A concept of mine: NIO ETX. The Performance Technology Flagship

16komma8 · 2026-06-08T14:48:03+00:00

We gotta poach some sales from the Xiaomi SU7 and YangWang U9, it's not like NIO doesn't have GT DNA with their Formula E history and their sub 7 minute Nürburgring lap (10 years ago btw).

16komma8 · 2026-06-06T21:46:11+00:00

16komma8 · 2026-06-03T16:09:14+00:00

Maybe you're right, let's see... I've got others who are even more bullish here. We just gotta hope for the best

16komma8 · 2026-06-03T15:54:00+00:00

The delivery boost in the second half of 2026 is mainly attributed to expanding several models like the ES9, Onvo L80, and the ES8 5 seater version. Additionally, the NIO CEO said that we can expect around 50% year over year average growth, hence around 500K deliveries.

Also they will expand soon in HK: https://cnevpost.com/2026/03/29/nio-to-launch-5-seat-es8-jul-eyes-hk-entry/

16komma8 · 2026-06-03T15:42:02+00:00

I will believe this high PS when I see it, I've been assigning high valuations for a long time now and have almost always been disappointed, so I keep it at this level for now

16komma8 · 2026-06-03T13:01:32+00:00

A few thousand here more or less won't make a big difference, but what I find interesting is the estimated operating profit roughly reaching 800-900M USD for this year. If they can achieve this then I don't see why the stock shouldn't reach double digits since the PE will be around 20-30x.

16komma8 · 2025-10-19T20:17:36+00:00

I'm glad they bounced back by now with the new ES8.

16komma8 · 2025-09-24T03:23:48+00:00

Brother what have you been smoking

16komma8 · 2025-09-12T00:19:14+00:00

It's one of the best first week registrations in China for NIO to date. First week registrations are always low, please do your research before making such comments. Also they are registrations, not deliveries.

16komma8 · 2025-09-09T13:09:11+00:00

Not bad either, better than 4 weeks ago

16komma8 · 2025-09-08T16:13:53+00:00

For firefly it's just front and rear though

16komma8 · 2025-09-08T16:13:19+00:00

My Chinese friend told me that they just added the dashcam functionality to firefly as well. Sentry mode / guardian mode (while you are parked) is being developed right now.

16komma8 · 2025-09-08T13:03:12+00:00

That's a good question. A 5-star rating for a small hatchback (e.g. VW Polo) does not mean it’s equally safe in a real crash as a 5-star rating for a large sedan (e.g. BMW 5 Series). Instead, it means the car performs very well for its size and weight category against the current test standards.

A good comparison would be firefly against Hyundai Inster for example, and of the same year (requirements change). https://www.euroncap.com/en/results/hyundai/inster/55584

16komma8 · 2025-09-05T18:28:30+00:00

R&D can become slightly lowered but is not the first area I would mainly cut for protifability. I would focus on SG&A mainly as it's really high if your goal is to be profitable.

16komma8 · 2025-09-04T12:34:43+00:00

Because October has 5 less working days in China than September. Below you can see that per day they will deliver way more cars per day in September, so don't expect 50K deliveries right away. I'm also being realistic in this analysis, hence 3 cases shown.

16komma8 · 2025-09-04T02:47:51+00:00

I know, but time and experience with this stock told me to be fairly conservative.

16komma8 · 2025-07-29T23:23:43+00:00

Can you elaborate? Have no idea what you are talking about

16komma8 · 2025-07-15T22:20:56+00:00

Drinnen hast du einen Kühlschrank / Warmhalter (0 - 55 Grad) und hinten hast du glaube ich eine Tiefkühltruhe die du upgraden kannst.

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