HariSugi
2022-05-11

This is the worse analysis I have read so far. Estimating revenue is not just taking CAGR from the air. A respectable analyst will look at the details. Without the details, it is just a number game anyone can do. Revenue needs to be estimated from the point of view of cars to be delivered based on capacity and ASP. And useprofit margin that is in line with the current situation and the fact that Tesla is doing lots of cost reduction through operational efficiency and giga casting, eliminating many parts and costs. 

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Comments

  • littlesweetie
    2022-05-11
    littlesweetie
    Now Musk is totally distracted by Twitter, making Tesla company performance less certain. The next few years will be a tough fight for Tesla. It would be nice if the CEO was paying attention to Tesla 24x7.
  • CyrilDavy
    2022-05-11
    CyrilDavy
    In addition to building more factories and achieving the annual sales target of 20 million vehicles, Tesla also needs to increase models to meet the needs of more consumers.
  • KittyBruno
    2022-05-11
    KittyBruno
    The point being, serious competition is coming, which will likely squeeze margins, which will likely impact valuation.
  • CET 789
    2022-05-11
    CET 789
    [What] [What] [What] [What] [What]
  • Hosay_hosay
    2022-05-11
    Hosay_hosay
    [LOL][LOL]
  • MinisterZY
    2022-05-11
    MinisterZY
    :)
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