IMHO, For Tesla earnings, I am

2022-04-21

IMHO, For Tesla earnings, I am concerned:

1. If it can keep up to meeting the market demand Because of the unexpected pause in production of about 5k cars in its Shanghai plant.

2. If it can be as positive in its outlook for the coming months ahead Despite potential impact to the earnings and deliveries since the Shanghai lockdown.

3. And that means the revenue falls back on the rest of the world to at least keep up or go into overdrive to make up for the loss in China.

4. Supply chain issues plus technology issues that may border on safety issues are continuing to threaten Tesla's earning power.

Regardless, I am still very upbeat about Tesla future.

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Comments

AdrianTan
2022-04-23
AdrianTan
I wont be overly concerned over what is clearly short term troubles of the potential output troubles due to Shanghai disruptions. Long term thesis is still very much intact which is the most important
Gatekeeper
2022-04-21
Gatekeeper
Among all the EV companies they are way ahead of others currently. In short they should able to sustain 👍
BellaFaraday
2022-04-21
BellaFaraday
The Berlin factory and the Austin factory can reduce the pressure on Tesla.
MortimerDodd
2022-04-21
MortimerDodd
I believe the management can solve these problems.
Big Boy
2022-04-21
Big Boy
Good analysis
ElvisMarner
2022-04-21
ElvisMarner
Almost all automakers face these dilemmas.

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