Posted by qqq47660 > 2023-06-08 00:02 | Report Abuse

But China changed every thing for them...............the cost of manufacturing EV just drop too fast for them

Posted by qqq47660 > 2023-06-08 00:04 | Report Abuse

baby boomers buy cars based on brand loyalty. But this has changed with Gen Z and millennials.

Posted by qqq47660 > 2023-06-08 00:05 | Report Abuse

the fall of toyota and VW will make great case studies for harvard in future years.

Posted by qqq47660 > 2023-06-08 00:07 | Report Abuse

but toyota and VW will be the last man standing because Japan and germany will bail them out. ..... nissan, mazda, BMW will go first.

Posted by qqq47660 > 2023-06-08 00:09 | Report Abuse

because Toyota and VW has high gearing and high costs........................................and Tesla is cash rich and low cost in China.

Posted by qqq47660 > 2023-06-08 00:12 | Report Abuse

and tesla lots and lots of government support. ..including carbon credits, EV subsidise, tax breaks from China, Germany, Mexico, Arizona, California. .....and huge income from solar and battery divisions , not to mention charging stations, selling of electricity, batteries many many more.

Posted by qqq47660 > 2023-06-08 00:16 | Report Abuse

have not even mention subscription as a service for autonomous driving, battery, no dealership cost, this tesla will break new highs as long as wall street holds up.

Posted by qqq47660 > 2023-06-08 00:18 | Report Abuse

life looks very easy when every thing is in your favor.

Posted by qqq47660 > 2023-06-08 00:18 | Report Abuse

toyota and vw is already in panic mode..............if u have been following.

Posted by qqq47660 > 2023-06-08 00:27 | Report Abuse

none of the legacy companies expected the speed of ev adoption in China and even else where.

Posted by qqq47660 > 2023-06-08 00:28 | Report Abuse

and none can make an ev with a profit.

Posted by qqq47660 > 2023-06-08 00:38 | Report Abuse

the fall of VW and Toyota will make great case studies in Harvard some time in the future. ...similar to the fall of nokia.

Posted by qqq47660 > 2023-06-08 00:50 | Report Abuse

toyota / vw will go into Harvard case studies as failures
Tesla will go into Harvard case studies as success stories.

Posted by qqq47660 > 2023-06-08 00:52 | Report Abuse

toyota / vw are already in panic mode.

and I don't see how they can survive without massive government support.

Posted by qqq47660 > 2023-06-08 01:22 | Report Abuse

toyota vw GM and in fact all westerns legacy cars cannot sell in China this year...........all will be making huge losses in China this year. ...............and this is only the beginning of the end for them. ............... the same thing is happening world wide in subsequent years.

Posted by qqq47660 > 2023-06-08 01:28 | Report Abuse

Japan, Germany, GM, Ford all looking at bankruptcy , all feeling cheated........that the student, China is head and shoulders above them .......................................................... I don't blame them for having some angry feelings but that is what it is. ......................... this is a case where the student kill the master,

Posted by qqq47660 > 2023-06-08 01:29 | Report Abuse

the student kill the master, not with ICE cars but with EV.

Posted by Mikecyc > 2023-06-08 07:37 |

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Posted by UlarSawa > 2023-06-08 08:03 |

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Posted by BobAxelrod > 2023-06-08 08:42 | Report Abuse

Foreign Investors just love this kind of News.......LOL

https://www.msn.com/en-my/news/national/hadi-non-muslims-must-be-grateful-for-being-given-a-place-here-should-just-let-malays-continue-leading-country/ar-AA1ceu0Q?ocid=hpmsn&cvid=a86f2216e21a4a7c900e91f62ec377fe&ei=13

Posted by speakup > 2023-06-08 09:22 | Report Abuse

With this mentality that's why Malaysia kalah to Singapore

Posted by qqq47660 > 2023-06-08 11:18 | Report Abuse

KFC? Dnex more than kfc

Posted by qqq47660 > 2023-06-08 11:20 | Report Abuse

Dnex up trend. How many shares u can see up trend?

Posted by qqq47660 > 2023-06-08 11:20 | Report Abuse

Hadi? Ignore Hadi

Posted by qqq47660 > 2023-06-08 11:22 | Report Abuse

Bursa dnex
Wall street Tesla

Cukup la....jadi Kaya

Posted by qqq47660 > 2023-06-08 11:23 | Report Abuse

Market very focus
Very narrow
U must know what u are doing

Posted by UlarSawa > 2023-06-08 12:05 |

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Posted by UlarSawa > 2023-06-08 16:54 | Report Abuse

0459 GMT - BYD and NIO are Morningstar's top China EV picks on their strong model portfolio. After a strong 1Q, Morningstar tips BYD's full-year sales growth at 45% despite economic uncertainty, analyst Vincent Sun says. New models will cement BYD's lead in mass NEVs, and widen its customer base and presence in luxury. NIO's strong model cycle will also bolster its sales, Sun says. Near-term margin pressure in 2H may be diluted by a better product mix and economies of scale offsetting upstream costs. Deliveries of three new-gen SUVs starting in 2Q-3Q also bode well for NIO's price and margin outlook. At 1.0X and 1.1X 2023 price/sales, respectively, BYD H-shares and NIO are trading at a discount to peer average.

Posted by qqq47660 > 2023-06-08 16:55 | Report Abuse

remember, below 200 I tell u to buy BYD........still not late.

Posted by UlarSawa > 2023-06-08 16:55 |

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Posted by UlarSawa > 2023-06-08 17:03 | Report Abuse

NIO’s new ES6 already looks to be a key factor as the EV maker looks to expand its brand and compete in the booming Chinese electric vehicle market. According to Morgan Stanley, NIO hit a new year-to-date order intake record aided by the launch of the second-generation ES6.

After launching what many consider its most important model to date two weeks ago with its second-gen ES6 electric SUV, NIO has seen increased interest in the brand.

Although NIO was the only major EV maker in China to see a monthly sales decline in May, delivering 6,155 models (down 8% from April), the company has a plan to turn things around… and it already looks to be paying off.

Although the ES6 has been the company’s top seller since launching in 2018 as a more affordable option to the ES8, NIO knew it was time for an upgrade.

The EV maker is focusing on its NT 2.0 EV platform vehicles, including the recently launched EC7, second-generation ES8, ET5, and ES7 models. All NT 2.0 models are built on the NIO Adam supercomputer using four Nvidia DRIVE Orin system-on-chips (SoCs).

Posted by UlarSawa > 2023-06-08 17:05 | Report Abuse

New ES6 boosts NIO’s order intake to record YTD high
A research report released last week from the Chinese consumer behavior research agency CarFans highlighted consumer behavior in NIO stores within the first 72 hours of launching (May 24 to May 27) the new ES6.

The report found each NIO store received 90 pre-orders on average, with around 20 confirmations that included a down payment.

Posted by UlarSawa > 2023-06-08 17:05 | Report Abuse

With roughly 330 stores, that’s around 29,700 pre-orders or 6,600 confirmations. For just three days, that’s pretty impressive for a premium SUV.

Although the cancellation rate is expected to be around 10%, the new ES6 is already leading to a new order intake record for the year, according to Morgan Stanley analyst Tim Hsiao (via CnEVPost).

In a research note on June 5, Hsiao said the firm had been tracking feedback from startups’ major sales channels in Tier 1 cities since last year to analyze the market. The team shared data that confirmed the new ES6 accounted for 35% to 40% of new orders in May, suggesting a meaningful impact on inflow as it launched in the final week of the month.

NIO’s overall traffic at flagship stores rose 30% to 40% month-over-month, with momentum continuing into early June. The new ES6 is NIO’s cheapest electric SUV, starting at RMB 368,000 ($51,614).

Posted by UlarSawa > 2023-06-08 17:07 | Report Abuse

Meanwhile, the team said that despite customer traffic at the stores it tracks returning to levels seen this February, they are still “20% below last September’s level when the company rolled out ET5.”

Posted by UlarSawa > 2023-06-08 17:08 | Report Abuse

Nio looking good with sales recovery ini macam leh. Like this can limit up or not. Boleh?

Posted by qqq47660 > 2023-06-08 17:16 | Report Abuse

too bad, play for kfc get dead chicken, how?

Posted by UlarSawa > 2023-06-08 17:25 |

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Posted by qqq47660 > 2023-06-08 17:29 | Report Abuse

Li auto sales still respectable

Nio X peng looking at the grave.