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NIO: Load Up On The Dip

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  • The Chinese economy still hasn't fully recovered providing a tailwind for the EV companies.
  • NIO started the year off with weak deliveries in January, but the company should guide to improving numbers by Q2'23.
  • The stock is cheap at 1x sales, especially if the cash burn is quickly reduced or eliminated.
  • This idea was discussed in more depth with members of my private investing community, Out Fox The Street. Learn More » 
Despite an initial rally in January, Chinese stocks haven't rallied for the year due to a disappointing reopen from strict covid lockdowns. The EV sector has been doubly impacted with the end of subsidies slowing deliveries to start 2023 for 
Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 

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