Will the "value for money" new ES8 cannibalize sales of the L90 and other models? If yes, then it will be impossible for NIO to achieve profitability in Q4. $NIO
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Before the deal, NIO owns 92.1% in Nio China while the Hefei investors owns the remaining 7.9%. Under the deal, NIO's stake in Nio China will get diluted from 92.1% to 88.3% despite investing 3x more capital. Why is Nio paying a 3x higher price than Hefei for Nio China? $NIO
cnevpost.com/2024/08/30/nio…
$NIO How does the change in Baas policy affect the coming Q2 financials? Revenue growth < unit sold growth due to lower ASP? How does NIO account for the Baas rental? Deferred revenue?
1. Price Movement Is The Indicator
Stock market movements and industry analysis provide valuable signals about the economy: Druckenmiller shares his approach of using stock market movements, particularly within leading (he highlighted $ITB) and lagging industries $XRT, as…
$QQQ pullback 7.6% from 19/7 high and supported at AVWAP from 25/4 low. Expect $QQQ to undercut Friday's low and rally on either 21/8 or 22/8. . % $QQQ above 20d MA is back to 10/5 level of around 13%.
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