Contrarian Corpus
Citron Research vs. NIO Inc.

NIO Inc. · NIO

1 deck published between 2020-11-13 and 2020-11-13 — 5 pages, 5 analysed slides total.

follow up

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2020-11-13 follow up

    2020 11 NIO Citron Pulls the Plug

    5pp · research_note

    NIO trades at 17-18x NTM EV/Sales — double Tesla's multiple — as a Made-in-China Model Y near $41K threatens the ES6/EC6; Citron closes its 2018 long at a $25 price target.