Out Fox The $treet

  NIO has a potential inflection point with record vehicle deliveries, launching a new sub-brand, and introducing new technology. The Chinese EV company aims to turn profitable by increasing monthly deliveries and improving gross margins with the launch of the ONVO brand. The stock has seen the market valuation dip to only $8 billion, a fraction of 2025 sales targets. The EV space has faced a tough year or so, causing investors to forget the difficulties of building a new brand.  NIO, Inc.  ( NYSE: NIO ) is a prime example of a Chinese  EV company beaten down, yet the company is coming off their most successful delivery period. My  investment thesis  remains Bullish on the stock, with the lower valuation and signs of a bottoming process coming to an end soon. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details. 

  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  NIO  ( NYSE: NIO ). My  investment thesis  remains ultra Bullish on the Chinese EV manufacturer set to ultimately benefit from the ongoing full reopen of the Chinese economy setting up a rally in most Chinese stocks. Read the full article on Seeking Alpha.  Disclosure: No position mention...