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Showing posts with the label Electric Vehicle

EV: The Amazing Race

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 This is a short post on my upcoming webinar series on EV. Why EV? As stated in the previous post, EV contributes 2.5% of the total passenger vehicle sold in 2019 and 4.2% of the passenger vehicles sold in 2020.  I believe it has the potential to grow to 6.5% in 2021 and 9% in 2022 – which is almost 10m EVs – similar to the accumulative number of electric vehicles globally! In addition, there are over 1.4 billion vehicles as of 2018. Imagine if all the vehicles change to an EV, the Total Addressable Market will be huge! We will also be discussing on Apple whom is rumored to join this race! The webinar will be conducted with Lyn of Lyn Trading Club (within InvestingNote) . We will discuss about the EV sector and its companies within this sector using FA + Story + TA!  The webinar will be conducted this Saturday, on 27 March 2021 - from 2pm to 4pm! If you are interested to hear more about the EV sector and the amazing race through the use of FA + Story + TA, CLICK HERE TO...

2021 Strategy Series: Nio Inc. - NIO

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Vested with an initial price at US$43.85. Electric Vehicle (EV) is the talk of the town. I am sure most of us have some form of EV related companies in their portfolio. I do have more than a couple of EV companies in my portfolio – the last discussed CRNC is one.  *Do note that I am still holding onto CRNC and APPs despite the last market correction. Today I will be discussing another EV company today – It is a China EV company that promoting a very unique proposition – Battery As A Service. My average share price as of today is $32+. It is a controversial pick – especially by one who emphasize on Fundamentals. But I believe my explanation below will allow you to understand why I choose this company as an investment. Part 1 – What the Company Does? Taken from one of its press release, “NIO Inc. is a pioneer in China’s premium smart electric vehicle market. Founded in November 2014, NIO’s mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart ele...