JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

When observing the global electric vehicle (EV) industry currently, depending on your angle, some investors would conclude there's a China problem. Chinese EV makers have been heavily subsidized by the government, which has given domestic automakers a significant advantage on developing EV technology and infrastructure, and at lower costs. It has forced the U.S. and Europe to impose significant tariffs on Chinese EV imports to help protect their own industries.That said, glancing at Nio's (NIO 2.98%) third- ...

2024 年 11 月 24 日 公司研究 2025E 三大品牌重新发力，全新产品周期有望开启 要点 3Q24 业绩环比改善：3Q24 总收入同比-2.1%/环比+7.0%至 186.7 亿元，毛利 率同比+2.7pcts/环比+1.0pcts 至 10.7%，Non-GAAP 归母净亏损同比扩大 11.5%/环比收窄 2.9%至 44.0 亿元，3Q24 业绩表现基本符合预期。 3Q24 汽车业务毛利率改善，自由现金流转正：1）3Q24 蔚来交付量同比+11.6%/ 环比+7.8%至 6.2 万辆。汽车业务收入同比-4.1%/环比+6.5%至 167.0 亿元（ASP 同比-14.0%/环比-1.2%至 27.0 万元），汽车业务毛利率同比+2.1pcts/环比 +0.9pcts 至 13.1%。ASP 同环比下降主要受终端优惠波动影响，毛利率同环比 改善主要受益于零部件成本优化+生产效率提升。2）3Q24 蔚来 Non-gaap 研发 费用率同比+1.7pcts/环比-1.0pcts 至 15.5%，Non-GAAP SG&A 费用率同环比 +2.9pcts/+0.3pcts 至 20.9%（主要由于乐道 ...

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NIO (NYSE: NIO ) reported slightly better than expected earnings results for the third fiscal quarter on Wednesday that showed record quarterly deliveries and an improving vehicle margin trend. The EV maker also announced that it is seeing strongAnalyst’s Disclosure: I/we have a beneficial long position in the shares of NIO, LI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ...

What was shaping up to be a good day for NIO (NYSE: NIO ) got disrupted by an underwhelming outlook. Long story short, NIO reported 3Q24 earnings Wednesday before the bell, and the results makeI’m a retired Wall Street PM specializing in TMT; my educational background is a bachelor's in Finance and Economics, and an MBA from Columbia, after which I directly began my career on Wall Street. Since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on ...

I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities. I hold a Bachelor of Science Degree from Lehigh University, where I double majored in Finance and Accounting, with a minor ...

China-based electric vehicle (EV) company NIO Inc. (NIO) released mixed third-quarter results yesterday. Quarterly losses were wider than expected and revenues missed estimates. However, vehicle margins continued its upward trajectory amid cost optimization efforts. NIO’s delivery targets along with new model plans also sparked optimism.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.NIO Q3 Results Key TakeawaysNIO delivered 61,855 vehicles in the third quarter, up 11.5% year over y ...

NIO Inc. NIO, the Chinese electric vehicle (EV) maker, is seeing its shares trade lower in premarket trading on Thursday.Macquarie analyst Eugene Hsiao downgraded the company’s rating from Outperform to Neutral and slashed the price target from $6.60 to $4.80.The downgrade follows a mixed fiscal third-quarter earnings report, which revealed a slight decline in year-over-year revenue and continued losses.NIO posted a revenue of 18.67 billion yuan ($2.66 billion) for the quarter, marking a 2.1% decrease from ...

NIO Inc. (NIO) incurred a third-quarter 2024 loss per American Depositary Share (ADS) of 36 cents, wider than the Zacks Consensus Estimate of a loss of 32 cents. The company had reported a loss of 37 cents in the year-ago quarter. This China-based electric vehicle maker posted revenues of $2.66 billion, which missed the Zacks Consensus Estimate of $2.70 billion. The top line declined 2.1% from the corresponding quarter of 2023.Key TakeawaysNIO delivered 61,855 vehicles in the third quarter, up 11.5% year ov ...