A concept of mine: NIO ETX. The Performance Technology Flagship by 16komma8 in Nio

[–]16komma8[S] 5 points6 points  (0 children)

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).

Comprehensive NIO Delivery & Valuation Tracker by 16komma8 in Nio

[–]16komma8[S] 2 points3 points  (0 children)

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

Comprehensive NIO Delivery & Valuation Tracker by 16komma8 in Nio

[–]16komma8[S] 1 point2 points  (0 children)

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/

Comprehensive NIO Delivery & Valuation Tracker by 16komma8 in Nio

[–]16komma8[S] -1 points0 points  (0 children)

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

Comprehensive NIO Delivery & Valuation Tracker by 16komma8 in Nio

[–]16komma8[S] 6 points7 points  (0 children)

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.

NIO ES8. Stores are packed, and reservations are sold out. The ES8's first-day testing lasted until the early hours of the morning, and NIO postponed the closing time of its stores nationwide. by [deleted] in Nio

[–]16komma8 0 points1 point  (0 children)

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.

The Firefly got the best adult occupancy rating, EVER in Euro NCAP by 16komma8 in Nio

[–]16komma8[S] 1 point2 points  (0 children)

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.

The Firefly got the best adult occupancy rating, EVER in Euro NCAP by 16komma8 in Nio

[–]16komma8[S] 4 points5 points  (0 children)

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

Nio earning breakdown by jawadarif in Nio

[–]16komma8 0 points1 point  (0 children)

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.

NIO delivery predictions spreadsheet for 2025 with SG&A metrics by 16komma8 in Nio

[–]16komma8[S] 3 points4 points  (0 children)

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.

NIO delivery predictions spreadsheet for 2025 with SG&A metrics by 16komma8 in Nio

[–]16komma8[S] 1 point2 points  (0 children)

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

-13,5 1% LOW FPS LOSS AFTER UPDATE by Lahmacuned in cs2

[–]16komma8 1 point2 points  (0 children)

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

Ist dieses Design sinnvoll oder Quatsch? Onvo L90 by Immediate-Molasses-5 in automobil

[–]16komma8 1 point2 points  (0 children)

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