Aktien (@Aktien_Stammtisch) sur getquin

$LI (-0,71 %)
Auto Q3 Earnings Highlights:

🔹 Adjusted EPS: ¥3.63 (Est. ¥3.29) 🟢

🔹 Revenue: ¥42.9B (Est. ¥41.3B) 🟢; UP +23.6% YoY

🔹 Gross Margin: 21.5% (vs. 22.0% YoY)

🔹 Vehicle Deliveries: 152,831 units; UP +45.4% YoY

🔹 Vehicle Margin: 20.9% (vs. 21.2% YoY)

🔹 Free Cash Flow: ¥9.1B (vs. ¥13.2B YoY)

Q4 2024 Guidance:

🔹 Deliveries: 160,000-170,000 units; UP +21.4%-29.0% YoY

🔹 Revenue: ¥43.2B - ¥45.9B; UP +3.5%-10.0% YoY

Key Takeaways:

🔸 Record Q3 vehicle deliveries and revenue growth, with strong demand in China’s NEV market.

🔸 Achieved 1 million cumulative deliveries milestone, marking significant brand growth.

The_Value_Investor_@The_Value_Investor_

1Sem.

LI has got a huge potential, but as long as there are punitive tariffs, success will be a long time coming. I hope we finally find a way in Germany to ensure that foreign cars are also accepted and not just ours and that no fines are imposed. If this problem is solved, the share price will go through the roof. It is well known that LI Auto has no concrete plans to sell outside China apart from the Middle East, which is currently being planned, which is ultimately due to the punitive taxes.

••