To The Moon

Today, both A-shares and Hong Kong stocks fell, and the decline of Hong Kong stocks was significantly higher than that of A-shares. The Shanghai Composite Index closed at 3878.0 points, down 0.51%, and the Shenzhen Component Index closed at 12955.25 points, down 0.78%. Transactions in the two cities were active, but lacked upward breakthrough momentum. In terms of sectors, technology and consumer stocks performed weakly, and some heavyweights dragged down the index.Hong Kong stocks were under even more obvious pressure. The Hang Seng Index fell 1.28% to close at 25,760.73 points, and the Hang Seng China Enterprises Index fell 1.68% to close at 9028.55 points. The 26,000-point integer mark failed to be held, and the short-term technical aspect was under pressure. H50 futures fell by more th

Xpeng maybe better..

🌟🌟🌟Q3 25 earnings are out for 3 Chinese EV giants :  XPeng, Li Auto and Nio.  In order to determine which is the best play among the 3 companies, let's check out their individual Q3 25 performance metrics and future outlook.  Each company presents a distinct case, appealing to different investor strategies amidst an intensely competitive Chinese EV market. Q3 25 Earnings Summary and Analysis Delivery : XPeng $XPeng Inc.(XPEV)$  delivered 116,007 vehicles which was a record high while Li Auto $Li Auto(LI)$  delivered 93,211, down YoY and QoQ.  Nio $NIO-SW(09866)$ <

Parsonally feel that $xpev is a long way ahead of these others. Their software stack and manufacturing processes are far more advanced and the reality is that many of these small car companies just won't make it.  $xpev are openly following the $tsla playbook and for good reason, the move to robotics will yield vastly more growth than cars and that's where the importance of chip development and software stack becomes critical. $nio focus on removable battery exchange stations I think will prove fruitless and is massive cash burn, as an ev owner I see virtually no use case for this. I think $Byd offers a strong stable long term option but $xpev is grossly undervalued and should easily see $70-$100 by end of next year. 

**NIO Narrows Losses, Aims for FY Profit — But What Does This Mean for Li Auto?** 🤔📈🔥 NIO just delivered one of its most important quarters in years. The headline? 📉 Q3 net loss: –3.48B RMB — still red, but a 30%+ improvement. 📈 Gross margin: 13.9% — highest in three years. 💰 Operating cash flow: positive. 💰 Free cash flow: positive. 🎯 Management: “We can turn Q4 profitable… and full-year profitable next year.” And yet? The stock dropped 4% yesterday. Classic EV sentiment. 😅🌧️ So the real question for investors today is: ⭐ **Can NIO actually hit FY profitability? And what does this set up for Li Auto’s earnings (and stock)?** Diving deep into the electrified story underneath the headlines. ⚡🔋 ⸻ 1️⃣ NIO’s Profitability Goal: Ambitious… but Not Impossible 🚀💼 This isn’t the same NIO from 2021

Things look good for NIO but Macquarie has changed their rating from outperform to neutral, triggering a sell off and stock price slides. Might be a good time to buy in if your were looking for a slice of the EV market. NIO should ensure it's battery segment is a focus because if you supply everyone's demands, be it new cars, or replacing those in older cars, that will be earnings for short, middle and long term.

🚨 GIC vs NIO: Innovation or Illusion? The BaaS Model Faces Its Reality Test The EV world just got hit by a thunderbolt. Singapore’s sovereign wealth fund GIC has filed a lawsuit against NIO ($NIO Inc.(NIO)$  ) in the U.S. District Court of New Jersey, alleging that the company inflated revenues and hid control relationships through its much-hyped Battery-as-a-Service (BaaS) business structure. In simple terms — GIC says NIO’s innovation may have crossed the line into manipulation. The market didn’t wait to decide — NIO plunged 7% on the news before bargain hunters stepped in. Now, traders are split: Was that the final flush before a bounce, or the start of a credibility crisis? --- ⚡ Market Pulse: NIO on the Edge The initial panic was sha

$NIO Inc.(NIO)$ $GIC GROUP(01669)$ Singapore's GIC, the world's sixth-largest sovereign wealth fund, has reignited a 2022 short-seller firestorm by suing NIO in the U.S. District Court of New Jersey, alleging the EV maker inflated $600 million in revenue through related-party deals with its battery affiliate Weineng, concealing control and causing investment losses on 54.45 million ADS bought from 2020-2022. NIO shares plunged 7% to $6.825 yesterday, but rebounded 3% today to $7.03, with the case stayed until early October 2025 pending a prior class-action resolution. The core beef: NIO's Battery-as-a-Service (BaaS) model allegedly front-loaded battery sales revenue to Weineng, dodging gradual recognition

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$Global Industry Company(GIC)$ $NIO Inc.(NIO)$   On Oct 17, however, Nio shares shot up 6.8 per cent to $6.73 as at 9.14am. The stock had tumbled 9 per cent in Hong Kong on Oct 16, making it the biggest percentage loser on the Hang Seng Tech Index and Hang Seng Automobile Index. Its American depositary receipts in New York, however, edged up 0.15 per cent overnight. Nio said on Oct 16 that the GIC lawsuit “is not a newly occurring incident, nor is it directed at Nio’s recent operational performance”. On Aug 25, 2022, US shareholder Teddy Saye filed a class action complaint against Nio and its CEO and chief financial officer for misleading investors with fake revenue

$NIO Inc.(NIO)$   Summary Singapore's GIC has sued Nio in the US, alleging the EV maker inflated revenue by selling batteries to related party Wuhan Weineng, artificially raising share prices. GIC, holding 54.5 million shares, seeks compensation for losses, joining a class action suit due to expiring deadlines, despite Nio denying the claims. The lawsuit hinges on whether Nio correctly recognised battery sales revenue upfront; the court has paused GIC's suit awaiting the class-action outcome. The Singapore-listed shares of Chinese electric vehicle (EV) maker Nio rebounded on Oct 17, a day after the stock’s plunge wiped off more than $1.6 billion in market value. The sell-off on Oct 16 came after news that Singap

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NIO's Battery-as-a-Service (BaaS) promises revolutionary convenience for EV owners: a subscription model slashing upfront costs by up to 30% while enabling lightning-fast swaps at over 2,400 stations worldwide. In theory, users rent batteries, swapping depleted packs for fresh ones in under three minutes—faster than refueling a gas guzzler. But beneath the glossy marketing lies a glaring flaw: the lottery of receiving a degraded or faulty battery, turning promised reliability into Russian roulette. The core issue stems from BaaS's shared pool dynamic. Batteries circulate among thousands of subscribers, enduring varied abuse—overzealous fast-charging, extreme temperatures, or neglectful owners. NIO's Power Cloud monitors health via state-of-health (SOH) metrics, pulling packs below threshol

NIO movement is a bit odd.  Slow to rebound in uoside, I was thinking to myself there is a sligh up. i took up the chance to exit my small holding in NIO. I took a 25% loss and put 75% recover to buy another upside stock.  Dear trader, you must have à buying list and selling list. You also must has patient and wait good entry and exit point.  Rdgs Fast Trade 

I think that the revenue recognition model should have been evaluated by the auditors as NIO was listed in US before GIC made the investment. If the auditors made a mistake, their professional insurers will cover. But the issues is, and I might be wrong, can GIC sue the auditors directly or they have to sue NIO who will in turn ask their auditors.

Today, both A-shares and Hong Kong stocks fell, and the decline of Hong Kong stocks was significantly higher than that of A-shares. The Shanghai Composite Index closed at 3878.0 points, down 0.51%, and the Shenzhen Component Index closed at 12955.25 points, down 0.78%. Transactions in the two cities were active, but lacked upward breakthrough momentum. In terms of sectors, technology and consumer stocks performed weakly, and some heavyweights dragged down the index.Hong Kong stocks were under even more obvious pressure. The Hang Seng Index fell 1.28% to close at 25,760.73 points, and the Hang Seng China Enterprises Index fell 1.68% to close at 9028.55 points. The 26,000-point integer mark failed to be held, and the short-term technical aspect was under pressure. H50 futures fell by more th

🌟🌟🌟Q3 25 earnings are out for 3 Chinese EV giants :  XPeng, Li Auto and Nio.  In order to determine which is the best play among the 3 companies, let's check out their individual Q3 25 performance metrics and future outlook.  Each company presents a distinct case, appealing to different investor strategies amidst an intensely competitive Chinese EV market. Q3 25 Earnings Summary and Analysis Delivery : XPeng $XPeng Inc.(XPEV)$  delivered 116,007 vehicles which was a record high while Li Auto $Li Auto(LI)$  delivered 93,211, down YoY and QoQ.  Nio $NIO-SW(09866)$ <

Xpeng maybe better..

**NIO Narrows Losses, Aims for FY Profit — But What Does This Mean for Li Auto?** 🤔📈🔥 NIO just delivered one of its most important quarters in years. The headline? 📉 Q3 net loss: –3.48B RMB — still red, but a 30%+ improvement. 📈 Gross margin: 13.9% — highest in three years. 💰 Operating cash flow: positive. 💰 Free cash flow: positive. 🎯 Management: “We can turn Q4 profitable… and full-year profitable next year.” And yet? The stock dropped 4% yesterday. Classic EV sentiment. 😅🌧️ So the real question for investors today is: ⭐ **Can NIO actually hit FY profitability? And what does this set up for Li Auto’s earnings (and stock)?** Diving deep into the electrified story underneath the headlines. ⚡🔋 ⸻ 1️⃣ NIO’s Profitability Goal: Ambitious… but Not Impossible 🚀💼 This isn’t the same NIO from 2021

Parsonally feel that $xpev is a long way ahead of these others. Their software stack and manufacturing processes are far more advanced and the reality is that many of these small car companies just won't make it.  $xpev are openly following the $tsla playbook and for good reason, the move to robotics will yield vastly more growth than cars and that's where the importance of chip development and software stack becomes critical. $nio focus on removable battery exchange stations I think will prove fruitless and is massive cash burn, as an ev owner I see virtually no use case for this. I think $Byd offers a strong stable long term option but $xpev is grossly undervalued and should easily see $70-$100 by end of next year. 

Things look good for NIO but Macquarie has changed their rating from outperform to neutral, triggering a sell off and stock price slides. Might be a good time to buy in if your were looking for a slice of the EV market. NIO should ensure it's battery segment is a focus because if you supply everyone's demands, be it new cars, or replacing those in older cars, that will be earnings for short, middle and long term.

$NIO Inc.(NIO)$ $GIC GROUP(01669)$ Singapore's GIC, the world's sixth-largest sovereign wealth fund, has reignited a 2022 short-seller firestorm by suing NIO in the U.S. District Court of New Jersey, alleging the EV maker inflated $600 million in revenue through related-party deals with its battery affiliate Weineng, concealing control and causing investment losses on 54.45 million ADS bought from 2020-2022. NIO shares plunged 7% to $6.825 yesterday, but rebounded 3% today to $7.03, with the case stayed until early October 2025 pending a prior class-action resolution. The core beef: NIO's Battery-as-a-Service (BaaS) model allegedly front-loaded battery sales revenue to Weineng, dodging gradual recognition

$NIO Inc.(NIO)$   Summary Singapore's GIC has sued Nio in the US, alleging the EV maker inflated revenue by selling batteries to related party Wuhan Weineng, artificially raising share prices. GIC, holding 54.5 million shares, seeks compensation for losses, joining a class action suit due to expiring deadlines, despite Nio denying the claims. The lawsuit hinges on whether Nio correctly recognised battery sales revenue upfront; the court has paused GIC's suit awaiting the class-action outcome. The Singapore-listed shares of Chinese electric vehicle (EV) maker Nio rebounded on Oct 17, a day after the stock’s plunge wiped off more than $1.6 billion in market value. The sell-off on Oct 16 came after news that Singap

$Global Industry Company(GIC)$ $NIO Inc.(NIO)$   On Oct 17, however, Nio shares shot up 6.8 per cent to $6.73 as at 9.14am. The stock had tumbled 9 per cent in Hong Kong on Oct 16, making it the biggest percentage loser on the Hang Seng Tech Index and Hang Seng Automobile Index. Its American depositary receipts in New York, however, edged up 0.15 per cent overnight. Nio said on Oct 16 that the GIC lawsuit “is not a newly occurring incident, nor is it directed at Nio’s recent operational performance”. On Aug 25, 2022, US shareholder Teddy Saye filed a class action complaint against Nio and its CEO and chief financial officer for misleading investors with fake revenue

The electric vehicle (EV) market is experiencing rapid growth, driven by advancements in technology, changing consumer preferences, and increasing environmental awareness. Several key players are poised to make significant impacts in this evolving landscape. This article explores five prominent EV companies. NIO, Tesla (TSLA), Rivian, Lucid Motors and BYD. Analyzing their strengths, challenges, and potential for growth. NIO: The Chinese Contender $NIO Inc.(NIO)$ • Company Overview NIO, often referred to as the "Tesla of China," has made a name for itself by offering premium electric vehicles that combine cutting-edge technology with luxury features. Founded in 2014, NIO has quickly become a significant player in the Chinese EV market. • Streng

Here is a detailed breakdown of the situation with GIC Private Limited (“GIC”) suing NIO Inc. (NIO), followed by my view on whether the resulting pull-back is a buying opportunity and where I stand on the “Battery-as-a-Service” (BaaS) model. --- 1. What’s going on with GIC vs NIO Key facts GIC has filed a lawsuit in the U.S. (Southern District of New York) alleging that NIO and two senior executives misled investors through its accounting and recognition of revenue related to its battery leasing/swap business (via a joint venture/entity called Weineng Battery Asset Company (or similar spelling) in alliance with battery-supplier CATL).  The suit alleges NIO pulled forward more than US$600 million of revenue by selling batteries to Weineng (which it claims NIO effectively controlled) an

🚨 GIC vs NIO: Innovation or Illusion? The BaaS Model Faces Its Reality Test The EV world just got hit by a thunderbolt. Singapore’s sovereign wealth fund GIC has filed a lawsuit against NIO ($NIO Inc.(NIO)$  ) in the U.S. District Court of New Jersey, alleging that the company inflated revenues and hid control relationships through its much-hyped Battery-as-a-Service (BaaS) business structure. In simple terms — GIC says NIO’s innovation may have crossed the line into manipulation. The market didn’t wait to decide — NIO plunged 7% on the news before bargain hunters stepped in. Now, traders are split: Was that the final flush before a bounce, or the start of a credibility crisis? --- ⚡ Market Pulse: NIO on the Edge The initial panic was sha

Market SnapshotSingapore stocks opened lower on Friday. STI fell 0.3%; Nio rose 7%; Singtel up 1%.Stocks in Focus$Keppel(BN4.SI)$: The global asset manager is set to revive construction for its stalled Saigon Centre project in late 2026. Saigon Centre, a mixed-use development in Ho Chi Minh City’s central business district, has been delayed for decades due to the complex process of transferring land from the state. The project was valued at about S$433.6 million when Keppel released its first-quarter results. It is expected to be completed within the following four to five years. Shares of Keppel ended Thursday 1.5 per cent or S$0.14 higher at S$9.44, after the news.$CapitaLandInvest(9CI.SI)$: The rea

China ADRs are blooming everywhere: $NetEase(NTES)$ and $Trip.com Group Limited(TCOM)$ extend all-time-highs, while $Baidu(BIDU)$ and $Alibaba(BABA)$ finally break their multi-year bases. Are you on board?On 17 Sep 2025 the Fed officially hit the “start” button of its new easing cycle. Hot money immediately rushed back into risk assets and China names became the favorite playground.1. Who’s leading? (see the chart with stocks market cap > USD 15Billion)New highs club: $Taiwan Semiconductor Manufacturing(TSM)$ , $NetEase(NTES)$,

Economic Calendar: Key Market Movers (week of 01Sep25) Public Holidays There are no public holidays in China, Singapore and Hong Kong. America celebrates Labor Day on 1st September 2025 (Monday). Observations (Economic Calendar) Several key economic indicators are on the horizon, offering a comprehensive look into both the manufacturing and services sectors. Manufacturing The S&P Global Manufacturing PMI is forecasted to be 53.3, indicating an expansion from the prior period. The ISM Manufacturing PMI is at 48.6, which suggests a contraction in the U.S. manufacturing sector. The previous ISM Prices Paid sub-index was 64.8, signalling inflationary pressures. The upcoming release of this data will be a key indicator for future inflation trends. Services The S&P Global Services PMI is

In the second half of 2025, interest in China assets has been heating up rapidly. Southbound capital inflows hit new records for consecutive days, while turnover in ETFs like the Hang Seng China Enterprises Index (HSCEI) ETF and the Hang Seng Tech ETF repeatedly set fresh highs. The Hong Kong market, once sluggish, has re-emerged on the “must-have” list for global capital. At the same time, the renminbi has stabilized after a wave of depreciation expectations, helping to restore investor confidence in cross-border allocation.From a valuation perspective, both A-shares and Hong Kong stocks are trading at historical lows. The CSI 300’s PE ratio is around 12x, the Hang Seng Index’s PB ratio has even slipped below 1x, while in contrast, the S&P 500’s PE is as high as 29x and PB above 3x. T

NIO's Battery-as-a-Service (BaaS) promises revolutionary convenience for EV owners: a subscription model slashing upfront costs by up to 30% while enabling lightning-fast swaps at over 2,400 stations worldwide. In theory, users rent batteries, swapping depleted packs for fresh ones in under three minutes—faster than refueling a gas guzzler. But beneath the glossy marketing lies a glaring flaw: the lottery of receiving a degraded or faulty battery, turning promised reliability into Russian roulette. The core issue stems from BaaS's shared pool dynamic. Batteries circulate among thousands of subscribers, enduring varied abuse—overzealous fast-charging, extreme temperatures, or neglectful owners. NIO's Power Cloud monitors health via state-of-health (SOH) metrics, pulling packs below threshol

The spotlight is heating up right next to you in China’s asset market!A-shares are on fire: The Shanghai Composite Index has hit a 10-year high — breaking above 3,800 points, its highest closing level since 2015, sparking strong market excitement.A-share market cap hits a milestone: On the same day, the total market cap of A-shares surpassed the 100 trillion RMB mark for the first time ever. Behind this record are surging margin financing balances and booming investor participation.Money is pouring in: Trading volume soared to about 2.8 trillion RMB, with both institutions and retail investors driving liquidity.These signals tell us one thing: investment sentiment is strong, capital is favoring equities, and the appeal of high-dividend ETFs is climbing fast. So let’s break it down in plain

Earnings Review | NIO, in a Do-or-Die Effort, Strives for the Last Ticket to Achieve Quarterly Profitability $NIO Inc.(NIO)$   's financial report today shows mixed results. Initial success has been seen in controlling its SG&A expenses, but there is a noticeable decline in the vehicle sales gross margin and the average selling price per vehicle. NIO has always been among the Chinese new automakers with the most severe financial conditions and profitability challenges. Despite NIO's emphasis on "long-termism," investors' patience is not without limits. Meanwhile, other new automakers have started to get back on track. XPeng Motors spent two years reorganizing: restructuring the supply department, dismiss

$NIO Inc.(NIO)$ is set to report its unaudited financial results for the second quarter of 2025 on Tuesday, September 2, 2025, before the U.S. markets open. This report will provide a crucial update on the company's performance, particularly as it continues to expand its vehicle lineup and battery-swapping network. Revenue: Analysts are forecasting a consensus revenue of approximately 19.74 billion RMB for Q2 2025. Earnings Per Share (EPS): Tip ranks is estimating a loss of $0.31 per share which is equal to the same period last year. Summary of Nio Inc. (NIO) Fiscal Q1 2025 Earnings Nio released its Q1 2025 financial results on June 3, 2025, revealing a mixed but strategic picture of its performance. While the company continued to operate at a net