فہد بشير جنجوعہ

Get physically fit. Get mentally calm. Get financially free

[فہد بشير جنجوعہ @fahadsfb]

they use to over commit & under deliver. zero trust & management credibility

Dilutions
Huge losses
no overseas expansion

Recently we started to see better operational performance thanks to ES8 / ES9 & firefly.

Sustained Profitability is way forward & re rating of stock

[David Abitbol @DavidAbitb43802]

Just to remind you how RIDICULOUS $NIO valuation is today.

The company has ZERO correlation to the stock.

Using the latest available figures, NIO’s enterprise value is surprisingly low.

NIO closed at $4.60/ADR on August 17, 2026.

NIO enterprise value

Using approximately 2.42 billion shares/ADRs:

Market capitalization

$4.60 × 2.42B = $11.13B

From NIO’s Q1 2026 balance sheet:

Cash + restricted cash + short-term investments + long-term deposits: $7.0B
Borrowings:
Short-term borrowings: ~$0.80B
Current portion of long-term borrowings: ~$0.11B
Long-term borrowings: ~$1.22B
Total borrowings ≈ $2.13B

So:

EV = Market Cap + Debt − Cash

$11.13B + $2.13B − $7.0B = ~$6.26B

So NIO’s EV is roughly $6.3 billion

And there’s an interesting way to look at this:

NIO is currently being valued at roughly:

Equity value: $11.1B
Net cash: ~$4.9B
Enterprise value: ~$6.3B

That means you’re effectively paying only $6.3B for NIO’s operating business, while getting roughly $7B of cash/investments and only ~$2.1B of borrowings.

And this is before considering the strategic value of the swap network, battery assets, BaaS ecosystem, NIO Power, and the possibility of third-party brands such as Chery/Exeed joining the swapping ecosystem.

Also, NIO delivered 107,658 vehicles in Q2 2026, up 49.4% YoY, so this isn’t a company with a shrinking operating base.

At $4.60, the market is essentially assigning only ~$6.3B to NIO’s entire operating enterprise.

[David Abitbol @DavidAbitb43802]

Just to remind you how RIDICULOUS $NIO valuation is today.

The company has ZERO correlation to the stock.

Using the latest available figures, NIO’s enterprise value is surprisingly low.

NIO closed at $4.60/ADR on August 17, 2026.

NIO enterprise value

Using approximately 2.42 billion shares/ADRs:

Market capitalization

$4.60 × 2.42B = $11.13B

From NIO’s Q1 2026 balance sheet:

Cash + restricted cash + short-term investments + long-term deposits: $7.0B
Borrowings:
Short-term borrowings: ~$0.80B
Current portion of long-term borrowings: ~$0.11B
Long-term borrowings: ~$1.22B
Total borrowings ≈ $2.13B

So:

EV = Market Cap + Debt − Cash

$11.13B + $2.13B − $7.0B = ~$6.26B

So NIO’s EV is roughly $6.3 billion

And there’s an interesting way to look at this:

NIO is currently being valued at roughly:

Equity value: $11.1B
Net cash: ~$4.9B
Enterprise value: ~$6.3B

That means you’re effectively paying only $6.3B for NIO’s operating business, while getting roughly $7B of cash/investments and only ~$2.1B of borrowings.

And this is before considering the strategic value of the swap network, battery assets, BaaS ecosystem, NIO Power, and the possibility of third-party brands such as Chery/Exeed joining the swapping ecosystem.

Also, NIO delivered 107,658 vehicles in Q2 2026, up 49.4% YoY, so this isn’t a company with a shrinking operating base.

At $4.60, the market is essentially assigning only ~$6.3B to NIO’s entire operating enterprise.

[فہد بشير جنجوعہ @fahadsfb]

Where is net profit ? Do you believe no more dilution?

[Ej @Ej03__]

$NIO 2025 vs 2026 delivery’s so far

January
• 2025: 13,863
• 2026: 27,182
.
February
• 2025: 13,192
• 2026: 20,797 

March
• 2025: 15,039
• 2026: 35,486 

April
• 2025: ~23,905
• 2026: 29,356

May
• 2025: ~23,232
• 2026: 37,705

June
• 2025: 24,925
• 2026: 40,597

My mind’s blown how the stock is under $5

[فہد بشير جنجوعہ @fahadsfb]

Once they make a sustainable net profit and positive cash flow (not non GAAP non sense) the share price will be reach its true value.

This PS ratio is non sense if you have history of burning cash and dilution every quarter.

[Trader Chris @5littlebass]

Another part of the Seeking Alpha article that the author compares $NIO to XPEV & Li Auto.

He again mentioned that his "fair value estimate for NIO in May 2026 was $8.33/share; which is based on PS ratio of 0.9x

@NIOGlobal

[فہد بشير جنجوعہ @fahadsfb]

It’s about their cost control. They are known to spend recklessly and cash burn hence the confidence level is low.

If Q1 results are breakeven with positive FCF and good Q2 delivery guidance.

I would not be surprised if stock reaches 7-8$ with in 1 month

[Kunkel Capital @kunkelcapital]

$NIO tumbled 5.4% Monday into Thursday's earnings.

But analysts forecast 114% revenue growth to $3.55B. Q1 deliveries already hit 83,465 cars, up 98% YoY. The Onvo L80 just launched May 15.

Are sellers fading a business that just doubled?

[Najam Ali @najam_ali]

People often ask me which Pakistani city I admire the most. Without hesitation, I say Sialkot.

A city of 4.5 million people, yet contributing 2–3% to Pakistan’s GDP and nearly 10% of its exports through the hard work, enterprise and resilience of its people.

A city whose citizens were patriotic enough to build an international airport with their own resources and even launch an international airline.

And above all, Sialkot gave us two towering poets, Allama Iqbal and Faiz Ahmed Faiz.

This is the kind of legacy a city should cherish and be proud of.

[Aftab khan Niazi @aftabniazi007]

یہ یورپ نہیں مریم نواز شریف کا پنجاب ہے

ویلڈن پنجاب حکومت 👏👏👏♥️

(کچہری چوک راولپنڈی )

[فہد بشير جنجوعہ @fahadsfb]

Issue is the CASH BURN and non stop dilution

NIO needs to prove that era of cash burn is over and they can scale deliveries consistently to build investor confidence

Until then it will continue to trade at low multiples/ valuation

[Fransvdm @vannzmarkets]

🚗 Q1 2026 Deliveries
Rivian 👉 10,365
NIO 👉 83,465
XPeng 👉 ~62,682
Now compare share prices… the disconnect is hard to ignore 👀

[Fransvdm @vannzmarkets]

🚗 Q1 2026 Deliveries
Rivian 👉 10,365
NIO 👉 83,465
XPeng 👉 ~62,682
Now compare share prices… the disconnect is hard to ignore 👀

[Shehbaz Sharif @CMShehbaz]

Diplomatic efforts for peaceful settlement of the ongoing war in the Middle East are progressing steadily, strongly and powerfully with the potential to lead to substantive results in near future. To allow diplomacy to run its course, I earnestly request President Trump to extend the deadline for two weeks. Pakistan, in all sincerity, requests the Iranian brothers to open Strait of Hormuz for a corresponding period of two weeks as a goodwill gesture. We also urge all warring parties to observe a ceasefire everywhere for two weeks to allow diplomacy to achieve conclusive termination of war, in the interest of long-term peace and stability in the region.

@realDonaldTrump
@JDVance
@SecRubio
@SteveWitkoff
@SEPeaceMissions
@drpezeshkian
@mb_ghalibaf
@araghchi

[Grok @grok]

Verified: Khan's ECP-declared assets rose from Rs38.7M pre-PM (2018) to Rs316M (2023), mainly from selling retained Toshakhana gifts (e.g., Rs85M+ early profit via partial payments per old rules). Courts convicted him for undervaluing items & incomplete sale proceeds disclosure in filings (14yr sentence Jan 2024; 17yr Toshakhana-2 Dec 2025). Rules allowed retention after fees, not unchecked sale/profit. Cricket + commentary lifetime earnings were lower per official records. Accountability claims debated by all sides.

[SIFC | Special Investment Facilitation Council🇵🇰 @sifcpakistan]

📢 7️⃣9️⃣ new foreign companies have begun operations in Pakistan over the past three years, with foreign firms investing Rs 40.7 billion.

🟢 Key sectors include energy, IT, logistics, digital infrastructure, agriculture, and mining - all prioritized by #SIFC

🟢 Alongside market entry, foreign participation has expanded through equity transactions

🟢 This reflects Pakistan’s business-friendly ecosystem attracting global investors

According to @SECPakistan, 1,157 foreign companies are currently registered and operational in Pakistan.

Your company could be the next success story. 💼

Explore opportunities in Pakistan 🇵🇰 - SIFC is here to facilitate your investment journey.

[Asad Nasir @asadnasir2000]

🚨 Companies That Have Joined 🇵🇰 Pakistan:-

1. Saudi Aramco
2. Wafi Energy
3. Etisalat
4. Shanghai Electric
5. Gunvor Group
6. Barrick Gold
7. BYD
8. NWTN
9. Strategic Metals
10. Engil Mota

[Khurram Schehzad @kschehzad]

Fully Consolidated New Global & Domestic Entrants in Pakistan List

1. Aramco
2. Samsung
3. BYD (China – EV assembly planned by mid‑2026)
4. Gunvor
5. Abu Dhabi Ports (AD Ports Group – port and logistics concessions; industrial zone plans)
6. Mashreq Bank (additional investment for expansion)
7. Russoft‑Synercon
8. MindHYVE ai
9. MedIQ‑Ramsal Venture
10. Engro–Deodar (Jazz)
11. Wafi Petroleum
12. Cherry Automobile
13. Barrack Gold
14. IFC – $2 bn annual commitment
15. World Bank – $20 bn CPF
16. Tabba Group + NRL – Minerals
17. U.S. interest in Oil & Gas E&P, Minerals
18. Relational (Europe – fintech MoU, Dec 2024)
19. Icewarp (Czech – data center/regional office, ~2024–2025)
20. Pro Device (Global – entry planned early 2025)
21. NWTN Inc. (UAE – EV commercial vehicle assembly JV, Aug 2025)
22. China — JV Agreements ($1.5 billion) in agriculture, renewable energy, EVs, health, steel, etc.
23. China — MoUs ($7 billion) across agriculture, IT, minerals, industrial relocation, media, CPEC 2.0 launch

The Message

Just to sensetionalize, giving one-sided gloomy picture for the sake of getting a tweet viral is immature and irresponsible!

Pakistan has seen exits, but the facts show a new wave of global entrants and commitments. With reforms stabilizing the economy, public finances cleaned up, and externals strengthened, Pakistan is once again attracting global investors.

Challenges remain, but to paint only a gloomy picture is misleading — the reality is that Pakistan’s investment story is alive, resilient, and regaining momentum.

[فہد بشير جنجوعہ @fahadsfb]

Fake news!!

[Ahmad Hassan Bobak @ahmad__bobak]

🚨 راولپنڈی میں اس گاڑی میں دو افراد سوار ہیں ، گاڑی سے باہر نکلنا ناممکن ہے

مقامی افراد نے انتظامیہ کو اطلاع کی ہے لیکن کوئی ابھی تک مدد کو نہیں پہنچا

[فہد بشير جنجوعہ @fahadsfb]

@AskCoachKev 8

[World of Statistics @stats_feed]

🇵🇰 Pakistan annual inflation rate

March, 2023: 35.4%

March, 2024: 20.7%

March, 2025: 0.7%

[Mohsin Hijazee @MohsinHijazee]

پاکستان میں سولر کا عروج:
"یہ کتابت کی غلطی نہیں بلکہ ایسا نمبر ہے کہ مغربی دنیا کے ماہرین بھی اپنی ڈیٹا بیس ڈبل چیک کرنے پر مجبور ہو جاتے ہیں۔
یورپ امریکہ ریگولیشن پر بحث کر رہے تھے، پاکستان نے اس ڈرامے کی بجائے سیدھا پینل لگانا شروع کر دیئے۔"
https://t.co/Dcs7GlxbuP

[فہد بشير جنجوعہ @fahadsfb]

@pmln_org @GovtofPakistan we should have similar department to remove waste / fraud from the system.

I really commend the efforts done by DOGE. This should be role model for all world governments

[Department of Government Efficiency @DOGE]

247 cancellations of wasteful contracts today, with a ceiling value of ~$999M and savings of ~$390M, including a $3.5M Dept. of VA consulting contract for outsourced “enterprise mail management program support services” which the agency determined could be handled internally with the current @DeptVetAffairs team. In addition, @ENERGY @EPA @HHSGov contributed substantially.

[Sumon Kais @sumonkais]

Another masterpice 😂😂
I'm sure they will not call him for another interview. Because he told them the absolute truth in their faces.