Tesla Recall Numbers Don’t Tell the Entire Story. The Other Factor to Consider

Barron2022-02-23

Tesla has already recalled more than a million cars this year. Whether you consider it serious, or even significant, depends on whether you’rebearish or bullishon the stock—or just confused.For the ...

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Comments

SL1977
2022-02-24
SL1977
tesla is one special car company that no competitors can beat in the next 5 years.
Bodoh
2022-02-23
Bodoh
In 1.5 months of 2022 recalled 1 million cars?
FlyHighFly
2022-02-23
FlyHighFly
Ok
thetarget
2022-02-23
thetarget
Tesla prices has never been about its true value. Its about hype. Its about Elon musk. Tesla can be charged and convicted of human trafficking and its share price will still go up.
tina go
2022-02-23
tina go
Bad news
Remotecam
2022-02-23
Remotecam
$Tesla Motors(TSLA)$shares is way over valued. It's like a Ponsi scheme where everyone is chipping in to keep the high price alive. But I guess it's nice to live in a bubble.

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The Other Factor to Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-23 08:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/tesla-vehicle-recall-51645560938?mod=newsviewer_click><strong>Barron</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla has already recalled more than a million cars this year. Whether you consider it serious, or even significant, depends on whether you’rebearish or bullishon the stock—or just confused.For the ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/tesla-vehicle-recall-51645560938?mod=newsviewer_click\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSLA","symbol_name":"特斯拉","start_time":0,"source_url":"https://www.marketwatch.com/articles/tesla-vehicle-recall-51645560938?mod=newsviewer_click","article_id":"1142277488","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1142277488","pubTimestamp":1645575228,"sourceInfo":{"source_id":"market_watch","name":"华尔街大事件"},"weMediaInfo":null,"summary":"Teslahas alreadyrecalledmore than a million cars this year. Whether you consider it serious, or even significant, depends on whether you’rebearish or bullishon the stock—or just confused.For the bears","collect":0,"end_time":0,"defaultTopTitle":"marketwatch.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"TSLA":"特斯拉"},"translate_title":"特斯拉召回数字并不能说明整个故事。另一个需要考虑的因素","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLA":0.9},"content_text":"Tesla has already recalled more than a million cars this year. Whether you consider it serious, or even significant, depends on whether you’rebearish or bullishon the stock—or just confused.For the bears, the recalls showqualityis slipping as the electric-vehicle pioneer grows faster and faster.The bulls, on the other hand, are far less worried because no crashes have been reported because of the problems, and all the problems been fixed without a single trip to the shop—both proof thatTeslahas revolutionized the auto industry, for the better.And there are more than a few investors who are simply finding it tough to cut through thebull-bearnoise. They need more context.First, the scope of the recalls: Since January, Tesla (ticker: TSLA) has issued four recalls for almost 1.5 million vehicles, according tothe National Highway Traffic Safety Administration. That’s roughly four times the 360,000 cars that Tesla delivered in the U.S. in 2021, and a half-million more, at least, than the 936,000 delivered worldwide. Global deliveries rose about 87%, compared with 2020.Those productions numbers are what the bears point to when making their case. But here’s the rub: context. Since the start of 2020, Tesla has recalled about 2.1 million vehicles andFord Motor(F) has recalled about 10.5 million vehicles—fives times as many.Now, also consider the number of recalls issued by Tesla and Ford for the past two years: Tesla’s 19 vs. Ford’s 100. Ford is recalling more cars more frequently than Tesla. Again, though, context: Ford is larger than Tesla and sells more cars in the U.S.So adjusted for the number of cars sold in 2021, to try to account for auto maker size, Tesla recall numbers don’t look as good, relative to the industry.But numbers alone can’t tell the entire story. Recall severity matters, too. An example: More than 42 million cars from 19 auto makers were recalled over faulty air bags manufactured by Takata, a Japanese auto supplier. That defect caused more than a dozen deaths and hundreds of injuries, andeventually bankruptedTakata.Tesla’s 2022 recalls haven’t resulted in any crashes—at least none have been reported. And all the malfunctions have been corrected with software updates, which makes the fixes fast and cheap, relatively speaking.Other auto makers are forthright about trying to copy Tesla’s ability to sell software-based services across its installed base of vehicles.“We really didn’t have full modems in the vehicles until full year sort of 2020-ish,” said Ted Cannis, CEO of Ford’s Pro business, at a November investor conference. “Now we have this capability that we can add these higher-margin software sales [and] annual subscriptions.”The industry pivot toward software means investors will hear more about recalls in coming months. The raw numbers might be large, but vehicle safety and repair cost will have the bigger impact on stock prices.Tesla stock has been at the mercy of broader market forces so far this year, not recalls. On Tuesday, for example, shares were down 5.8% in afternoon trading on investor concerns about the Russia-Ukraine crisis. TheS&P 500andDow Jones Industrial Averageare down 1.2% and 1.5%, respectively.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9030382346,"gmtCreate":1645632985110,"gmtModify":1676534047637,"author":{"id":"3577882033944507","authorId":"3577882033944507","name":"SL1977","avatar":"https://static.tigerbbs.com/846343ca761b93618fb0332b00e58af9","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":4,"crmLevelSwitch":1},"htmlText":"tesla is one special car company that no competitors can beat in the next 5 years.&nbsp;","listText":"tesla is one special car company that no competitors can beat in the next 5 years.&nbsp;","text":"tesla is one special car company that no competitors can beat in the next 5 years.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030382346","repostId":1142277488,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9030919221,"gmtCreate":1645600625183,"gmtModify":1676534044445,"author":{"id":"3559859558754319","authorId":"3559859558754319","name":"Bodoh","avatar":"https://static.tigerbbs.com/349218ea2852130ca86ce660b4aa2d59","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"In 1.5 months of 2022&nbsp;recalled 1 million cars?","listText":"In 1.5 months of 2022&nbsp;recalled 1 million cars?","text":"In 1.5 months of 2022 recalled 1 million cars?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030919221","repostId":1142277488,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9030995476,"gmtCreate":1645596242405,"gmtModify":1676534044157,"author":{"id":"3579925209341859","authorId":"3579925209341859","name":"FlyHighFly","avatar":"https://static.tigerbbs.com/a610574cab0fe2ee4e79d08d0eb9ce6c","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030995476","repostId":1142277488,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9030990201,"gmtCreate":1645594298180,"gmtModify":1676534043998,"author":{"id":"3574165736100915","authorId":"3574165736100915","name":"thetarget","avatar":"https://static.itradeup.com/news/141aa7b79cc33b5e7eb62f95eab09a40","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Tesla prices has never been about its true value. Its about hype. Its about Elon musk. Tesla can be charged and convicted of human trafficking and its share price will still go up.&nbsp;","listText":"Tesla prices has never been about its true value. Its about hype. Its about Elon musk. Tesla can be charged and convicted of human trafficking and its share price will still go up.&nbsp;","text":"Tesla prices has never been about its true value. Its about hype. Its about Elon musk. Tesla can be charged and convicted of human trafficking and its share price will still go up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030990201","repostId":1142277488,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9030906436,"gmtCreate":1645592614094,"gmtModify":1676534043741,"author":{"id":"4107641677984740","authorId":"4107641677984740","name":"tina go","avatar":"https://community-static.tradeup.com/news/60c0446feb328818aaf8cd74f9306156","vip":1,"crmLevel":2,"crmLevelSwitch":1},"htmlText":"Bad news","listText":"Bad news","text":"Bad news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030906436","repostId":1142277488,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9030906210,"gmtCreate":1645592602058,"gmtModify":1676534043739,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/f856a0a30bd0fa23a086fc678014e48b","vip":1,"crmLevel":6,"crmLevelSwitch":1},"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>shares is way over valued.&nbsp; It's like a Ponsi scheme where everyone is chipping in to keep the high price alive.&nbsp; But I guess it's nice to live in a bubble.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>shares is way over valued.&nbsp; It's like a Ponsi scheme where everyone is chipping in to keep the high price alive.&nbsp; But I guess it's nice to live in a bubble.","text":"$Tesla Motors(TSLA)$shares is way over valued. It's like a Ponsi scheme where everyone is chipping in to keep the high price alive. But I guess it's nice to live in a bubble.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030906210","repostId":1142277488,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":287,"commentSize":25,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.24.2","shortVersion":"4.24.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1142277488"}