NIO's Onvo unlikely to turn around company's lack of profitability - analyst_老虎社区_美港股上老虎

NIO's Onvo unlikely to turn around company's lack of profitability - analyst

seekingalpha11-25

Drew Angerer/Getty Images News The NIO (NYSE:NIO) Onvo L60 is the company’s answer to the Tesla (TSLA) Model Y with a more affordable sticker price and battery-swapping capability. Unfortunately, the ...

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·11-25
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Unfortunately, the buzz surrounding the new offering from the Chinese carmaker is unlikely to translate into a quicker path to profitability, says Goldman Sachs’ Tina Hou, as increased sales and marketing expenses, elevated research and development costs, and intense competition in Q1 2025 will continue to drag down operating losses.  Hou downgraded NIO (NIO) to Sell from Neutral, as the limited new model pipeline from the company and slow production ramp-up for Onvo positions the company unfavorably in 2025.  “We are Sell-rated, and expect lukewarm order momentum, slow production ramp-up and delivery volume, and intensifying price competition to be downside stock price catalysts,” Hou said in Monday’s research note. The street’s consensus for 2025 non-GAAP loss is underestimating the expanded operating expenses that will be required to open 300-500 Onvo stores, Hou says, and the added personnel to each store will not necessarily translate into increased sales volume. 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Unfortunately, the ","content":"<html><body><figure> <picture> <img height=\"2241px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1032113280/image_1032113280.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1032113280/image_1032113280.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1032113280/image_1032113280.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1032113280/image_1032113280.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1032113280/image_1032113280.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1032113280/image_1032113280.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1032113280/image_1032113280.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1032113280/image_1032113280.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1032113280/image_1032113280.jpg?io=getty-c-w240 240w\" width=\"3362px\"/> </picture> <figcaption><p>Drew Angerer/Getty Images News</p></figcaption> </figure><p>The NIO (<span>NYSE:NIO</span>) Onvo L60 is the company’s answer to the Tesla (TSLA) Model Y with a more affordable sticker price and battery-swapping capability. Unfortunately, the buzz surrounding the new offering from the Chinese carmaker is unlikely to translate<span> into a quicker path to profitability, says Goldman Sachs’ Tina Hou, as increased sales and marketing expenses, elevated research and development costs, and intense competition in Q1 2025 will continue to drag down operating losses. </span></p> <p>Hou downgraded NIO (NIO) to Sell from Neutral, as the limited new model pipeline from the company and slow production ramp-up for Onvo positions the company unfavorably in 2025. </p> <p>“We are Sell-rated, and expect lukewarm order momentum, slow production ramp-up and delivery volume, and intensifying price competition to be downside stock price catalysts,” Hou said in Monday’s research note.</p> <p>The street’s consensus for 2025 non-GAAP loss is underestimating the expanded operating expenses that will be required to open 300-500 Onvo stores, Hou says, and the added personnel to each store will not necessarily translate into increased sales volume. In the near term, there is also downside risk to the company's Q4 volume and revenue guidance, as November weekly volume is tracking at 4.8K units vs. guidance implied weekly run rate of 5.9K units into the remaining 6-and-a-half weeks of 2024.</p> <p>In addition to a bearish shift on the company, Hou lowered her price target on NIO (NIO) by 18.7% to $3.90, a 20% downside to Friday’s close. </p> <div></div><p>NIO (NIO) shares are <span>down 1.2%</span> in Monday’s premarket trading.</p> </body></html>","source":"seekingalpha_trending_news","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's Onvo unlikely to turn around company's lack of profitability - analyst</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's Onvo unlikely to turn around company's lack of profitability - analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-25 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4329964-nios-onvo-unlikely-turn-around-companys-lack-of-profitability><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Drew Angerer/Getty Images News The NIO (NYSE:NIO) Onvo L60 is the company’s answer to the Tesla (TSLA) Model Y with a more affordable sticker price and battery-swapping capability. Unfortunately, the ...</p>\n\n<a href=\"https://seekingalpha.com/news/4329964-nios-onvo-unlikely-turn-around-companys-lack-of-profitability\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1032113280/image_1032113280.jpg?io=getty-c-w750","relate_stocks":{"LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4527":"明星科技股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4526":"热门中概股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","09866":"蔚来-SW","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4505":"高瓴资本持仓","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4581":"高盛持仓","NIO.SI":"蔚来","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","NIO":"蔚来","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4099":"汽车制造商","SG9999015978.USD":"利安颠覆性创新基金A","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4548":"巴美列捷福持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK6125":"汽车制造商","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4516":"特朗普概念","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4592":"伊斯兰概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4585":"ETF&股票定投概念","TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H"},"source_url":"https://seekingalpha.com/news/4329964-nios-onvo-unlikely-turn-around-companys-lack-of-profitability","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2486087753","content_text":"Drew Angerer/Getty Images News The NIO (NYSE:NIO) Onvo L60 is the company’s answer to the Tesla (TSLA) Model Y with a more affordable sticker price and battery-swapping capability. Unfortunately, the buzz surrounding the new offering from the Chinese carmaker is unlikely to translate into a quicker path to profitability, says Goldman Sachs’ Tina Hou, as increased sales and marketing expenses, elevated research and development costs, and intense competition in Q1 2025 will continue to drag down operating losses.  Hou downgraded NIO (NIO) to Sell from Neutral, as the limited new model pipeline from the company and slow production ramp-up for Onvo positions the company unfavorably in 2025.  “We are Sell-rated, and expect lukewarm order momentum, slow production ramp-up and delivery volume, and intensifying price competition to be downside stock price catalysts,” Hou said in Monday’s research note. The street’s consensus for 2025 non-GAAP loss is underestimating the expanded operating expenses that will be required to open 300-500 Onvo stores, Hou says, and the added personnel to each store will not necessarily translate into increased sales volume. In the near term, there is also downside risk to the company's Q4 volume and revenue guidance, as November weekly volume is tracking at 4.8K units vs. guidance implied weekly run rate of 5.9K units into the remaining 6-and-a-half weeks of 2024. In addition to a bearish shift on the company, Hou lowered her price target on NIO (NIO) by 18.7% to $3.90, a 20% downside to Friday’s close.  NIO (NIO) shares are down 1.2% in Monday’s premarket trading.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}