Urbanpro personal page - To The Moon

Urbanpro

Urbanpro

上善若水

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2022-06-21

$AeroClean Technologies, LLC(AERC)$buy fast

2022-06-23

$AeroClean Technologies, LLC(AERC)$gain point only

2022-06-28

$SINGAPORE MEDICAL GROUP LTD(5OT.SI)$for coin

2022-06-20

$AeroClean Technologies, LLC(AERC)$go for the rainbow

2022-06-30

$NIO Inc.(NIO)$for coin

2022-07-06

$NIO Inc.(NIO)$loss $ gain coin

2022-06-25

$AeroClean Technologies, LLC(AERC)$dont stop

2022-06-23

$SINGAPORE MEDICAL GROUP LTD(5OT.SI)$lousy share and low Dividends

2022-06-25

$AeroClean Technologies, LLC(AERC)$to gain coin

2022-06-16

Oh no...

NIO Could Fail In FQ2 2022 - But The Patient May Be Rewarded By H2 2022

Go to Tiger App to see more news

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Inc.(IVDA)$hopeless","images":[{"img":"https://community-static.tradeup.com/news/46098cbeb1871ae48e35b6fde6e010b9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049955261","isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9049955397,"gmtCreate":1655740636319,"gmtModify":1676535695884,"author":{"id":"4094793324288350","authorId":"4094793324288350","name":"Urbanpro","avatar":"https://static.itradeup.com/news/a746e7a822edfd5383428826b62a463a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094793324288350","authorIdStr":"4094793324288350"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049955397","repostId":"619555546","repostType":1,"repost":{"id":619555546,"gmtCreate":1649308200000,"gmtModify":1676532953128,"author":{"id":"3521780467553388","authorId":"3521780467553388","name":"甲子光年","avatar":"https://static.tigerbbs.com/f11aeafdd813db338b7437223bccd7f9","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521780467553388","authorIdStr":"3521780467553388"},"themes":[],"title":"【報告】企業資金管理問題，爲何選擇司庫管理SaaS？| 甲子智庫","htmlText":"甲子智庫重磅推出《2022中國企業司庫管理SaaS行業研究報告》，希望與讀者分享研究成果。 研究背景： 中國最早的司庫歷史可以追溯到隋唐時期，本意是指掌兵器鹵簿的部門或機構，後指存放和支付彙集資金的地方；國外\"司庫\"一詞則出現在14世紀，指代\"存放財寶的房間\"。現代司庫最早在海外出現於20世紀中期，其目的是爲了實現企業集團內資源的整合和風險管控。 司庫的產生和發展受企業的內在需要和外部環境的影響，在新的科技及時代背景下，司庫的形式及價值也隨之發生變化，本報告就以下問題展開探討： 1.司庫管理作爲海外較爲成熟的財資管理模式，爲什麼直到近2年纔開始大量普及 ？ 2.爲什麼司庫SaaS化產品能幫助中國大多數企業？ 3.面對SaaS司庫，中國的企業要如何選擇？ 核心觀點： 1.司庫管理作爲海外較爲成熟的財資管理模式，爲什麼直到近2年纔開始大量普及？ • 現代司庫管理是負責面向企業的資金管理，實現對企業財務供應鏈的治理，司庫主要承擔現金管理的流動性提供者，風險管理、融資、投資的管理者等職能。 • 業務實踐過程中，企業需要面對各個環節信息滯後，支付業務中的技術障礙、系統間數據孤立、繁瑣的多對多銀企支付等痛點； • 近2年，隨着信息技術的發展帶來的降本增效，以及企業對資金管理意識的提高，越來越多的企業開始藉助司庫服務廠商重塑銀企直付體系。 2.爲什麼司庫SaaS化產品能幫助中國大多數企業？ • 受國內政策影響，原有B2B第三方支付牌照從“香餑餑”，變成了“燙手山芋”。隨着國家政策大力推動數字化、智能化的司庫體系建設，尋找更合規更高效的銀企直付模式成爲企業的必然選擇。 • 在企業治理過程中，數據覆蓋企業內外部的業務、資金及財務流程（業財銀一體化），以數據爲抓手的SaaS化司庫體系可作爲管理人、財、資、物及數據的中心，是新的企業治理作業體系邏輯，具備信息同步及高效支付的功能特點。 • 靈活的","listText":"甲子智庫重磅推出《2022中國企業司庫管理SaaS行業研究報告》，希望與讀者分享研究成果。 研究背景： 中國最早的司庫歷史可以追溯到隋唐時期，本意是指掌兵器鹵簿的部門或機構，後指存放和支付彙集資金的地方；國外\"司庫\"一詞則出現在14世紀，指代\"存放財寶的房間\"。現代司庫最早在海外出現於20世紀中期，其目的是爲了實現企業集團內資源的整合和風險管控。 司庫的產生和發展受企業的內在需要和外部環境的影響，在新的科技及時代背景下，司庫的形式及價值也隨之發生變化，本報告就以下問題展開探討： 1.司庫管理作爲海外較爲成熟的財資管理模式，爲什麼直到近2年纔開始大量普及 ？ 2.爲什麼司庫SaaS化產品能幫助中國大多數企業？ 3.面對SaaS司庫，中國的企業要如何選擇？ 核心觀點： 1.司庫管理作爲海外較爲成熟的財資管理模式，爲什麼直到近2年纔開始大量普及？ • 現代司庫管理是負責面向企業的資金管理，實現對企業財務供應鏈的治理，司庫主要承擔現金管理的流動性提供者，風險管理、融資、投資的管理者等職能。 • 業務實踐過程中，企業需要面對各個環節信息滯後，支付業務中的技術障礙、系統間數據孤立、繁瑣的多對多銀企支付等痛點； • 近2年，隨着信息技術的發展帶來的降本增效，以及企業對資金管理意識的提高，越來越多的企業開始藉助司庫服務廠商重塑銀企直付體系。 2.爲什麼司庫SaaS化產品能幫助中國大多數企業？ • 受國內政策影響，原有B2B第三方支付牌照從“香餑餑”，變成了“燙手山芋”。隨着國家政策大力推動數字化、智能化的司庫體系建設，尋找更合規更高效的銀企直付模式成爲企業的必然選擇。 • 在企業治理過程中，數據覆蓋企業內外部的業務、資金及財務流程（業財銀一體化），以數據爲抓手的SaaS化司庫體系可作爲管理人、財、資、物及數據的中心，是新的企業治理作業體系邏輯，具備信息同步及高效支付的功能特點。 • 靈活的","text":"甲子智庫重磅推出《2022中國企業司庫管理SaaS行業研究報告》，希望與讀者分享研究成果。 研究背景： 中國最早的司庫歷史可以追溯到隋唐時期，本意是指掌兵器鹵簿的部門或機構，後指存放和支付彙集資金的地方；國外\"司庫\"一詞則出現在14世紀，指代\"存放財寶的房間\"。現代司庫最早在海外出現於20世紀中期，其目的是爲了實現企業集團內資源的整合和風險管控。 司庫的產生和發展受企業的內在需要和外部環境的影響，在新的科技及時代背景下，司庫的形式及價值也隨之發生變化，本報告就以下問題展開探討： 1.司庫管理作爲海外較爲成熟的財資管理模式，爲什麼直到近2年纔開始大量普及 ？ 2.爲什麼司庫SaaS化產品能幫助中國大多數企業？ 3.面對SaaS司庫，中國的企業要如何選擇？ 核心觀點： 1.司庫管理作爲海外較爲成熟的財資管理模式，爲什麼直到近2年纔開始大量普及？ • 現代司庫管理是負責面向企業的資金管理，實現對企業財務供應鏈的治理，司庫主要承擔現金管理的流動性提供者，風險管理、融資、投資的管理者等職能。 • 業務實踐過程中，企業需要面對各個環節信息滯後，支付業務中的技術障礙、系統間數據孤立、繁瑣的多對多銀企支付等痛點； • 近2年，隨着信息技術的發展帶來的降本增效，以及企業對資金管理意識的提高，越來越多的企業開始藉助司庫服務廠商重塑銀企直付體系。 2.爲什麼司庫SaaS化產品能幫助中國大多數企業？ • 受國內政策影響，原有B2B第三方支付牌照從“香餑餑”，變成了“燙手山芋”。隨着國家政策大力推動數字化、智能化的司庫體系建設，尋找更合規更高效的銀企直付模式成爲企業的必然選擇。 • 在企業治理過程中，數據覆蓋企業內外部的業務、資金及財務流程（業財銀一體化），以數據爲抓手的SaaS化司庫體系可作爲管理人、財、資、物及數據的中心，是新的企業治理作業體系邏輯，具備信息同步及高效支付的功能特點。 • 靈活的","images":[{"img":"https://static.tigerbbs.com/d8d834756ce04dd889ac326e6d6c7e32","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/3fde06efcb174c5cb13cc5c2743bac18","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/72edf6cf5ceb4670a1b72557af162b09","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/619555546","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":44,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055726213,"gmtCreate":1655313717532,"gmtModify":1676535611208,"author":{"id":"4094793324288350","authorId":"4094793324288350","name":"Urbanpro","avatar":"https://static.itradeup.com/news/a746e7a822edfd5383428826b62a463a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094793324288350","authorIdStr":"4094793324288350"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ALLK\">$Allakos Inc.(ALLK)$</a>sink all the way","listText":"<a href=\"https://ttm.financial/S/ALLK\">$Allakos Inc.(ALLK)$</a>sink all the way","text":"$Allakos Inc.(ALLK)$sink all the way","images":[{"img":"https://community-static.tradeup.com/news/d50fadaff164f5d306d59870c0585d1b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055726213","isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9055728711,"gmtCreate":1655313625233,"gmtModify":1676535611192,"author":{"id":"4094793324288350","authorId":"4094793324288350","name":"Urbanpro","avatar":"https://static.itradeup.com/news/a746e7a822edfd5383428826b62a463a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094793324288350","authorIdStr":"4094793324288350"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ALLK\">$Allakos Inc.(ALLK)$</a>crazy price... lousy management&nbsp;","listText":"<a href=\"https://ttm.financial/S/ALLK\">$Allakos Inc.(ALLK)$</a>crazy price... lousy management&nbsp;","text":"$Allakos Inc.(ALLK)$crazy price... lousy management","images":[{"img":"https://community-static.tradeup.com/news/5f077f1ad4c4a800db08d08d19e8df30","width":"1080","height":"3260"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055728711","isVote":1,"tweetType":1,"viewCount":966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9055721512,"gmtCreate":1655313428936,"gmtModify":1676535611161,"author":{"id":"4094793324288350","authorId":"4094793324288350","name":"Urbanpro","avatar":"https://static.itradeup.com/news/a746e7a822edfd5383428826b62a463a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094793324288350","authorIdStr":"4094793324288350"},"themes":[],"htmlText":"Oh no...","listText":"Oh no...","text":"Oh no...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055721512","repostId":"2243494679","repostType":4,"repost":{"id":"2243494679","kind":"highlight","pubTimestamp":1655306454,"share":"https://ttm.financial/m/news/2243494679?lang=en_US&edition=fundamental","pubTime":"2022-06-15 23:20","market":"us","language":"en","title":"NIO Could Fail In FQ2 2022 - But The Patient May Be Rewarded By H2 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2243494679","media":"Seekingalpha","summary":"Investment ThesisIt is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from ","content":"<html><head></head><body><h2><b>Investment Thesis</b></h2><p>It is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from FQ2&#39;22 onwards, given the massive impact of China&#39;s ongoing Zero Covid Policy in Shanghai. The company would need to go above and beyond the impossible to achieve its delivery guidance of at least 23K vehicles in FQ2&#39;22, given that Tesla (TSLA) had also struggled to reach pre-lockdown deliveries in May 2022. Given the complexity of auto supply chains, it is unlikely that NIO would be able to report an impressive YoY comparison in FQ2&#39;22, thus suggesting a stagnant stock valuation and prices moving forward, if not a retracement. As a result, we would advise interested investors to wait and observe a little longer before adding more NIO stock to their portfolios.</p><p>Risk-averse investors would be well advised of NIO&#39;s potential delisting from the NYSE stock market, though it is also apparent that a secondary listing in Singapore has been completed.</p><p>Nonetheless, despite the multiple uncertainties, we reiterate our stand since our previous analysis, that NIO remains a promising EV stock with an interesting battery swap concept. As <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the leading companies in China, the company stands to gain critical market share from Tesla in China, in the EU market, and potentially in the US market, upon its eventual entry in the future.</p><p>Therefore, NIO stock is highly suitable for speculative long-term investors, despite its current lack of profitability and the political uncertainty in China.</p><h2><b>NIO Reported Slowing Revenue Growth And Sustained Un-Profitability</b></h2><p><b>NIO Revenue and Gross Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ca5626d65bcd14ea9e68ba8f4282a46d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>NIO reported revenues of $1.56B in FQ1&#39;22, representing a YoY increase of 27.8%, though in line sequentially. The deceleration in revenue growth is partly attributed to supply chain production capacity for now, though we expect to see improvements by H2&#39;22. However, it is also apparent that there is increasing pressure on its gross margins, given that the company reports YoY lower gross margin of 14.6% in FQ1&#39;22 compared to 19.5% in FQ1&#39;21. With rising battery and chip costs, we expect NIO&#39;s gross margins to continue declining in FQ2&#39;22 before potentially recovering once the price hikes kick in by FQ3&#39;22.</p><p>In FQ1&#39;22, NIO also delivered 25.7K vehicles for the quarter, representing in line sequentially and an exemplary increase of 37.6% YoY. NIO CEO William Bin Li said:</p><blockquote>Despite the volatilities of the supply chain and the challenges in vehicle delivery resulting from the recent COVID-19 resurgence, we witnessed robust demand for our complementary products and achieved an all-time high order inflow in May 2022. (Seeking Alpha)</blockquote><p><b>NIO Net Income and Net Income Margin</b></p><p></p><p><img src=\"https://static.tigerbbs.com/704aba7cd5e743697335b2ee75e16612\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>NIO reported net incomes of -$287.8 and net income margins of -18.4% in FQ1&#39;22, thereby highlighting its lack of profitability since its incorporation in 2014. The company has also been increasing its operational costs exponentially with a total of $595.6M expenses by FQ1&#39;22, representing 38.1% of its revenues and an increase of 207.1% YoY. Nonetheless, given that NIO has kept its operating expenses relatively stable at an average of 33.6% in the past eight quarters, it is apparent that the management has been rather disciplined in cost control as well.</p><p><b>NIO R&amp;D and Selling General &amp; Admin Expenses</b></p><p></p><p><img src=\"https://static.tigerbbs.com/0b76193ccef6cf51d6ce1cb26b52b84e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p><b>NIO Long-Term Debt, Cash/ Equivalent, and Share Dilution</b></p><p></p><p><img src=\"https://static.tigerbbs.com/beb728a98a6a79d4c7cf83ca56b7a370\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Due to its lack of profitability, it is evident that NIO will likely rely on a combination of long-term debt and share-based compensation (SBC) for its expanding operations. By FQ1&#39;22, the company had increased its reliance on debt by over 11-fold from $0.15B to $1.75B, while also diluting its shareholder by 55.5% since its IPO in September 2018. In FY2021 alone, NIO spent $158.5M in SBC, while drastically increasing the expenses to $74.6M by FQ1&#39;22, representing an increase of 390.2% YoY. Assuming a similar rate of SBC expenses, we may expect the company to report up to $300M for FY2022. That would be a concern for many early investors, given that the company is not expected to report net income profitability until FY2024.</p><h2>NIO Will Most Likely Fail To Deliver In FQ2&#39;22</h2><p><b>NIO Projected Revenue and Net Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/1e431100e75de1993cf165583a915cbb\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Over the next three years, NIO is projected to grow its revenue at a CAGR of 55.36% while also achieving profitability by FY2024 with a net income of $0.34B. For FY2022, consensus estimates that the company will report revenues of $9.15B with net incomes of -$0.88B, representing impressive YoY growth of 61% and 50%, respectively.</p><p>Nonetheless, given the ongoing Zero Covid Policy in China, there is a likelihood of a downwards re-rating for NIO&#39;s FY2022 revenue, given Shanghai&#39;s continuous lockdowns. The company itself had guided FQ2&#39;22 revenues in the range of $1.47B to $1.59B against consensus estimates of $1.79B, representing up to a 5.7% decline QoQ though a 12.2% growth YoY. We are also not convinced of NIO&#39;s delivery guidance of at least 23K vehicles for FQ2&#39;22, given that the company had only delivered 5.074K and 7.042K vehicles in April and May 2022 respectively, thereby requiring an ambitious delivery of 10.884K vehicles in June 2022. Though rather unlikely, we shall anticipate its delivery update by early July 2022.</p><p>In contrast, we may expect improvement by H2&#39;22 once NIO successfully expands its production capacity while also entering the auto market in Germany, The Netherlands, Sweden, and Denmark. Nonetheless, it is also important to note that these require an easing of China&#39;s Covid policy while a stabling of the global supply chain issues. We shall continue to monitor the situation.</p><p>In the meantime, we encourage you to read our previous article on NIO, which would help you better understand its position and market opportunities.</p><ul><li>NIO: Down 55% With Supercharged Growth - Time To Buy Now</li></ul><h2><b>So, Is NIO Stock A Buy, Sell, or Hold?</b></h2><h2><b> </b></h2><p><b>NIO 3Y EV/Revenue and P/E Valuations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/b2d07698f9480734680a03d86b698970\" tg-width=\"640\" tg-height=\"225\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>NIO is currently trading at an EV/NTM Revenue of 2.58x and NTM P/E of -47.22x, lower than its 3Y mean of 7.12x and -83.60x, respectively. The stock is also trading at $18.14, down 67% from its 52 weeks high of $55.13, though at a 55.4% premium from its 52 weeks low of $11.67. It is apparent that the NIO stock has been on sideways price action since our last analysis in April 2022.</p><p><b>NIO 3Y Stock Price</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ad1ad9132060d18429ffb22f39607a5a\" tg-width=\"640\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Given the macro issues and China&#39;s unrelenting Zero Covid Policy, we are of the opinion that pain will not be ending anytime soon. Therefore, NIO&#39;s delivery would likely continue to be impacted until then, further reducing any chances of stock recovery in the short term.</p><p>Though consensus estimates had rated NIO as an attractive buy with a price target of $38.33, we are of a more conservative opinion of a potential retracement by early July 2022, assuming that the company could not deliver on its FQ2&#39;23 vehicle target. As a result, we encourage investors to wait for a deeper retracement before adding to their portfolio.</p><p>Therefore, we <i>rate NIO stock as a Hold for now.</i></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>NIO Could Fail In FQ2 2022 - But The Patient May Be Rewarded By H2 2022</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 Could Fail In FQ2 2022 - But The Patient May Be Rewarded By H2 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-15 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518234-nio-could-fail-q2-2022-but-patience-rewarded-h2-2022><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisIt is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from FQ2'22 onwards, given the massive impact of China's ongoing Zero Covid Policy in Shanghai. The ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518234-nio-could-fail-q2-2022-but-patience-rewarded-h2-2022\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4518234-nio-could-fail-q2-2022-but-patience-rewarded-h2-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243494679","content_text":"Investment ThesisIt is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from FQ2'22 onwards, given the massive impact of China's ongoing Zero Covid Policy in Shanghai. The company would need to go above and beyond the impossible to achieve its delivery guidance of at least 23K vehicles in FQ2'22, given that Tesla (TSLA) had also struggled to reach pre-lockdown deliveries in May 2022. Given the complexity of auto supply chains, it is unlikely that NIO would be able to report an impressive YoY comparison in FQ2'22, thus suggesting a stagnant stock valuation and prices moving forward, if not a retracement. As a result, we would advise interested investors to wait and observe a little longer before adding more NIO stock to their portfolios.Risk-averse investors would be well advised of NIO's potential delisting from the NYSE stock market, though it is also apparent that a secondary listing in Singapore has been completed.Nonetheless, despite the multiple uncertainties, we reiterate our stand since our previous analysis, that NIO remains a promising EV stock with an interesting battery swap concept. As one of the leading companies in China, the company stands to gain critical market share from Tesla in China, in the EU market, and potentially in the US market, upon its eventual entry in the future.Therefore, NIO stock is highly suitable for speculative long-term investors, despite its current lack of profitability and the political uncertainty in China.NIO Reported Slowing Revenue Growth And Sustained Un-ProfitabilityNIO Revenue and Gross IncomeS&P Capital IQNIO reported revenues of $1.56B in FQ1'22, representing a YoY increase of 27.8%, though in line sequentially. The deceleration in revenue growth is partly attributed to supply chain production capacity for now, though we expect to see improvements by H2'22. However, it is also apparent that there is increasing pressure on its gross margins, given that the company reports YoY lower gross margin of 14.6% in FQ1'22 compared to 19.5% in FQ1'21. With rising battery and chip costs, we expect NIO's gross margins to continue declining in FQ2'22 before potentially recovering once the price hikes kick in by FQ3'22.In FQ1'22, NIO also delivered 25.7K vehicles for the quarter, representing in line sequentially and an exemplary increase of 37.6% YoY. NIO CEO William Bin Li said:Despite the volatilities of the supply chain and the challenges in vehicle delivery resulting from the recent COVID-19 resurgence, we witnessed robust demand for our complementary products and achieved an all-time high order inflow in May 2022. (Seeking Alpha)NIO Net Income and Net Income MarginS&P Capital IQNIO reported net incomes of -$287.8 and net income margins of -18.4% in FQ1'22, thereby highlighting its lack of profitability since its incorporation in 2014. The company has also been increasing its operational costs exponentially with a total of $595.6M expenses by FQ1'22, representing 38.1% of its revenues and an increase of 207.1% YoY. Nonetheless, given that NIO has kept its operating expenses relatively stable at an average of 33.6% in the past eight quarters, it is apparent that the management has been rather disciplined in cost control as well.NIO R&D and Selling General & Admin ExpensesS&P Capital IQNIO Long-Term Debt, Cash/ Equivalent, and Share DilutionS&P Capital IQDue to its lack of profitability, it is evident that NIO will likely rely on a combination of long-term debt and share-based compensation (SBC) for its expanding operations. By FQ1'22, the company had increased its reliance on debt by over 11-fold from $0.15B to $1.75B, while also diluting its shareholder by 55.5% since its IPO in September 2018. In FY2021 alone, NIO spent $158.5M in SBC, while drastically increasing the expenses to $74.6M by FQ1'22, representing an increase of 390.2% YoY. Assuming a similar rate of SBC expenses, we may expect the company to report up to $300M for FY2022. That would be a concern for many early investors, given that the company is not expected to report net income profitability until FY2024.NIO Will Most Likely Fail To Deliver In FQ2'22NIO Projected Revenue and Net IncomeS&P Capital IQOver the next three years, NIO is projected to grow its revenue at a CAGR of 55.36% while also achieving profitability by FY2024 with a net income of $0.34B. For FY2022, consensus estimates that the company will report revenues of $9.15B with net incomes of -$0.88B, representing impressive YoY growth of 61% and 50%, respectively.Nonetheless, given the ongoing Zero Covid Policy in China, there is a likelihood of a downwards re-rating for NIO's FY2022 revenue, given Shanghai's continuous lockdowns. The company itself had guided FQ2'22 revenues in the range of $1.47B to $1.59B against consensus estimates of $1.79B, representing up to a 5.7% decline QoQ though a 12.2% growth YoY. We are also not convinced of NIO's delivery guidance of at least 23K vehicles for FQ2'22, given that the company had only delivered 5.074K and 7.042K vehicles in April and May 2022 respectively, thereby requiring an ambitious delivery of 10.884K vehicles in June 2022. Though rather unlikely, we shall anticipate its delivery update by early July 2022.In contrast, we may expect improvement by H2'22 once NIO successfully expands its production capacity while also entering the auto market in Germany, The Netherlands, Sweden, and Denmark. Nonetheless, it is also important to note that these require an easing of China's Covid policy while a stabling of the global supply chain issues. We shall continue to monitor the situation.In the meantime, we encourage you to read our previous article on NIO, which would help you better understand its position and market opportunities.NIO: Down 55% With Supercharged Growth - Time To Buy NowSo, Is NIO Stock A Buy, Sell, or Hold? NIO 3Y EV/Revenue and P/E ValuationsS&P Capital IQNIO is currently trading at an EV/NTM Revenue of 2.58x and NTM P/E of -47.22x, lower than its 3Y mean of 7.12x and -83.60x, respectively. The stock is also trading at $18.14, down 67% from its 52 weeks high of $55.13, though at a 55.4% premium from its 52 weeks low of $11.67. It is apparent that the NIO stock has been on sideways price action since our last analysis in April 2022.NIO 3Y Stock PriceSeeking AlphaGiven the macro issues and China's unrelenting Zero Covid Policy, we are of the opinion that pain will not be ending anytime soon. Therefore, NIO's delivery would likely continue to be impacted until then, further reducing any chances of stock recovery in the short term.Though consensus estimates had rated NIO as an attractive buy with a price target of $38.33, we are of a more conservative opinion of a potential retracement by early July 2022, assuming that the company could not deliver on its FQ2'23 vehicle target. As a result, we encourage investors to wait for a deeper retracement before adding to their portfolio.Therefore, we rate NIO stock as a Hold for now.","news_type":1,"symbols_score_info":{"NIO.SI":0.6,"NIO":1,"09866":0.6}},"isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9049492877,"gmtCreate":1655823400599,"gmtModify":1676535712204,"author":{"id":"4094793324288350","authorId":"4094793324288350","name":"Urbanpro","avatar":"https://static.itradeup.com/news/a746e7a822edfd5383428826b62a463a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094793324288350","idStr":"4094793324288350"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AERC\">$AeroClean Technologies, LLC(AERC)$</a>buy fast","listText":"<a href=\"https://ttm.financial/S/AERC\">$AeroClean Technologies, LLC(AERC)$</a>buy fast","text":"$AeroClean Technologies, LLC(AERC)$buy fast","images":[{"img":"https://community-static.tradeup.com/news/7accd54a56f0980cab93638705e0bd0b","width":"1080","height":"3260"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049492877","isVote":1,"tweetType":1,"viewCount":1321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9043232758,"gmtCreate":1655939067174,"gmtModify":1676535733630,"author":{"id":"4094793324288350","authorId":"4094793324288350","name":"Urbanpro","avatar":"https://static.itradeup.com/news/a746e7a822edfd5383428826b62a463a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094793324288350","idStr":"4094793324288350"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AERC\">$AeroClean Technologies, LLC(AERC)$</a>gain point only","listText":"<a href=\"https://ttm.financial/S/AERC\">$AeroClean Technologies, LLC(AERC)$</a>gain point only","text":"$AeroClean Technologies, LLC(AERC)$gain point only","images":[{"img":"https://community-static.tradeup.com/news/63320f8192ddc66e3d7d144c86a446cd","width":"1080","height":"3353"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043232758","isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9042091022,"gmtCreate":1656397407966,"gmtModify":1676535821371,"author":{"id":"4094793324288350","authorId":"4094793324288350","name":"Urbanpro","avatar":"https://static.itradeup.com/news/a746e7a822edfd5383428826b62a463a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094793324288350","idStr":"4094793324288350"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/5OT.SI\">$SINGAPORE MEDICAL GROUP LTD(5OT.SI)$</a>for coin","listText":"<a href=\"https://ttm.financial/S/5OT.SI\">$SINGAPORE MEDICAL GROUP LTD(5OT.SI)$</a>for coin","text":"$SINGAPORE MEDICAL GROUP LTD(5OT.SI)$for coin","images":[{"img":"https://community-static.tradeup.com/news/a4c4f793f1cf3c10553910b11dd4783c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042091022","isVote":1,"tweetType":1,"viewCount":2355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9049955745,"gmtCreate":1655740749787,"gmtModify":1676535695892,"author":{"id":"4094793324288350","authorId":"4094793324288350","name":"Urbanpro","avatar":"https://static.itradeup.com/news/a746e7a822edfd5383428826b62a463a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094793324288350","idStr":"4094793324288350"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AERC\">$AeroClean Technologies, 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href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>for coin","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>for coin","text":"$NIO Inc.(NIO)$for coin","images":[{"img":"https://community-static.tradeup.com/news/7962712fcfcb51ba03bc137d3d003ec3","width":"1080","height":"3473"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042706861","isVote":1,"tweetType":1,"viewCount":2868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9079086919,"gmtCreate":1657121280232,"gmtModify":1676535953353,"author":{"id":"4094793324288350","authorId":"4094793324288350","name":"Urbanpro","avatar":"https://static.itradeup.com/news/a746e7a822edfd5383428826b62a463a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094793324288350","idStr":"4094793324288350"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>loss $ gain coin","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>loss $ gain coin","text":"$NIO Inc.(NIO)$loss $ gain coin","images":[{"img":"https://community-static.tradeup.com/news/7c9a8d611200e1ccd7067bc50161e34d","width":"1080","height":"3473"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079086919","isVote":1,"tweetType":1,"viewCount":4382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9048054832,"gmtCreate":1656121309626,"gmtModify":1676535771536,"author":{"id":"4094793324288350","authorId":"4094793324288350","name":"Urbanpro","avatar":"https://static.itradeup.com/news/a746e7a822edfd5383428826b62a463a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094793324288350","idStr":"4094793324288350"},"themes":[],"htmlText":"<a 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LTD(5OT.SI)$</a>lousy share and low Dividends&nbsp;","text":"$SINGAPORE MEDICAL GROUP LTD(5OT.SI)$lousy share and low Dividends","images":[{"img":"https://community-static.tradeup.com/news/46637989e145998fe00b430eaa9c168a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043234293","isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9041461988,"gmtCreate":1656086973144,"gmtModify":1676535765637,"author":{"id":"4094793324288350","authorId":"4094793324288350","name":"Urbanpro","avatar":"https://static.itradeup.com/news/a746e7a822edfd5383428826b62a463a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094793324288350","idStr":"4094793324288350"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AERC\">$AeroClean Technologies, LLC(AERC)$</a>to gain coin","listText":"<a href=\"https://ttm.financial/S/AERC\">$AeroClean Technologies, LLC(AERC)$</a>to gain coin","text":"$AeroClean Technologies, LLC(AERC)$to gain coin","images":[{"img":"https://community-static.tradeup.com/news/098b133a92f8d1901ee98de867e23960","width":"1080","height":"3260"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041461988","isVote":1,"tweetType":1,"viewCount":2171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9055721512,"gmtCreate":1655313428936,"gmtModify":1676535611161,"author":{"id":"4094793324288350","authorId":"4094793324288350","name":"Urbanpro","avatar":"https://static.itradeup.com/news/a746e7a822edfd5383428826b62a463a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094793324288350","idStr":"4094793324288350"},"themes":[],"htmlText":"Oh no...","listText":"Oh no...","text":"Oh no...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055721512","repostId":"2243494679","repostType":4,"repost":{"id":"2243494679","kind":"highlight","pubTimestamp":1655306454,"share":"https://ttm.financial/m/news/2243494679?lang=en_US&edition=fundamental","pubTime":"2022-06-15 23:20","market":"us","language":"en","title":"NIO Could Fail In FQ2 2022 - But The Patient May Be Rewarded By H2 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2243494679","media":"Seekingalpha","summary":"Investment ThesisIt is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from ","content":"<html><head></head><body><h2><b>Investment Thesis</b></h2><p>It is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from FQ2&#39;22 onwards, given the massive impact of China&#39;s ongoing Zero Covid Policy in Shanghai. The company would need to go above and beyond the impossible to achieve its delivery guidance of at least 23K vehicles in FQ2&#39;22, given that Tesla (TSLA) had also struggled to reach pre-lockdown deliveries in May 2022. Given the complexity of auto supply chains, it is unlikely that NIO would be able to report an impressive YoY comparison in FQ2&#39;22, thus suggesting a stagnant stock valuation and prices moving forward, if not a retracement. As a result, we would advise interested investors to wait and observe a little longer before adding more NIO stock to their portfolios.</p><p>Risk-averse investors would be well advised of NIO&#39;s potential delisting from the NYSE stock market, though it is also apparent that a secondary listing in Singapore has been completed.</p><p>Nonetheless, despite the multiple uncertainties, we reiterate our stand since our previous analysis, that NIO remains a promising EV stock with an interesting battery swap concept. As <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the leading companies in China, the company stands to gain critical market share from Tesla in China, in the EU market, and potentially in the US market, upon its eventual entry in the future.</p><p>Therefore, NIO stock is highly suitable for speculative long-term investors, despite its current lack of profitability and the political uncertainty in China.</p><h2><b>NIO Reported Slowing Revenue Growth And Sustained Un-Profitability</b></h2><p><b>NIO Revenue and Gross Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ca5626d65bcd14ea9e68ba8f4282a46d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>NIO reported revenues of $1.56B in FQ1&#39;22, representing a YoY increase of 27.8%, though in line sequentially. The deceleration in revenue growth is partly attributed to supply chain production capacity for now, though we expect to see improvements by H2&#39;22. However, it is also apparent that there is increasing pressure on its gross margins, given that the company reports YoY lower gross margin of 14.6% in FQ1&#39;22 compared to 19.5% in FQ1&#39;21. With rising battery and chip costs, we expect NIO&#39;s gross margins to continue declining in FQ2&#39;22 before potentially recovering once the price hikes kick in by FQ3&#39;22.</p><p>In FQ1&#39;22, NIO also delivered 25.7K vehicles for the quarter, representing in line sequentially and an exemplary increase of 37.6% YoY. NIO CEO William Bin Li said:</p><blockquote>Despite the volatilities of the supply chain and the challenges in vehicle delivery resulting from the recent COVID-19 resurgence, we witnessed robust demand for our complementary products and achieved an all-time high order inflow in May 2022. (Seeking Alpha)</blockquote><p><b>NIO Net Income and Net Income Margin</b></p><p></p><p><img src=\"https://static.tigerbbs.com/704aba7cd5e743697335b2ee75e16612\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>NIO reported net incomes of -$287.8 and net income margins of -18.4% in FQ1&#39;22, thereby highlighting its lack of profitability since its incorporation in 2014. The company has also been increasing its operational costs exponentially with a total of $595.6M expenses by FQ1&#39;22, representing 38.1% of its revenues and an increase of 207.1% YoY. Nonetheless, given that NIO has kept its operating expenses relatively stable at an average of 33.6% in the past eight quarters, it is apparent that the management has been rather disciplined in cost control as well.</p><p><b>NIO R&amp;D and Selling General &amp; Admin Expenses</b></p><p></p><p><img src=\"https://static.tigerbbs.com/0b76193ccef6cf51d6ce1cb26b52b84e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p><b>NIO Long-Term Debt, Cash/ Equivalent, and Share Dilution</b></p><p></p><p><img src=\"https://static.tigerbbs.com/beb728a98a6a79d4c7cf83ca56b7a370\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Due to its lack of profitability, it is evident that NIO will likely rely on a combination of long-term debt and share-based compensation (SBC) for its expanding operations. By FQ1&#39;22, the company had increased its reliance on debt by over 11-fold from $0.15B to $1.75B, while also diluting its shareholder by 55.5% since its IPO in September 2018. In FY2021 alone, NIO spent $158.5M in SBC, while drastically increasing the expenses to $74.6M by FQ1&#39;22, representing an increase of 390.2% YoY. Assuming a similar rate of SBC expenses, we may expect the company to report up to $300M for FY2022. That would be a concern for many early investors, given that the company is not expected to report net income profitability until FY2024.</p><h2>NIO Will Most Likely Fail To Deliver In FQ2&#39;22</h2><p><b>NIO Projected Revenue and Net Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/1e431100e75de1993cf165583a915cbb\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Over the next three years, NIO is projected to grow its revenue at a CAGR of 55.36% while also achieving profitability by FY2024 with a net income of $0.34B. For FY2022, consensus estimates that the company will report revenues of $9.15B with net incomes of -$0.88B, representing impressive YoY growth of 61% and 50%, respectively.</p><p>Nonetheless, given the ongoing Zero Covid Policy in China, there is a likelihood of a downwards re-rating for NIO&#39;s FY2022 revenue, given Shanghai&#39;s continuous lockdowns. The company itself had guided FQ2&#39;22 revenues in the range of $1.47B to $1.59B against consensus estimates of $1.79B, representing up to a 5.7% decline QoQ though a 12.2% growth YoY. We are also not convinced of NIO&#39;s delivery guidance of at least 23K vehicles for FQ2&#39;22, given that the company had only delivered 5.074K and 7.042K vehicles in April and May 2022 respectively, thereby requiring an ambitious delivery of 10.884K vehicles in June 2022. Though rather unlikely, we shall anticipate its delivery update by early July 2022.</p><p>In contrast, we may expect improvement by H2&#39;22 once NIO successfully expands its production capacity while also entering the auto market in Germany, The Netherlands, Sweden, and Denmark. Nonetheless, it is also important to note that these require an easing of China&#39;s Covid policy while a stabling of the global supply chain issues. We shall continue to monitor the situation.</p><p>In the meantime, we encourage you to read our previous article on NIO, which would help you better understand its position and market opportunities.</p><ul><li>NIO: Down 55% With Supercharged Growth - Time To Buy Now</li></ul><h2><b>So, Is NIO Stock A Buy, Sell, or Hold?</b></h2><h2><b> </b></h2><p><b>NIO 3Y EV/Revenue and P/E Valuations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/b2d07698f9480734680a03d86b698970\" tg-width=\"640\" tg-height=\"225\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>NIO is currently trading at an EV/NTM Revenue of 2.58x and NTM P/E of -47.22x, lower than its 3Y mean of 7.12x and -83.60x, respectively. The stock is also trading at $18.14, down 67% from its 52 weeks high of $55.13, though at a 55.4% premium from its 52 weeks low of $11.67. It is apparent that the NIO stock has been on sideways price action since our last analysis in April 2022.</p><p><b>NIO 3Y Stock Price</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ad1ad9132060d18429ffb22f39607a5a\" tg-width=\"640\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Given the macro issues and China&#39;s unrelenting Zero Covid Policy, we are of the opinion that pain will not be ending anytime soon. Therefore, NIO&#39;s delivery would likely continue to be impacted until then, further reducing any chances of stock recovery in the short term.</p><p>Though consensus estimates had rated NIO as an attractive buy with a price target of $38.33, we are of a more conservative opinion of a potential retracement by early July 2022, assuming that the company could not deliver on its FQ2&#39;23 vehicle target. As a result, we encourage investors to wait for a deeper retracement before adding to their portfolio.</p><p>Therefore, we <i>rate NIO stock as a Hold for now.</i></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>NIO Could Fail In FQ2 2022 - But The Patient May Be Rewarded By H2 2022</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 Could Fail In FQ2 2022 - But The Patient May Be Rewarded By H2 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-15 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518234-nio-could-fail-q2-2022-but-patience-rewarded-h2-2022><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisIt is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from FQ2'22 onwards, given the massive impact of China's ongoing Zero Covid Policy in Shanghai. The ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518234-nio-could-fail-q2-2022-but-patience-rewarded-h2-2022\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4518234-nio-could-fail-q2-2022-but-patience-rewarded-h2-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243494679","content_text":"Investment ThesisIt is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from FQ2'22 onwards, given the massive impact of China's ongoing Zero Covid Policy in Shanghai. The company would need to go above and beyond the impossible to achieve its delivery guidance of at least 23K vehicles in FQ2'22, given that Tesla (TSLA) had also struggled to reach pre-lockdown deliveries in May 2022. Given the complexity of auto supply chains, it is unlikely that NIO would be able to report an impressive YoY comparison in FQ2'22, thus suggesting a stagnant stock valuation and prices moving forward, if not a retracement. As a result, we would advise interested investors to wait and observe a little longer before adding more NIO stock to their portfolios.Risk-averse investors would be well advised of NIO's potential delisting from the NYSE stock market, though it is also apparent that a secondary listing in Singapore has been completed.Nonetheless, despite the multiple uncertainties, we reiterate our stand since our previous analysis, that NIO remains a promising EV stock with an interesting battery swap concept. As one of the leading companies in China, the company stands to gain critical market share from Tesla in China, in the EU market, and potentially in the US market, upon its eventual entry in the future.Therefore, NIO stock is highly suitable for speculative long-term investors, despite its current lack of profitability and the political uncertainty in China.NIO Reported Slowing Revenue Growth And Sustained Un-ProfitabilityNIO Revenue and Gross IncomeS&P Capital IQNIO reported revenues of $1.56B in FQ1'22, representing a YoY increase of 27.8%, though in line sequentially. The deceleration in revenue growth is partly attributed to supply chain production capacity for now, though we expect to see improvements by H2'22. However, it is also apparent that there is increasing pressure on its gross margins, given that the company reports YoY lower gross margin of 14.6% in FQ1'22 compared to 19.5% in FQ1'21. With rising battery and chip costs, we expect NIO's gross margins to continue declining in FQ2'22 before potentially recovering once the price hikes kick in by FQ3'22.In FQ1'22, NIO also delivered 25.7K vehicles for the quarter, representing in line sequentially and an exemplary increase of 37.6% YoY. NIO CEO William Bin Li said:Despite the volatilities of the supply chain and the challenges in vehicle delivery resulting from the recent COVID-19 resurgence, we witnessed robust demand for our complementary products and achieved an all-time high order inflow in May 2022. (Seeking Alpha)NIO Net Income and Net Income MarginS&P Capital IQNIO reported net incomes of -$287.8 and net income margins of -18.4% in FQ1'22, thereby highlighting its lack of profitability since its incorporation in 2014. The company has also been increasing its operational costs exponentially with a total of $595.6M expenses by FQ1'22, representing 38.1% of its revenues and an increase of 207.1% YoY. Nonetheless, given that NIO has kept its operating expenses relatively stable at an average of 33.6% in the past eight quarters, it is apparent that the management has been rather disciplined in cost control as well.NIO R&D and Selling General & Admin ExpensesS&P Capital IQNIO Long-Term Debt, Cash/ Equivalent, and Share DilutionS&P Capital IQDue to its lack of profitability, it is evident that NIO will likely rely on a combination of long-term debt and share-based compensation (SBC) for its expanding operations. By FQ1'22, the company had increased its reliance on debt by over 11-fold from $0.15B to $1.75B, while also diluting its shareholder by 55.5% since its IPO in September 2018. In FY2021 alone, NIO spent $158.5M in SBC, while drastically increasing the expenses to $74.6M by FQ1'22, representing an increase of 390.2% YoY. Assuming a similar rate of SBC expenses, we may expect the company to report up to $300M for FY2022. That would be a concern for many early investors, given that the company is not expected to report net income profitability until FY2024.NIO Will Most Likely Fail To Deliver In FQ2'22NIO Projected Revenue and Net IncomeS&P Capital IQOver the next three years, NIO is projected to grow its revenue at a CAGR of 55.36% while also achieving profitability by FY2024 with a net income of $0.34B. For FY2022, consensus estimates that the company will report revenues of $9.15B with net incomes of -$0.88B, representing impressive YoY growth of 61% and 50%, respectively.Nonetheless, given the ongoing Zero Covid Policy in China, there is a likelihood of a downwards re-rating for NIO's FY2022 revenue, given Shanghai's continuous lockdowns. The company itself had guided FQ2'22 revenues in the range of $1.47B to $1.59B against consensus estimates of $1.79B, representing up to a 5.7% decline QoQ though a 12.2% growth YoY. We are also not convinced of NIO's delivery guidance of at least 23K vehicles for FQ2'22, given that the company had only delivered 5.074K and 7.042K vehicles in April and May 2022 respectively, thereby requiring an ambitious delivery of 10.884K vehicles in June 2022. Though rather unlikely, we shall anticipate its delivery update by early July 2022.In contrast, we may expect improvement by H2'22 once NIO successfully expands its production capacity while also entering the auto market in Germany, The Netherlands, Sweden, and Denmark. Nonetheless, it is also important to note that these require an easing of China's Covid policy while a stabling of the global supply chain issues. We shall continue to monitor the situation.In the meantime, we encourage you to read our previous article on NIO, which would help you better understand its position and market opportunities.NIO: Down 55% With Supercharged Growth - Time To Buy NowSo, Is NIO Stock A Buy, Sell, or Hold? NIO 3Y EV/Revenue and P/E ValuationsS&P Capital IQNIO is currently trading at an EV/NTM Revenue of 2.58x and NTM P/E of -47.22x, lower than its 3Y mean of 7.12x and -83.60x, respectively. The stock is also trading at $18.14, down 67% from its 52 weeks high of $55.13, though at a 55.4% premium from its 52 weeks low of $11.67. It is apparent that the NIO stock has been on sideways price action since our last analysis in April 2022.NIO 3Y Stock PriceSeeking AlphaGiven the macro issues and China's unrelenting Zero Covid Policy, we are of the opinion that pain will not be ending anytime soon. Therefore, NIO's delivery would likely continue to be impacted until then, further reducing any chances of stock recovery in the short term.Though consensus estimates had rated NIO as an attractive buy with a price target of $38.33, we are of a more conservative opinion of a potential retracement by early July 2022, assuming that the company could not deliver on its FQ2'23 vehicle target. As a result, we encourage investors to wait for a deeper retracement before adding to their portfolio.Therefore, we rate NIO stock as a Hold for now.","news_type":1,"symbols_score_info":{"NIO.SI":0.6,"NIO":1,"09866":0.6}},"isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}