Tesla Could Be A “Winner In The Heat Pump Industry” - Morgan Stanley

Seekingalpha2023-03-16

Morgan Stanley analyst Adam Jonas sees heating as a significant potential opportunity for Tesla.He noted that the idea of a “Tesla heat pump” has been the subject of speculation following the company’...

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tonylim
2023-03-15
tonylim
Good read

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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Be A “Winner In The Heat Pump Industry” - Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-16 09:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3947598-tesla-could-be-a-winner-in-the-heat-pump-industry-morgan-stanley><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley analyst Adam Jonas sees heating as a significant potential opportunity for Tesla.He noted that the idea of a “Tesla heat pump” has been the subject of speculation following the company’...</p>\n\n<a href=\"https://seekingalpha.com/news/3947598-tesla-could-be-a-winner-in-the-heat-pump-industry-morgan-stanley\">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://seekingalpha.com/news/3947598-tesla-could-be-a-winner-in-the-heat-pump-industry-morgan-stanley","article_id":"2319529812","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2319529812","pubTimestamp":1678928557,"columns":[],"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"Morgan Stanley analyst Adam Jonas sees heating as a significant potential opportunity for Tesla.He n","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"TSLA":"特斯拉"},"translate_title":"特斯拉可能是“热泵行业的赢家”——摩根士丹利","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLA":1},"content_text":"Morgan Stanley analyst Adam Jonas sees heating as a significant potential opportunity for Tesla.He noted that the idea of a “Tesla heat pump” has been the subject of speculation following the company’s investor day earlier in March. CEO Elon Musk had indicated during the event that the Austin-based automaker “might make a heat pump for a home at some point” in the future. Via this pump, the company could help replacing furnaces with heat pumps in homes and businesses, with industrial use cases as well, in Jonas’ view.He noted that existing business in Powerwall and SolarCity mean the company already has a foot in the door into home energy provision. Additionally, Jonas “strong electric and thermal management capabilities from their vehicles and battery manufacturing” could aid the company should it indeed pursue heat pump production. In his view, home heating could be a “logical extension of Tesla's existing energy ecosystem” in the future.“Tesla has a track record of entering industries where they believe they can leverage their competitive advantages to create a better and/or cheaper product for consumers (Tesla insurance, batteries),” Jonas told clients. “In our view, Tesla brings two qualities to the table that could potentially help them be a winner in the heat pump industry.”","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9949735440,"gmtCreate":1678885991480,"gmtModify":1678885995505,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"4131533669626532","authorIdStr":"4131533669626532"},"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949735440","repostId":2319529812,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":50,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":true,"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":"4.29.3","shortVersion":"4.29.3","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/2319529812"}