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NIO (NIO US)
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611
Analysis
Consumer Discretionary
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China
NIO Inc. manufactures and sells automobiles. The Company offers electric vehicles and parts, as well as provides battery charging services. NIO serves customers worldwide.
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bearish
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Thematic (Sector/Industry)
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05 Sep 2023 10:54
China TMT Update- 1810.HK/AAPL/BILI/LI/XPEV/NIO/BYD/TSLA/Leap-Huawei Mate 60/Pretty Derby/9mn NEV
Huawei Mate 60 supply chain order volume may have reached 15-17mn units; Shining! Umamusume: Pretty Derby" is experiencing a sharp decline; MIIT...
Blue Lotus Research Institute
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461 Views
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bearish
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Vinfast
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01 Sep 2023 12:14
Vinfast: Stock Is in Free Fall; Still Expensive
After making a stellar debut, Vinfast's share price has dropped more than 50% over the last few days from its peak. Our forecasts and valuation...
Shifara Samsudeen, ACMA, CGMA
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632 Views
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bullish
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Gogoro
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29 Aug 2023 21:41
Gogoro: Hunting for a Contrarian EV Buy; Valuing It as a Utility/Infra Business
The company has faced headwinds recently, with hardware sales relatively weak vs. its local market. The battery swapping business is compelling and...
Vincent Fernando, CFA
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354 Views
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bullish
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Thematic (Sector/Industry)
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23 Aug 2023 14:55
China TMT Update-PDD/ATAT/XPEV/NIO/LI-Temu Increases Prices/Hotel RevPAR Declines/G9 Facelift
PDD: Temu reportedly increases product prices in certain regions (+)/Atour Lifestyle: hotel RevPAR begin to decline/XPEV/NIO/LI: Xpeng to launch G9...
Blue Lotus Research Institute
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525 Views
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bearish
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Thematic (Sector/Industry)
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15 Aug 2023 09:00
China TMT Update-ACMR/981.HK/1347.HK/NIO/1211.HK/XPEV/BYD-Tesla Cuts Model Y Prices/Geely Cuts Price
ACMR/981.HK/1347.HK: US outbound investment restrictions;NIO/1211 HK: Geely's sub-brand Zeekr cut price;XPEV/NIO/BYD: Tesla China cuts Model Y...
Blue Lotus Research Institute
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198 Views
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