XPEV, NIO & LI Earnings Out: Which One Is the Best Play?

NIO is still posting losses, with a Q3 net loss of ¥3.48 billion, though this marks a narrowing of over 30%. At the same time, the company’s overall gross margin reached 13.9%, the highest in three years, and both operating cash flow and free cash flow turned positive. This time, NIO not only expressed confidence in achieving profitability in Q4 but also set more ambitious targets, aiming for full-year profitability next year. Li Auto’s Q3 revenue fell 36% year over year, with a net loss of 624 million yuan. Its Q4 guidance came in nearly 30% below expectations.

Here is a detailed breakdown of the situation with GIC Private Limited (“GIC”) suing NIO Inc. (NIO), followed by my view on whether the resulting pull-back is a buying opportunity and where I stand on the “Battery-as-a-Service” (BaaS) model. --- 1. What’s going on with GIC vs NIO Key facts GIC has filed a lawsuit in the U.S. (Southern District of New York) alleging that NIO and two senior executives misled investors through its accounting and recognition of revenue related to its battery leasing/swap business (via a joint venture/entity called Weineng Battery Asset Company (or similar spelling) in alliance with battery-supplier CATL).  The suit alleges NIO pulled forward more than US$600 million of revenue by selling batteries to Weineng (which it claims NIO effectively controlled) an

SG Morning Call | Property Cooling Measures to "Stay for a While" with Singapore Market Buoyant: UOB

Market SnapshotSingapore stocks opened lower on Friday. STI fell 0.3%; Nio rose 7%; Singtel up 1%.Stocks in Focus$Keppel(BN4.SI)$: The global asset manager is set to revive construction for its stalled Saigon Centre project in late 2026. Saigon Centre, a mixed-use development in Ho Chi Minh City’s central business district, has been delayed for decades due to the complex process of transferring land from the state. The project was valued at about S$433.6 million when Keppel released its first-quarter results. It is expected to be completed within the following four to five years. Shares of Keppel ended Thursday 1.5 per cent or S$0.14 higher at S$9.44, after the news.$CapitaLandInvest(9CI.SI)$: The rea
SG Morning Call | Property Cooling Measures to "Stay for a While" with Singapore Market Buoyant: UOB
$NIO Inc.(NIO)$  wow turn green i guess shorts loving the dip
Shorts, take a good hard look in the mirror. $NIO Inc.(NIO)$  retail investors are holding firm for the long haul, steady as a rock.
$NIO Inc.(NIO)$  if there are fraud related stuff, just sell.

Best EV Stocks for 2025

The electric vehicle (EV) market is experiencing rapid growth, driven by advancements in technology, changing consumer preferences, and increasing environmental awareness. Several key players are poised to make significant impacts in this evolving landscape. This article explores five prominent EV companies. NIO, Tesla (TSLA), Rivian, Lucid Motors and BYD. Analyzing their strengths, challenges, and potential for growth. NIO: The Chinese Contender $NIO Inc.(NIO)$ • Company Overview NIO, often referred to as the "Tesla of China," has made a name for itself by offering premium electric vehicles that combine cutting-edge technology with luxury features. Founded in 2014, NIO has quickly become a significant player in the Chinese EV market. • Streng
Best EV Stocks for 2025
avatarfibance
10-16
$NIO Inc.(NIO)$  sitting on my hands today [Duh]  
avatarLimwy
10-16
$NIO Inc.(NIO)$  bad news today. So sell or don't sell????
avatar88888c
09-24
Nice dint know it works
avatarWeChats
09-20
🚗 NIO Rallies 5 Days Straight! Is $8.50 Just the Start? NIO is back in the fast lane. The stock has notched five straight green sessions, hitting fresh year highs after UBS upgraded from “Neutral” to “Buy” with a PT of $8.50 (up from $6.20). Citi had already thrown in its own bullish call earlier, giving NIO something it hasn’t had in months — Wall Street momentum. Adding to the drama, NIO closed a $1B equity raise at $5.57 per ADR (HK$43.36 per Class A share). Instead of tanking on dilution fears, shares ripped higher. For bulls, that’s a sign investors now see NIO’s fundraise as growth capital rather than a cash-burn warning. --- 📊 Why This Rally Feels Different 1. Analysts shifting tone: Dual upgrades from UBS and Citi suggest institutions believe NIO is stabilising after a rough patch.

CN Assets Pick|12 A Global Formula for the China Asset Portfolio

In the second half of 2025, interest in China assets has been heating up rapidly. Southbound capital inflows hit new records for consecutive days, while turnover in ETFs like the Hang Seng China Enterprises Index (HSCEI) ETF and the Hang Seng Tech ETF repeatedly set fresh highs. The Hong Kong market, once sluggish, has re-emerged on the “must-have” list for global capital. At the same time, the renminbi has stabilized after a wave of depreciation expectations, helping to restore investor confidence in cross-border allocation.From a valuation perspective, both A-shares and Hong Kong stocks are trading at historical lows. The CSI 300’s PE ratio is around 12x, the Hang Seng Index’s PB ratio has even slipped below 1x, while in contrast, the S&P 500’s PE is as high as 29x and PB above 3x. T
CN Assets Pick|12 A Global Formula for the China Asset Portfolio

🎉 NTES/TCOM ATH, BIDU/BABA breakout—did you ride the China-tech pop?

China ADRs are blooming everywhere: $NetEase(NTES)$ and $Trip.com Group Limited(TCOM)$ extend all-time-highs, while $Baidu(BIDU)$ and $Alibaba(BABA)$ finally break their multi-year bases. Are you on board?On 17 Sep 2025 the Fed officially hit the “start” button of its new easing cycle. Hot money immediately rushed back into risk assets and China names became the favorite playground.1. Who’s leading? (see the chart with stocks market cap > USD 15Billion)New highs club: $Taiwan Semiconductor Manufacturing(TSM)$ , $NetEase(NTES)$,
🎉 NTES/TCOM ATH, BIDU/BABA breakout—did you ride the China-tech pop?
avatar3nn
09-18
$NIO Inc.(NIO)$  lol pretty sure there are loads of bagholders who are holding above $10 holding since 2021
avatarfibance
09-18
$IONQ Inc.(IONQ)$  $NIO Inc.(NIO)$  Thank you Powell, IonQ and NIO for today. [Heart]  We're going up, up, up it's our moment. Gonna gonna be golden ✨✨✨
$NIO Inc.(NIO)$  wondering how again 
$NIO Inc.(NIO)$ noice! NIO the gift that keeps on giving.
$NIO 20250926 6.0 PUT$ decided to take profit. 3 days trading with a 65% profit. I think its good enough 
$NIO 20250926 6.0 PUT$ decided to run first by closing this trade. Market volatile. Shall wait n see for my next move 😂
$NIO 20250919 5.0 PUT$ 今晚一開市,就成交左呢單刁,係我好早就落定。估唔到竟然成交到,是此交易我認為係筍盤,因為nio現價還超過7元之上,加上配股大局已定,我覺得很安全[贱笑]  。應該可以easywin[龇牙]