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r/nio
is nio finally turning around or is this just another ev trap?
Investor summaryNeutral
NIO shows improved financials and deliveries, but fierce competition and recent slowdowns raise doubts about a sustainable turnaround.
Bull points
- Revenue more than doubled, margins improved, and losses significantly decreased.
- Deliveries have shown strong momentum recently.
Bear points
- China's EV market is a fierce price war.
- April deliveries slowed down, raising concerns about sustainability.
- Margins might get wrecked again due to intense competition.
NIO电动车
Post body
nio looks weird rn. revenue more than doubled, margins improved a lot, and losses got way smaller, but china’s ev market is still a total knife fight. deliveries look strong, then april slowed down and everyone got nervous again. do you think this is finally a real turnaround or just another bounce before margins get wrecked?
Discussion · top comments1 selected
Excellent analysis ending with the stupidest conclusion one can even make following such a positive assessment!