesla was able to boast approximately 33% EV market share in the EU in Q4 2019, this has fallen to a hair over10% market share today.</p>\n<p><img src=\"https://static.tigerbbs.com/f342766fb841f9e9937655e97e971db4\" tg-width=\"562\" tg-height=\"334\"></p>\n<p><i>Source: GLJ Research</i></p>\n<p>Virtually, the exact same story has been playing out in China, a market on which Tesla has pinned much of its growth hopes. In an October article, “Tesla Faces A Real Demand Problem In China,” I discussed the signs of unexpectedly soft demand in the Chinese market. Things appear to have gotten worse since then, thanks to intensifying competition fromdomestic EV companies. Competition has already begun to visibly bleed away Tesla’smarket sharein China.</p>\n<p><img src=\"https://static.tigerbbs.com/28cba742be4de3a3eacbf404d7add963\" tg-width=\"495\" tg-height=\"291\"><i>Source: GLJ Research</i></p>\n<p>Even Tesla's strong November, which saw Chinese deliveries double from October, was only enough to lift the company's market share in the countryfrom 8% to 12.5%, well below the 25% market share it claimed in March.</p>\n<p>Investors' Eye View</p>\n<p>Tesla’s market capitalization currently stands at $600 billion, making it the world’s most valuable automaker by a wide margin. Tesla’s valuation now dwarfs that of Toyota (NYSE:TM), which held the top spot until this year. Yet while Toyotaproduced 6,416,715 vehiclesduring the first three quarters of 2020, Tesla producedjust 329,980. Moreover, while Toyota has become a byword for efficient and profitable automotive manufacturing, Tesla has failed to consistently deliverpositive earningsfrom operations in the absence of regulatory credit sales.</p>\n<p>Despite trailing Toyota by vast margins in terms of production, sales, and profitability, Tesla’s market capitalization is nearly triple that of its larger rival. The reason for this incongruence is simple: The market has priced in many years of phenomenal growth on Tesla’s part. To justify its current valuation, Tesla will need to do more than become the world’s biggest and most profitable automaker; it will have to effectively dominate the entire auto market on a level without historical precedent. Even historically bullish analysts have started to question Tesla’s ability to deliver nigh-infinite growth. Jefferies’ Philippe Houchois, for example, cautioned investors last week to temper theirwilder expectations:</p>\n<blockquote>\n \"We don't believe Tesla can dominate autos given industry structure and politics.”\n</blockquote>\n<p>Tesla is priced for auto market dominance. That is a rather tall order no matter how you look at it. With competition already eating into Tesla’s market share in key markets, it is unclear how Tesla could reverse the trend, especially as wave after wave of new offerings hits the EV market over the next couple years.</p>\n<p>Investors betting on Tesla’s perpetual EV dominance should think again.</p>","source":"seekingalpha","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> Can Tesla still dominate in electric vehicles? Investors should reconsider!</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\">\n Can Tesla still dominate in electric vehicles? Investors should reconsider!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-17 16:10 GMT+8 <a href=https://seekingalpha.com/article/4394936-tesla-new-wave-of-competitors-threatens-ev-dominance><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTesla has benefited from its position at the forefront of the electric vehicle industry for years; other automakers' past failures to build rival EV offerings reinforced Tesla's market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4394936-tesla-new-wave-of-competitors-threatens-ev-dominance\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4ff460a3c38d8370653067c1948c76ac","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4394936-tesla-new-wave-of-competitors-threatens-ev-dominance","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1133638314","content_text":"Summary\n\nTesla has benefited from its position at the forefront of the electric vehicle industry for years; other automakers' past failures to build rival EV offerings reinforced Tesla's market dominance narrative.\nNow, competition is finally coming to the EV market, with more than 50 offerings coming to market in 2021 alone; Tesla's position of EV leadership will be sorely tested.\nRival EV makers have already made headway in key international markets, including the EU and China; as Tesla's market share erodes, its growth narrative may come under pressure.\nTesla's valuation implies decades of market dominance; as that prospect begins to fade in the face of intensifying competition, so too will Tesla's share price.\n\nTesla, Inc. (NASDAQ:TSLA) has long been at the forefront of the electric vehicle space. Thanks to a fortunate mixture of first-mover advantage and reticence on the part of established automakers to go all in on EVs, Tesla enjoyed years of near total dominance of the EV market. But it now seems that EV market competition has at last begun to heat up.\nForced to contend with credible rivals for the first time, Tesla’s market dominance is being put to the test. Based on the data currently coming out of the most developed EV markets, Tesla’s lead appears to be eroding rapidly. As EV competition continues to heat up, things are likely to only get worse from here. That will eventually threaten to weigh on Tesla’s sky-high valuation.\nTsunami Of Competition On The Horizon\nTesla built its market dominance in the absence of credible competition. While several automakers rolled out EV offerings of their own over the past several years, few of these early “Tesla Killers'' managed to gain much traction, a fact that led many bulls to conclude on Tesla’s market dominance and lead in EV technology. Unfortunately, that confidence may have blinded some investors to the prospect of serious competition on the horizon.\nAfter years of talking about betting big on EVs, several automakers are at last going all in. General Motors (NYSE:GM), for example, committed last month to invest a staggering$27 billion in EVsover the next five years, with 30 all-electric vehicles expected to be on the market by 2025. And that is just the tip of the iceberg. 2021 will be a big year for EV rollouts, with more than50 launchesscheduled for non-Tesla EVs.\nSource: Motorhead\nWith competition heating up, Tesla will have to adapt to being just one of many players in an increasingly saturated EV market. Things that Tesla has historically been able to get away with, such assubstandard reliability, build quality, and service, may no longer fly when consumers have a host of other attractive EV options from more conventional automakers to choose from.\nMarket Dominance Already Under Threat\nThe dynamics of national EV markets vary based on a myriad of factors, most notably the generosity of government incentives. In general, the more generous a country’s EV subsidy regime, the more active the country’s EV market. Tesla enjoyed years of strong demand and market dominance in many of these key markets, especially in the EU. Yet, as competitors have burst onto the EU market in greater numbers since 2018, Tesla has seen itsmarket shareshrink precipitously. Indeed, while Tesla was able to boast approximately 33% EV market share in the EU in Q4 2019, this has fallen to a hair over10% market share today.\n\nSource: GLJ Research\nVirtually, the exact same story has been playing out in China, a market on which Tesla has pinned much of its growth hopes. In an October article, “Tesla Faces A Real Demand Problem In China,” I discussed the signs of unexpectedly soft demand in the Chinese market. Things appear to have gotten worse since then, thanks to intensifying competition fromdomestic EV companies. Competition has already begun to visibly bleed away Tesla’smarket sharein China.\nSource: GLJ Research\nEven Tesla's strong November, which saw Chinese deliveries double from October, was only enough to lift the company's market share in the countryfrom 8% to 12.5%, well below the 25% market share it claimed in March.\nInvestors' Eye View\nTesla’s market capitalization currently stands at $600 billion, making it the world’s most valuable automaker by a wide margin. Tesla’s valuation now dwarfs that of Toyota (NYSE:TM), which held the top spot until this year. Yet while Toyotaproduced 6,416,715 vehiclesduring the first three quarters of 2020, Tesla producedjust 329,980. Moreover, while Toyota has become a byword for efficient and profitable automotive manufacturing, Tesla has failed to consistently deliverpositive earningsfrom operations in the absence of regulatory credit sales.\nDespite trailing Toyota by vast margins in terms of production, sales, and profitability, Tesla’s market capitalization is nearly triple that of its larger rival. The reason for this incongruence is simple: The market has priced in many years of phenomenal growth on Tesla’s part. To justify its current valuation, Tesla will need to do more than become the world’s biggest and most profitable automaker; it will have to effectively dominate the entire auto market on a level without historical precedent. Even historically bullish analysts have started to question Tesla’s ability to deliver nigh-infinite growth. Jefferies’ Philippe Houchois, for example, cautioned investors last week to temper theirwilder expectations:\n\n \"We don't believe Tesla can dominate autos given industry structure and politics.”\n\nTesla is priced for auto market dominance. That is a rather tall order no matter how you look at it. With competition already eating into Tesla’s market share in key markets, it is unclear how Tesla could reverse the trend, especially as wave after wave of new offerings hits the EV market over the next couple years.\nInvestors betting on Tesla’s perpetual EV dominance should think again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397352004,"gmtCreate":1608193703008,"gmtModify":1703851672874,"author":{"id":"3571272657162951","authorId":"3571272657162951","name":"Beepy","avatar":"https://static.tigerbbs.com/9c00f8ef34cfbe54d0635e722b46106a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571272657162951","authorIdStr":"3571272657162951"},"themes":[],"htmlText":"Buy nio","listText":"Buy nio","text":"Buy nio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397352004","repostId":"1146668721","repostType":4,"repost":{"id":"1146668721","kind":"news","pubTimestamp":1608191669,"share":"https://www.laohu8.com/m/news/1146668721?lang=&edition=full","pubTime":"2020-12-17 15:54","market":"us","language":"en","title":"NIO Is Incredibly Risky At Its Current Level","url":"https://stock-news.laohu8.com/highlight/detail?id=1146668721","media":"seekingalpha","summary":"SummaryNIO has become one of the most valuable auto companies in the world over the past year.While ","content":"<p>Summary</p><ul><li>NIO has become one of the most valuable auto companies in the world over the past year.</li><li>While NIO's strong ties to the Chinese government is a near-term strength, it may prove to be a long-term liability.</li><li>Although NIO's growth potential is undeniable, the company does not possess the same advantages as Tesla.</li></ul><p>NIO (NIO) has skyrocketed since I wrote my lastbullish articleon the company. While NIO is performing better than ever, the company is now a far riskier investment at its current valuation of ~$60 billion. The company is clearly riding the EV wave, which is largely being driven by Tesla's (TSLA) success.</p><p><i>NIO is now one of the most valuable auto companies despite having only sold 12,206 vehicles inQ3.</i></p><p><img src=\"https://static.tigerbbs.com/b7ce4c4ae77c413c698974faf6459af4\" tg-width=\"635\" tg-height=\"400\">Data byYCharts</p><p><i>Source: YCharts</i></p><p>Investors Place Large Hopes on NIO</p><p>A myriad of EV startups have emerged in hopes of becoming the next Tesla. NIO stands out among this group as the next large EV company. Despite NIO's long-term potential, investors should be wary of the company at its current market capitalization.</p><p>The fear of missing out on the next Tesla could be a key driver in NIO's stock price. Despite only reporting a Q3 revenue of $628.4 million, the company is valued at a similar level to GM (GM). Moreover, NIO is valued at a far higher level than Tesla was a little over a year ago.</p><p>Investors clearly believe that NIO has a good chance of seriously competing with Tesla in the coming years. Not only is NIO growing at an exponential rate, but the company is also operating in the relatively protected market of China. In fact, NIO's business model may even be superior to that of Tesla in some regions.</p><p>The company'sbattery as a service, for instance, may be more cost-effective in high density markets. The battery as a service model contrasts sharply with the charging station model and could very well supplant charging stations in cities like Shanghai. Despite the unique advantages of NIO, the company also lacks some of the key advantages that make Tesla truly stand out.</p><p><i>NIO is one of the few companies that could conceivably challenge Tesla on the EV market.</i></p><p><img src=\"https://static.tigerbbs.com/a4bcbc280fdab31bc913b87d71b70ad4\" tg-width=\"640\" tg-height=\"319\"><i>Source: NIO</i></p><p>Ties to Chinese Government May Limit NIO</p><p>NIO'sstrong ties to the Chinese government will almost certainly bolster the company's prospects in the near-term. The backing of the Chinese government removes a great deal of risk for NIO, which is especially important in the relatively unproven and volatile EV business. In fact, NIO has already beenbailed outby the Chinese government over the past year.</p><p>Despite the benefits of having close ties to the Chinese government, such ties could also limit NIO's potential in the long-term. Most notably, NIO relies on state-owned automobile manufacturer JAC Motors to produce its vehicles. While this eliminates a great deal of risk for NIO given how capital-intensive auto manufacturing is, it also limits NIO's ability to innovate.</p><p>What has truly differentiated Tesla so far has been its ability to continually innovate on the manufacturing front, be it in EV manufacturing or in battery manufacturing. By relying on a state-owned manufacturing facility to manufacture its vehicles, NIO will not be able to innovate at a level comparable to that of Tesla.</p><p><i>NIO may have a harder time innovating given that the company relies on JAC Motors for its manufacturing.</i></p><p><img src=\"https://static.tigerbbs.com/7df4c8b29ac39c14495a6d7959cdd1c6\" tg-width=\"640\" tg-height=\"360\"><i>Source: anhuinews</i></p><p>Strong Growth Potential</p><p>While NIO may be overvalued, the company is still incredibly well positioned in a thriving EV market. The company continues to grow at an explosive rate in the most promising EV market in the world. In Q3, NIO's vehicle sales revenue increased a stunning 146.4% Y/Y and 21.7% Q/Q.</p><p>While NIO is starting from a relatively small base of 12,206 vehicles sold in Q3, the company's long-term potential is undeniable. Although NIO will have an incredibly hard time catching up to Tesla, the company is making a strong case as a dominant number two player in a high growth EV industry.</p><p>Conclusion</p><p>NIO's appears to be strengthening its position by the day. However, the company may experience downward pressure at his current market capitalization of ~$60 billion considering the fact that the company is only generating $666.6 million in total quarterly revenue and has a vehicle margin of 14.5%. Investors appear to be using Tesla as a standard to value NIO. However, NIO has yet to prove that it is on the same level as Tesla in terms of manufacturing capabilities, software, and overall innovativeness.</p>","source":"seekingalpha","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 Is Incredibly Risky At Its Current Level</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 Is Incredibly Risky At Its Current Level\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-17 15:54 GMT+8 <a href=https://seekingalpha.com/article/4394943-nio-is-incredibly-risky-current-level><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO has become one of the most valuable auto companies in the world over the past year.While NIO's strong ties to the Chinese government is a near-term strength, it may prove to be a long-term ...</p>\n\n<a href=\"https://seekingalpha.com/article/4394943-nio-is-incredibly-risky-current-level\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a4bcbc280fdab31bc913b87d71b70ad4","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4394943-nio-is-incredibly-risky-current-level","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146668721","content_text":"SummaryNIO has become one of the most valuable auto companies in the world over the past year.While NIO's strong ties to the Chinese government is a near-term strength, it may prove to be a long-term liability.Although NIO's growth potential is undeniable, the company does not possess the same advantages as Tesla.NIO (NIO) has skyrocketed since I wrote my lastbullish articleon the company. While NIO is performing better than ever, the company is now a far riskier investment at its current valuation of ~$60 billion. The company is clearly riding the EV wave, which is largely being driven by Tesla's (TSLA) success.NIO is now one of the most valuable auto companies despite having only sold 12,206 vehicles inQ3.Data byYChartsSource: YChartsInvestors Place Large Hopes on NIOA myriad of EV startups have emerged in hopes of becoming the next Tesla. NIO stands out among this group as the next large EV company. Despite NIO's long-term potential, investors should be wary of the company at its current market capitalization.The fear of missing out on the next Tesla could be a key driver in NIO's stock price. Despite only reporting a Q3 revenue of $628.4 million, the company is valued at a similar level to GM (GM). Moreover, NIO is valued at a far higher level than Tesla was a little over a year ago.Investors clearly believe that NIO has a good chance of seriously competing with Tesla in the coming years. Not only is NIO growing at an exponential rate, but the company is also operating in the relatively protected market of China. In fact, NIO's business model may even be superior to that of Tesla in some regions.The company'sbattery as a service, for instance, may be more cost-effective in high density markets. The battery as a service model contrasts sharply with the charging station model and could very well supplant charging stations in cities like Shanghai. Despite the unique advantages of NIO, the company also lacks some of the key advantages that make Tesla truly stand out.NIO is one of the few companies that could conceivably challenge Tesla on the EV market.Source: NIOTies to Chinese Government May Limit NIONIO'sstrong ties to the Chinese government will almost certainly bolster the company's prospects in the near-term. The backing of the Chinese government removes a great deal of risk for NIO, which is especially important in the relatively unproven and volatile EV business. In fact, NIO has already beenbailed outby the Chinese government over the past year.Despite the benefits of having close ties to the Chinese government, such ties could also limit NIO's potential in the long-term. Most notably, NIO relies on state-owned automobile manufacturer JAC Motors to produce its vehicles. While this eliminates a great deal of risk for NIO given how capital-intensive auto manufacturing is, it also limits NIO's ability to innovate.What has truly differentiated Tesla so far has been its ability to continually innovate on the manufacturing front, be it in EV manufacturing or in battery manufacturing. By relying on a state-owned manufacturing facility to manufacture its vehicles, NIO will not be able to innovate at a level comparable to that of Tesla.NIO may have a harder time innovating given that the company relies on JAC Motors for its manufacturing.Source: anhuinewsStrong Growth PotentialWhile NIO may be overvalued, the company is still incredibly well positioned in a thriving EV market. The company continues to grow at an explosive rate in the most promising EV market in the world. In Q3, NIO's vehicle sales revenue increased a stunning 146.4% Y/Y and 21.7% Q/Q.While NIO is starting from a relatively small base of 12,206 vehicles sold in Q3, the company's long-term potential is undeniable. Although NIO will have an incredibly hard time catching up to Tesla, the company is making a strong case as a dominant number two player in a high growth EV industry.ConclusionNIO's appears to be strengthening its position by the day. However, the company may experience downward pressure at his current market capitalization of ~$60 billion considering the fact that the company is only generating $666.6 million in total quarterly revenue and has a vehicle margin of 14.5%. Investors appear to be using Tesla as a standard to value NIO. However, NIO has yet to prove that it is on the same level as Tesla in terms of manufacturing capabilities, software, and overall innovativeness.","news_type":1},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":397355018,"gmtCreate":1608193842734,"gmtModify":1703851674742,"author":{"id":"3571272657162951","authorId":"3571272657162951","name":"Beepy","avatar":"https://static.tigerbbs.com/9c00f8ef34cfbe54d0635e722b46106a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571272657162951","idStr":"3571272657162951"},"themes":[],"htmlText":"Nio will catch up but tesla still a buy","listText":"Nio will catch up but tesla still a buy","text":"Nio will catch up but tesla still a buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397355018","repostId":"1133638314","repostType":4,"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397352004,"gmtCreate":1608193703008,"gmtModify":1703851672874,"author":{"id":"3571272657162951","authorId":"3571272657162951","name":"Beepy","avatar":"https://static.tigerbbs.com/9c00f8ef34cfbe54d0635e722b46106a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571272657162951","idStr":"3571272657162951"},"themes":[],"htmlText":"Buy nio","listText":"Buy nio","text":"Buy nio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397352004","repostId":"1146668721","repostType":4,"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
