A Few Thoughts on Weak February China Auto Sales - Lunar Holidays Don't Explain It in SAAR Terms
February 2019 had 2 more selling days than February 2018, and 5 less selling days than in January 2019. While CAAM and other media reports were...
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Tesla Shanghai Factory Update, Jan Import/Registration Data, Saga at China's Custom
CLICK HERE to see the latest video of Tesla Motors (TSLA US) Gigafactory 3 in Shanghai that we took the morning of March 6th (BJ time)....
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NIO (NIO): NIO Is Essentially a Distributor, Not an OEM...3 Things to Keep in Mind at Lock-Up Expiry
NIO's 6-month Lock-up expires today and as of the time of this writing the stock is down by 6.6% from the closing price on Friday, March 8. The...
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NIO (NIO US): Lock-Up Expiry – This Could Get Messy
Yesterday, NIO Inc (NIO US)’s share tumbled 20% on the back of poor 1Q19 guidance. NIO warned that deliveries of ES8, its electric SUV, have been...
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NIO's (蔚来) Guidance Makes Selling upon Lock-Expiry More Compelling
NIO Inc (NIO US) fell 17% in its after-hour trading session post announcement of its Q4 results. The company turned a gross profit in Q4 while the...
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