Row 61224

Row ID: 61224 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 61224 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

Let's start with a journalist's video introducing Gogoro scooters, showcasing their manufacturing facilities, and demonstrating their actual usage in Taiwan. **Testing Gogoro Electric Scooters While Traveling Around Taiwan!** [https://youtu.be/ZPZrjxuOddE?feature=shared](https://youtu.be/ZPZrjxuOddE?feature=shared)

Yesterday May 22nd Horace Luke was interviewed by CNBC.

My quick notes on the interview:

Horace seemed really positive and smiling.

* He mentioned that new president is very pro EV. Past two years subsidies to ICE scooters has impacted EV adoption in Taiwan. * Horace is very positive about new scooters and Taiwan potential. They are targeting 10% market share in scooters (they would be comfortable with that adoption rate). * China update: they are working hard with Yadi to reduce costs of battery swapping stations, batteries etc. B2B is working. Initial cost basis was still too high for B2C. Work continues. \[My opinion: with India local production they can reduce the manufacturing costs up to 30% and it should help a lot.\] * They need to be innovative in generating added value to riders to ensure stickiness of their userbase. For example Gogoro Rewards Points is a good initiative. * Hero Motocorp is focused on B2C. It's easier to provide users charging option as they are more used to that at this point when EV adoption is just getting started in the country. Gogoro is focusing in B2B at the moment. That's one of the reasons why we haven't seen progress in that partnership. * Delay in India expansion can be seen as a speed bump. * Focus in 2- and 3-wheelers. Not excluding the idea of launching 4-wheelers (golfcart size) in the future (never say never). * Profitability expected in 2026-2027. Before they listed in Nasdaq Gogoro was slightly profitable. Listing expenses etc. added costs and they need to grow to fulfill the gap to get back to that situation. * It will take years to expand internationally. It takes time and they are just getting started. In Taiwan it took 10 years to get where we are today. It remains to be seen how much they can shrink the adoption time (is it for example 3 or 5 years). It's important to keep focus also in Taiwan to finetune the business model and increase userbase. * He is very positive about the Philippines potential. * Battery issues in Taiwan concerned small number of users. It's also good to keep in mind that they are still a startup and it's normal to phase issues because those are learning points and by solving those issues they will be able to become more effective. * Message to Elon Musk: "2-wheelers are important too". In crowded cities in APAC and South America people can't easily afford to buy 4-wheeler. * Three learning points: focus on defining value system (win-win to all parties), government co-operation (we are not a threat but a partner), need for localization (execution) is not easy so don't be over optimistic. * Horace advice to himself to the past: don't under estimate how much effort it takes to make this work. * There was also a factory tour introducing almost fully automated battery factory in Taiwan.

Fantastic interview. All that Horace said makes sense and I was especially happy to see him so energic. Complete opposite how he appeared for example a year ago. After watching the interview I feel more confident with Gogoro's future.

https://preview.redd.it/gkn8bk27j52d1.png?width=517&format=png&auto=webp&s=89f35931869b661963fb5aca14f2b00b2e1bdac7

FieldValue
text Let's start with a journalist's video introducing Gogoro scooters, showcasing their manufacturing facilities, and demonstrating their actual usage in Taiwan. **Testing Gogoro Electric Scooters While Traveling Around Taiwan!** [https://youtu.be/ZPZrjxuOddE?feature=shared](https://youtu.be/ZPZrjxuOddE?feature=shared) Yesterday May 22nd Horace Luke was interviewed by CNBC. My quick notes on the interview: Horace seemed really positive and smiling. * He mentioned that new president is …
label r/wallstreetbets
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communityName r/wallstreetbets
datetime 2024-05-23
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Raw Record

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  "text": "Let's start with a journalist's video introducing Gogoro scooters, showcasing their manufacturing facilities, and demonstrating their actual usage in Taiwan.  \n  \n**Testing Gogoro Electric Scooters While Traveling Around Taiwan!**  \n[https://youtu.be/ZPZrjxuOddE?feature=shared](https://youtu.be/ZPZrjxuOddE?feature=shared)\n\n  \nYesterday May 22nd Horace Luke was interviewed by CNBC.\n\nMy quick notes on the interview:\n\nHorace seemed really positive and smiling.\n\n* He mentioned that new president is very pro EV. Past two years subsidies to ICE scooters has impacted EV adoption in Taiwan.\n* Horace is very positive about new scooters and Taiwan potential. They are targeting 10% market share in scooters (they would be comfortable with that adoption rate).\n* China update: they are working hard with Yadi to reduce costs of battery swapping stations, batteries etc. B2B is working. Initial cost basis was still too high for B2C. Work continues. \\[My opinion: with India local production they can reduce the manufacturing costs up to 30% and it should help a lot.\\]\n* They need to be innovative in generating added value to riders to ensure stickiness of their userbase. For example Gogoro Rewards Points is a good initiative.\n* Hero Motocorp is focused on B2C. It's easier to provide users charging option as they are more used to that at this point when EV adoption is just getting started in the country. Gogoro is focusing in B2B at the moment. That's one of the reasons why we haven't seen progress in that partnership.\n* Delay in India expansion can be seen as a speed bump.\n* Focus in 2- and 3-wheelers. Not excluding the idea of launching 4-wheelers (golfcart size) in the future (never say never).\n* Profitability expected in 2026-2027. Before they listed in Nasdaq Gogoro was slightly profitable. Listing expenses etc. added costs and they need to grow to fulfill the gap to get back to that situation.\n* It will take years to expand internationally. It takes time and they are just getting started. In Taiwan it took 10 years to get where we are today. It remains to be seen how much they can shrink the adoption time (is it for example 3 or 5 years). It's important to keep focus also in Taiwan to finetune the business model and increase userbase.\n* He is very positive about the Philippines potential.\n* Battery issues in Taiwan concerned small number of users. It's also good to keep in mind that they are still a startup and it's normal to phase issues because those are learning points and by solving those issues they will be able to become more effective.\n* Message to Elon Musk: \"2-wheelers are important too\". In crowded cities in APAC and South America people can't easily afford to buy 4-wheeler.\n* Three learning points: focus on defining value system (win-win to all parties), government co-operation (we are not a threat but a partner), need for localization (execution) is not easy so don't be over optimistic.\n* Horace advice to himself to the past: don't under estimate how much effort it takes to make this work.\n* There was also a factory tour introducing almost fully automated battery factory in Taiwan.\n\nFantastic interview. All that Horace said makes sense and I was especially happy to see him so energic. Complete opposite how he appeared for example a year ago. After watching the interview I feel more confident with Gogoro's future.\n\nhttps://preview.redd.it/gkn8bk27j52d1.png?width=517&format=png&auto=webp&s=89f35931869b661963fb5aca14f2b00b2e1bdac7\n\n\n\n",
  "label": "r/wallstreetbets",
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  "communityName": "r/wallstreetbets",
  "datetime": "2024-05-23",
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