NEO 在最近一个已完成的季度中,营收同比增长 69%。更重要的是,这些销售还伴随着更高的利润率,其整车利润率提升至 18.5%。
NEO reported 69% growth in its most recently completed quarter compared to the same quarter last year. What's more, these sales are coming with higher margins as its vehicle margin improved to 18.5%.
对于 NEO 来说,这是令人印象深刻的业绩,它是中国最高产的电动汽车公司之一。尽管如此,回顾过去五年,其股价仍下跌了近 90%。而且,我曾警告投资者,当年 NEO 的股价过于昂贵。
而早在今年,我也一直警告投资者,NEO 的估值过高。但最近,我将 NEO 的评级上调为买入。这是我第一次将一家电动汽车公司上调为买入机会。那么,在我一个多月前做出那次上调之后,我是否仍然认为 NEO 是一只买入机会?
These are impressive results for NEO, one of China's most prolific electric vehicle companies. Still, the share price is down almost 90% when looking back five years. And you know, I've been warning investors that NEO stock had been too expensive back in those days.
And as early as this year, I've been warning investors that Neoto was too expensive. But recently, I upgraded NEO stock to a buy. That's the first electric vehicle company I've upgraded to a buying opportunity ever.
So, do I still think NEO stock is a buying opportunity after I made that upgrade a little over a month ago?