Nio inc

Beleggen in aandelen beurs New York, Dow Jones, Nasdaq-100 en S&P500



Midgardman
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Re: Nio inc

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Peter W schreef:
12 aug 2021 09:51
Nio interesseert me al een tijdje maar ik kan alleen beleggen in ADR's op de New York Stock Exchange. Ik zie dat bepaalde beleggers Chinese ADR's van de hand doen omdat die mogelijk geen enkele waarde meer kunnen hebben in de toekomst. Hoe kijken jullie daar tegen aan?
Bij sommige online makelaars kunt ge enkel in ADR's beleggen, bij andere kunt ge ook rechtstreeks op de beurs van Hong Kong beleggen. Nog een andere mogelijkheid om de ADR's te ontlopen is beleggen in holdings (bvb. Prosus) of fondsen die Chinese aandelen bezitten.

In theorie kan China ADR's waardeloos maken, maar in feite is dit bij eender welk aandeel wel in meer of mindere mate het geval.
Zo ben ik ooit aandeelhouder geweest van een US bedrijf dat vrij plots chapter 11 aanvroeg, failliet ging en doodleuk verder ging onder een iets gewijzigde naam, maar met de onteigening van de vorige aandeelhouders. Nog een ander vb. is het behoorlijke risico op nationalisatie van Argentijnse aandelen.

In de praktijk is naar mijn mening de kans klein dat het zover komt; China zou hiermee paniek veroorzaken op de wereldmarkt, maar vooral de toevoer van buitenlands kapitaal naar zichzelf zo goed als afsnijden, en dat wil het zeker niet. De wederzijdse belangen tussen China en de rest van de wereld zijn enorm, hoe fors het verbale spierballengerol ook mag zijn, en ondanks de neiging tot terugdraaien van de globalisering.

Chinese bedrijven zijn over het algemeen (veel) goedkoper dan hun niet-Chinese concurrenten, dat is terecht omdat de Chinese overheid inderdaad een behoorlijk risico vormt, anderzijds is de potentiële groei van China enorm.

Mijn portefeuille bestaat voor ±5% uit ADR's, ik weet dat het risico er is, maar gewoonlijk wordt de soep niet zo heet gegeten als ze wordt opgediend. In het slechtste geval ben ik die 5% kwijt, maar ik denk persoonlijk dat de kans groter is dat ze een (fors) positieve return opleveren.
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Fizmo
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Re: Nio inc

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Peter W schreef:
12 aug 2021 09:51
Nio interesseert me al een tijdje maar ik kan alleen beleggen in ADR's op de New York Stock Exchange. Ik zie dat bepaalde beleggers Chinese ADR's van de hand doen omdat die mogelijk geen enkele waarde meer kunnen hebben in de toekomst. Hoe kijken jullie daar tegen aan?
Het gemakkelijkste wat je kunt doen is kijken welke aandelen een dubbelnotering hebben, eg. op de NYSE/Nasdaq genoteerd staan en nog een dubbele notering in Hong Kong of China hebben en vergelijk dan eens de waarde. Als een ADR aandeel op Nasdaq met een korting van 10% noteert vergeleken met de notering in Hong Kong dan kun je er vanuit gaan dat de markt een ADR aandeel als risicovol beschouwd en dus aan een korting van 10% noteert. Als de markt beide aandelen exact gelijkwaardig noteert, beschouwt de markt het risico als quasi onbestaande.

Zie ook bovenstaande reactie.
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besportie
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Re: Nio inc

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Voor wat het waard is ;) (bron yahoo.finance)

Nio: Implied upside of 125%
The first extremely popular stock investors can't stop eyeing or buying that has a lofty price target applied by Wall Street is China-based electric-vehicle (EV) manufacturer Nio (NYSE:NIO). With a currency-converted top-end target of about $92 a share, Nio could drive investors to a 125% return, if this price target proves accurate.

The Nio growth story has both macro and micro tailwinds. On a macro basis, China is the largest auto market in the world, and is therefore the top opportunity for auto stocks to benefit from a multi-decade vehicle replacement shift to EVs. With the country's EV industry still nascent, there's plenty of market share up for grabs.

On a company-specific basis, Nio has built up an impressive cash hoard and has demonstrated that it can ramp up production. Even with a global chip shortage, Nio delivered almost 21,900 EVs in the second quarter. It looks to be well on its way to producing an annual run-rate of 150,000 EVs, once chip supply issues are resolved.

What's more, Nio introduced its battery-as-a-service program last year, which should improve customer loyalty and trade some near-term revenue for higher long-term operating margins.

Although $92 a share is a bit aggressive for a company that's only delivered around 125,500 EVs since its inception, Nio's growth trajectory is certainly headed in the right direction.
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Re: Nio inc

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Xpeng is vandaag begonnen met het verzenden van zijn P7-sedan naar Noorwegen en verwacht in het vierde kwartaal van 2021 modellen aan klanten te leveren.
De verhuizing markeert de eerste keer dat Xpeng zijn sedans naar een markt buiten China heeft verscheept, aangezien de fabrikant van elektrische voertuigen zijn internationale expansie begint. Sommige Noorse klanten hebben hun Xpeng G3 SUV's al ontvangen.
Het bedrijf zal ook zijn plan versnellen om een volledige Noorse operatie op te zetten met klantervaring, verkoop, levering, service en opladen.
Noorwegen heeft de hoogste penetratiegraad van elektrische voertuigen ter wereld: 54% van de verkochte nieuwe auto's is elektrisch, waardoor het een aantrekkelijke markt is voor EV-fabrikanten zoals Xpeng en concurrent Nio

ritchie
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Re: Nio inc

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Euronav ,Aegon ,FuelCell ,Royal Dutch Shell ,Invesco Mortgage Capital ,Ballard Power Systems ,Nio ,Wereldhave ,Ageas ,NEL ASA ,INRG (ETF duurzame energy) ,ING ,NewHydrogen ,SunHydrogen ,UCB ,Telenet ,SBM Offshore ,

ritchie
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Re: Nio inc

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NIO reaches 400 battery swap stations in China, opens new NIO House

Phate Zhang2021-08-28 20:03:58 (GMT+8)

NIO today put nine new battery swap stations into operation, bringing the total number of its facilities in China to 400.

The battery swap stations are located in Huizhou, Hangzhou, Shenzhen, Xuancheng, Dongying, Cangzhou, Tianjin and Qingdao.

As of December 31, 2020, the number of NIO battery swap stations in China was 172. The latest addition means that the company has already put 228 of these facilities into operation this year.

Until mid-April this year, the battery swap stations built by NIO were first-generation products. It occupies three parking spaces, can store up to five batteries, and has a maximum daily service capacity of 120.

On April 15, NIO signed a strategic cooperation agreement with fossil fuel energy giant Sinopec, and its first second-generation battery swap station, the company's 201st battery swap station, went online at a Sinopec gas station in Beijing.

Compared to the first generation battery swap station, the second generation can store up to 13 batteries, and have a daily service capacity of 312.

NIO's 400th battery swap station in China is located in Qingdao, Shandong Province, the ninth such facility in the city.

In addition to the battery swap station, NIO's first NIO House in the city is also opened today, the company's first such facility to be built on the waterfront.


The NIO House is the company's flagship experience center that goes far beyond displaying and selling vehicles, and is a space where NIO offers a quality lifestyle to its owners.

NIO users can meet with friends for a cup of coffee and a chat, or brainstorm with workmates. Holding sharing sessions with friends, birthday parties, and opening users' own yoga classes are all possible.

With NIO House, NIO hopes that users can enjoy this lifestyle in every city, so that outsiders will think that buying an NIO vehicle is not just getting a car, but joining a high-end lifestyle group.

In addition to 400 battery swap stations, as of August 28, NIO also has 262 supercharging stations, providing 1,873 supercharging piles.

It also has 448 destination charging stations, offering 2,569 charging posts, and access to over 390,000 third-party public charging posts.

Since the second half of this year, NIO has significantly accelerated the pace of building battery swap stations, increasing the number from 200 to 300 in 77 days, and from 300 to 400 in 59 days.

NIO originally planned to have 500 battery swap stations by the end of the year, but at the first NIO Power Day event on July 9 this year, the company's co-founder and president, Qin Lihong, said the goal was raised to more than 700.

In addition to raising this year's target significantly, NIO also announced aggressive goals for the next few years at the time.

By the end of 2025, NIO will have more than 4,000 battery swap stations worldwide, with 1,000 of them in overseas markets.

From 2022 to 2025, NIO will add 600 battery swap stations per year in the Chinese market, Qin said.
Euronav ,Aegon ,FuelCell ,Royal Dutch Shell ,Invesco Mortgage Capital ,Ballard Power Systems ,Nio ,Wereldhave ,Ageas ,NEL ASA ,INRG (ETF duurzame energy) ,ING ,NewHydrogen ,SunHydrogen ,UCB ,Telenet ,SBM Offshore ,

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letta75
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Re: Nio inc

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Nio Inc Provides August 2021 Delivery Update, Adjusts Third Quarter Guidance
(01/09) - Bron: Reuters

* PROVIDES AUGUST 2021 DELIVERY UPDATE AND PRUDENTLY ADJUSTS THIRD QUARTER GUIDANCE
* NIO DELIVERED 5,880 VEHICLES IN AUGUST 2021, INCREASING BY 48.3% YEAR-OVER-YEAR
* NIO PRUDENTLY ADJUSTS DELIVERY OUTLOOK TO RANGE OF 22,500 TO 23,500 VEHICLES IN Q3 OF 2021, DUE TO SUPPLY CHAIN CONSTRAINTS
* CUMULATIVE DELIVERIES OF ES8, ES6 AND EC6 AS OF AUGUST 31, 2021 REACHED 131,408
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letta75
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Re: Nio inc

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SHANGHAI, China, Sept. 01, 2021 - NIO Inc., a pioneer and a leading company in the premium smart electric vehicle market in China, today announced its August 2021 delivery results.

NIO delivered 5,880 vehicles in August 2021, representing a 48.3% year-over-year growth. While the Company’s new order reached an all-time high in August driven by the increasing demand, the vehicle production, especially the manufacturing of the ES6 and EC6, was materially disrupted by supply chain constraints resulting from the COVID-19 pandemic in certain areas in China and Malaysia. The deliveries consisted of 1,738 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 2,342 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 1,800 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of August 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 131,408 vehicles.

In light of the continued uncertainty and volatility of semiconductor supply, the Company prudently adjusts the vehicle production and expects to deliver approximately 22,500 to 23,500 vehicles in the third quarter of 2021, revised from the previous outlook of 23,000 to 25,000 vehicles.
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Re: Nio inc

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Morgan Stanley thinks the Q3 deliveries guidance cut from Nio (NYSE:NIO) is reflective of a supply chain hiccup in August and does not diminish the overall growth story
Analyst Tim Hsiao: "Despite the guidance revision, the new 3Q21 target implies 8.7-9.7k units in Sep, which would represent a notable MoM recovery of 48-65% and a record-high monthly delivery. Moreover, with reduced market expectations in the wake of the 2Q results briefing, during which management struck a more cautious tone regarding the supply impact, we expect the near-term pressure to soon be priced in."
The firm thinks investors are likely to shift their focus to a Q4 volume recovery for the Chinese automaker, buzz around Nio Day in 2022 and progress in preparation of the ET7 launch.
MS keeps an Overweight rating on Nio and price target of $64.
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China set to sell 1.7 million NEVs between Jan-Aug, nearly tripling on-year
(04/09) - Bron: Reuters

BEIJING, Sept 4 (Reuters) - China, the world's biggest vehicle market, is expected to sell 1.7 million new energy vehicles (NEV) in the first eight months of this year, up from 600,000 units in the same period last year, vice industry minister said on Saturday.
The comments were made by Xin Guobin, vice minister at China's Ministry of Industry and Information Technology, at an industry conference in Tianjin hosted by China Automotive Technology and Research Center (CATARC). NEV include battery electric, plug-in hybrid and hydrogen fuel-cell vehicles.
NEV makers such as Nio Inc, BYD and Tesla Inc are expanding manufacturing capacity in China, encouraged by the government's promotion of greener vehicles to cut pollution.
Xin said overall auto sales are expected to hit over 16 million vehicles between January and August, up around 10% from 2020. But he warned that the coronavirus-induced global auto chip supply shortage still remains a pressure point on China's auto production.
He said authorities will continue to curb blind construction of NEV projects and will improve supply of key metals including cobalt, lithium and nickel. Automakers should protect vehicle data security and customer privacy, Xin added.
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