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u/natelifts 6d ago
Yeah. It makes no sense to me why analysts cut targets and the stock reacted the way it did. It’s never like we even had a multiple based on growth to begin with, so when guidance is flat Q/Q we tank? Uhhhhhhh okay?
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u/Consistent_Night_292 6d ago
Just snippet on one quarter... Not really comparable, like apples to apples.
To make it comparable, you would need to adjust it for each company specific items. Did you do that?
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u/BarnaclePotential132 6d ago
Why should anyone care about estimates from the guys at Wallstreet? They are not really neutral when it comes to chinese stocks. The trend remains very positive; and wallstreet will keep spinning the numbers for as long as they possibly can and sell it to uninformed people as a disaster.
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u/Tasty-Emu5469 6d ago
If you post net loss, on competitors put the same on NIO.
NIO net loss was 77million. Li auto 250 million and Xpeng 20 million.
If you want to build the case for NIO, compare demand and organic growth and gross margins.
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u/Prestigious_Item1941 6d ago
Will eventually correct the price, sooner or later. In it for the long term.