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Vinfast and Nio

"Vinfast" blogs tend to cause a spike in readership. The last blog I did on VinFast was back on April 1st last year entitled " Another Blog on "Vinfast". At that time the stock was trading at $4.70. Now it's at $4.54 up $.44 cents on the day.The company seems to have strong backers with 2.34 billion shares outstanding with 97% of them held by insiders. That gives them the ability to control the stock's price. The second company I want to talk about is "Nio". The last blog I did on Nio was back on March 10th called "Nio, Could This Be The Real Thing". Nio at that time was trading at $5.69. Before that I did a blog on it on February 5th entitled "What do you think is going to happen to "NIO" On The Opening". The stock at that time was trading at $4.71. It has 2.53 billion shares outstanding with 0% owned by insiders and 14.8% owned by institions. In contrast Ford has about 4 billion shares outstanding however they pay dividends. Playing low teir E.V. stocks like these two comes with a different set of expectations. Accounting issues, government controls, the unexpected issuance of new shares and market hype in general create an uncertain space to be trading in. That plus the ongoing attention given to monthly vehicle production numbers which can be all over the map. Here now are their one year and five year charts. First Vinfast.
Now Nio.
Now look at Vinfast and Nio on the week.
Both stocks are now in an uptrend. Playing short term Call options this week turned out wonderfully well. Vinfast is doing well in Vietnam and also in India where they recently built a new factory. In North America they could be having problems. A new factory on the books has now being downsized. Trumph keeps changing the rules. Nio is now making money, at least in the last quarter. That's a change and a big accomplishment which should help propel the stock's price up. Here is the cost of a ten month out Call option on it. Notice the high open interest numbers.
Nio was at $15.00 two years ago. Do you're own homework on this one. Remember that Polestar did a 1-for-30 reverse stock split back in December of 2025? Companies that continuously lose money sometimes have to do this. In general, $5.00 stocks are known to be a tough go. What about Vinfast? Yes once again they are building a new factory in the U.S. but is now investing in the U.S. the right thing to do? It's going to take them years to become cash flow positive on this adventure. Investors know that.Then there is Rivian and Lucid both still losing money. Talk about confusion in this space. Here now are Rivian and Lucid's one year charts.
Options on stocks in the $10.00, $15.00 and $20.00 dollar price range are difficult to day trade. My focus on playing option is on stocks in the higher price ranges.

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