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AlanTLK

AlanTLK

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2024-02-28

Smart. Can't beat Tesla which is best in class. Must as well focus on their core strength instead of playing second fiddle. $TSLA🦾

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2024-03-13

Does anyone know what is Langan's ranking as an analyst?

Tesla Shares Slipped 1.8% Following Wells Fargo's Downgrades

2024-03-05

Reuters loved to spread any FUD that may remotely and negatively impact Tesla. Damn sad.

Tesla Shares Fall Nearly 3% as German Plant Halts Output After Suspected Arson Nearby

2024-02-21

Dow Jones really is rubbish, Ford's incapability to compete on EV price and scaling, is bad for Tesla? Really?

Tesla Stock Falls Again. Ford’s Price Cuts Are Just One Reason Behind the Move

2024-04-03

Bloomberg shud also ask why Apple only has one iPhone product with many variants and yet Apple products are so desired?😂🤔

Tesla Also Losing Ground in China as It Disappoints Globally

2022-04-20

Lol is this a joke? Which team is generating this report? Shocking😂

Is The End Near For Musk And Tesla?

2024-06-28

Can't wait for shorts to die

Tesla Investors Brace for Big Share Price Moves as Major Catalysts Loom

2022-04-21

JP Morgan should stop covering Tesla. Analyst is embarrassing himself and his company.

Tesla Raised to $395 by JP Morgan; Netflix Cut to $300 by Morgan Stanley | Price Target Change

2024-05-17

#FUKREUTERS, every day is reputational damage to a decaying MSM.

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2024-02-28

What reprieve?? 😂 can't compete!

Apple's EV Wind Down Offers Reprieve to Tesla and Detroit Rivals

2024-07-02

Can't wait for shorts to die🦾

Tesla's Second-Quarter Deliveries Beat Estimates as Price Cuts Boost Sales

2023-03-27

Totally agree💪🏻

Tesla: Price Cuts Are A Clear Signal Of Leadership, Not Competition

2024-07-17

FFS the whole nasdaq is down, healthy pull back.

Tesla Stock Is in the Red as Wall Street Lifts Target Prices

2024-06-26

Can't wait to see the shorts die.

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2024-04-24

Fuk Reuters!

Tesla Shares Rise 13% on Pledge to Launch Cheaper Cars by 2025 After Sales Miss

2024-03-29

Another Tesla hating msm. Don't think Tesla should ever advertise with Yahoo.

Tesla's Q1 to Forget: Poor Guidance, China Woes, and Musk Antics Hit EV Maker's Stock Hard

2024-02-19

You should have called for a buy then at below $100 and I would have been impressed 😂

Coinbase: A Crypto Play With A Catalyst (Rating Upgrade)

2024-08-06

Wtf is the author?😂

Tesla: The Worst Is Ahead

Go to Tiger App to see more news

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Given Elon Musk’s support and backing for the now president-ele...</p>\n\n<a href=\"https://www.tipranks.com/news/im-trying-my-hardest-to-justify-tesla-stocks-valuation?utm_source=itigerup.com&utm_medium=referral\">Web Link</a>\n\n</div>\n","source":"tipranks_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>I’m Trying My Hardest to Justify Tesla Stock’s Valuation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nI’m Trying My Hardest to Justify Tesla Stock’s Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-11 23:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/im-trying-my-hardest-to-justify-tesla-stocks-valuation?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla ($TSLA) stock surged following Donald Trump’s re-election to the White House. Given Elon Musk’s support and backing for the now president-ele...</p>\n\n<a href=\"https://www.tipranks.com/news/im-trying-my-hardest-to-justify-tesla-stocks-valuation?utm_source=itigerup.com&utm_medium=referral\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4527":"明星科技股","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4588":"碎股","BK4550":"红杉资本持仓","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4548":"巴美列捷福持仓","LU2063271972.USD":"富兰克林创新领域基金","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4516":"特朗普概念","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4592":"伊斯兰概念","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLA":"特斯拉","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4585":"ETF&股票定投概念","LU1548497426.USD":"安联环球人工智能AT Acc","BK4534":"瑞士信贷持仓","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4555":"新能源车","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC"},"source_url":"https://www.tipranks.com/news/im-trying-my-hardest-to-justify-tesla-stocks-valuation?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482735061","content_text":"Tesla ($TSLA) stock surged following Donald Trump’s re-election to the White House. Given Elon Musk’s support and backing for the now president-ele...","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369657154445568,"gmtCreate":1731289872910,"gmtModify":1731289876613,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090374759889920","authorIdStr":"4090374759889920"},"themes":[],"htmlText":"Please short more and lose more","listText":"Please short more and lose more","text":"Please short more and lose more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369657154445568","repostId":"2482294578","repostType":2,"repost":{"id":"2482294578","kind":"highlight","pubTimestamp":1731280679,"share":"https://ttm.financial/m/news/2482294578?lang=&edition=fundamental","pubTime":"2024-11-11 07:17","market":"fut","language":"en","title":"Hedge Funds Shorting Tesla Just Lost More Than $5 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=2482294578","media":"Bloomberg","summary":"(Bloomberg) -- Since Donald Trump’s election win, the hedge funds clinging on to bets against Tesla Inc. have lost billions of dollars, as they feel the fallout of the special relationship between the","content":"<html><head></head><body><p>(Bloomberg) -- Since Donald Trump’s election win, the hedge funds clinging on to bets against Tesla Inc. have lost billions of dollars, as they feel the fallout of the special relationship between the president-elect and Elon Musk.</p><p>Hedge funds that had short positions against Tesla between election day and Friday’s close took an on-paper hit of at least $5.2 billion, according to Bloomberg calculations based on data compiled by S3 Partners. </p><p>They were among a shrinking group caught out, as many of their peers unwound bets against Tesla over the past four months, according to separate data provided by Hazeltree tracking the positions of more than 500 hedge funds. That adjustment of positions coincided with Musk’s endorsement of Trump on July 13.</p><p>The Tesla chief executive officer has emerged as Trump’s biggest billionaire fan. Musk has used his position as the world’s richest person to turbocharge Trump’s campaign, making him one of the biggest donors of the 2024 election. Throwing his lot in with the president-elect now lines Musk up for a position of political influence, as Trump makes clear he’s planning to reward loyalists.</p><p>Per Lekander, CEO of hedge fund manager Clean Energy Transition, says he had “a small short in Tesla heading into the election.” He’d managed to whittle the position down “quite a lot,” meaning his losses ended up being “pretty small.”</p><p>“But we have lost some money,” he said.</p><p>Since the Nov. 5 election, Tesla shares have gained close to 30%, representing well over $200 billion in additional market value. Against that backdrop, hedge funds that had previously built short bets against the company have since rushed to reverse course.</p><p>As of Nov. 6, only 7% of hedge funds were net short Tesla, down from 17% in early July, according to weekly data provided by Hazeltree. That said, only 8% are net long the stock.</p><p>Tesla has proved a dangerous stock to short, even as the rest of the EV industry struggles with headwinds spanning trade tensions, flagging consumer demand and increasing competition. In July, almost one-fifth of hedge funds tracked by Hazeltree had built bets against Tesla, only to be badly wrong-footed after the company unveiled sales figures that triggered a steep rally.</p><p>The wider EV sector, meanwhile, has lost more than 12% this year, based on the performance of the <a href=\"https://laohu8.com/S/KARS\">KraneShares Electric Vehicles and Future Mobility Index ETF</a>. That follows a roughly 9% decline in 2023. By contrast, Tesla is up roughly 30% in 2024, after more than doubling its value last year.</p><p>Tesla’s performance also stands out in contrast to other stocks in the green sector. As markets digested the news of Trump’s victory, renewables stocks spanning wind to solar started to tank, amid fears Trump will live up to his promise to slash clean-energy incentives. </p><p>Lekander says that in a little over a year from now, he expects even Tesla will feel the sting of Trump’s anti-climate policies.</p><p>Notwithstanding the connection between the president-elect and Musk, “Trump’s win is very negative for Tesla as an auto company,” Lekander said. In about 12 to 18 months, the Trump administration will “eliminate a lot of the subsidies which Tesla really has been winning on.”</p><p>Musk has lobbied for a role in Trump’s administration that would allow him to cut what he characterizes as government bureaucracy and waste. Trump quickly latched onto the idea, publicly playing with the notion of a job as “Secretary of Cost Cutting” for the Tesla CEO.</p><p>Musk’s “position of influence now is sort of a bridge between, arguably, the tech community and Washington,” said Edward Lees, portfolio manager at BNP Paribas Asset Management. </p><p>Lees says he’s “held Tesla at various points,” without elaborating on current positions.</p><p>Musk, who publicly threw his support behind Trump after the then-presidential candidate survived an assassination attempt in July, has seen his own fortune soar in connection with the election outcome. In the days following the election, Tesla’s stock-price surge added $50 billion to his net worth, according to the Bloomberg Billionaires Index. That’s after Musk, who oversees an empire of six companies including X and Space X, spent more than $130 million on Trump and down-ballot Republicans in competitive House races.</p><p>Lekander says he reckons that the Trump effect accounts for roughly a third of Tesla’s current share price of more than $300. “So now Tesla’s stock is more of a punting exercise on how much can Trump help Elon,” he said.</p></body></html>","source":"bnn_bloomberg_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hedge Funds Shorting Tesla Just Lost More Than $5 Billion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nHedge Funds Shorting Tesla Just Lost More Than $5 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-11 07:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bnnbloomberg.ca/investing/commodities/2024/11/10/hedge-funds-shorting-tesla-just-lost-more-than-5-billion/><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Since Donald Trump’s election win, the hedge funds clinging on to bets against Tesla Inc. have lost billions of dollars, as they feel the fallout of the special relationship between the...</p>\n\n<a href=\"https://www.bnnbloomberg.ca/investing/commodities/2024/11/10/hedge-funds-shorting-tesla-just-lost-more-than-5-billion/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","TSLA":"特斯拉","BK4099":"汽车制造商","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4548":"巴美列捷福持仓","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H"},"source_url":"https://www.bnnbloomberg.ca/investing/commodities/2024/11/10/hedge-funds-shorting-tesla-just-lost-more-than-5-billion/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482294578","content_text":"(Bloomberg) -- Since Donald Trump’s election win, the hedge funds clinging on to bets against Tesla Inc. have lost billions of dollars, as they feel the fallout of the special relationship between the president-elect and Elon Musk.Hedge funds that had short positions against Tesla between election day and Friday’s close took an on-paper hit of at least $5.2 billion, according to Bloomberg calculations based on data compiled by S3 Partners. They were among a shrinking group caught out, as many of their peers unwound bets against Tesla over the past four months, according to separate data provided by Hazeltree tracking the positions of more than 500 hedge funds. That adjustment of positions coincided with Musk’s endorsement of Trump on July 13.The Tesla chief executive officer has emerged as Trump’s biggest billionaire fan. Musk has used his position as the world’s richest person to turbocharge Trump’s campaign, making him one of the biggest donors of the 2024 election. Throwing his lot in with the president-elect now lines Musk up for a position of political influence, as Trump makes clear he’s planning to reward loyalists.Per Lekander, CEO of hedge fund manager Clean Energy Transition, says he had “a small short in Tesla heading into the election.” He’d managed to whittle the position down “quite a lot,” meaning his losses ended up being “pretty small.”“But we have lost some money,” he said.Since the Nov. 5 election, Tesla shares have gained close to 30%, representing well over $200 billion in additional market value. Against that backdrop, hedge funds that had previously built short bets against the company have since rushed to reverse course.As of Nov. 6, only 7% of hedge funds were net short Tesla, down from 17% in early July, according to weekly data provided by Hazeltree. That said, only 8% are net long the stock.Tesla has proved a dangerous stock to short, even as the rest of the EV industry struggles with headwinds spanning trade tensions, flagging consumer demand and increasing competition. In July, almost one-fifth of hedge funds tracked by Hazeltree had built bets against Tesla, only to be badly wrong-footed after the company unveiled sales figures that triggered a steep rally.The wider EV sector, meanwhile, has lost more than 12% this year, based on the performance of the KraneShares Electric Vehicles and Future Mobility Index ETF. That follows a roughly 9% decline in 2023. By contrast, Tesla is up roughly 30% in 2024, after more than doubling its value last year.Tesla’s performance also stands out in contrast to other stocks in the green sector. As markets digested the news of Trump’s victory, renewables stocks spanning wind to solar started to tank, amid fears Trump will live up to his promise to slash clean-energy incentives. Lekander says that in a little over a year from now, he expects even Tesla will feel the sting of Trump’s anti-climate policies.Notwithstanding the connection between the president-elect and Musk, “Trump’s win is very negative for Tesla as an auto company,” Lekander said. In about 12 to 18 months, the Trump administration will “eliminate a lot of the subsidies which Tesla really has been winning on.”Musk has lobbied for a role in Trump’s administration that would allow him to cut what he characterizes as government bureaucracy and waste. Trump quickly latched onto the idea, publicly playing with the notion of a job as “Secretary of Cost Cutting” for the Tesla CEO.Musk’s “position of influence now is sort of a bridge between, arguably, the tech community and Washington,” said Edward Lees, portfolio manager at BNP Paribas Asset Management. Lees says he’s “held Tesla at various points,” without elaborating on current positions.Musk, who publicly threw his support behind Trump after the then-presidential candidate survived an assassination attempt in July, has seen his own fortune soar in connection with the election outcome. In the days following the election, Tesla’s stock-price surge added $50 billion to his net worth, according to the Bloomberg Billionaires Index. That’s after Musk, who oversees an empire of six companies including X and Space X, spent more than $130 million on Trump and down-ballot Republicans in competitive House races.Lekander says he reckons that the Trump effect accounts for roughly a third of Tesla’s current share price of more than $300. “So now Tesla’s stock is more of a punting exercise on how much can Trump help Elon,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359999874449528,"gmtCreate":1728918473230,"gmtModify":1728918476305,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090374759889920","authorIdStr":"4090374759889920"},"themes":[],"htmlText":"FFUD","listText":"FFUD","text":"FFUD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359999874449528","repostId":"2475385831","repostType":2,"repost":{"id":"2475385831","kind":"highlight","pubTimestamp":1728920894,"share":"https://ttm.financial/m/news/2475385831?lang=&edition=fundamental","pubTime":"2024-10-14 23:48","market":"sg","language":"en","title":"Tesla: Time And Patience Running Out","url":"https://stock-news.laohu8.com/highlight/detail?id=2475385831","media":"seekingalpha","summary":"Tesla's Robotaxi event was underwhelming, with no verifiable evidence that timelines for FSD or new products are achievable.Despite Tesla's technological advantages, the company faces increasing compe","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla&#39;s Robotaxi event was underwhelming, with no verifiable evidence that timelines for FSD or new products are achievable.</p></li><li><p>Despite Tesla&#39;s technological advantages, the company faces increasing competition in the EV market, and its market share is shrinking.</p></li><li><p>Tesla&#39;s reliance on AI and cameras for self-driving tech may face regulatory hurdles, and the company&#39;s cash burn could necessitate raising funds.</p></li><li><p>Investor confidence hinges on Tesla delivering tangible products and meeting deadlines; otherwise, the stock may face significant setbacks.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/27c102d2957a441fabf3e7d7c9c5a928\" tg-width=\"750\" tg-height=\"499\"/></p><p>Yagi Studio</p><p></p><h2 id=\"id_699967888\">Thesis Summary</h2><p>Tesla, Inc. (NASDAQ:TSLA) (NEOE:TSLA:CA) revealed its new Cybercab at its We, Robot event. The company also unveiled a Cybervan and an updated Optimus robot.</p><p>The timeline for FSD and these innovations is the same as always; sometime next year.</p><p>Elon Musk cannot be faulted for his enthusiasm and perseverance, but investors are growing impatient.</p><p>While Tesla works on its new AI initiatives, it must battle to maintain market share in an increasingly competitive EV market.</p><p>The clock is ticking.</p><p>I outlined in my last article that Tesla’s lead in FSD was tenuous, though I had hoped it could leverage its superior technology. However, this event has not reassured me at all.</p><p>I am giving Tesla one more year to produce something tangible, or I will be out of the stock. I am downgrading to a neutral rating, as I believe the odds of success for Tesla diminish every passing day.</p><h2 id=\"id_2598631574\">Robotaxi Event</h2><p>Tesla’s much anticipated Robotaxi day has come and gone, and here’s what we learned from the event.</p><p>Musk unveiled a $30,000 Cybercab, projected to hit the market before 2027. On top of that, Musk unveiled the Robovan, a similar concept but with seating for up to 20 people.</p><p>According to Musk, self-driving technology will be 10-20x safer than human driving and could cost as little as $0.20 per mile, making it even cheaper than buses.</p><blockquote><p>“I think the cost of autonomous transport will be so low that you can think of it like individualised mass transit,”</p></blockquote><p>Source: Elon Musk</p><p>Finally, we got to see a lineup of Optimus robots perform a choreographed dance, with Musk reiterating that this was perhaps the largest market opportunity for Tesla. He also mentioned the humanoid robot would be available for under $30,000 at scale.</p><p>That pretty much concluded the 30-minute presentation.</p><h2 id=\"id_4111080587\">My 2 cents</h2><p>When all is said and done, I found the robotaxi event was underwhelming, and looking at the pre-market action right now, I don’t seem to be the only one.</p><p>While we got to see the vision, there was no “verifiable evidence” as Jeffries analysts put it, that any of these timelines presented were achievable, or that Tesla’s FSD had made any meaningful progress in the last few months.</p><p>Musk has repeatedly overestimated his company&#39;s ability to deliver products. It’s the kind of optimism and belief that is essential to any successful entrepreneurial venture, but perhaps not appropriate when dealing with a board of directors and public investors.</p><p>And even if Tesla can pull it off, it may take years for government agencies to approve completely self-driving cars, especially given that Tesla’s technology relies on AI and cameras, rather than Lidar.</p><p>But let’s get back to our previous question.</p><h2 id=\"id_3612930416\">Can Tesla Pull It Off?</h2><p>I’m not going to argue that driverless technology will be revolutionary. No doubt, there will be resistance to it, but we are talking about saving countless hours of labour, not to mention lives.</p><p>The ride-hailing market alone will potentially be huge, as shown by Ark research:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/972dfaaccc3637f15d1cbddf492b01ed\" tg-width=\"1280\" tg-height=\"536\"/></p><p>Ride-hail TAM (Ark)</p><p></p><p>And though I have been harsh on Tesla so far, we can’t deny it does have some advantages over its competitors.</p><p>For starters, FSD has driven way more miles than any of its competitors, although FSD does require a driver to still be at the wheel. I do believe the technology is there. Otherwise, what was the point of buying all those NVIDIA (NVDA) chips?</p><p>The other thing Tesla does have going for it is its vertically integrated supply chain. Tesla has the production capacity to quickly scale this service, not to mention its spare inventory and the many Teslas in existence that could be added to a fleet of robotaxis.</p><p>But Musk is his own worst enemy. Investors would be able to forgive Tesla for not reaching full autonomy if Musk hadn&#39;t always been so optimistic with his timelines. In my opinion, this is now working against the company, and explains, at least in part, why the stock sold off after the event.</p><h2 id=\"id_962604086\">The Clock Is Ticking</h2><p>The problem with trying to rebrand Tesla as an AI business is that it still takes in 82% of its revenues from EV sales. But Tesla’s lead in this department is quickly shrinking.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/837f7ba897746a69019b26c06feee8d1\" tg-width=\"1280\" tg-height=\"793\"/></p><p>Share of US electric vehicles (Cox Automotive)</p><p></p><p>The company’s share has fallen below 50% and things may get worse. While the Cybertruck seems to be selling well, production is still limited. Furthermore, the lack of any talk in the recent event of the Model 2, just reinforces this idea.</p><p>Tesla still has a strong presence in the US market, but it is not growing like before, and it hasn&#39;t put as much effort as its competitors to gain market share, since it is not bringing out many new models.</p><p>This adds extra pressure on Tesla to deliver something new.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c6bec6abf5aead1d8a758951e6ed9630\" tg-width=\"640\" tg-height=\"266\"/></p><p>Tesla Operating Margin (Companiesmarketcap.com)</p><p></p><p>Meanwhile, although Tesla does have a positive operating margin, it is still quite narrow, and there&#39;s a risk that all the investment in AI technology could drive margins back into negative territory. Tesla still has enough cash to keep things going for a while, but investors will need to see some payoff to all these investments sooner, rather than later.</p><h2 id=\"id_2625833188\">Final Thoughts</h2><p>All in all, the presentation was underwhelming, and it’s not enough for Musk to say stuff or show us prototypes anymore. We need to see an actual product hit the market, and the latest deadlines have to be met. Not doing so will be incredibly detrimental to investor confidence.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Time And Patience Running Out</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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: Time And Patience Running Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-14 23:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4726530-tesla-stock-time-patience-running-out-downgrade-hold><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's Robotaxi event was underwhelming, with no verifiable evidence that timelines for FSD or new products are achievable.Despite Tesla's technological advantages, the company faces increasing ...</p>\n\n<a href=\"https://seekingalpha.com/article/4726530-tesla-stock-time-patience-running-out-downgrade-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4527":"明星科技股","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4550":"红杉资本持仓","BK4588":"碎股","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4574":"无人驾驶","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4581":"高盛持仓","TSLA":"特斯拉","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4511":"特斯拉概念","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2063271972.USD":"富兰克林创新领域基金","BK4548":"巴美列捷福持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4592":"伊斯兰概念","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc"},"source_url":"https://seekingalpha.com/article/4726530-tesla-stock-time-patience-running-out-downgrade-hold","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2475385831","content_text":"Tesla's Robotaxi event was underwhelming, with no verifiable evidence that timelines for FSD or new products are achievable.Despite Tesla's technological advantages, the company faces increasing competition in the EV market, and its market share is shrinking.Tesla's reliance on AI and cameras for self-driving tech may face regulatory hurdles, and the company's cash burn could necessitate raising funds.Investor confidence hinges on Tesla delivering tangible products and meeting deadlines; otherwise, the stock may face significant setbacks.Yagi StudioThesis SummaryTesla, Inc. (NASDAQ:TSLA) (NEOE:TSLA:CA) revealed its new Cybercab at its We, Robot event. The company also unveiled a Cybervan and an updated Optimus robot.The timeline for FSD and these innovations is the same as always; sometime next year.Elon Musk cannot be faulted for his enthusiasm and perseverance, but investors are growing impatient.While Tesla works on its new AI initiatives, it must battle to maintain market share in an increasingly competitive EV market.The clock is ticking.I outlined in my last article that Tesla’s lead in FSD was tenuous, though I had hoped it could leverage its superior technology. However, this event has not reassured me at all.I am giving Tesla one more year to produce something tangible, or I will be out of the stock. I am downgrading to a neutral rating, as I believe the odds of success for Tesla diminish every passing day.Robotaxi EventTesla’s much anticipated Robotaxi day has come and gone, and here’s what we learned from the event.Musk unveiled a $30,000 Cybercab, projected to hit the market before 2027. On top of that, Musk unveiled the Robovan, a similar concept but with seating for up to 20 people.According to Musk, self-driving technology will be 10-20x safer than human driving and could cost as little as $0.20 per mile, making it even cheaper than buses.“I think the cost of autonomous transport will be so low that you can think of it like individualised mass transit,”Source: Elon MuskFinally, we got to see a lineup of Optimus robots perform a choreographed dance, with Musk reiterating that this was perhaps the largest market opportunity for Tesla. He also mentioned the humanoid robot would be available for under $30,000 at scale.That pretty much concluded the 30-minute presentation.My 2 centsWhen all is said and done, I found the robotaxi event was underwhelming, and looking at the pre-market action right now, I don’t seem to be the only one.While we got to see the vision, there was no “verifiable evidence” as Jeffries analysts put it, that any of these timelines presented were achievable, or that Tesla’s FSD had made any meaningful progress in the last few months.Musk has repeatedly overestimated his company's ability to deliver products. It’s the kind of optimism and belief that is essential to any successful entrepreneurial venture, but perhaps not appropriate when dealing with a board of directors and public investors.And even if Tesla can pull it off, it may take years for government agencies to approve completely self-driving cars, especially given that Tesla’s technology relies on AI and cameras, rather than Lidar.But let’s get back to our previous question.Can Tesla Pull It Off?I’m not going to argue that driverless technology will be revolutionary. No doubt, there will be resistance to it, but we are talking about saving countless hours of labour, not to mention lives.The ride-hailing market alone will potentially be huge, as shown by Ark research:Ride-hail TAM (Ark)And though I have been harsh on Tesla so far, we can’t deny it does have some advantages over its competitors.For starters, FSD has driven way more miles than any of its competitors, although FSD does require a driver to still be at the wheel. I do believe the technology is there. Otherwise, what was the point of buying all those NVIDIA (NVDA) chips?The other thing Tesla does have going for it is its vertically integrated supply chain. Tesla has the production capacity to quickly scale this service, not to mention its spare inventory and the many Teslas in existence that could be added to a fleet of robotaxis.But Musk is his own worst enemy. Investors would be able to forgive Tesla for not reaching full autonomy if Musk hadn't always been so optimistic with his timelines. In my opinion, this is now working against the company, and explains, at least in part, why the stock sold off after the event.The Clock Is TickingThe problem with trying to rebrand Tesla as an AI business is that it still takes in 82% of its revenues from EV sales. But Tesla’s lead in this department is quickly shrinking.Share of US electric vehicles (Cox Automotive)The company’s share has fallen below 50% and things may get worse. While the Cybertruck seems to be selling well, production is still limited. Furthermore, the lack of any talk in the recent event of the Model 2, just reinforces this idea.Tesla still has a strong presence in the US market, but it is not growing like before, and it hasn't put as much effort as its competitors to gain market share, since it is not bringing out many new models.This adds extra pressure on Tesla to deliver something new.Tesla Operating Margin (Companiesmarketcap.com)Meanwhile, although Tesla does have a positive operating margin, it is still quite narrow, and there's a risk that all the investment in AI technology could drive margins back into negative territory. Tesla still has enough cash to keep things going for a while, but investors will need to see some payoff to all these investments sooner, rather than later.Final ThoughtsAll in all, the presentation was underwhelming, and it’s not enough for Musk to say stuff or show us prototypes anymore. We need to see an actual product hit the market, and the latest deadlines have to be met. Not doing so will be incredibly detrimental to investor confidence.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358952096997520,"gmtCreate":1728642784242,"gmtModify":1728642786878,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090374759889920","authorIdStr":"4090374759889920"},"themes":[],"htmlText":"🤡","listText":"🤡","text":"🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358952096997520","repostId":"2472062199","repostType":2,"repost":{"id":"2472062199","kind":"news","pubTimestamp":1727985020,"share":"https://ttm.financial/m/news/2472062199?lang=&edition=fundamental","pubTime":"2024-10-04 03:50","market":"sg","language":"en","title":"JPMorgan just raised its price target for Tesla — but it still expects a 48% crash in the stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2472062199","media":"businessinsider.com","summary":"Tesla stock is down 7% since it reported third-quarter vehicle deliveries on Wednesday. JPMorgan sees the stock drifting even lower, by as much as 48% to its $130 price target.JPMorgan said Tesla is p","content":"<html><body><ul><li>Tesla stock is down 7% since it reported third-quarter vehicle deliveries on Wednesday. </li><li>JPMorgan sees the stock drifting even lower, by as much as 48% to its $130 price target.</li><li>JPMorgan said Tesla is positioned to not grow full-year vehicle deliveries \"for the first time in its history.\"</li></ul><p>JPMorgan raised its price target for Tesla stock — but the bank still sees shares of Elon Musk's electric carmaker falling almost 50% in the coming year. </p><p>Tesla stock is down 7% since it reported third-quarter vehicle deliveries on Wednesday, but JPMorgan thinks it can go much lower.</p><p>In a Thursday note, the bank set its December 2025 Tesla stock price target to $130, representing potential downside of 48% from Wednesday's close.</p><p>That target is a slight increase from the bank's prior target of $115 a share.</p><p>According to JPMorgan analyst Ryan Brinkman, Tesla could be on the verge of not growing its full-year unit volumes for the first time ever.</p><p>\"The continued softer trend now appears to position Tesla to potentially not grow full year unit volumes for the first time in its history, which we estimate could cause incrementally more investors to reconsider the company's growth stock multiple,\" Brinkman said.</p><p>Year-to-date, Tesla has delivered 1.29 million vehicles. To exceed its 2023 vehicle delivery volumes of 1.81 million vehicles, the company would have to deliver more than 520,000 vehicles in the fourth quarter, which is more than what Wall Street analysts expect.</p><p>Consensus estimates on Wall Street are tracking at about 500,000 vehicle deliveries in the fourth quarter, Wedbush analyst Dan Ives said.</p><p>Meanwhile, the most vehicles Tesla has ever delivered in a quarter is 484,507, which occurred in the fourth quarter of 2023.</p><p>Brinkman believes Tesla's potential inability to grow vehicle deliveries this year, which CEO Elon Musk has previously said should grow at an annual rate of 50% for the long term, could cause investors \"to pay more attention to the growing gap between fundamentals and valuation.\"</p><p>And even with its $130 price target, Brinkman believes that's a generous valuation for the automaker.</p><p>\"Despite implying material downside risk, we feel our valuation analysis, nevertheless, generously values Tesla as the world's most valuable automaker, given it is suggestive of a ~$400 market capitalization vs. Toyota $290 bn despite considerably less earnings and cash flow and given the company's stalled automotive growth over the past two years makes it harder to embrace the hyper growth story,\" Brinkman concluded.</p><p>Of course, while Brinkman has been a longtime Tesla bear, the bulls view it as less of a traditional automaker and more of a technology company.</p><p>Tesla is set to host an event on October 10 to showcase its robotaxi plans. Meanwhile, Tesla bull Adam Jonas of Morgan Stanley has speculated that Tesla can grow its valuation by selling its own phone and even drones.</p><p>\"Is it just me, or are you seeing more 'breadcrumbs' from Tesla's CEO that could potentially connect Tesla with aviation?\" Jonas asked in a note earlier this week.</p><p>This differing view among analysts — over whether Tesla is an automaker or a tech company — explains the widening gulf between price targets among the bears and the bulls. </p><p>Jonas has a $310 price target for Tesla stock, more than double Brinkman's $130 target.</p></body></html>","source":"businsider_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan just raised its price target for Tesla — but it still expects a 48% crash in the stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nJPMorgan just raised its price target for Tesla — but it still expects a 48% crash in the stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-04 03:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/tesla-stock-price-crash-prediction-jpmorgan-says-hypergrowth-story-over-2024-10><strong>businessinsider.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla stock is down 7% since it reported third-quarter vehicle deliveries on Wednesday. JPMorgan sees the stock drifting even lower, by as much as 48% to its $130 price target.JPMorgan said Tesla is ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/tesla-stock-price-crash-prediction-jpmorgan-says-hypergrowth-story-over-2024-10\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"https://markets.businessinsider.com/news/stocks/tesla-stock-price-crash-prediction-jpmorgan-says-hypergrowth-story-over-2024-10","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2472062199","content_text":"Tesla stock is down 7% since it reported third-quarter vehicle deliveries on Wednesday. JPMorgan sees the stock drifting even lower, by as much as 48% to its $130 price target.JPMorgan said Tesla is positioned to not grow full-year vehicle deliveries \"for the first time in its history.\"JPMorgan raised its price target for Tesla stock — but the bank still sees shares of Elon Musk's electric carmaker falling almost 50% in the coming year. Tesla stock is down 7% since it reported third-quarter vehicle deliveries on Wednesday, but JPMorgan thinks it can go much lower.In a Thursday note, the bank set its December 2025 Tesla stock price target to $130, representing potential downside of 48% from Wednesday's close.That target is a slight increase from the bank's prior target of $115 a share.According to JPMorgan analyst Ryan Brinkman, Tesla could be on the verge of not growing its full-year unit volumes for the first time ever.\"The continued softer trend now appears to position Tesla to potentially not grow full year unit volumes for the first time in its history, which we estimate could cause incrementally more investors to reconsider the company's growth stock multiple,\" Brinkman said.Year-to-date, Tesla has delivered 1.29 million vehicles. To exceed its 2023 vehicle delivery volumes of 1.81 million vehicles, the company would have to deliver more than 520,000 vehicles in the fourth quarter, which is more than what Wall Street analysts expect.Consensus estimates on Wall Street are tracking at about 500,000 vehicle deliveries in the fourth quarter, Wedbush analyst Dan Ives said.Meanwhile, the most vehicles Tesla has ever delivered in a quarter is 484,507, which occurred in the fourth quarter of 2023.Brinkman believes Tesla's potential inability to grow vehicle deliveries this year, which CEO Elon Musk has previously said should grow at an annual rate of 50% for the long term, could cause investors \"to pay more attention to the growing gap between fundamentals and valuation.\"And even with its $130 price target, Brinkman believes that's a generous valuation for the automaker.\"Despite implying material downside risk, we feel our valuation analysis, nevertheless, generously values Tesla as the world's most valuable automaker, given it is suggestive of a ~$400 market capitalization vs. Toyota $290 bn despite considerably less earnings and cash flow and given the company's stalled automotive growth over the past two years makes it harder to embrace the hyper growth story,\" Brinkman concluded.Of course, while Brinkman has been a longtime Tesla bear, the bulls view it as less of a traditional automaker and more of a technology company.Tesla is set to host an event on October 10 to showcase its robotaxi plans. Meanwhile, Tesla bull Adam Jonas of Morgan Stanley has speculated that Tesla can grow its valuation by selling its own phone and even drones.\"Is it just me, or are you seeing more 'breadcrumbs' from Tesla's CEO that could potentially connect Tesla with aviation?\" Jonas asked in a note earlier this week.This differing view among analysts — over whether Tesla is an automaker or a tech company — explains the widening gulf between price targets among the bears and the bulls. Jonas has a $310 price target for Tesla stock, more than double Brinkman's $130 target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355806924296304,"gmtCreate":1727876398757,"gmtModify":1727876401978,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090374759889920","authorIdStr":"4090374759889920"},"themes":[],"htmlText":"🤡","listText":"🤡","text":"🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355806924296304","repostId":"1141305217","repostType":2,"repost":{"id":"1141305217","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1727876203,"share":"https://ttm.financial/m/news/1141305217?lang=&edition=fundamental","pubTime":"2024-10-02 21:36","market":"hk","language":"en","title":"Stock Track | Tesla Shares Plunge 5% as Q3 Deliveries Miss Estimates Amid Stiff EV Competition","url":"https://stock-news.laohu8.com/highlight/detail?id=1141305217","media":"Stock Track","summary":"Tesla Inc.'s stock plummeted 5% on Monday, October 2nd, as the electric vehicle pioneer reported third-quarter deliveries that fell short of analysts' expectations, raising concerns about the company's ability to sustain growth in the face of mounting competition.The Elon Musk-led company delivered 462,890 vehicles in the July-September quarter, an increase of 6.4% year-over-year but missing the consensus estimate of 463,900 units. The disappointing delivery numbers, which are seen as a proxy fo","content":"<p>Tesla Inc.'s stock plummeted 5% on Monday, October 2nd, as the electric vehicle pioneer reported third-quarter deliveries that fell short of analysts' expectations, raising concerns about the company's ability to sustain growth in the face of mounting competition.\n\n<p>The Elon Musk-led company delivered 462,890 vehicles in the July-September quarter, an increase of 6.4% year-over-year but missing the consensus estimate of 463,900 units. The disappointing delivery numbers, which are seen as a proxy for sales, fueled investor worries about weakening demand and Tesla's ability to fend off rivals in the rapidly expanding electric vehicle market.\n\n<p>Tesla's delivery miss comes at a time when the EV landscape is becoming increasingly crowded, with both traditional automakers like Ford and GM as well as pure-play EV startups like Rivian and Lucid Motors vying for market share. In China, Tesla's largest market, the company is facing stiff competition from domestic players such as BYD and Nio, which have been aggressively expanding and undercutting Tesla on pricing.","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | Tesla Shares Plunge 5% as Q3 Deliveries Miss Estimates Amid Stiff EV Competition</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nStock Track | Tesla Shares Plunge 5% as Q3 Deliveries Miss Estimates Amid Stiff EV Competition\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2024-10-02 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla Inc.'s stock plummeted 5% on Monday, October 2nd, as the electric vehicle pioneer reported third-quarter deliveries that fell short of analysts' expectations, raising concerns about the company's ability to sustain growth in the face of mounting competition.\n\n<p>The Elon Musk-led company delivered 462,890 vehicles in the July-September quarter, an increase of 6.4% year-over-year but missing the consensus estimate of 463,900 units. The disappointing delivery numbers, which are seen as a proxy for sales, fueled investor worries about weakening demand and Tesla's ability to fend off rivals in the rapidly expanding electric vehicle market.\n\n<p>Tesla's delivery miss comes at a time when the EV landscape is becoming increasingly crowded, with both traditional automakers like Ford and GM as well as pure-play EV startups like Rivian and Lucid Motors vying for market share. In China, Tesla's largest market, the company is facing stiff competition from domestic players such as BYD and Nio, which have been aggressively expanding and undercutting Tesla on pricing.\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141305217","content_text":"Tesla Inc.'s stock plummeted 5% on Monday, October 2nd, as the electric vehicle pioneer reported third-quarter deliveries that fell short of analysts' expectations, raising concerns about the company's ability to sustain growth in the face of mounting competition.\n\nThe Elon Musk-led company delivered 462,890 vehicles in the July-September quarter, an increase of 6.4% year-over-year but missing the consensus estimate of 463,900 units. The disappointing delivery numbers, which are seen as a proxy for sales, fueled investor worries about weakening demand and Tesla's ability to fend off rivals in the rapidly expanding electric vehicle market.\n\nTesla's delivery miss comes at a time when the EV landscape is becoming increasingly crowded, with both traditional automakers like Ford and GM as well as pure-play EV startups like Rivian and Lucid Motors vying for market share. In China, Tesla's largest market, the company is facing stiff competition from domestic players such as BYD and Nio, which have been aggressively expanding and undercutting Tesla on pricing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335775986794864,"gmtCreate":1723015020533,"gmtModify":1723015024640,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090374759889920","authorIdStr":"4090374759889920"},"themes":[],"htmlText":"Is this even recall? OTA. Regurgitation of no value added news, useless legacy media such as Bloomberg, Reuters are adding less value nowadays 👀🤦🏻‍♂️","listText":"Is this even recall? OTA. Regurgitation of no value added news, useless legacy media such as Bloomberg, Reuters are adding less value nowadays 👀🤦🏻‍♂️","text":"Is this even recall? OTA. Regurgitation of no value added news, useless legacy media such as Bloomberg, Reuters are adding less value nowadays 👀🤦🏻‍♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335775986794864","repostId":"1155439678","repostType":2,"repost":{"id":"1155439678","kind":"news","pubTimestamp":1723013644,"share":"https://ttm.financial/m/news/1155439678?lang=&edition=fundamental","pubTime":"2024-08-07 14:54","market":"us","language":"en","title":"Tesla Deploys Fix to 1.6 Million Cars in China For Hood Lock","url":"https://stock-news.laohu8.com/highlight/detail?id=1155439678","media":"Bloomberg","summary":"Issue may leave vehicles unable to detect unlocked front hoodsEV maker to send software updates to fix the fault remotely$Tesla Inc.(TSLA)$ will release a software update to most of the cars it’s ever","content":"<html><head></head><body><ul style=\"\"><li><p>Issue may leave vehicles unable to detect unlocked front hoods</p></li><li><p>EV maker to send software updates to fix the fault remotely</p></li></ul><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> will release a software update to most of the cars it’s ever sold in China due to an issue that could leave an unlocked hood unnoticed, creating a potential safety hazard, according to a notice by the state market regulator.</p><p>A latch assembly issue may at times prevent the driver from being alerted about an unlocked front hood, which could allow the hood to fully open with the vehicle in motion, increasing the risk of a collision, according to a recall notice by the State Administration for Market Regulation on Tuesday.</p><p>The carmaker will deploy an over-the-air software fix to more than 1.6 million imported Model S and Model X vehicles as well as Model 3 and Model Ys produced locally between October 2020 and July 2024. Tesla will also contact users with cars that can’t be repaired with a software update for alternative ways to fix the issue, the notice said.</p><p>Around 1.9 million Teslas have been registered in the EV maker’s largest overseas market as of June, according to data from the China Automotive Technology and Research Center.</p><p>The driver complaints in China triggered a similar recall of more than 1.8 million Teslas in the US last month. The EV maker first began investigating in March the issue of hoods unintentionally opening on Model 3 and Model Y vehicles in China, according to the safety recall report by the US National Highway Traffic Safety Administration. In April, the company identified a deformation of the latch switch as the problem.</p><p>Tuesday’s notice marks the second recall of this scale to impact Tesla in China this year, following a one in January for 1.6 million vehicles where software updates were also deployed to fix an issue with the company’s Autopilot advanced driver assistance system.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Deploys Fix to 1.6 Million Cars in China For Hood Lock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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 Deploys Fix to 1.6 Million Cars in China For Hood Lock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-07 14:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-08-07/tesla-recalls-1-6-million-cars-in-china-over-hood-lock-problem><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Issue may leave vehicles unable to detect unlocked front hoodsEV maker to send software updates to fix the fault remotelyTesla Inc. will release a software update to most of the cars it’s ever sold in...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-08-07/tesla-recalls-1-6-million-cars-in-china-over-hood-lock-problem\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2024-08-07/tesla-recalls-1-6-million-cars-in-china-over-hood-lock-problem","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155439678","content_text":"Issue may leave vehicles unable to detect unlocked front hoodsEV maker to send software updates to fix the fault remotelyTesla Inc. will release a software update to most of the cars it’s ever sold in China due to an issue that could leave an unlocked hood unnoticed, creating a potential safety hazard, according to a notice by the state market regulator.A latch assembly issue may at times prevent the driver from being alerted about an unlocked front hood, which could allow the hood to fully open with the vehicle in motion, increasing the risk of a collision, according to a recall notice by the State Administration for Market Regulation on Tuesday.The carmaker will deploy an over-the-air software fix to more than 1.6 million imported Model S and Model X vehicles as well as Model 3 and Model Ys produced locally between October 2020 and July 2024. Tesla will also contact users with cars that can’t be repaired with a software update for alternative ways to fix the issue, the notice said.Around 1.9 million Teslas have been registered in the EV maker’s largest overseas market as of June, according to data from the China Automotive Technology and Research Center.The driver complaints in China triggered a similar recall of more than 1.8 million Teslas in the US last month. The EV maker first began investigating in March the issue of hoods unintentionally opening on Model 3 and Model Y vehicles in China, according to the safety recall report by the US National Highway Traffic Safety Administration. In April, the company identified a deformation of the latch switch as the problem.Tuesday’s notice marks the second recall of this scale to impact Tesla in China this year, following a one in January for 1.6 million vehicles where software updates were also deployed to fix an issue with the company’s Autopilot advanced driver assistance system.","news_type":1},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335559015588024,"gmtCreate":1722959762459,"gmtModify":1722959791716,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090374759889920","authorIdStr":"4090374759889920"},"themes":[],"htmlText":"Wtf is the author?😂","listText":"Wtf is the author?😂","text":"Wtf is the author?😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335559015588024","repostId":"2457508590","repostType":2,"repost":{"id":"2457508590","kind":"highlight","pubTimestamp":1722957795,"share":"https://ttm.financial/m/news/2457508590?lang=&edition=fundamental","pubTime":"2024-08-06 23:23","market":"sg","language":"en","title":"Tesla: The Worst Is Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2457508590","media":"seekingalpha","summary":"Tesla, Inc. shares lost momentum after the company delivered a relatively weak earnings report a couple of weeks ago.The declining margins and the rising geopolitical risks make it harder for Tesla to","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla, Inc. shares lost momentum after the company delivered a relatively weak earnings report a couple of weeks ago.</p></li><li><p>The declining margins and the rising geopolitical risks make it harder for Tesla to turn things around at this stage.</p></li><li><p>Considering that Tesla trades at over 85 times its forward earnings and over 6 times its forward sales, it makes sense to assume that its shares are extremely overvalued.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bf7a647133cd34db714a499b8f78522a\" tg-width=\"750\" tg-height=\"387\"/></p><p>AdrianHancu</p><p></p><p>After releasing a relatively poor earnings report two weeks ago, <strong>Tesla, Inc.</strong> (NASDAQ:TSLA) shares lost most of the momentum that was gained at the start of July when the electric vehicle (“EV”) deliveries data came out. While the company certainly has several growth catalysts going for it, which could prevent a further depreciation of its shares, the increased competition within the EV industry along with the rising geopolitical challenges could disrupt Tesla’s business model. This would make its stock a less attractive investment.</p><h2 id=\"id_1569839278\">Tesla’s Challenges Continue To Mount</h2><p>Back in May, I noted that the ongoing price war within the EV industry and the Sino-American trade war could disrupt Tesla’s business model and result in the contraction of the company’s margins. Despite this, I did not give the company’s stock a rating of SELL, since there was always the possibility that its shares could rally in the short term on any positive data.</p><p>That’s precisely what has happened. Since the publication of my latest article on Tesla in May, its shares have appreciated by ~20%. However, after the latest rally, the shares are once again starting to lose their momentum, primarily due to the release of the relatively weak earnings report for Q2 a couple of weeks ago. It indicated that the macro challenges are making it harder for the business to deliver a solid bottom-line performance.</p><p>While Tesla reported that its revenues during the recent quarter increased by 2.3% Y/Y to $25.5 billion and were above expectations by $760 million, its non-GAAP EPS of $0.52 was below the consensus by $0.10. At the same time, the company’s quarterly deliveries fell for the second quarter in a row as it delivered 443,956 vehicles in Q2, down 4.8% Y/Y. What’s more, is that Tesla has once again delayed its robotaxi event and at this point, it could take years before we see an actual robotaxi fleet on the streets. Moreover, there’s a possibility that Tesla will invest in AI startup xAI, which has already been receiving Nvidia (NVDA) chips that were meant for Tesla on Elon Musk’s orders.</p><p>However, what matters the most at this point is that the challenges that Tesla faces continue to mount, and no events or investments in other businesses are likely to help the company quickly improve its state of affairs. The biggest issue that Tesla currently faces is the compression of margins. If we look closely at the latest numbers, we’ll see that gross margins, operating margins, and EBITDA margins, all were down Y/Y in Q2. At the same time, Tesla has experienced a second straight quarterly net income decline and what’s worse is that out of $1.48 billion in net income, $890 million came as regulatory credits. This indicates that even the organic growth is relatively weak at this stage.</p><p>All of this is due to the rising competition within the EV industry and the ongoing price war between EV manufacturers, that has already diminished Tesla’s ability to expand its margins and deliver a solid bottom-line performance. The major problem here is that it’s unlikely that things are about to change for the better anytime soon.</p><p>In a recent conference call, CEO Elon Musk admitted that the discounting in the EV sector has made it difficult for Tesla to thrive. At the same time, the rise of affordable Chinese cars is likely partially responsible for the weaker guidance for the rest of the year. Recently, Tesla’s management noted that the company’s vehicle volume growth rate this year may be notably lower in comparison to the previous fiscal year.</p><p>On top of all of that, the rising geopolitical risks threaten to significantly disrupt Tesla’s business model, which is exposed to the globalized supply chain. The IMF warns that further trade restrictions could wipe out 7% of the global GDP and would likely prevent the recovery of the global economy. Tesla has already put on hold its plan to build a factory in Mexico, due to tariff concerns. Chinese policy analysts don’t believe that Sino-American relations will improve and lead to the end of the ongoing trade war after the Presidential elections in November.</p><p>At the same time, the European Union last month increased tariffs on most Chinese-made electric vehicles. Considering that Tesla produces only Model Y in Europe and imports Model 3 there from China, there’s a risk that its performance in Europe will be negatively affected in the future, as it already raised prices on the old continent. Given that the company is already experiencing a deterioration of margins, the worsening macro environment makes it even harder for Tesla to improve the situation to its favor.</p><h2 id=\"id_57024171\">What’s Next For Tesla’s Shares?</h2><p>With all of that in mind, it makes sense to assume that Tesla, at the very least, would be an extremely volatile investment in the foreseeable future. To figure out whether its shares offer any margin of safety, I’ve updated my DCF model, which can be seen below.</p><p>The model from the previous article from May showed Tesla’s fair value to be $128.49 per share. The major thing that was changed in the updated model below is the revenue growth rate for FY24 and beyond, which was decreased and currently closely correlates with the street expectations. Recently, Tesla has received dozens of revenue downward revisions, which indicates that the street also expects weaker growth in part due to the rise of several challenges described earlier in this article. All the other assumptions in the model remained the same as before, as they&#39;re unlikely to significantly change at this stage.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fbf3fd1f17d570b7f439a3c3d5937535\" tg-width=\"640\" tg-height=\"319\"/></p><p>Tesla&#39;s DCF Model ( Historical Data: Seeking Alpha, Assumptions: Author)</p><p></p><p>The updated model shows that Tesla’s fair value is $119.46 per share, which represents a downside of ~42% from the current market price.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bdc0c77f10c4eea06dff016a92d2f3b9\" tg-width=\"640\" tg-height=\"140\"/></p><p>Tesla&#39;s DCF Model ( Historical Data: Seeking Alpha, Assumptions: Author)</p><p></p><p>Considering that Tesla currently trades at over 85 times its forward earnings and over 6 times its forward sales, while Seeking Alpha’s Quant system gives it a rating of F for valuation, it makes sense to assume that the company is extremely overvalued at the current price.</p><h2 id=\"id_3756004609\">The Growth Opportunities Are Still Out There</h2><p>While Tesla faces major challenges right now, there are nevertheless several positive developments going on that can help the company find a way to improve its performance in the future.</p><p>Considering that the American GDP is growing at a better-than-expected rate while interest rate cuts appear to be around the corner, there’s a possibility that the U.S. economy will accelerate even more in the second half of the year. This would help Tesla and all the other carmakers boost their sales. Even if we see an improvement in deliveries in Q3, then the shares could once again rally, as it could be interpreted as a sign that things are changing for the better.</p><p>At the same time, the potential release of a more affordable vehicle in 2025 could also help Tesla diminish the Chinese threat, outlive its weaker competitors due to its sizable war chest, and gain additional market share in the end. All of this could make investors once again excited about Tesla’s future and propel its shares to higher levels.</p><h2 id=\"id_3978641506\">The Bottom Line</h2><p>Despite facing a significant number of challenges, it would be ignorant not to pay attention to several growth catalysts that could revive the investors’ confidence and once again boost Tesla’s shares in the future.</p><p>However, it also makes no sense to believe that any momentum could be long-lived, given the recent weaker bottom-line performance and the deterioration of margins. That’s why it’s difficult to justify a long position in Tesla right now. This is especially true, since it’s not the same solid investment as it was during the pre-covid and early COVID-19 days. That was when the aggressive increase in sales in a much better environment propelled the shares to exuberant multiples at which they traded for a significant amount of time.</p><p>The environment is much different right now and the rising geopolitical challenges could negatively affect Tesla’s business model, which significantly relies on the undisrupted globalization, which appears to be fading away. The constant delay of its other products along with Elon Musk’s involvement in politics and his other business endeavors also make Tesla a less attractive investment.</p><p>The only reason why I’m not giving Tesla, Inc. a rating of Sell and stick with Hold is because it’s a battleground stock with a major cult following. Such stocks typically trade at an exuberant valuation for a long time and experience a major depreciation, mostly when there’s an overall market selloff or the underlying company reports weak earnings.</p><p>Recently, Tesla’s shares have already depreciated due to the overall selloff and a weak earnings report. However, they nevertheless could find a technical support level around the current market price and trade there until the next earnings report is released a few months from now. That’s why, even though Tesla’s fundamentals are relatively weak, its stock could continue to trade at exuberant multiples for a while.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: The Worst Is Ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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: The Worst Is Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-06 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4710554-tesla-the-worst-is-ahead><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla, Inc. shares lost momentum after the company delivered a relatively weak earnings report a couple of weeks ago.The declining margins and the rising geopolitical risks make it harder for Tesla to...</p>\n\n<a href=\"https://seekingalpha.com/article/4710554-tesla-the-worst-is-ahead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4567":"ESG概念","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4555":"新能源车","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4550":"红杉资本持仓","TSLA":"特斯拉","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4551":"寇图资本持仓","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4099":"汽车制造商","BK4511":"特斯拉概念","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4548":"巴美列捷福持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD"},"source_url":"https://seekingalpha.com/article/4710554-tesla-the-worst-is-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2457508590","content_text":"Tesla, Inc. shares lost momentum after the company delivered a relatively weak earnings report a couple of weeks ago.The declining margins and the rising geopolitical risks make it harder for Tesla to turn things around at this stage.Considering that Tesla trades at over 85 times its forward earnings and over 6 times its forward sales, it makes sense to assume that its shares are extremely overvalued.AdrianHancuAfter releasing a relatively poor earnings report two weeks ago, Tesla, Inc. (NASDAQ:TSLA) shares lost most of the momentum that was gained at the start of July when the electric vehicle (“EV”) deliveries data came out. While the company certainly has several growth catalysts going for it, which could prevent a further depreciation of its shares, the increased competition within the EV industry along with the rising geopolitical challenges could disrupt Tesla’s business model. This would make its stock a less attractive investment.Tesla’s Challenges Continue To MountBack in May, I noted that the ongoing price war within the EV industry and the Sino-American trade war could disrupt Tesla’s business model and result in the contraction of the company’s margins. Despite this, I did not give the company’s stock a rating of SELL, since there was always the possibility that its shares could rally in the short term on any positive data.That’s precisely what has happened. Since the publication of my latest article on Tesla in May, its shares have appreciated by ~20%. However, after the latest rally, the shares are once again starting to lose their momentum, primarily due to the release of the relatively weak earnings report for Q2 a couple of weeks ago. It indicated that the macro challenges are making it harder for the business to deliver a solid bottom-line performance.While Tesla reported that its revenues during the recent quarter increased by 2.3% Y/Y to $25.5 billion and were above expectations by $760 million, its non-GAAP EPS of $0.52 was below the consensus by $0.10. At the same time, the company’s quarterly deliveries fell for the second quarter in a row as it delivered 443,956 vehicles in Q2, down 4.8% Y/Y. What’s more, is that Tesla has once again delayed its robotaxi event and at this point, it could take years before we see an actual robotaxi fleet on the streets. Moreover, there’s a possibility that Tesla will invest in AI startup xAI, which has already been receiving Nvidia (NVDA) chips that were meant for Tesla on Elon Musk’s orders.However, what matters the most at this point is that the challenges that Tesla faces continue to mount, and no events or investments in other businesses are likely to help the company quickly improve its state of affairs. The biggest issue that Tesla currently faces is the compression of margins. If we look closely at the latest numbers, we’ll see that gross margins, operating margins, and EBITDA margins, all were down Y/Y in Q2. At the same time, Tesla has experienced a second straight quarterly net income decline and what’s worse is that out of $1.48 billion in net income, $890 million came as regulatory credits. This indicates that even the organic growth is relatively weak at this stage.All of this is due to the rising competition within the EV industry and the ongoing price war between EV manufacturers, that has already diminished Tesla’s ability to expand its margins and deliver a solid bottom-line performance. The major problem here is that it’s unlikely that things are about to change for the better anytime soon.In a recent conference call, CEO Elon Musk admitted that the discounting in the EV sector has made it difficult for Tesla to thrive. At the same time, the rise of affordable Chinese cars is likely partially responsible for the weaker guidance for the rest of the year. Recently, Tesla’s management noted that the company’s vehicle volume growth rate this year may be notably lower in comparison to the previous fiscal year.On top of all of that, the rising geopolitical risks threaten to significantly disrupt Tesla’s business model, which is exposed to the globalized supply chain. The IMF warns that further trade restrictions could wipe out 7% of the global GDP and would likely prevent the recovery of the global economy. Tesla has already put on hold its plan to build a factory in Mexico, due to tariff concerns. Chinese policy analysts don’t believe that Sino-American relations will improve and lead to the end of the ongoing trade war after the Presidential elections in November.At the same time, the European Union last month increased tariffs on most Chinese-made electric vehicles. Considering that Tesla produces only Model Y in Europe and imports Model 3 there from China, there’s a risk that its performance in Europe will be negatively affected in the future, as it already raised prices on the old continent. Given that the company is already experiencing a deterioration of margins, the worsening macro environment makes it even harder for Tesla to improve the situation to its favor.What’s Next For Tesla’s Shares?With all of that in mind, it makes sense to assume that Tesla, at the very least, would be an extremely volatile investment in the foreseeable future. To figure out whether its shares offer any margin of safety, I’ve updated my DCF model, which can be seen below.The model from the previous article from May showed Tesla’s fair value to be $128.49 per share. The major thing that was changed in the updated model below is the revenue growth rate for FY24 and beyond, which was decreased and currently closely correlates with the street expectations. Recently, Tesla has received dozens of revenue downward revisions, which indicates that the street also expects weaker growth in part due to the rise of several challenges described earlier in this article. All the other assumptions in the model remained the same as before, as they're unlikely to significantly change at this stage.Tesla's DCF Model ( Historical Data: Seeking Alpha, Assumptions: Author)The updated model shows that Tesla’s fair value is $119.46 per share, which represents a downside of ~42% from the current market price.Tesla's DCF Model ( Historical Data: Seeking Alpha, Assumptions: Author)Considering that Tesla currently trades at over 85 times its forward earnings and over 6 times its forward sales, while Seeking Alpha’s Quant system gives it a rating of F for valuation, it makes sense to assume that the company is extremely overvalued at the current price.The Growth Opportunities Are Still Out ThereWhile Tesla faces major challenges right now, there are nevertheless several positive developments going on that can help the company find a way to improve its performance in the future.Considering that the American GDP is growing at a better-than-expected rate while interest rate cuts appear to be around the corner, there’s a possibility that the U.S. economy will accelerate even more in the second half of the year. This would help Tesla and all the other carmakers boost their sales. Even if we see an improvement in deliveries in Q3, then the shares could once again rally, as it could be interpreted as a sign that things are changing for the better.At the same time, the potential release of a more affordable vehicle in 2025 could also help Tesla diminish the Chinese threat, outlive its weaker competitors due to its sizable war chest, and gain additional market share in the end. All of this could make investors once again excited about Tesla’s future and propel its shares to higher levels.The Bottom LineDespite facing a significant number of challenges, it would be ignorant not to pay attention to several growth catalysts that could revive the investors’ confidence and once again boost Tesla’s shares in the future.However, it also makes no sense to believe that any momentum could be long-lived, given the recent weaker bottom-line performance and the deterioration of margins. That’s why it’s difficult to justify a long position in Tesla right now. This is especially true, since it’s not the same solid investment as it was during the pre-covid and early COVID-19 days. That was when the aggressive increase in sales in a much better environment propelled the shares to exuberant multiples at which they traded for a significant amount of time.The environment is much different right now and the rising geopolitical challenges could negatively affect Tesla’s business model, which significantly relies on the undisrupted globalization, which appears to be fading away. The constant delay of its other products along with Elon Musk’s involvement in politics and his other business endeavors also make Tesla a less attractive investment.The only reason why I’m not giving Tesla, Inc. a rating of Sell and stick with Hold is because it’s a battleground stock with a major cult following. Such stocks typically trade at an exuberant valuation for a long time and experience a major depreciation, mostly when there’s an overall market selloff or the underlying company reports weak earnings.Recently, Tesla’s shares have already depreciated due to the overall selloff and a weak earnings report. However, they nevertheless could find a technical support level around the current market price and trade there until the next earnings report is released a few months from now. That’s why, even though Tesla’s fundamentals are relatively weak, its stock could continue to trade at exuberant multiples for a while.","news_type":1},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334672652046600,"gmtCreate":1722740626268,"gmtModify":1722747781835,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090374759889920","authorIdStr":"4090374759889920"},"themes":[],"htmlText":"BI biggest FUD shit propagator. So now a judge can decide ceo corporate pay package 😂","listText":"BI biggest FUD shit propagator. So now a judge can decide ceo corporate pay package 😂","text":"BI biggest FUD shit propagator. So now a judge can decide ceo corporate pay package 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334672652046600","repostId":"2456862299","repostType":2,"repost":{"id":"2456862299","kind":"news","pubTimestamp":1722737792,"share":"https://ttm.financial/m/news/2456862299?lang=&edition=fundamental","pubTime":"2024-08-04 10:16","market":"us","language":"en","title":"Elon Musk's Tesla Pay Package Is Once Again Questioned by the Judge Who Initially Tossed It","url":"https://stock-news.laohu8.com/highlight/detail?id=2456862299","media":"businessinsider.com","summary":"A judge on Friday questioned the restoration of Elon Musk's multibillion-dollar Tesla pay package.Tesla's lawyers argue a shareholder vote approving the pay should be sufficient to reinstate it.The judge, who previously invalidated the pay package, said the issue \"will not end here and now.\"The Delaware judge who previously threw out Elon Musk's $55 billion Tesla pay package has cast new doubts on whether the CEO's massive benefits package should be reinstated despite approval from the company's shareholders.Tesla lawyers on Friday argued the pay should be reinstated following a June shareholder vote approving it.\"Honoring the shoulder vote would affirm the strength of our corporate system,\" The Associated Press reported David Ross, an attorney for Musk, told Chancellor Kathaleen McCormick. \"This was stockholder democracy working.\"But McCormick wasn't immediately convinced. The judge said she'd take their arguments \"under advisement\" and that the issue \"will not end here and now,\" The ","content":"<html><head></head><body><ul style=\"\"><li><p>A judge on Friday questioned the restoration of Elon Musk&#39;s multibillion-dollar Tesla pay package.</p></li><li><p>Tesla&#39;s lawyers argue a shareholder vote approving the pay should be sufficient to reinstate it.</p></li><li><p>The judge, who previously invalidated the pay package, said the issue &#34;will not end here and now.&#34;</p></li></ul><p>The Delaware judge who previously threw out Elon Musk&#39;s $55 billion Tesla pay package has cast new doubts on whether the CEO&#39;s massive benefits package should be reinstated despite approval from the company&#39;s shareholders.</p><p>Tesla lawyers on Friday argued the pay should be reinstated following a June shareholder vote approving it.</p><p>&#34;Honoring the shoulder vote would affirm the strength of our corporate system,&#34; The Associated Press reported David Ross, an attorney for Musk, told Chancellor Kathaleen McCormick. &#34;This was stockholder democracy working.&#34;</p><p>But McCormick wasn&#39;t immediately convinced. The judge said she&#39;d take their arguments &#34;under advisement&#34; and that the issue &#34;will not end here and now,&#34; The Wall Street Journal reported.</p><p>McCormick pointed out that there is no legal precedent that allows a post-trial vote to reverse an adjudicated decision that corporate officers had breached their fiduciary duties.</p><p>&#34;This has never been done before,&#34; AP reported McCormick said.</p><p>In January, McCormick called the initial approval process of Musk&#39;s pay package &#34;deeply flawed&#34; and said Musk &#34;had extensive ties with the persons tasked with negotiating on Tesla&#39;s behalf,&#34; which prompted her to invalidate the pay package.</p><p>The issue has been the subject of continued litigation stemming from a 2018 lawsuit filed by Tesla investor Richard Tornetta. Tornetta originally argued that Musk and the automaker failed to fulfill their fiduciary duties when Tesla awarded Musk a pay package &#34;beyond the bounds of reasonable judgment.&#34;</p><p>Musk hasn&#39;t spoken at length about the ongoing legal battle, but in a post on his social media platform X following the January ruling wrote, &#34;Never incorporate your company in the state of Delaware.&#34;</p><p>He began the process of relocating Tesla and SpaceX out of Delaware this year, filing to legally transition the businesses to Texas.</p><p>Lawyers for Musk and representatives for Tesla did not immediately respond to requests for comment from Business Insider.</p></body></html>","source":"businsider_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk's Tesla Pay Package Is Once Again Questioned by the Judge Who Initially Tossed It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nElon Musk's Tesla Pay Package Is Once Again Questioned by the Judge Who Initially Tossed It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-04 10:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businessinsider.com/judge-questions-shareholder-restoration-of-elon-musk-tesla-pay-package-2024-8><strong>businessinsider.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A judge on Friday questioned the restoration of Elon Musk's multibillion-dollar Tesla pay package.Tesla's lawyers argue a shareholder vote approving the pay should be sufficient to reinstate it.The ...</p>\n\n<a href=\"https://www.businessinsider.com/judge-questions-shareholder-restoration-of-elon-musk-tesla-pay-package-2024-8\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4548":"巴美列捷福持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","TSLA":"特斯拉","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) 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Bull 2X Shares","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4099":"汽车制造商"},"source_url":"https://www.businessinsider.com/judge-questions-shareholder-restoration-of-elon-musk-tesla-pay-package-2024-8","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2456862299","content_text":"A judge on Friday questioned the restoration of Elon Musk's multibillion-dollar Tesla pay package.Tesla's lawyers argue a shareholder vote approving the pay should be sufficient to reinstate it.The judge, who previously invalidated the pay package, said the issue \"will not end here and now.\"The Delaware judge who previously threw out Elon Musk's $55 billion Tesla pay package has cast new doubts on whether the CEO's massive benefits package should be reinstated despite approval from the company's shareholders.Tesla lawyers on Friday argued the pay should be reinstated following a June shareholder vote approving it.\"Honoring the shoulder vote would affirm the strength of our corporate system,\" The Associated Press reported David Ross, an attorney for Musk, told Chancellor Kathaleen McCormick. \"This was stockholder democracy working.\"But McCormick wasn't immediately convinced. The judge said she'd take their arguments \"under advisement\" and that the issue \"will not end here and now,\" The Wall Street Journal reported.McCormick pointed out that there is no legal precedent that allows a post-trial vote to reverse an adjudicated decision that corporate officers had breached their fiduciary duties.\"This has never been done before,\" AP reported McCormick said.In January, McCormick called the initial approval process of Musk's pay package \"deeply flawed\" and said Musk \"had extensive ties with the persons tasked with negotiating on Tesla's behalf,\" which prompted her to invalidate the pay package.The issue has been the subject of continued litigation stemming from a 2018 lawsuit filed by Tesla investor Richard Tornetta. Tornetta originally argued that Musk and the automaker failed to fulfill their fiduciary duties when Tesla awarded Musk a pay package \"beyond the bounds of reasonable judgment.\"Musk hasn't spoken at length about the ongoing legal battle, but in a post on his social media platform X following the January ruling wrote, \"Never incorporate your company in the state of Delaware.\"He began the process of relocating Tesla and SpaceX out of Delaware this year, filing to legally transition the businesses to Texas.Lawyers for Musk and representatives for Tesla did not immediately respond to requests for comment from Business Insider.","news_type":1},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333969520615576,"gmtCreate":1722568825312,"gmtModify":1722568829010,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090374759889920","authorIdStr":"4090374759889920"},"themes":[],"htmlText":"2022 news😂 #FUKReuters back to their pattern of sliming Tesla","listText":"2022 news😂 #FUKReuters back to their pattern of sliming Tesla","text":"2022 news😂 #FUKReuters back to their pattern of sliming Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333969520615576","repostId":"2456976994","repostType":2,"repost":{"id":"2456976994","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1722565138,"share":"https://ttm.financial/m/news/2456976994?lang=&edition=fundamental","pubTime":"2024-08-02 10:18","market":"us","language":"en","title":"Tesla Sued by Family of Motorcyclist Killed in Autopilot Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=2456976994","media":"Reuters","summary":"By Hyunjoo Jin      SAN FRANCISCO, Aug 1 (Reuters) - The parents of a motorcyclist who was killed in a 2022 crash involving a Tesla Model 3 on Autopilot in Utah sued the electric carmaker and the vehi","content":"<html><head></head><body><p>(Reuters) - The parents of a motorcyclist who was killed in a 2022 crash involving a Tesla Model 3 on Autopilot in Utah sued the electric carmaker and the vehicle&#39;s driver, claiming that the driver assistant software and other safety features are &#34;defective and inadequate.&#34;</p><p>Landon Embry, 34, died on the scene after the Model 3 put on Autopilot at 75-80 miles per hour struck the back of his Harley Davidson motorcycle, throwing him from the bike, according to the lawsuit filed in state court in Salt Lake City last week.</p><p>The lawsuit claims the driver of the Model 3 was &#34;tired&#34; and &#34;not in a condition to drive as an ordinarily prudent driver.&#34;</p><p>The complaint said the Autopilot sensors such as cameras &#34;should have identified the hazard posed by Decedent’s motorcycle in its presence.&#34;</p><p>&#34;A reasonably prudent driver, or adequate auto braking system, would have, and could have slowed or stopped without colliding with the motorcycle,&#34; the complaint said.</p><p>Tesla was not immediately available for comment.</p><p>The lawsuit adds to growing scrutiny of Tesla&#39;s driver assistant systems Autopilot and Full Self-Driving.</p><p>A Tesla Model S car was in &#34;Full Self-Driving&#34; mode when it hit and killed a 28-year-old motorcyclist in the Seattle area in April this year, police said this week.</p><p>In April, Tesla settled a lawsuit over a 2018 crash that killed an Apple engineer after his Model X, operating on Autopilot, swerved off a highway near San Francisco.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Sued by Family of Motorcyclist Killed in Autopilot Crash</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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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 Sued by Family of Motorcyclist Killed in Autopilot Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-08-02 10:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The parents of a motorcyclist who was killed in a 2022 crash involving a Tesla Model 3 on Autopilot in Utah sued the electric carmaker and the vehicle&#39;s driver, claiming that the driver assistant software and other safety features are &#34;defective and inadequate.&#34;</p><p>Landon Embry, 34, died on the scene after the Model 3 put on Autopilot at 75-80 miles per hour struck the back of his Harley Davidson motorcycle, throwing him from the bike, according to the lawsuit filed in state court in Salt Lake City last week.</p><p>The lawsuit claims the driver of the Model 3 was &#34;tired&#34; and &#34;not in a condition to drive as an ordinarily prudent driver.&#34;</p><p>The complaint said the Autopilot sensors such as cameras &#34;should have identified the hazard posed by Decedent’s motorcycle in its presence.&#34;</p><p>&#34;A reasonably prudent driver, or adequate auto braking system, would have, and could have slowed or stopped without colliding with the motorcycle,&#34; the complaint said.</p><p>Tesla was not immediately available for comment.</p><p>The lawsuit adds to growing scrutiny of Tesla&#39;s driver assistant systems Autopilot and Full Self-Driving.</p><p>A Tesla Model S car was in &#34;Full Self-Driving&#34; mode when it hit and killed a 28-year-old motorcyclist in the Seattle area in April this year, police said this week.</p><p>In April, Tesla settled a lawsuit over a 2018 crash that killed an Apple engineer after his Model X, operating on Autopilot, swerved off a highway near San Francisco.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) 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INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","BK4511":"特斯拉概念","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4099":"汽车制造商","LU0823414478.USD":"法巴经典能源转换基金"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2456976994","content_text":"(Reuters) - The parents of a motorcyclist who was killed in a 2022 crash involving a Tesla Model 3 on Autopilot in Utah sued the electric carmaker and the vehicle's driver, claiming that the driver assistant software and other safety features are \"defective and inadequate.\"Landon Embry, 34, died on the scene after the Model 3 put on Autopilot at 75-80 miles per hour struck the back of his Harley Davidson motorcycle, throwing him from the bike, according to the lawsuit filed in state court in Salt Lake City last week.The lawsuit claims the driver of the Model 3 was \"tired\" and \"not in a condition to drive as an ordinarily prudent driver.\"The complaint said the Autopilot sensors such as cameras \"should have identified the hazard posed by Decedent’s motorcycle in its presence.\"\"A reasonably prudent driver, or adequate auto braking system, would have, and could have slowed or stopped without colliding with the motorcycle,\" the complaint said.Tesla was not immediately available for comment.The lawsuit adds to growing scrutiny of Tesla's driver assistant systems Autopilot and Full Self-Driving.A Tesla Model S car was in \"Full Self-Driving\" mode when it hit and killed a 28-year-old motorcyclist in the Seattle area in April this year, police said this week.In April, Tesla settled a lawsuit over a 2018 crash that killed an Apple engineer after his Model X, operating on Autopilot, swerved off a highway near San Francisco.","news_type":1},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328420297674784,"gmtCreate":1721219550702,"gmtModify":1721219554579,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090374759889920","authorIdStr":"4090374759889920"},"themes":[],"htmlText":"FFS the whole nasdaq is down, healthy pull back.","listText":"FFS the whole nasdaq is down, healthy pull back.","text":"FFS the whole nasdaq is down, healthy pull back.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328420297674784","repostId":"2452153890","repostType":2,"repost":{"id":"2452153890","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1721219400,"share":"https://ttm.financial/m/news/2452153890?lang=&edition=fundamental","pubTime":"2024-07-17 20:30","market":"us","language":"en","title":"Tesla Stock Is in the Red as Wall Street Lifts Target Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=2452153890","media":"Dow Jones","summary":"Tesla stock whipsawed on Tuesday after investors digested the implications of CEO Elon Musk's political leanings. Shares are down to start Wednesday trading despite recently increased stock price targ","content":"<html><head></head><body><p>Tesla stock whipsawed on Tuesday after investors digested the implications of CEO Elon Musk&#39;s political leanings. Shares are down to start Wednesday trading despite recently increased stock price targets heading into the company&#39;s second-quarter earnings report.</p><p>On Tuesday, Tesla stock was down as much as 2.7% and up as much as 2.3%. Shares finished up 1.6%, rising for the second consecutive day since Musk endorsed former President Trump, and committed money to his reelection effort.</p><p>Shares are down 2.1% in premarket trading Wednesday, at $251.30.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c6acefb90e62597ce05073260b7b4a7b\" tg-width=\"874\" tg-height=\"624\"/></p><p>The drop comes despite Barclays analyst Dan Levy raising his Tesla price target on Wednesday to $225 from $180.</p><p>Target price increases can help stocks, but Levy kept his Hold rating on shares, and still has concerns. He acknowledges the &#34;potentially disruptive opportunity&#34; from robotaxis but adds success in that business isn&#39;t certain, leaving investors with an all-or-nothing bet on self-driving cars.</p><p>Levy&#39;s target raise is one of many hikes since Tesla reported better-than-expected second-quarter vehicle deliveries. The average analyst price target has risen to about $204 from $184 since the end of June, just before the delivery report, according to FactSet.</p><p>Earnings estimates are higher, too. The average estimate for second-quarter earnings per share is now 61 cents, up from 58 cents. The average estimate for 2024 earnings per share is now $2.43, up from $2.39.</p><p>Higher estimates and target prices are positive for any stock. Coming into Wednesday treading, Tesla shares were already up almost 30% month to date.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Is in the Red as Wall Street Lifts Target Prices</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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 Stock Is in the Red as Wall Street Lifts Target Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-07-17 20:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla stock whipsawed on Tuesday after investors digested the implications of CEO Elon Musk&#39;s political leanings. Shares are down to start Wednesday trading despite recently increased stock price targets heading into the company&#39;s second-quarter earnings report.</p><p>On Tuesday, Tesla stock was down as much as 2.7% and up as much as 2.3%. Shares finished up 1.6%, rising for the second consecutive day since Musk endorsed former President Trump, and committed money to his reelection effort.</p><p>Shares are down 2.1% in premarket trading Wednesday, at $251.30.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c6acefb90e62597ce05073260b7b4a7b\" tg-width=\"874\" tg-height=\"624\"/></p><p>The drop comes despite Barclays analyst Dan Levy raising his Tesla price target on Wednesday to $225 from $180.</p><p>Target price increases can help stocks, but Levy kept his Hold rating on shares, and still has concerns. He acknowledges the &#34;potentially disruptive opportunity&#34; from robotaxis but adds success in that business isn&#39;t certain, leaving investors with an all-or-nothing bet on self-driving cars.</p><p>Levy&#39;s target raise is one of many hikes since Tesla reported better-than-expected second-quarter vehicle deliveries. The average analyst price target has risen to about $204 from $184 since the end of June, just before the delivery report, according to FactSet.</p><p>Earnings estimates are higher, too. The average estimate for second-quarter earnings per share is now 61 cents, up from 58 cents. The average estimate for 2024 earnings per share is now $2.43, up from $2.39.</p><p>Higher estimates and target prices are positive for any stock. Coming into Wednesday treading, Tesla shares were already up almost 30% month to date.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2452153890","content_text":"Tesla stock whipsawed on Tuesday after investors digested the implications of CEO Elon Musk's political leanings. Shares are down to start Wednesday trading despite recently increased stock price targets heading into the company's second-quarter earnings report.On Tuesday, Tesla stock was down as much as 2.7% and up as much as 2.3%. Shares finished up 1.6%, rising for the second consecutive day since Musk endorsed former President Trump, and committed money to his reelection effort.Shares are down 2.1% in premarket trading Wednesday, at $251.30.The drop comes despite Barclays analyst Dan Levy raising his Tesla price target on Wednesday to $225 from $180.Target price increases can help stocks, but Levy kept his Hold rating on shares, and still has concerns. He acknowledges the \"potentially disruptive opportunity\" from robotaxis but adds success in that business isn't certain, leaving investors with an all-or-nothing bet on self-driving cars.Levy's target raise is one of many hikes since Tesla reported better-than-expected second-quarter vehicle deliveries. The average analyst price target has risen to about $204 from $184 since the end of June, just before the delivery report, according to FactSet.Earnings estimates are higher, too. The average estimate for second-quarter earnings per share is now 61 cents, up from 58 cents. The average estimate for 2024 earnings per share is now $2.43, up from $2.39.Higher estimates and target prices are positive for any stock. Coming into Wednesday treading, Tesla shares were already up almost 30% month to date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327930801983624,"gmtCreate":1721093139774,"gmtModify":1721093142681,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090374759889920","authorIdStr":"4090374759889920"},"themes":[],"htmlText":"#fukreuters","listText":"#fukreuters","text":"#fukreuters","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327930801983624","repostId":"2451983740","repostType":2,"repost":{"id":"2451983740","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1721090210,"share":"https://ttm.financial/m/news/2451983740?lang=&edition=fundamental","pubTime":"2024-07-16 08:36","market":"us","language":"en","title":"Musk plans to commit around $45 million a month to new pro-Trump super PAC, WSJ reports","url":"https://stock-news.laohu8.com/highlight/detail?id=2451983740","media":"Reuters","summary":"WASHINGTON, July 15  - Billionaire Elon Musk has said he plans to commit around $45 million a month to a new pro-Trump super PAC, the Wall Street Journal reported on Monday, citing people familiar with the matter.   Musk has reportedly contributed to the America PAC. However, the South Africa born entrepreneur was not listed on a Monday filing by the group, which shows that it has raised more than $8 million.   Lonsdale Enterprises and the Winklevoss Twins were among the donors. Lonsdale donated $1 million and Cameron and Tyler Winklesvoss each contributed $250,000. ","content":"<html><body><p>WASHINGTON, July 15 (Reuters) - Billionaire Elon Musk has said he plans to commit around $45 million a month to a new pro-Trump super PAC, the Wall Street Journal reported on Monday, citing people familiar with the matter.</p><p>   Musk has reportedly contributed to the America PAC. However, the South Africa born entrepreneur was not listed on a Monday filing by the group, which shows that it has raised more than $8 million.</p><p>   Lonsdale Enterprises and the Winklevoss Twins were among the donors. Lonsdale donated $1 million and Cameron and Tyler Winklesvoss each contributed $250,000.</p><p> (Reporting by Jasper Ward)</p><p>((Jasper.Ward@thomsonreuters.com;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk plans to commit around $45 million a month to new pro-Trump super PAC, WSJ reports</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nMusk plans to commit around $45 million a month to new pro-Trump super PAC, WSJ reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-07-16 08:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>WASHINGTON, July 15 (Reuters) - Billionaire Elon Musk has said he plans to commit around $45 million a month to a new pro-Trump super PAC, the Wall Street Journal reported on Monday, citing people familiar with the matter.</p><p>   Musk has reportedly contributed to the America PAC. However, the South Africa born entrepreneur was not listed on a Monday filing by the group, which shows that it has raised more than $8 million.</p><p>   Lonsdale Enterprises and the Winklevoss Twins were among the donors. Lonsdale donated $1 million and Cameron and Tyler Winklesvoss each contributed $250,000.</p><p> (Reporting by Jasper Ward)</p><p>((Jasper.Ward@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4555":"新能源车","PAC":"太平洋航空","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","TSLA":"特斯拉","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4588":"碎股","BK4550":"红杉资本持仓","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4551":"寇图资本持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4099":"汽车制造商","BK4174":"机场服务","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","SG9999015978.USD":"利安颠覆性创新基金A","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4585":"ETF&股票定投概念"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2451983740","content_text":"WASHINGTON, July 15 (Reuters) - Billionaire Elon Musk has said he plans to commit around $45 million a month to a new pro-Trump super PAC, the Wall Street Journal reported on Monday, citing people familiar with the matter.   Musk has reportedly contributed to the America PAC. However, the South Africa born entrepreneur was not listed on a Monday filing by the group, which shows that it has raised more than $8 million.   Lonsdale Enterprises and the Winklevoss Twins were among the donors. Lonsdale donated $1 million and Cameron and Tyler Winklesvoss each contributed $250,000. (Reporting by Jasper Ward)((Jasper.Ward@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327930009727000,"gmtCreate":1721093060373,"gmtModify":1721093065201,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090374759889920","authorIdStr":"4090374759889920"},"themes":[],"htmlText":"The author Fred Lambert is well known as a EM and Tesla hater. Period. Form your own conclusion.","listText":"The author Fred Lambert is well known as a EM and Tesla hater. Period. Form your own conclusion.","text":"The author Fred Lambert is well known as a EM and Tesla hater. Period. Form your own conclusion.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327930009727000","repostId":"2451794106","repostType":2,"repost":{"id":"2451794106","kind":"highlight","pubTimestamp":1721092763,"share":"https://ttm.financial/m/news/2451794106?lang=&edition=fundamental","pubTime":"2024-07-16 09:19","market":"us","language":"en","title":"Elon Musk Confirms Tesla Robotaxi Delay, Says Front Design Change","url":"https://stock-news.laohu8.com/highlight/detail?id=2451794106","media":"Electrek","summary":"Elon Musk has confirmed that Tesla is delaying the unveiling of its Robotaxi and adds that he requested a front design change.","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9c39db1e96ff4a6c15f4d3349f896c9c\" tg-width=\"1500\" tg-height=\"813\"/></p><p>Elon Musk has confirmed that Tesla is delaying the unveiling of its Robotaxi and adds that he requested a front design change.</p><p>Last week, Bloomberg reported that Tesla is delaying the unveiling of the Robotaxi, which was planned for August 8th, to October. The report claimed that the delay was to give Tesla more time to build more prototypes.</p><p>Tesla CEO Elon Musk has now confirmed that the unveiling has been delayed, without confirming the new timeline.</p><p>The CEO added that he requested “an important design change to the front”:</p><blockquote><p>Requested what I think is an important design change to the front, and extra time allows us to show off a few other things.</p></blockquote><p>For the last few years, Tesla has been working on a vehicle designed from the ground up to be a self-driving vehicle. The company has been referring to it as ‘Robotaxi’.</p><p>CEO Elon Musk insists that Tesla is still dedicated to delivering its promised self-driving capability to existing vehicles delivered since 2016 through software update, but it also decided to build a new vehicle designed entirely around the fact that it will be driverless.</p><p>Not much is known about the vehicle other than hints that it won’t have a steering wheel or pedals, and that it will be “Cybertruck-like” in terms of design. We might have also seen a glimpse of the interior in a video that Tesla released.</p><p>In April, Musk said that Tesla would unveil the vehicle on August 8th.</p><p>Now, it sounds like the unveiling is going to be closer to the end of the year.</p><h2 id=\"id_323440045\">Electrek’s Take</h2><p>In my opinion, the only thing that Tesla could unveil or announce at the Robotaxi unveiling that would have any impact would be deals to actually use the Robotaxi in geo-fenced areas, like a deal with the city of Austin, for example.</p><p>Anything else seems either unlikely or unimpactful.</p><p>Why should we care about a vehicle designed for self-driving if Tesla has yet to solve self-driving on vehicles built since 2016 that were promised to become self-driving?</p></body></html>","source":"electrek_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Confirms Tesla Robotaxi Delay, Says Front Design Change</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nElon Musk Confirms Tesla Robotaxi Delay, Says Front Design Change\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-16 09:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://electrek.co/2024/07/15/elon-musk-confirms-tesla-robotaxi-delay-front-design-change/><strong>Electrek</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk has confirmed that Tesla is delaying the unveiling of its Robotaxi and adds that he requested a front design change.Last week, Bloomberg reported that Tesla is delaying the unveiling of the ...</p>\n\n<a href=\"https://electrek.co/2024/07/15/elon-musk-confirms-tesla-robotaxi-delay-front-design-change/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4527":"明星科技股","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","BK4588":"碎股","TSLA":"特斯拉","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4574":"无人驾驶","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4581":"高盛持仓","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4511":"特斯拉概念","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4548":"巴美列捷福持仓","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4592":"伊斯兰概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC"},"source_url":"https://electrek.co/2024/07/15/elon-musk-confirms-tesla-robotaxi-delay-front-design-change/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2451794106","content_text":"Elon Musk has confirmed that Tesla is delaying the unveiling of its Robotaxi and adds that he requested a front design change.Last week, Bloomberg reported that Tesla is delaying the unveiling of the Robotaxi, which was planned for August 8th, to October. The report claimed that the delay was to give Tesla more time to build more prototypes.Tesla CEO Elon Musk has now confirmed that the unveiling has been delayed, without confirming the new timeline.The CEO added that he requested “an important design change to the front”:Requested what I think is an important design change to the front, and extra time allows us to show off a few other things.For the last few years, Tesla has been working on a vehicle designed from the ground up to be a self-driving vehicle. The company has been referring to it as ‘Robotaxi’.CEO Elon Musk insists that Tesla is still dedicated to delivering its promised self-driving capability to existing vehicles delivered since 2016 through software update, but it also decided to build a new vehicle designed entirely around the fact that it will be driverless.Not much is known about the vehicle other than hints that it won’t have a steering wheel or pedals, and that it will be “Cybertruck-like” in terms of design. We might have also seen a glimpse of the interior in a video that Tesla released.In April, Musk said that Tesla would unveil the vehicle on August 8th.Now, it sounds like the unveiling is going to be closer to the end of the year.Electrek’s TakeIn my opinion, the only thing that Tesla could unveil or announce at the Robotaxi unveiling that would have any impact would be deals to actually use the Robotaxi in geo-fenced areas, like a deal with the city of Austin, for example.Anything else seems either unlikely or unimpactful.Why should we care about a vehicle designed for self-driving if Tesla has yet to solve self-driving on vehicles built since 2016 that were promised to become self-driving?","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326040983036072,"gmtCreate":1720624017208,"gmtModify":1720624036721,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090374759889920","authorIdStr":"4090374759889920"},"themes":[],"htmlText":"You will always rate Sell at what ever price.🤡","listText":"You will always rate Sell at what ever price.🤡","text":"You will always rate Sell at what ever price.🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/326040983036072","repostId":"2450024292","repostType":2,"repost":{"id":"2450024292","kind":"highlight","pubTimestamp":1720623704,"share":"https://ttm.financial/m/news/2450024292?lang=&edition=fundamental","pubTime":"2024-07-10 23:01","market":"nz","language":"en","title":"Tesla Stock: Sell The Rip","url":"https://stock-news.laohu8.com/highlight/detail?id=2450024292","media":"seekingalpha","summary":"I don't think the current recovery rally in Tesla, Inc. stock will last long as it is not backed by the company's most important fundamentals as far as I can see.Q2 consolidated delivery figures becam","content":"<html><head></head><body><ul style=\"\"><li><p>I don&#39;t think the current recovery rally in Tesla, Inc. stock will last long as it is not backed by the company&#39;s most important fundamentals as far as I can see.</p></li><li><p>Q2 consolidated delivery figures became the ultimate catalyst for Tesla to start the recovery rally, as it reported 443,956 deliveries for Q2, surpassing the consensus of 437,812.</p></li><li><p>In the short term, I expect Tesla stock to start testing its way out of the recent price consolidation. The seasonal data points to a weak momentum shortly.</p></li><li><p>Given the serious overvaluation (40.5x P/E forecast for 2028), I see some pretty serious downside ahead.</p></li><li><p>I&#39;ve therefore decided to leave my “Sell” rating unchanged today. Sell the rip.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d1c20a387bc8b53438311bb3b97e7cc3\" tg-width=\"750\" tg-height=\"500\"/></p><p>Magnus Kvandal</p><p></p><h2 id=\"id_3935789703\">Intro &amp; Thesis</h2><p>If you&#39;ve been following me for a while, you&#39;ve probably read some of my previous 15 articles on <strong>Tesla, Inc.</strong> (NASDAQ:TSLA) stock. I downgraded the stock back in April 2024 when a share was trading for $185. I made the case for not buying the dip, and since then, TSLA&#39;s performance can be compared to that of the S&amp;P 500 Index (SP500, SPY) thanks to the rally we&#39;ve seen over the past three weeks alone.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4810c62fa48e365d7719d16f562891bd\" tg-width=\"640\" tg-height=\"248\"/></p><p>Seeking Alpha Premium, TSLA</p><p></p><p>Despite this phenomenal strength and the growing positive sentiment around TSLA, I don&#39;t think the current recovery rally will last long as it is not backed by the company&#39;s most important fundamentals as far as I can see.</p><h2 id=\"id_1680935579\">Why Do I Think So?</h2><p>As is typically the case with a thesis update, it&#39;s essential to be guided by the latest financial data. Therefore, I suggest taking a closer look at Tesla&#39;s Q1 2024 results, even though they are likely already fully reflected in the current stock price given the time since their publication.</p><p>In Q1, Tesla&#39;s overall revenue declined by 9% to $21.301 billion. TSLA&#39;s Automotive division revenue was the key &#34;negative driver&#34; as it fell by 13% to $17.378 billion, while Services and Other revenue rose 25% YoY to $2.288 billion. The consolidated gross profit margin continued its downward trajectory, slipping from 19.34% last year to 17.35%, according to Seeking Alpha data. As we can see, the Auto margins saw a slight dip from 18.9% to 18.5%. However, as the CFO noted during the latest earnings call, when excluding the impact of the Cybertruck and the ramp-up costs for the Model 3 in Fremont, the margins actually improved slightly. This was thanks to cost reductions and revenue from the new Autopark feature for certain U.S. vehicles.</p><p>In Q1 2024, Tesla delivered 386,810 vehicles, including 17,027 Model S and Model X and 369,783 Model 3 and Model Y, marking a 9% decrease from Q1 2023. We know that the Shanghai factory has been running at full capacity since Q4 last year despite previous production lulls, but this fact didn&#39;t help Tesla to maintain its market share in China, which continued to shrink in June:</p><blockquote><p><em>Tesla&#39;s share of China&#39;s new energy vehicle (NEV) market, which includes both battery electric vehicles and plug-in hybrids, </em><strong><em>fell to 6.92% in June, down from 11.16% last year.</em></strong><em> However, on a sequential basis, Tesla&#39;s sales in China are up 7.33% from May, when the Elon Musk-led company sold 55,215 vehicles.</em></p><p>Source: Benzinga [July 8, 2024], emphasis added.</p></blockquote><p>On the bright side, the launch of Cybertruck sales has enabled the company to increase its global market share to 20%, according to CounterPoint Research. That&#39;s 2% less than in Q1 FY2023, but on a QoQ basis the growth looks significant indeed.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/da7c6212bb7fa2d16415c72b3065aa0d\" tg-width=\"640\" tg-height=\"187\"/></p><p>CounterPoint Research data</p><p></p><p>Tesla&#39;s revenue from Energy Generation and Storage grew in Q1 by 7% YoY to $1.635 billion due to high demand for Powerwall and Megapack products. However, such a low growth rate doesn&#39;t indicate to me any outstanding demand in the market, to be honest. Anyway, this demand is now &#34;leading Tesla to scale up production in a dedicated Megapack facility.&#34; Although perhaps my skepticism is unfounded because Tesla achieved a record high for stationary storage deployments at 9.4 GWh in Q2, nearly double Morgan Stanley&#39;s forecast (proprietary source, July 2024 data).</p><p>As we know, the company faced enormous operational challenges, including shipping disruptions in the Red Sea and an arson attack at Gigafactory Berlin; both challenges have been resolved, according to the management commentary. Q2 delivery numbers indicate that it&#39;s indeed the case, as the company delivered 33,000 more units than it produced in Q2, resulting in a 7-day reduction in days&#39; supply of inventory. This reduction provided a $1.5 billion boost to working capital (way higher than many analysts expected in the recent past). Overall, the Q2 consolidated delivery figures became the ultimate catalyst for TSLA to start the recovery rally, as it reported 443,956 deliveries for Q2, surpassing the consensus of 437,812.</p><p>My current view on Tesla is quite mixed. On one hand, the company is clearly feeling strong pressure from its Chinese peers and the pricing war keeps damaging the margins. On the other hand, Tesla remains the largest EV maker in terms of global reach and brand strength. I agree with Argus Research analysts who noted recently (proprietary source, May 2024) that Tesla is navigating between 2 major growth phases now: the global expansion of the Model 3/Y platform and advancements in autonomy and new product introductions.</p><p>However, I have some reservations about Argus&#39; other assessment. While the EV industry growth has slowed, they believe Tesla will overcome short-term demand and production challenges, ultimately emerging as a stronger and more efficient EV producer in both the short and long term. I think that despite Tesla&#39;s strong long-term prospects (I sincerely believe in Tesla for the next 5–10 years), the short-to-medium term future does not look as promising. In any case, I can&#39;t say that we have enough reason to believe otherwise.</p><p>Morgan Stanley remains cautious about Tesla&#39;s ability to match last year&#39;s delivery numbers, noting that Tesla would need to grow 2H 2024 deliveries by around 6% YoY to maintain volume. I don&#39;t think this will be as easy to do as it might seem at first glance.</p><p>One major area of concern I see is vehicle pricing and the automotive non-GAAP gross margin. This could be taken as optimistic for future prices that inventory levels fell, but 0%/low financing incentives and lower production in Q2 are likely to be margin headwinds according to Goldman Sachs analysts (proprietary source, July 2024). Moreover, margins may come under more strain due to potential tariffs later this year.</p><p>Another significant risk is the timing for new lower-cost models or variants. As we know, Tesla plans to begin shipping these new models as early as late 2024 or 2025. So, given the tight timeframe and the use of existing manufacturing lines, these new models may initially incorporate design elements from the Model 3 and Model Y.</p><p>The degree to which these new features and costs will be differentiated and how it all may lead to a growth slow is a big question right now. I think the company can, without even noticing it, cannibalize part of its existing traffic in this way.</p><p>It also confuses me that Wall Street is forecasting 20% earnings per share growth (CAGR) over the next 5 years and TSLA is expected to trade at 40.5x earnings at the end of 2028.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/64fc93da59973793c1e42869f146b198\" tg-width=\"640\" tg-height=\"173\"/></p><p>Seeking Alpha, TSLA, the author&#39;s notes</p><p></p><p>I don’t see much point in building a DCF model to question such a high premium. Of course, we can assume that robotaxis will take over the world, AI-powered solutions in autonomous transportation will change the game and all that, but none of that can happen overnight in my opinion. The company&#39;s stock needs to have a margin of safety that allows it to grow comfortably even at a somewhat high valuation. Take Nvidia (NVDA) as an example - even after a phenomenal rally, it eventually traded below 20x the forwarding P/E ratio, leaving many skeptics (myself included) hanging. But with Tesla, we see that it has no such margin of safety - the rally of the last few weeks is based only on hope and is not confirmed by the fundamentals.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/83926df5c79bcdf1f59e5e58c088ce0d\" tg-width=\"640\" tg-height=\"302\"/></p><p>TrendSpider Software, TSLA weekly, notes added</p><p></p><p>In the short term, I expect Tesla stock to start testing its way out of the recent price consolidation. The seasonal data on stock trading since 2010 points to a weakening of buyers in late summer - early fall.</p><p>Therefore, I recommend selling the current rip in TSLA stock.</p><h2 id=\"id_891535734\">Where Can I Be Wrong?</h2><p>Actually, I&#39;m taking a significant risk in rating Tesla a &#34;sell&#34; today given its recent momentum, as much of the company&#39;s downturn may already be priced in due to its cyclical nature, meaning current margin issues may not persist. Wall Street is already anticipating a decline in EPS over the next 1 quarter only. Thus, an unexpected downturn may not materialize, and the next earnings announcement (on July 23rd) could change the outlook if Elon Musk and his team present some major positive developments. Furthermore, Tesla&#39;s long-term efforts to diversify its business and expand its ecosystem may ultimately prove my medium-term, currently pessimistic view on growth potential to be unfounded.</p><p>Perhaps I&#39;m also wrong in calling Tesla as an overpriced stock because the company has many supporters who are willing to pay a very high premium for its growth prospects. This may continue.</p><h2 id=\"id_2310553008\">The Verdict</h2><p>Although, I think Tesla is a solid pick in the long term - more on this in my old articles - I&#39;m still skeptical about the current hope in the air for a quick business recovery. I really like the company&#39;s approach to diversify and build a full-fledged energy-efficient ecosystem around its brand, but I don&#39;t like the trend in gross/EBIT margins and the very high competition that is getting stronger. Although the company managed to resist its rivals effectively in Q1 and apparently also in Q2, 2024, the trend towards cheaper electric cars continues. Nobody knows how low Tesla&#39;s gross margin can go until this is no longer a pressing issue for the company. Given the serious overvaluation (40.5x P/E forecast for 2028), I see some pretty serious downside ahead. Goldman Sachs sees a downside potential of ~16.6%, but given the recent price increases, I think this could be even higher.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4fa6bd55c28a7cf3c998b67e0820458e\" tg-width=\"640\" tg-height=\"384\"/></p><p>GS [proprietary source, July 2024]</p><p></p><p>I have therefore decided to leave my &#34;Sell&#34; rating unchanged today.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Sell The Rip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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 Stock: Sell The Rip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-10 23:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4703146-tesla-stock-sell-the-rip><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>I don't think the current recovery rally in Tesla, Inc. stock will last long as it is not backed by the company's most important fundamentals as far as I can see.Q2 consolidated delivery figures ...</p>\n\n<a href=\"https://seekingalpha.com/article/4703146-tesla-stock-sell-the-rip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4703146-tesla-stock-sell-the-rip","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2450024292","content_text":"I don't think the current recovery rally in Tesla, Inc. stock will last long as it is not backed by the company's most important fundamentals as far as I can see.Q2 consolidated delivery figures became the ultimate catalyst for Tesla to start the recovery rally, as it reported 443,956 deliveries for Q2, surpassing the consensus of 437,812.In the short term, I expect Tesla stock to start testing its way out of the recent price consolidation. The seasonal data points to a weak momentum shortly.Given the serious overvaluation (40.5x P/E forecast for 2028), I see some pretty serious downside ahead.I've therefore decided to leave my “Sell” rating unchanged today. Sell the rip.Magnus KvandalIntro & ThesisIf you've been following me for a while, you've probably read some of my previous 15 articles on Tesla, Inc. (NASDAQ:TSLA) stock. I downgraded the stock back in April 2024 when a share was trading for $185. I made the case for not buying the dip, and since then, TSLA's performance can be compared to that of the S&P 500 Index (SP500, SPY) thanks to the rally we've seen over the past three weeks alone.Seeking Alpha Premium, TSLADespite this phenomenal strength and the growing positive sentiment around TSLA, I don't think the current recovery rally will last long as it is not backed by the company's most important fundamentals as far as I can see.Why Do I Think So?As is typically the case with a thesis update, it's essential to be guided by the latest financial data. Therefore, I suggest taking a closer look at Tesla's Q1 2024 results, even though they are likely already fully reflected in the current stock price given the time since their publication.In Q1, Tesla's overall revenue declined by 9% to $21.301 billion. TSLA's Automotive division revenue was the key \"negative driver\" as it fell by 13% to $17.378 billion, while Services and Other revenue rose 25% YoY to $2.288 billion. The consolidated gross profit margin continued its downward trajectory, slipping from 19.34% last year to 17.35%, according to Seeking Alpha data. As we can see, the Auto margins saw a slight dip from 18.9% to 18.5%. However, as the CFO noted during the latest earnings call, when excluding the impact of the Cybertruck and the ramp-up costs for the Model 3 in Fremont, the margins actually improved slightly. This was thanks to cost reductions and revenue from the new Autopark feature for certain U.S. vehicles.In Q1 2024, Tesla delivered 386,810 vehicles, including 17,027 Model S and Model X and 369,783 Model 3 and Model Y, marking a 9% decrease from Q1 2023. We know that the Shanghai factory has been running at full capacity since Q4 last year despite previous production lulls, but this fact didn't help Tesla to maintain its market share in China, which continued to shrink in June:Tesla's share of China's new energy vehicle (NEV) market, which includes both battery electric vehicles and plug-in hybrids, fell to 6.92% in June, down from 11.16% last year. However, on a sequential basis, Tesla's sales in China are up 7.33% from May, when the Elon Musk-led company sold 55,215 vehicles.Source: Benzinga [July 8, 2024], emphasis added.On the bright side, the launch of Cybertruck sales has enabled the company to increase its global market share to 20%, according to CounterPoint Research. That's 2% less than in Q1 FY2023, but on a QoQ basis the growth looks significant indeed.CounterPoint Research dataTesla's revenue from Energy Generation and Storage grew in Q1 by 7% YoY to $1.635 billion due to high demand for Powerwall and Megapack products. However, such a low growth rate doesn't indicate to me any outstanding demand in the market, to be honest. Anyway, this demand is now \"leading Tesla to scale up production in a dedicated Megapack facility.\" Although perhaps my skepticism is unfounded because Tesla achieved a record high for stationary storage deployments at 9.4 GWh in Q2, nearly double Morgan Stanley's forecast (proprietary source, July 2024 data).As we know, the company faced enormous operational challenges, including shipping disruptions in the Red Sea and an arson attack at Gigafactory Berlin; both challenges have been resolved, according to the management commentary. Q2 delivery numbers indicate that it's indeed the case, as the company delivered 33,000 more units than it produced in Q2, resulting in a 7-day reduction in days' supply of inventory. This reduction provided a $1.5 billion boost to working capital (way higher than many analysts expected in the recent past). Overall, the Q2 consolidated delivery figures became the ultimate catalyst for TSLA to start the recovery rally, as it reported 443,956 deliveries for Q2, surpassing the consensus of 437,812.My current view on Tesla is quite mixed. On one hand, the company is clearly feeling strong pressure from its Chinese peers and the pricing war keeps damaging the margins. On the other hand, Tesla remains the largest EV maker in terms of global reach and brand strength. I agree with Argus Research analysts who noted recently (proprietary source, May 2024) that Tesla is navigating between 2 major growth phases now: the global expansion of the Model 3/Y platform and advancements in autonomy and new product introductions.However, I have some reservations about Argus' other assessment. While the EV industry growth has slowed, they believe Tesla will overcome short-term demand and production challenges, ultimately emerging as a stronger and more efficient EV producer in both the short and long term. I think that despite Tesla's strong long-term prospects (I sincerely believe in Tesla for the next 5–10 years), the short-to-medium term future does not look as promising. In any case, I can't say that we have enough reason to believe otherwise.Morgan Stanley remains cautious about Tesla's ability to match last year's delivery numbers, noting that Tesla would need to grow 2H 2024 deliveries by around 6% YoY to maintain volume. I don't think this will be as easy to do as it might seem at first glance.One major area of concern I see is vehicle pricing and the automotive non-GAAP gross margin. This could be taken as optimistic for future prices that inventory levels fell, but 0%/low financing incentives and lower production in Q2 are likely to be margin headwinds according to Goldman Sachs analysts (proprietary source, July 2024). Moreover, margins may come under more strain due to potential tariffs later this year.Another significant risk is the timing for new lower-cost models or variants. As we know, Tesla plans to begin shipping these new models as early as late 2024 or 2025. So, given the tight timeframe and the use of existing manufacturing lines, these new models may initially incorporate design elements from the Model 3 and Model Y.The degree to which these new features and costs will be differentiated and how it all may lead to a growth slow is a big question right now. I think the company can, without even noticing it, cannibalize part of its existing traffic in this way.It also confuses me that Wall Street is forecasting 20% earnings per share growth (CAGR) over the next 5 years and TSLA is expected to trade at 40.5x earnings at the end of 2028.Seeking Alpha, TSLA, the author's notesI don’t see much point in building a DCF model to question such a high premium. Of course, we can assume that robotaxis will take over the world, AI-powered solutions in autonomous transportation will change the game and all that, but none of that can happen overnight in my opinion. The company's stock needs to have a margin of safety that allows it to grow comfortably even at a somewhat high valuation. Take Nvidia (NVDA) as an example - even after a phenomenal rally, it eventually traded below 20x the forwarding P/E ratio, leaving many skeptics (myself included) hanging. But with Tesla, we see that it has no such margin of safety - the rally of the last few weeks is based only on hope and is not confirmed by the fundamentals.TrendSpider Software, TSLA weekly, notes addedIn the short term, I expect Tesla stock to start testing its way out of the recent price consolidation. The seasonal data on stock trading since 2010 points to a weakening of buyers in late summer - early fall.Therefore, I recommend selling the current rip in TSLA stock.Where Can I Be Wrong?Actually, I'm taking a significant risk in rating Tesla a \"sell\" today given its recent momentum, as much of the company's downturn may already be priced in due to its cyclical nature, meaning current margin issues may not persist. Wall Street is already anticipating a decline in EPS over the next 1 quarter only. Thus, an unexpected downturn may not materialize, and the next earnings announcement (on July 23rd) could change the outlook if Elon Musk and his team present some major positive developments. Furthermore, Tesla's long-term efforts to diversify its business and expand its ecosystem may ultimately prove my medium-term, currently pessimistic view on growth potential to be unfounded.Perhaps I'm also wrong in calling Tesla as an overpriced stock because the company has many supporters who are willing to pay a very high premium for its growth prospects. This may continue.The VerdictAlthough, I think Tesla is a solid pick in the long term - more on this in my old articles - I'm still skeptical about the current hope in the air for a quick business recovery. I really like the company's approach to diversify and build a full-fledged energy-efficient ecosystem around its brand, but I don't like the trend in gross/EBIT margins and the very high competition that is getting stronger. Although the company managed to resist its rivals effectively in Q1 and apparently also in Q2, 2024, the trend towards cheaper electric cars continues. Nobody knows how low Tesla's gross margin can go until this is no longer a pressing issue for the company. Given the serious overvaluation (40.5x P/E forecast for 2028), I see some pretty serious downside ahead. Goldman Sachs sees a downside potential of ~16.6%, but given the recent price increases, I think this could be even higher.GS [proprietary source, July 2024]I have therefore decided to leave my \"Sell\" rating unchanged today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324382845079608,"gmtCreate":1720224097049,"gmtModify":1720224100740,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090374759889920","authorIdStr":"4090374759889920"},"themes":[],"htmlText":"Can't wait for shorts to die","listText":"Can't wait for shorts to die","text":"Can't wait for shorts to die","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324382845079608","repostId":"2449217260","repostType":2,"repost":{"id":"2449217260","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1720223661,"share":"https://ttm.financial/m/news/2449217260?lang=&edition=fundamental","pubTime":"2024-07-06 07:54","market":"us","language":"en","title":"Tesla's Stock Extends Winning Streak, Turns Green for First Time in 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2449217260","media":"Dow Jones","summary":"Shares of Tesla Inc. battled through a seesaw start to close higher Friday, extending their longest winning streak in more than a year and turning positive for 2024.The win streak kicked off on June 2","content":"<html><head></head><body><p>Shares of Tesla Inc. battled through a seesaw start to close higher Friday, extending their longest winning streak in more than a year and turning positive for 2024.</p><p></p><p><img src=\"https://community-static.tradeup.com/news/3b4fe166455e133d8d61e545e6f5fee8\" alt=\"\"/></p><p>The win streak kicked off on June 25 and the stock’s rally accelerated earlier this week after Tesla’s surprisingly strong second-quarter deliveries data.</p><p>The stock <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> rose 2.1% Friday to $251.52, its highest close since Dec. 28, when it closed at $253.18. That brought Tesla’s year-to-date gains to 1.2%, its first time in the green this year.</p><p>Within an hour after the opening bell, the stock was down as much as 1.6% and up as much as 2.5%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/771805b83dc89a72f3613153be3496c7\" tg-width=\"700\" tg-height=\"488\"/></p><p>Friday&#39;s close notched an eighth straight daily gain for Tesla, its longest such streak since the 13-day stretch that ended June 13, 2023.</p><p>The stock has soared 38% during its current win streak, its best eight-day performance since it ran up 39.6% in the eight days through Nov. 1, 2021.</p><p>With about 3.2 billion shares outstanding, the company&#39;s current market capitalization is about $802 billion. That compares with its 2024 market-cap low of about $453 billion, which was seen when the stock closed at a 15-month low of $142.05 on April 22.</p><p>Meanwhile, Wedbush Securities analyst Dan Ives thinks Tesla&#39;s stock can still go a lot higher: He has a $300 target for Tesla shares, which implies 22% upside from current levels.</p><p>One reason Ives is so bullish is that he believes Tesla&#39;s robotaxi-focused event on Aug. 8 will be a &#34;key historical moment&#34; for the company, as it will highlight its full-self-driving ambitions.</p><p>Another reason for his bullishness is that artificial intelligence is a key part of Tesla&#39;s vision of an autonomous future, which he believes investors have yet to fully grasp.</p><p>&#34;The key for Tesla&#39;s stock looking ahead is [Wall] Street recognizing that Tesla is the most undervalued AI play in the market in our view, with a historical Robotaxi Day ahead for [Chief Executive Elon] Musk and Tesla on August 8 that will lay the yellow brick road to FSD and an autonomous future,&#34; Ives wrote in a note to clients.</p><p>Analysts at TPH said in a note Friday that they expect consensus estimates for Tesla&#39;s quarterly earnings to &#34;continue to rise&#34; on the higher deliveries and energy-storage estimates.</p><p>Tesla is set to report second-quarter results on July 23 after the bell.</p><p>Analysts polled by FactSet expect the EV maker to report adjusted earnings of 60 cents a share on sales of $24 billion. That would compare with adjusted EPS of 91 cents on sales of $24.9 billion in the second quarter of 2023.</p><p>The TPH analysts said they were modeling for earnings of 75 cents a share on the assumption that &#34;higher energy-storage volumes ... will meaningfully contribute to the company&#39;s bottom line.&#34;</p><p>Their expectations for 2024 deliveries, however, are below consensus, calling for 1.74 million vehicles versus broader market expectations of around 2 million.</p><p>&#34;Structurally, we continue to see little room for organic growth in the Model 3/Y given global penetration and stiff competition in areas like China, with the potential for tariff shifts to weigh on demand&#34; in the second half of the year, they wrote.</p><p>&#34;Our sequential growth in [third and fourth quarters] of 2024 is instead entirely driven by ramping Cybertruck volumes,&#34; the TPH analysts said.</p><p>&#34;Beyond earnings, all eyes will turn to Robotaxi Day on 8/8 where TSLA will likely need to produce a number of surprises beyond unveiling a Robotaxi prototype to keep the momentum going,&#34; they added.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Stock Extends Winning Streak, Turns Green for First Time in 2024</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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's Stock Extends Winning Streak, Turns Green for First Time in 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-07-06 07:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of Tesla Inc. battled through a seesaw start to close higher Friday, extending their longest winning streak in more than a year and turning positive for 2024.</p><p></p><p><img src=\"https://community-static.tradeup.com/news/3b4fe166455e133d8d61e545e6f5fee8\" alt=\"\"/></p><p>The win streak kicked off on June 25 and the stock’s rally accelerated earlier this week after Tesla’s surprisingly strong second-quarter deliveries data.</p><p>The stock <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> rose 2.1% Friday to $251.52, its highest close since Dec. 28, when it closed at $253.18. That brought Tesla’s year-to-date gains to 1.2%, its first time in the green this year.</p><p>Within an hour after the opening bell, the stock was down as much as 1.6% and up as much as 2.5%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/771805b83dc89a72f3613153be3496c7\" tg-width=\"700\" tg-height=\"488\"/></p><p>Friday&#39;s close notched an eighth straight daily gain for Tesla, its longest such streak since the 13-day stretch that ended June 13, 2023.</p><p>The stock has soared 38% during its current win streak, its best eight-day performance since it ran up 39.6% in the eight days through Nov. 1, 2021.</p><p>With about 3.2 billion shares outstanding, the company&#39;s current market capitalization is about $802 billion. That compares with its 2024 market-cap low of about $453 billion, which was seen when the stock closed at a 15-month low of $142.05 on April 22.</p><p>Meanwhile, Wedbush Securities analyst Dan Ives thinks Tesla&#39;s stock can still go a lot higher: He has a $300 target for Tesla shares, which implies 22% upside from current levels.</p><p>One reason Ives is so bullish is that he believes Tesla&#39;s robotaxi-focused event on Aug. 8 will be a &#34;key historical moment&#34; for the company, as it will highlight its full-self-driving ambitions.</p><p>Another reason for his bullishness is that artificial intelligence is a key part of Tesla&#39;s vision of an autonomous future, which he believes investors have yet to fully grasp.</p><p>&#34;The key for Tesla&#39;s stock looking ahead is [Wall] Street recognizing that Tesla is the most undervalued AI play in the market in our view, with a historical Robotaxi Day ahead for [Chief Executive Elon] Musk and Tesla on August 8 that will lay the yellow brick road to FSD and an autonomous future,&#34; Ives wrote in a note to clients.</p><p>Analysts at TPH said in a note Friday that they expect consensus estimates for Tesla&#39;s quarterly earnings to &#34;continue to rise&#34; on the higher deliveries and energy-storage estimates.</p><p>Tesla is set to report second-quarter results on July 23 after the bell.</p><p>Analysts polled by FactSet expect the EV maker to report adjusted earnings of 60 cents a share on sales of $24 billion. That would compare with adjusted EPS of 91 cents on sales of $24.9 billion in the second quarter of 2023.</p><p>The TPH analysts said they were modeling for earnings of 75 cents a share on the assumption that &#34;higher energy-storage volumes ... will meaningfully contribute to the company&#39;s bottom line.&#34;</p><p>Their expectations for 2024 deliveries, however, are below consensus, calling for 1.74 million vehicles versus broader market expectations of around 2 million.</p><p>&#34;Structurally, we continue to see little room for organic growth in the Model 3/Y given global penetration and stiff competition in areas like China, with the potential for tariff shifts to weigh on demand&#34; in the second half of the year, they wrote.</p><p>&#34;Our sequential growth in [third and fourth quarters] of 2024 is instead entirely driven by ramping Cybertruck volumes,&#34; the TPH analysts said.</p><p>&#34;Beyond earnings, all eyes will turn to Robotaxi Day on 8/8 where TSLA will likely need to produce a number of surprises beyond unveiling a Robotaxi prototype to keep the momentum going,&#34; they added.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4099":"汽车制造商","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4511":"特斯拉概念","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4548":"巴美列捷福持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4592":"伊斯兰概念","BK4585":"ETF&股票定投概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4555":"新能源车","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4527":"明星科技股","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4581":"高盛持仓","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2449217260","content_text":"Shares of Tesla Inc. battled through a seesaw start to close higher Friday, extending their longest winning streak in more than a year and turning positive for 2024.The win streak kicked off on June 25 and the stock’s rally accelerated earlier this week after Tesla’s surprisingly strong second-quarter deliveries data.The stock $(TSLA)$ rose 2.1% Friday to $251.52, its highest close since Dec. 28, when it closed at $253.18. That brought Tesla’s year-to-date gains to 1.2%, its first time in the green this year.Within an hour after the opening bell, the stock was down as much as 1.6% and up as much as 2.5%.Friday's close notched an eighth straight daily gain for Tesla, its longest such streak since the 13-day stretch that ended June 13, 2023.The stock has soared 38% during its current win streak, its best eight-day performance since it ran up 39.6% in the eight days through Nov. 1, 2021.With about 3.2 billion shares outstanding, the company's current market capitalization is about $802 billion. That compares with its 2024 market-cap low of about $453 billion, which was seen when the stock closed at a 15-month low of $142.05 on April 22.Meanwhile, Wedbush Securities analyst Dan Ives thinks Tesla's stock can still go a lot higher: He has a $300 target for Tesla shares, which implies 22% upside from current levels.One reason Ives is so bullish is that he believes Tesla's robotaxi-focused event on Aug. 8 will be a \"key historical moment\" for the company, as it will highlight its full-self-driving ambitions.Another reason for his bullishness is that artificial intelligence is a key part of Tesla's vision of an autonomous future, which he believes investors have yet to fully grasp.\"The key for Tesla's stock looking ahead is [Wall] Street recognizing that Tesla is the most undervalued AI play in the market in our view, with a historical Robotaxi Day ahead for [Chief Executive Elon] Musk and Tesla on August 8 that will lay the yellow brick road to FSD and an autonomous future,\" Ives wrote in a note to clients.Analysts at TPH said in a note Friday that they expect consensus estimates for Tesla's quarterly earnings to \"continue to rise\" on the higher deliveries and energy-storage estimates.Tesla is set to report second-quarter results on July 23 after the bell.Analysts polled by FactSet expect the EV maker to report adjusted earnings of 60 cents a share on sales of $24 billion. That would compare with adjusted EPS of 91 cents on sales of $24.9 billion in the second quarter of 2023.The TPH analysts said they were modeling for earnings of 75 cents a share on the assumption that \"higher energy-storage volumes ... will meaningfully contribute to the company's bottom line.\"Their expectations for 2024 deliveries, however, are below consensus, calling for 1.74 million vehicles versus broader market expectations of around 2 million.\"Structurally, we continue to see little room for organic growth in the Model 3/Y given global penetration and stiff competition in areas like China, with the potential for tariff shifts to weigh on demand\" in the second half of the year, they wrote.\"Our sequential growth in [third and fourth quarters] of 2024 is instead entirely driven by ramping Cybertruck volumes,\" the TPH analysts said.\"Beyond earnings, all eyes will turn to Robotaxi Day on 8/8 where TSLA will likely need to produce a number of surprises beyond unveiling a Robotaxi prototype to keep the momentum going,\" they added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323947976261752,"gmtCreate":1720094929752,"gmtModify":1720100935803,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090374759889920","authorIdStr":"4090374759889920"},"themes":[],"htmlText":"#Fbloomberg, trying to push negative news about Tesla. Pathetic, like #FReuters. Happy if Tesla gives India a miss. Hard to make $ in this mkt. Software margin is way to go #FSD$ 🦾","listText":"#Fbloomberg, trying to push negative news about Tesla. Pathetic, like #FReuters. Happy if Tesla gives India a miss. Hard to make $ in this mkt. Software margin is way to go #FSD$ 🦾","text":"#Fbloomberg, trying to push negative news about Tesla. Pathetic, like #FReuters. Happy if Tesla gives India a miss. Hard to make $ in this mkt. Software margin is way to go #FSD$ 🦾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323947976261752","repostId":"1155150188","repostType":2,"repost":{"id":"1155150188","kind":"news","pubTimestamp":1720092517,"share":"https://ttm.financial/m/news/1155150188?lang=&edition=fundamental","pubTime":"2024-07-04 19:28","market":"us","language":"en","title":"India’s Hopes for Tesla Investment Cool as Musk Ceases Contact","url":"https://stock-news.laohu8.com/highlight/detail?id=1155150188","media":"Bloomberg","summary":"Musk’s team hasn’t made any further inquiries with New DelhiTesla CEO scrapped a planned visit to India in AprilIndia doesn’t expect Tesla Inc. to move forward with an investment in the country any ti","content":"<html><head></head><body><ul style=\"\"><li><p>Musk’s team hasn’t made any further inquiries with New Delhi</p></li><li><p>Tesla CEO scrapped a planned visit to India in April</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f243c95571c594aea7387cff93e6907b\" alt=\"\" title=\"\" tg-width=\"2000\" tg-height=\"1333\"/></p><p>India doesn’t expect Tesla Inc. to move forward with an investment in the country any time soon after executives at Elon Musk’s electric carmaker stopped contacting them, according to people familiar with the matter.</p><p>Musk’s team hasn’t made any further inquiries with officials in New Delhi after the billionaire postponed a visit to India in late April, the people said, asking not to be identified because they’re not authorized to speak publicly. The government is given to understand that Tesla has capital issues and doesn’t plan on pledging fresh investment into India in the near future, they said.</p><p>The loss of interest in India comes as Tesla reported a second consecutive drop in quarterly deliveries globally and faces heightened competition in China. Musk announced major staff reductions in April, the EV maker’s first new model in years, the Cybertruck, has been slow to ramp up while construction of a new plant in Mexico has been delayed.</p><p>Representatives from India’s Ministry of Heavy Industries, which oversees the automobile sector, and the ministries of finance, and commerce and industry, didn’t respond to requests for comment. Tesla also didn’t respond to a request for comment.</p><p>Musk in April scrapped a planned visit to India that would have included a meeting with Prime Minister Narendra Modi, citing pressing issues at the company.</p><p>He had originally announced his visit just weeks after India lowered the import taxes on EVs from foreign carmakers that pledge to invest at least 41.5 billion rupees ($497 million) and start EV production from a local factory within three years.</p><p>Instead, India’s government is pinning its hopes on domestic automakers like Tata Motors Ltd. and Mahindra &amp; Mahindra Ltd. to boost EV production, the people said. Should Musk decide to re-engage, Tesla would still be welcome to avail itself of the new import tax policy, they added.</p><p>India’s EV market is in its infancy, with battery-powered cars accounting for just 1.3% of the total last year, according to BloombergNEF. Many buyers are hesitant to make the switch due to electric cars’ high upfront cost and a dearth of charging stations.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>India’s Hopes for Tesla Investment Cool as Musk Ceases Contact</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nIndia’s Hopes for Tesla Investment Cool as Musk Ceases Contact\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-04 19:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-07-04/india-s-hopes-for-tesla-investment-cool-as-musk-ceases-contact><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Musk’s team hasn’t made any further inquiries with New DelhiTesla CEO scrapped a planned visit to India in AprilIndia doesn’t expect Tesla Inc. to move forward with an investment in the country any ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-07-04/india-s-hopes-for-tesla-investment-cool-as-musk-ceases-contact\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2024-07-04/india-s-hopes-for-tesla-investment-cool-as-musk-ceases-contact","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155150188","content_text":"Musk’s team hasn’t made any further inquiries with New DelhiTesla CEO scrapped a planned visit to India in AprilIndia doesn’t expect Tesla Inc. to move forward with an investment in the country any time soon after executives at Elon Musk’s electric carmaker stopped contacting them, according to people familiar with the matter.Musk’s team hasn’t made any further inquiries with officials in New Delhi after the billionaire postponed a visit to India in late April, the people said, asking not to be identified because they’re not authorized to speak publicly. The government is given to understand that Tesla has capital issues and doesn’t plan on pledging fresh investment into India in the near future, they said.The loss of interest in India comes as Tesla reported a second consecutive drop in quarterly deliveries globally and faces heightened competition in China. Musk announced major staff reductions in April, the EV maker’s first new model in years, the Cybertruck, has been slow to ramp up while construction of a new plant in Mexico has been delayed.Representatives from India’s Ministry of Heavy Industries, which oversees the automobile sector, and the ministries of finance, and commerce and industry, didn’t respond to requests for comment. Tesla also didn’t respond to a request for comment.Musk in April scrapped a planned visit to India that would have included a meeting with Prime Minister Narendra Modi, citing pressing issues at the company.He had originally announced his visit just weeks after India lowered the import taxes on EVs from foreign carmakers that pledge to invest at least 41.5 billion rupees ($497 million) and start EV production from a local factory within three years.Instead, India’s government is pinning its hopes on domestic automakers like Tata Motors Ltd. and Mahindra & Mahindra Ltd. to boost EV production, the people said. Should Musk decide to re-engage, Tesla would still be welcome to avail itself of the new import tax policy, they added.India’s EV market is in its infancy, with battery-powered cars accounting for just 1.3% of the total last year, according to BloombergNEF. Many buyers are hesitant to make the switch due to electric cars’ high upfront cost and a dearth of charging stations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323547748864080,"gmtCreate":1720016493472,"gmtModify":1720016573909,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090374759889920","authorIdStr":"4090374759889920"},"themes":[],"htmlText":"Let the shorts die. Encourage them to further short.","listText":"Let the shorts die. Encourage them to further short.","text":"Let the shorts die. Encourage them to further short.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323547748864080","repostId":"2448718488","repostType":2,"repost":{"id":"2448718488","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1720014311,"share":"https://ttm.financial/m/news/2448718488?lang=&edition=fundamental","pubTime":"2024-07-03 21:45","market":"fut","language":"en","title":"BofA Securities Raises Price Target on Tesla to $260 From $220, Maintains Buy Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2448718488","media":"MT Newswires Live","summary":"BofA securities raises price target on Tesla to $260 from $220, maintains buy rating.Tesla shares rose 3.6% in morning trading after soaring 10% on Tuesday.Tesla has an average hold rating and price target range of $85 to $310, according to analysts polled by Capital IQ.","content":"<html><head></head><body><p>BofA securities raises price target on Tesla to $260 from $220, maintains buy rating.</p><p>Tesla shares rose over 5% in morning trading after soaring 10% on Tuesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e240dbe7a76fedcde36b31b4abb24d8\" tg-width=\"842\" tg-height=\"853\"/></p><p>Tesla has an average hold rating and price target range of $85 to $310, according to analysts polled by Capital IQ.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BofA Securities Raises Price Target on Tesla to $260 From $220, Maintains Buy Rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nBofA Securities Raises Price Target on Tesla to $260 From $220, Maintains Buy Rating\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2024-07-03 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>BofA securities raises price target on Tesla to $260 from $220, maintains buy rating.</p><p>Tesla shares rose over 5% in morning trading after soaring 10% on Tuesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e240dbe7a76fedcde36b31b4abb24d8\" tg-width=\"842\" tg-height=\"853\"/></p><p>Tesla has an average hold rating and price target range of $85 to $310, according to analysts polled by Capital IQ.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2448718488","content_text":"BofA securities raises price target on Tesla to $260 from $220, maintains buy rating.Tesla shares rose over 5% in morning trading after soaring 10% on Tuesday.Tesla has an average hold rating and price target range of $85 to $310, according to analysts polled by Capital IQ.","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323174745682064,"gmtCreate":1719930710970,"gmtModify":1719930714917,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090374759889920","authorIdStr":"4090374759889920"},"themes":[],"htmlText":"Can't wait for shorts to die🦾","listText":"Can't wait for shorts to die🦾","text":"Can't wait for shorts to die🦾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323174745682064","repostId":"1182605940","repostType":2,"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321769056391360,"gmtCreate":1719587265213,"gmtModify":1719587269381,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090374759889920","authorIdStr":"4090374759889920"},"themes":[],"htmlText":"Can't wait for shorts to die","listText":"Can't wait for shorts to die","text":"Can't wait for shorts to die","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321769056391360","repostId":"2446689807","repostType":2,"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321046406033456,"gmtCreate":1719411103653,"gmtModify":1719411105735,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090374759889920","authorIdStr":"4090374759889920"},"themes":[],"htmlText":"Can't wait to see the shorts die.","listText":"Can't wait to see the shorts die.","text":"Can't wait to see the shorts die.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321046406033456","repostId":"1174588543","repostType":2,"repost":{"id":"1174588543","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1719411000,"share":"https://ttm.financial/m/news/1174588543?lang=&edition=fundamental","pubTime":"2024-06-26 22:10","market":"us","language":"en","title":"Stifel Initiates Tesla at a Buy Rating with a $265 Price Target","url":"https://stock-news.laohu8.com/highlight/detail?id=1174588543","media":"Tiger Newspress","summary":"Stifel opened coverage on Tesla in the bull camp and foresees a rebound ahead.Analyst Stephen Gengaro initiated the electric vehicle maker at a buy rating with a $265 price target. Gengaro’s target implies 41.4% upside from Tuesday’s closing level.Tesla shares gained 3.3% in morning trading.“We believe TSLA is very well positioned to deliver robust multi-year growth in 2025-27+,” he wrote to clients in a Tuesday note.A revamp to Model 3 and Model Y cars should boost sales in the near term, the a","content":"<html><head></head><body><p>Stifel opened coverage on Tesla in the bull camp and foresees a rebound ahead.</p><p style=\"text-align: start;\">Analyst Stephen Gengaro initiated the electric vehicle maker at a buy rating with a $265 price target. Gengaro’s target implies 41.4% upside from Tuesday’s closing level.</p><p>Tesla shares gained 3.3% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7564a72d50627440c83b788709177e99\" tg-width=\"867\" tg-height=\"629\"/></p><p style=\"text-align: start;\">“We believe TSLA is very well positioned to deliver robust multi-year growth in 2025-27+,” he wrote to clients in a Tuesday note.</p><p style=\"text-align: start;\">A revamp to Model 3 and Model Y cars should boost sales in the near term, the analyst said. Then, he said the start of production on its next-generation vehicle called the Model 2 should aid demand.</p><p style=\"text-align: start;\">Tesla’s full-self driving initiative can also bring value through sales, licensing and the potential RoboTaxi opportunities, Gengaro said.</p><p style=\"text-align: start;\">To be sure, he cited lackluster first-quarter earnings, challenges with broader electric vehicle adoption and the U.S. election as potential risks to performance in the near term.</p><p style=\"text-align: start;\">Gengaro’s call suggests shares can see a big bounce after a tough year. The stock has dropped more than 24% so far in 2024, meaning it has sat out of the broader market’s ascent.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stifel Initiates Tesla at a Buy Rating with a $265 Price Target</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nStifel Initiates Tesla at a Buy Rating with a $265 Price Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-06-26 22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stifel opened coverage on Tesla in the bull camp and foresees a rebound ahead.</p><p style=\"text-align: start;\">Analyst Stephen Gengaro initiated the electric vehicle maker at a buy rating with a $265 price target. Gengaro’s target implies 41.4% upside from Tuesday’s closing level.</p><p>Tesla shares gained 3.3% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7564a72d50627440c83b788709177e99\" tg-width=\"867\" tg-height=\"629\"/></p><p style=\"text-align: start;\">“We believe TSLA is very well positioned to deliver robust multi-year growth in 2025-27+,” he wrote to clients in a Tuesday note.</p><p style=\"text-align: start;\">A revamp to Model 3 and Model Y cars should boost sales in the near term, the analyst said. Then, he said the start of production on its next-generation vehicle called the Model 2 should aid demand.</p><p style=\"text-align: start;\">Tesla’s full-self driving initiative can also bring value through sales, licensing and the potential RoboTaxi opportunities, Gengaro said.</p><p style=\"text-align: start;\">To be sure, he cited lackluster first-quarter earnings, challenges with broader electric vehicle adoption and the U.S. election as potential risks to performance in the near term.</p><p style=\"text-align: start;\">Gengaro’s call suggests shares can see a big bounce after a tough year. The stock has dropped more than 24% so far in 2024, meaning it has sat out of the broader market’s ascent.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174588543","content_text":"Stifel opened coverage on Tesla in the bull camp and foresees a rebound ahead.Analyst Stephen Gengaro initiated the electric vehicle maker at a buy rating with a $265 price target. Gengaro’s target implies 41.4% upside from Tuesday’s closing level.Tesla shares gained 3.3% in morning trading.“We believe TSLA is very well positioned to deliver robust multi-year growth in 2025-27+,” he wrote to clients in a Tuesday note.A revamp to Model 3 and Model Y cars should boost sales in the near term, the analyst said. Then, he said the start of production on its next-generation vehicle called the Model 2 should aid demand.Tesla’s full-self driving initiative can also bring value through sales, licensing and the potential RoboTaxi opportunities, Gengaro said.To be sure, he cited lackluster first-quarter earnings, challenges with broader electric vehicle adoption and the U.S. election as potential risks to performance in the near term.Gengaro’s call suggests shares can see a big bounce after a tough year. The stock has dropped more than 24% so far in 2024, meaning it has sat out of the broader market’s ascent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321033693298768,"gmtCreate":1719408145904,"gmtModify":1719408150175,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090374759889920","authorIdStr":"4090374759889920"},"themes":[],"htmlText":"Can't wait to see the shorts die.","listText":"Can't wait to see the shorts die.","text":"Can't wait to see the shorts die.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321033693298768","repostId":"2446606337","repostType":2,"repost":{"id":"2446606337","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1719406800,"share":"https://ttm.financial/m/news/2446606337?lang=&edition=fundamental","pubTime":"2024-06-26 21:00","market":"us","language":"en","title":"Tesla Delivery Results Are Coming. The Real Number to Watch Is Worrying","url":"https://stock-news.laohu8.com/highlight/detail?id=2446606337","media":"Dow Jones","summary":"Tesla's second-quarter delivery results have the power to move the stock. In which direction depends, of course, on what the electric-vehicle maker reports and what investors expect.Tesla typically re","content":"<html><head></head><body><p>Tesla’s second-quarter delivery results have the power to move the stock. In which direction depends, of course, on what the electric-vehicle maker reports and what investors expect.</p><p>Tesla typically reports quarterly deliveries on the second day of a new quarter. For the second quarter of 2024, the Wall Street consensus call compiled by FactSet is about 440,00o cars delivered, down from about 466,000 deliveries a year ago.</p><p>The 440,000 consensus figure is too high because analysts don’t update numbers at the same time. The most recent estimates by individual analysts are lower, and are better guides for investors looking to see how the stock will react when the actual figure is reported.</p><p>RBC analyst Tom Narayan took his second-quarter delivery estimate down to 410,000 from 433,000 on Tuesday. He looks at app downloads and registration data, among other things to come up with his number.</p><p>Narayan rates Tesla stock at Buy with a $227 price target. Guggenheim analyst Ronal Jewsikow has a Sell rating and $126 price target.</p><p style=\"text-align: start;\">Also on Tuesday, Jewsikow moved his estimate up to 419,000 from 409,000 cars.</p><p style=\"text-align: start;\">Other recent updates have come from New Street Research’s Pierre Ferragu, independent researcher Troy Teslike, and Barclays’ Dan Levy. The average of their new numbers is about 419,000.</p><p>What all this means for investors is that a deliveries number from 415,000 to 420,000 should be good enough to support Tesla stock, no matter where the final consensus number lands.</p><p style=\"text-align: start;\">Stock support in the short run is great, but a result in that range still implies a drop of more than 10% year over year. That would be the second consecutive year-over-year decline for Tesla.</p><p>Shares of the EV maker were down 0.2% in premarket trading at $186.90, while S&amp;P 500 and Dow Jones Industrial Average futures were up 0.2% and down 0.2%, respectively. Coming into Wednesday trading, shares were up about 0.5% over the past week. Tesla investors haven’t reacted much to changing delivery estimates.</p><p>Overall, the lack of growth in 2024 has weighed on Tesla’s stock. Through Tuesday trading, shares have fallen about 25% so far this year while the Nasdaq Composite has risen about 18%.</p><p>Wall Street expects sales to pick up later in the year and growth to resume in 2025, powered by more Cybertruck deliveries and a new lower-priced Tesla.</p><p style=\"text-align: start;\">For 2024 Wall Street expects about 1.8 million cars sold, essentially flat with 2023. For 2025, the current consensus call is for 2.1 million cars sold.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Delivery Results Are Coming. The Real Number to Watch Is Worrying</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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 Delivery Results Are Coming. The Real Number to Watch Is Worrying\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-06-26 21:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla’s second-quarter delivery results have the power to move the stock. In which direction depends, of course, on what the electric-vehicle maker reports and what investors expect.</p><p>Tesla typically reports quarterly deliveries on the second day of a new quarter. For the second quarter of 2024, the Wall Street consensus call compiled by FactSet is about 440,00o cars delivered, down from about 466,000 deliveries a year ago.</p><p>The 440,000 consensus figure is too high because analysts don’t update numbers at the same time. The most recent estimates by individual analysts are lower, and are better guides for investors looking to see how the stock will react when the actual figure is reported.</p><p>RBC analyst Tom Narayan took his second-quarter delivery estimate down to 410,000 from 433,000 on Tuesday. He looks at app downloads and registration data, among other things to come up with his number.</p><p>Narayan rates Tesla stock at Buy with a $227 price target. Guggenheim analyst Ronal Jewsikow has a Sell rating and $126 price target.</p><p style=\"text-align: start;\">Also on Tuesday, Jewsikow moved his estimate up to 419,000 from 409,000 cars.</p><p style=\"text-align: start;\">Other recent updates have come from New Street Research’s Pierre Ferragu, independent researcher Troy Teslike, and Barclays’ Dan Levy. The average of their new numbers is about 419,000.</p><p>What all this means for investors is that a deliveries number from 415,000 to 420,000 should be good enough to support Tesla stock, no matter where the final consensus number lands.</p><p style=\"text-align: start;\">Stock support in the short run is great, but a result in that range still implies a drop of more than 10% year over year. That would be the second consecutive year-over-year decline for Tesla.</p><p>Shares of the EV maker were down 0.2% in premarket trading at $186.90, while S&amp;P 500 and Dow Jones Industrial Average futures were up 0.2% and down 0.2%, respectively. Coming into Wednesday trading, shares were up about 0.5% over the past week. Tesla investors haven’t reacted much to changing delivery estimates.</p><p>Overall, the lack of growth in 2024 has weighed on Tesla’s stock. Through Tuesday trading, shares have fallen about 25% so far this year while the Nasdaq Composite has risen about 18%.</p><p>Wall Street expects sales to pick up later in the year and growth to resume in 2025, powered by more Cybertruck deliveries and a new lower-priced Tesla.</p><p style=\"text-align: start;\">For 2024 Wall Street expects about 1.8 million cars sold, essentially flat with 2023. For 2025, the current consensus call is for 2.1 million cars sold.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861215975.USD":"贝莱德新一代科技基金 A2","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TSLA":"特斯拉","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","BK4527":"明星科技股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4550":"红杉资本持仓","BK4588":"碎股","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4581":"高盛持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4099":"汽车制造商","BK4511":"特斯拉概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446606337","content_text":"Tesla’s second-quarter delivery results have the power to move the stock. In which direction depends, of course, on what the electric-vehicle maker reports and what investors expect.Tesla typically reports quarterly deliveries on the second day of a new quarter. For the second quarter of 2024, the Wall Street consensus call compiled by FactSet is about 440,00o cars delivered, down from about 466,000 deliveries a year ago.The 440,000 consensus figure is too high because analysts don’t update numbers at the same time. The most recent estimates by individual analysts are lower, and are better guides for investors looking to see how the stock will react when the actual figure is reported.RBC analyst Tom Narayan took his second-quarter delivery estimate down to 410,000 from 433,000 on Tuesday. He looks at app downloads and registration data, among other things to come up with his number.Narayan rates Tesla stock at Buy with a $227 price target. Guggenheim analyst Ronal Jewsikow has a Sell rating and $126 price target.Also on Tuesday, Jewsikow moved his estimate up to 419,000 from 409,000 cars.Other recent updates have come from New Street Research’s Pierre Ferragu, independent researcher Troy Teslike, and Barclays’ Dan Levy. The average of their new numbers is about 419,000.What all this means for investors is that a deliveries number from 415,000 to 420,000 should be good enough to support Tesla stock, no matter where the final consensus number lands.Stock support in the short run is great, but a result in that range still implies a drop of more than 10% year over year. That would be the second consecutive year-over-year decline for Tesla.Shares of the EV maker were down 0.2% in premarket trading at $186.90, while S&P 500 and Dow Jones Industrial Average futures were up 0.2% and down 0.2%, respectively. Coming into Wednesday trading, shares were up about 0.5% over the past week. Tesla investors haven’t reacted much to changing delivery estimates.Overall, the lack of growth in 2024 has weighed on Tesla’s stock. Through Tuesday trading, shares have fallen about 25% so far this year while the Nasdaq Composite has risen about 18%.Wall Street expects sales to pick up later in the year and growth to resume in 2025, powered by more Cybertruck deliveries and a new lower-priced Tesla.For 2024 Wall Street expects about 1.8 million cars sold, essentially flat with 2023. For 2025, the current consensus call is for 2.1 million cars sold.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":278828016537864,"gmtCreate":1709101051139,"gmtModify":1709101055166,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090374759889920","idStr":"4090374759889920"},"themes":[],"htmlText":"Smart. Can't beat Tesla which is best in class. Must as well focus on their core strength instead of playing second fiddle. $TSLA🦾","listText":"Smart. Can't beat Tesla which is best in class. Must as well focus on their core strength instead of playing second fiddle. $TSLA🦾","text":"Smart. Can't beat Tesla which is best in class. Must as well focus on their core strength instead of playing second fiddle. $TSLA🦾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278828016537864","repostId":"1190525462","repostType":2,"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":283881742123112,"gmtCreate":1710322993204,"gmtModify":1710322996639,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090374759889920","idStr":"4090374759889920"},"themes":[],"htmlText":"Does anyone know what is Langan's ranking as an analyst?","listText":"Does anyone know what is Langan's ranking as an analyst?","text":"Does anyone know what is Langan's ranking as an analyst?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/283881742123112","repostId":"1173702953","repostType":2,"repost":{"id":"1173702953","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1710322697,"share":"https://ttm.financial/m/news/1173702953?lang=&edition=fundamental","pubTime":"2024-03-13 17:38","market":"us","language":"en","title":"Tesla Shares Slipped 1.8% Following Wells Fargo's Downgrades","url":"https://stock-news.laohu8.com/highlight/detail?id=1173702953","media":"Tiger Newspress","summary":"Wells Fargo is throwing in the towel on Tesla for now.Analyst Colin Langan downgraded the electric vehicle maker to underweight from equal weight. He also cut his price target to $125 from $200. The new forecast implies downside of 29.5% from Tuesday’s close.Shares fell 1.8% in the premarket following the downgrade.“We see downside risk to volume as price cuts are having a diminishing impact. We see headwinds from disappointing deliveries & more price cuts, which likely drive negative EPS revisi","content":"<html><head></head><body><p>Wells Fargo is throwing in the towel on Tesla for now.</p><p>Analyst Colin Langan downgraded the electric vehicle maker to underweight from equal weight. He also cut his price target to $125 from $200. The new forecast implies downside of 29.5% from Tuesday’s close.</p><p>Shares fell 1.8% in the premarket following the downgrade.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bedb93a84bf65da12204ab50ea6874c1\" tg-width=\"873\" tg-height=\"840\"/></p><p>“We see downside risk to volume as price cuts are having a diminishing impact. We see headwinds from disappointing deliveries &amp; more price cuts, which likely drive negative EPS revisions,” Langan wrote.</p><p>“TSLA’s growth in core markets has moderated with EU &amp; China flattish in the LTM &amp; the US down since Q2. More concerning, the effect of price cuts are moderating with 2H volume up only 3% [half over half] despite pricing that’s down 5% h/h,” he added. “We expect volumes to be flat in 2024 &amp; down in 2025. In the wake of [price] cuts are lower lease residuals, disgruntled customers &amp; the possible loss of the luxury brand premium.”</p><p>Tesla shares have languished in 2024, losing more than 28% as demand for electric vehicles wanes. Last year, the stock surged more than 100%.<br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Shares Slipped 1.8% Following Wells Fargo's Downgrades</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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 Shares Slipped 1.8% Following Wells Fargo's Downgrades\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-03-13 17:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wells Fargo is throwing in the towel on Tesla for now.</p><p>Analyst Colin Langan downgraded the electric vehicle maker to underweight from equal weight. He also cut his price target to $125 from $200. The new forecast implies downside of 29.5% from Tuesday’s close.</p><p>Shares fell 1.8% in the premarket following the downgrade.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bedb93a84bf65da12204ab50ea6874c1\" tg-width=\"873\" tg-height=\"840\"/></p><p>“We see downside risk to volume as price cuts are having a diminishing impact. We see headwinds from disappointing deliveries &amp; more price cuts, which likely drive negative EPS revisions,” Langan wrote.</p><p>“TSLA’s growth in core markets has moderated with EU &amp; China flattish in the LTM &amp; the US down since Q2. More concerning, the effect of price cuts are moderating with 2H volume up only 3% [half over half] despite pricing that’s down 5% h/h,” he added. “We expect volumes to be flat in 2024 &amp; down in 2025. In the wake of [price] cuts are lower lease residuals, disgruntled customers &amp; the possible loss of the luxury brand premium.”</p><p>Tesla shares have languished in 2024, losing more than 28% as demand for electric vehicles wanes. Last year, the stock surged more than 100%.<br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173702953","content_text":"Wells Fargo is throwing in the towel on Tesla for now.Analyst Colin Langan downgraded the electric vehicle maker to underweight from equal weight. He also cut his price target to $125 from $200. The new forecast implies downside of 29.5% from Tuesday’s close.Shares fell 1.8% in the premarket following the downgrade.“We see downside risk to volume as price cuts are having a diminishing impact. We see headwinds from disappointing deliveries & more price cuts, which likely drive negative EPS revisions,” Langan wrote.“TSLA’s growth in core markets has moderated with EU & China flattish in the LTM & the US down since Q2. More concerning, the effect of price cuts are moderating with 2H volume up only 3% [half over half] despite pricing that’s down 5% h/h,” he added. “We expect volumes to be flat in 2024 & down in 2025. In the wake of [price] cuts are lower lease residuals, disgruntled customers & the possible loss of the luxury brand premium.”Tesla shares have languished in 2024, losing more than 28% as demand for electric vehicles wanes. Last year, the stock surged more than 100%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281001216638976,"gmtCreate":1709628437871,"gmtModify":1709628940476,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090374759889920","idStr":"4090374759889920"},"themes":[],"htmlText":"Reuters loved to spread any FUD that may remotely and negatively impact Tesla. Damn sad.","listText":"Reuters loved to spread any FUD that may remotely and negatively impact Tesla. Damn sad.","text":"Reuters loved to spread any FUD that may remotely and negatively impact Tesla. Damn sad.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281001216638976","repostId":"2417936465","repostType":2,"repost":{"id":"2417936465","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1709649919,"share":"https://ttm.financial/m/news/2417936465?lang=&edition=fundamental","pubTime":"2024-03-05 22:45","market":"us","language":"en","title":"Tesla Shares Fall Nearly 3% as German Plant Halts Output After Suspected Arson Nearby","url":"https://stock-news.laohu8.com/highlight/detail?id=2417936465","media":"Reuters","summary":"BERLIN, March 5  - Tesla's factory outside Berlin has been evacuated and production is at a standstill, the DPA news agency reported on Tuesday citing a spokesperson for the carmaker.   Police have said that the fire brigade was working to douse flames after an electricity pylon caught fire in an area southeast of the capital Berlin, near the site of the plant, but added that blaze had not spread to the plant itself. ","content":"<html><head></head><body><p>March 5 (Reuters) - Tesla&#39;s European Gigafactory near Berlin halted production and was left without power after a suspected arson attack set an electricity pylon ablaze close to the site early on Tuesday.</p><p>The blaze southeast of the German capital, which did not spread to the Tesla site - the U.S. electric vehicle maker&#39;s first manufacturing plant in Europe - was extinguished by the fire brigade, police said.</p><p>A Tesla spokesperson confirmed production had stopped and the site evacuated. Tesla&#39;s shares were down nearly 3% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ac661ca0ac0bad915814d4fc1571b53\" title=\"\" tg-width=\"798\" tg-height=\"634\"/></p><p>roduction at Tesla&#39;s car factory near Berlin is not expected to resume before next week after a suspected arson attack severed both power lines feeding it, plant manager Andre Thierig said on Tuesday.</p><p>It was the latest setback for Tesla, which has had a bumpy ride in Europe of late, facing union pressure for collective bargaining agreements in the Nordics and supply disruptions as a result of attacks on shipping in the Red Sea.</p><p>Germany has championed new big-ticket foreign investments at a time when Europe&#39;s largest economy is facing recession and grappling with higher inflation and weaker foreign demand.</p><p>Police are investigating the possible arson attack in the area around the plant, which has been the focus of environmental protests since it was launched by Chief Executive Elon Musk two years ago.</p><p>They would not confirm media reports that bomb disposal units had been deployed after emergency services found a sign saying &#34;ordnance buried here&#34;.</p><p>The state police office &#34;has taken over the investigation on suspicion of arson and we are currently investigating in all directions,&#34; a police spokesperson told Reuters.</p><p>Workers for energy company E.ON are repairing the damage to the high-voltage pylon which knocked out power in the area, the company said.</p><p>Electricity to surrounding communities was restored except for a large industrial site and a logistics centre, it later said, but declined to elaborate.</p><h3 id=\"id_4098656660\">TREE HOUSE PROTESTS</h3><p>Tesla&#39;s ambitions to expand its plant, which has a capacity of around 500,000 cars a year, hit a roadblock when local residents voted down a motion to fell trees to enlarge it.</p><p>The U.S. EV maker wants to double the site&#39;s capacity to 100 gigawatt hours of battery production and 1 million cars per year, setting it up to dominate the European market.</p><p>Environmental activists have built and occupied tree houses in the forested area they expect to be cleared if the expansion goes ahead.</p><p>A spokesperson for Robin Wood, a group protesting the expansion, said in relation to the arson incident: &#34;We&#39;re totally surprised by the situation,&#34; adding a full statement would be issued later.</p><p>Citizens in Gruenheide last month voted against a motion to clear forest for Tesla to build extra infrastructure like a train station and warehouses, leaving the decision to local authorities.</p><p>The plant&#39;s production ramp-up has slowed, though the carmaker produced 6,000 cars in a week for the first time in January.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Shares Fall Nearly 3% as German Plant Halts Output After Suspected Arson Nearby</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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 Shares Fall Nearly 3% as German Plant Halts Output After Suspected Arson Nearby\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-03-05 22:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>March 5 (Reuters) - Tesla&#39;s European Gigafactory near Berlin halted production and was left without power after a suspected arson attack set an electricity pylon ablaze close to the site early on Tuesday.</p><p>The blaze southeast of the German capital, which did not spread to the Tesla site - the U.S. electric vehicle maker&#39;s first manufacturing plant in Europe - was extinguished by the fire brigade, police said.</p><p>A Tesla spokesperson confirmed production had stopped and the site evacuated. Tesla&#39;s shares were down nearly 3% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ac661ca0ac0bad915814d4fc1571b53\" title=\"\" tg-width=\"798\" tg-height=\"634\"/></p><p>roduction at Tesla&#39;s car factory near Berlin is not expected to resume before next week after a suspected arson attack severed both power lines feeding it, plant manager Andre Thierig said on Tuesday.</p><p>It was the latest setback for Tesla, which has had a bumpy ride in Europe of late, facing union pressure for collective bargaining agreements in the Nordics and supply disruptions as a result of attacks on shipping in the Red Sea.</p><p>Germany has championed new big-ticket foreign investments at a time when Europe&#39;s largest economy is facing recession and grappling with higher inflation and weaker foreign demand.</p><p>Police are investigating the possible arson attack in the area around the plant, which has been the focus of environmental protests since it was launched by Chief Executive Elon Musk two years ago.</p><p>They would not confirm media reports that bomb disposal units had been deployed after emergency services found a sign saying &#34;ordnance buried here&#34;.</p><p>The state police office &#34;has taken over the investigation on suspicion of arson and we are currently investigating in all directions,&#34; a police spokesperson told Reuters.</p><p>Workers for energy company E.ON are repairing the damage to the high-voltage pylon which knocked out power in the area, the company said.</p><p>Electricity to surrounding communities was restored except for a large industrial site and a logistics centre, it later said, but declined to elaborate.</p><h3 id=\"id_4098656660\">TREE HOUSE PROTESTS</h3><p>Tesla&#39;s ambitions to expand its plant, which has a capacity of around 500,000 cars a year, hit a roadblock when local residents voted down a motion to fell trees to enlarge it.</p><p>The U.S. EV maker wants to double the site&#39;s capacity to 100 gigawatt hours of battery production and 1 million cars per year, setting it up to dominate the European market.</p><p>Environmental activists have built and occupied tree houses in the forested area they expect to be cleared if the expansion goes ahead.</p><p>A spokesperson for Robin Wood, a group protesting the expansion, said in relation to the arson incident: &#34;We&#39;re totally surprised by the situation,&#34; adding a full statement would be issued later.</p><p>Citizens in Gruenheide last month voted against a motion to clear forest for Tesla to build extra infrastructure like a train station and warehouses, leaving the decision to local authorities.</p><p>The plant&#39;s production ramp-up has slowed, though the carmaker produced 6,000 cars in a week for the first time in January.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4574":"无人驾驶","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2063271972.USD":"富兰克林创新领域基金","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4551":"寇图资本持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4585":"ETF&股票定投概念","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","BK4548":"巴美列捷福持仓","BK4592":"伊斯兰概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0823411888.USD":"法巴消费创新基金 Cap","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TSLA":"特斯拉","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1548497426.USD":"安联环球人工智能AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4588":"碎股","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4099":"汽车制造商"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417936465","content_text":"March 5 (Reuters) - Tesla's European Gigafactory near Berlin halted production and was left without power after a suspected arson attack set an electricity pylon ablaze close to the site early on Tuesday.The blaze southeast of the German capital, which did not spread to the Tesla site - the U.S. electric vehicle maker's first manufacturing plant in Europe - was extinguished by the fire brigade, police said.A Tesla spokesperson confirmed production had stopped and the site evacuated. Tesla's shares were down nearly 3% in morning trading.roduction at Tesla's car factory near Berlin is not expected to resume before next week after a suspected arson attack severed both power lines feeding it, plant manager Andre Thierig said on Tuesday.It was the latest setback for Tesla, which has had a bumpy ride in Europe of late, facing union pressure for collective bargaining agreements in the Nordics and supply disruptions as a result of attacks on shipping in the Red Sea.Germany has championed new big-ticket foreign investments at a time when Europe's largest economy is facing recession and grappling with higher inflation and weaker foreign demand.Police are investigating the possible arson attack in the area around the plant, which has been the focus of environmental protests since it was launched by Chief Executive Elon Musk two years ago.They would not confirm media reports that bomb disposal units had been deployed after emergency services found a sign saying \"ordnance buried here\".The state police office \"has taken over the investigation on suspicion of arson and we are currently investigating in all directions,\" a police spokesperson told Reuters.Workers for energy company E.ON are repairing the damage to the high-voltage pylon which knocked out power in the area, the company said.Electricity to surrounding communities was restored except for a large industrial site and a logistics centre, it later said, but declined to elaborate.TREE HOUSE PROTESTSTesla's ambitions to expand its plant, which has a capacity of around 500,000 cars a year, hit a roadblock when local residents voted down a motion to fell trees to enlarge it.The U.S. EV maker wants to double the site's capacity to 100 gigawatt hours of battery production and 1 million cars per year, setting it up to dominate the European market.Environmental activists have built and occupied tree houses in the forested area they expect to be cleared if the expansion goes ahead.A spokesperson for Robin Wood, a group protesting the expansion, said in relation to the arson incident: \"We're totally surprised by the situation,\" adding a full statement would be issued later.Citizens in Gruenheide last month voted against a motion to clear forest for Tesla to build extra infrastructure like a train station and warehouses, leaving the decision to local authorities.The plant's production ramp-up has slowed, though the carmaker produced 6,000 cars in a week for the first time in January.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276312564314352,"gmtCreate":1708489288669,"gmtModify":1708491037601,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090374759889920","idStr":"4090374759889920"},"themes":[],"htmlText":"Dow Jones really is rubbish, Ford's incapability to compete on EV price and scaling, is bad for Tesla? Really?","listText":"Dow Jones really is rubbish, Ford's incapability to compete on EV price and scaling, is bad for Tesla? Really?","text":"Dow Jones really is rubbish, Ford's incapability to compete on EV price and scaling, is bad for Tesla? Really?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276312564314352","repostId":"2412121602","repostType":2,"repost":{"id":"2412121602","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1708485300,"share":"https://ttm.financial/m/news/2412121602?lang=&edition=fundamental","pubTime":"2024-02-21 11:15","market":"us","language":"en","title":"Tesla Stock Falls Again. Ford’s Price Cuts Are Just One Reason Behind the Move","url":"https://stock-news.laohu8.com/highlight/detail?id=2412121602","media":"Dow Jones","summary":"Tesla stock fell again Tuesday after ending last week in the red. News from Ford Motor affected Tesla and the broader electric vehicle sector.Tesla stock is well off its 52-week high of $299.29, reach","content":"<html><head></head><body><p style=\"text-align: start;\">Tesla stock fell again Tuesday after ending last week in the red. News from Ford Motor affected Tesla and the broader electric vehicle sector.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6400da7bee51842b75f197284819f915\" alt=\"Tesla stock is well off its 52-week high of $299.29, reached last summer.\" title=\"Tesla stock is well off its 52-week high of $299.29, reached last summer.\" tg-width=\"954\" tg-height=\"536\"/><span>Tesla stock is well off its 52-week high of $299.29, reached last summer.</span></p><p style=\"text-align: start;\">Tesla stock dropped 3.1% on Tuesday, closing just below $194 a share, while the Nasdaq Composite and S&amp;P 500 were down 0.9% and 0.6%, respectively. Ford stock fell 0.4%.</p><p>Ford said Tuesday is cutting prices of 2023 Mustang Mach-E crossover vehicles by about $3,100 to $8,100, depending on the version. The company said it isn’t discounting 2024 models.</p><p>Chinese EV maker XPeng also had some pricing-related comments that could be weighing on Tesla shares. XPeng management warned of intense competition in the EV sector that could end in a “bloodbath,” CNBC reported Monday.</p><p>Ford’s price cut is a sign there is excess EV inventory left to clear out and, taken with XPeng’s comments, shows that pricing will remain under pressure for a while.</p><p>Tesla’s profit margins have been squeezed as competitors have stepped up production, resulting in many EV makers cutting prices. Tesla’s fourth-quarter operating profit margin came in at about 8%, down about eight percentage points year over year. Wall Street expects operating profit margins of about 9% in the first quarter.</p><p>Reports of Cybertrucks rusting probably aren’t helping shares either. Tesla started shipping its avant-garde pickup truck in November. The truck’s frame is covered in unpainted stainless steel, which can rust.</p><p>Shares of Tesla’s peers were also down on Tuesday. Lucid Group fell 0.8%. NIO shares were down 2.9%, and BYD stock fell 4.3% in Hong Kong trading. General Motors stock was down part of the trading day but ended higher closing up 0.8% at $39.01.</p><p>Tesla stock is well off its 52-week high of $299.29 reached last summer.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Falls Again. Ford’s Price Cuts Are Just One Reason Behind the Move</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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 Stock Falls Again. Ford’s Price Cuts Are Just One Reason Behind the Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-21 11:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Tesla stock fell again Tuesday after ending last week in the red. News from Ford Motor affected Tesla and the broader electric vehicle sector.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6400da7bee51842b75f197284819f915\" alt=\"Tesla stock is well off its 52-week high of $299.29, reached last summer.\" title=\"Tesla stock is well off its 52-week high of $299.29, reached last summer.\" tg-width=\"954\" tg-height=\"536\"/><span>Tesla stock is well off its 52-week high of $299.29, reached last summer.</span></p><p style=\"text-align: start;\">Tesla stock dropped 3.1% on Tuesday, closing just below $194 a share, while the Nasdaq Composite and S&amp;P 500 were down 0.9% and 0.6%, respectively. Ford stock fell 0.4%.</p><p>Ford said Tuesday is cutting prices of 2023 Mustang Mach-E crossover vehicles by about $3,100 to $8,100, depending on the version. The company said it isn’t discounting 2024 models.</p><p>Chinese EV maker XPeng also had some pricing-related comments that could be weighing on Tesla shares. XPeng management warned of intense competition in the EV sector that could end in a “bloodbath,” CNBC reported Monday.</p><p>Ford’s price cut is a sign there is excess EV inventory left to clear out and, taken with XPeng’s comments, shows that pricing will remain under pressure for a while.</p><p>Tesla’s profit margins have been squeezed as competitors have stepped up production, resulting in many EV makers cutting prices. Tesla’s fourth-quarter operating profit margin came in at about 8%, down about eight percentage points year over year. Wall Street expects operating profit margins of about 9% in the first quarter.</p><p>Reports of Cybertrucks rusting probably aren’t helping shares either. Tesla started shipping its avant-garde pickup truck in November. The truck’s frame is covered in unpainted stainless steel, which can rust.</p><p>Shares of Tesla’s peers were also down on Tuesday. Lucid Group fell 0.8%. NIO shares were down 2.9%, and BYD stock fell 4.3% in Hong Kong trading. General Motors stock was down part of the trading day but ended higher closing up 0.8% at $39.01.</p><p>Tesla stock is well off its 52-week high of $299.29 reached last summer.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","LU1861214812.USD":"Blackrock Future of Transport A2 USD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK1509":"特斯拉概念股","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0052750758.USD":"富兰克林中国基金A Acc","BK0169":"共享汽车","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK0155":"锂电池","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999006514.SGD":"United Asia Consumer Fund SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK4574":"无人驾驶","BK1582":"深圳本地概念股","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","TSLA":"特斯拉","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK4581":"高盛持仓","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","F":"福特汽车","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2412121602","content_text":"Tesla stock fell again Tuesday after ending last week in the red. News from Ford Motor affected Tesla and the broader electric vehicle sector.Tesla stock is well off its 52-week high of $299.29, reached last summer.Tesla stock dropped 3.1% on Tuesday, closing just below $194 a share, while the Nasdaq Composite and S&P 500 were down 0.9% and 0.6%, respectively. Ford stock fell 0.4%.Ford said Tuesday is cutting prices of 2023 Mustang Mach-E crossover vehicles by about $3,100 to $8,100, depending on the version. The company said it isn’t discounting 2024 models.Chinese EV maker XPeng also had some pricing-related comments that could be weighing on Tesla shares. XPeng management warned of intense competition in the EV sector that could end in a “bloodbath,” CNBC reported Monday.Ford’s price cut is a sign there is excess EV inventory left to clear out and, taken with XPeng’s comments, shows that pricing will remain under pressure for a while.Tesla’s profit margins have been squeezed as competitors have stepped up production, resulting in many EV makers cutting prices. Tesla’s fourth-quarter operating profit margin came in at about 8%, down about eight percentage points year over year. Wall Street expects operating profit margins of about 9% in the first quarter.Reports of Cybertrucks rusting probably aren’t helping shares either. Tesla started shipping its avant-garde pickup truck in November. The truck’s frame is covered in unpainted stainless steel, which can rust.Shares of Tesla’s peers were also down on Tuesday. Lucid Group fell 0.8%. NIO shares were down 2.9%, and BYD stock fell 4.3% in Hong Kong trading. General Motors stock was down part of the trading day but ended higher closing up 0.8% at $39.01.Tesla stock is well off its 52-week high of $299.29 reached last summer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291225820389432,"gmtCreate":1712125968915,"gmtModify":1712125973306,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090374759889920","idStr":"4090374759889920"},"themes":[],"htmlText":"Bloomberg shud also ask why Apple only has one iPhone product with many variants and yet Apple products are so desired?😂🤔","listText":"Bloomberg shud also ask why Apple only has one iPhone product with many variants and yet Apple products are so desired?😂🤔","text":"Bloomberg shud also ask why Apple only has one iPhone product with many variants and yet Apple products are so desired?😂🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/291225820389432","repostId":"2424833856","repostType":2,"repost":{"id":"2424833856","kind":"news","pubTimestamp":1712125800,"share":"https://ttm.financial/m/news/2424833856?lang=&edition=fundamental","pubTime":"2024-04-03 14:30","market":"us","language":"en","title":"Tesla Also Losing Ground in China as It Disappoints Globally","url":"https://stock-news.laohu8.com/highlight/detail?id=2424833856","media":"Bloomberg","summary":"Tesla Also Losing Ground in China as It Disappoints Globally","content":"<html><head></head><body><ul style=\"\"><li><p>The US carmaker’s market share is 6.7% versus 10.5% a year ago</p></li><li><p>Tesla relies only upon two older-style models of car in China</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/40eadf0caa17a949e26dbdb608b257a5\" alt=\"A Tesla showroom in Beijing.\" title=\"A Tesla showroom in Beijing.\" tg-width=\"2000\" tg-height=\"1333\"/><span>A Tesla showroom in Beijing.</span></p><p style=\"text-align: start;\">As Tesla Inc. disappoints investors on a global scale, delivering vehicles in the first quarter well short of expectations, it’s also been slowly losing ground in China, the world’s biggest automotive market.</p><p style=\"text-align: start;\">Confronted with unprecedented local competition amid weakened consumer sentiment in Asia’s largest economy, the market share of Elon Musk’s EV maker has shrunk from 10.5% in the first quarter of 2023 to around 6.7% for the quarter ended in December, Bloomberg calculations based on data released by the country’s Passenger Car Association show.</p><p>While the PCA didn’t provide a monthly breakdown for March of local shipments versus which EVs made in Tesla’s Shanghai factory are for export, the figures for the first two months of 2024 show the US carmaker’s market share for that period was about 6.6% compared to 7.9% the same period a year ago, when Covid restrictions were just lifted.</p><p>Tesla’s sales and production are consistently backloaded in China, with the third month of each quarter the strongest for local shipments.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/94917104ef12f1b32a2021f84ce188bd\" tg-width=\"939\" tg-height=\"574\"/></p><p>Tesla, which has long labeled itself a transformer in the industry with avant-garde products and cutting-edge technologies, has, in China at least, been too comfortably relying upon two models — the Model 3 sedan and the Model Y sport utility vehicle. Both were first unveiled before 2020 and have only had minor refreshes since. Meantime, a slew of rivals, from BYD Co. to Nio Inc., Xpeng Inc., Li Auto Inc. and now smartphone maker Xiaomi Corp. have unveiling more thrilling line-ups packed with high-tech features.</p><p style=\"text-align: start;\">BYD in particular has a wide spectrum of models from its Seagull hatchback, which features angular styling, a two-tone dashboard shaped like a seagull’s wing and six airbags and retails for under $10,000 right though to its Yangwang U8 plug-in hybrid, a 1,200-horsepower luxury SUV that can float on water and make a 360-degree “tank turn” on the spot.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c4bc9a24b8e326014537d9cb68e5022e\" tg-width=\"945\" tg-height=\"822\"/></p><p>Price cuts used to be another sales booster for Tesla, one the the most successful practitioners of the direct-sales mode, a strategy that allows it to dictate the end price in line with production costs and market demand. However, Chinese automakers have proven determined to join the price war, which was kicked off by Tesla in the January 2023 and repeated at the start of this year. Many of them actually deepened their price cuts earlier this week, a likely response to Tesla’s pre-announced price hike on Monday.</p><p style=\"text-align: start;\">In addition, as is the case in many places around the world, growth in China’s EV market is slowing. Shipments of new-energy vehicles are projected to increase 25% to 11 million units this year, the PCA has said. While still expanding, that’s down from 36% in 2023 and 96% in 2022.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b3945cdef71ac633e0ec37ee53031310\" alt=\"Tesla’s factory in Shanghai.\" title=\"Tesla’s factory in Shanghai.\" tg-width=\"3900\" tg-height=\"2600\"/><span>Tesla’s factory in Shanghai.</span></p><p>Tesla was therefore forced to trim production from its Shanghai factory, Bloomberg reported late last month. Tesla shipments from its Shanghai plant, which makes EVs for China as well as for export to other parts of Asia and Europe, recorded a decline in the first two months of 2024 from the same period a year ago while overall passenger vehicle sales in China increased.</p><p>The PCA said Tuesday that Tesla delivered an estimated 89,064 vehicles in China in March, up from 60,365 in February — which was the lowest since December 2022 — and broadly in line with 88,869 in March 2023.</p><p style=\"text-align: start;\">Globally, Tesla said it delivered 386,810 vehicles in the first three months of the year, missing Bloomberg’s average estimate by the biggest margin ever in data going back seven years.</p><p style=\"text-align: start;\">“It’s been an epic disaster, not just in terms of the delivery number, but the strategy,” Wedbush Securities Inc. analyst Dan Ives said in an interview with Bloomberg TV on Wednesday in Asia. “This is probably one of the most challenging periods for Musk and Tesla in the last four or five years.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Also Losing Ground in China as It Disappoints Globally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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 Also Losing Ground in China as It Disappoints Globally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-03 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-04-03/tesla-also-losing-ground-in-china-as-it-disappoints-globally?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The US carmaker’s market share is 6.7% versus 10.5% a year agoTesla relies only upon two older-style models of car in ChinaA Tesla showroom in Beijing.As Tesla Inc. disappoints investors on a global ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-03/tesla-also-losing-ground-in-china-as-it-disappoints-globally?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","TSLA":"特斯拉","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) 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ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4527":"明星科技股","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC"},"source_url":"https://www.bloomberg.com/news/articles/2024-04-03/tesla-also-losing-ground-in-china-as-it-disappoints-globally?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2424833856","content_text":"The US carmaker’s market share is 6.7% versus 10.5% a year agoTesla relies only upon two older-style models of car in ChinaA Tesla showroom in Beijing.As Tesla Inc. disappoints investors on a global scale, delivering vehicles in the first quarter well short of expectations, it’s also been slowly losing ground in China, the world’s biggest automotive market.Confronted with unprecedented local competition amid weakened consumer sentiment in Asia’s largest economy, the market share of Elon Musk’s EV maker has shrunk from 10.5% in the first quarter of 2023 to around 6.7% for the quarter ended in December, Bloomberg calculations based on data released by the country’s Passenger Car Association show.While the PCA didn’t provide a monthly breakdown for March of local shipments versus which EVs made in Tesla’s Shanghai factory are for export, the figures for the first two months of 2024 show the US carmaker’s market share for that period was about 6.6% compared to 7.9% the same period a year ago, when Covid restrictions were just lifted.Tesla’s sales and production are consistently backloaded in China, with the third month of each quarter the strongest for local shipments.Tesla, which has long labeled itself a transformer in the industry with avant-garde products and cutting-edge technologies, has, in China at least, been too comfortably relying upon two models — the Model 3 sedan and the Model Y sport utility vehicle. Both were first unveiled before 2020 and have only had minor refreshes since. Meantime, a slew of rivals, from BYD Co. to Nio Inc., Xpeng Inc., Li Auto Inc. and now smartphone maker Xiaomi Corp. have unveiling more thrilling line-ups packed with high-tech features.BYD in particular has a wide spectrum of models from its Seagull hatchback, which features angular styling, a two-tone dashboard shaped like a seagull’s wing and six airbags and retails for under $10,000 right though to its Yangwang U8 plug-in hybrid, a 1,200-horsepower luxury SUV that can float on water and make a 360-degree “tank turn” on the spot.Price cuts used to be another sales booster for Tesla, one the the most successful practitioners of the direct-sales mode, a strategy that allows it to dictate the end price in line with production costs and market demand. However, Chinese automakers have proven determined to join the price war, which was kicked off by Tesla in the January 2023 and repeated at the start of this year. Many of them actually deepened their price cuts earlier this week, a likely response to Tesla’s pre-announced price hike on Monday.In addition, as is the case in many places around the world, growth in China’s EV market is slowing. Shipments of new-energy vehicles are projected to increase 25% to 11 million units this year, the PCA has said. While still expanding, that’s down from 36% in 2023 and 96% in 2022.Tesla’s factory in Shanghai.Tesla was therefore forced to trim production from its Shanghai factory, Bloomberg reported late last month. Tesla shipments from its Shanghai plant, which makes EVs for China as well as for export to other parts of Asia and Europe, recorded a decline in the first two months of 2024 from the same period a year ago while overall passenger vehicle sales in China increased.The PCA said Tuesday that Tesla delivered an estimated 89,064 vehicles in China in March, up from 60,365 in February — which was the lowest since December 2022 — and broadly in line with 88,869 in March 2023.Globally, Tesla said it delivered 386,810 vehicles in the first three months of the year, missing Bloomberg’s average estimate by the biggest margin ever in data going back seven years.“It’s been an epic disaster, not just in terms of the delivery number, but the strategy,” Wedbush Securities Inc. analyst Dan Ives said in an interview with Bloomberg TV on Wednesday in Asia. “This is probably one of the most challenging periods for Musk and Tesla in the last four or five years.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086607289,"gmtCreate":1650443580652,"gmtModify":1676534725408,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090374759889920","idStr":"4090374759889920"},"themes":[],"htmlText":"Lol is this a joke? Which team is generating this report? Shocking😂","listText":"Lol is this a joke? Which team is generating this report? Shocking😂","text":"Lol is this a joke? Which team is generating this report? Shocking😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086607289","repostId":"1105569285","repostType":4,"repost":{"id":"1105569285","kind":"news","pubTimestamp":1650468622,"share":"https://ttm.financial/m/news/1105569285?lang=&edition=fundamental","pubTime":"2022-04-20 23:30","market":"us","language":"en","title":"Is The End Near For Musk And Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=1105569285","media":"Seeking Alpha","summary":"SummaryDespite recent gains, investors should consider selling Tesla and other meme stocks now, before institutional money bails.While regulators may still be too frightened to hold Musk accountable, ","content":"<html><head></head><body><p>Summary</p><ul><li>Despite recent gains, investors should consider selling Tesla and other meme stocks now, before institutional money bails.</li><li>While regulators may still be too frightened to hold Musk accountable, a change in public opinion would be far more consequential to Musk and his empire.</li><li>The hype around Musk’s stake in Twitter and the speculation around his plans for the social media platform takes focus away from the troubles, which are many, ahead of Tesla.</li></ul><p>For years, Elon Musk has used hype to prop up Tesla’s stock. It’s worked so well that other companies have followed his lead. But now, we think the world has seen that the emperor has no clothes. The attempted Twitter (TWTR) takeover is yet another example of Musk bullying his way into what he wants and underscores how his super-star status cannot always convince people to overlook his irreverent, reckless, and potentially illegal behavior. As the recent lawsuit againstMusk shows, he is not completely immune from the consequences of his actions. Despite recent gains, investors should consider selling Tesla (NASDAQ:TSLA) and other meme stocks now, before institutional money bails.</p><p><b>End of the Road for Musk</b></p><p>Most investors are keenly aware of Musk’s long history of making grand promises that don’t come true – the Roadster, the Semi, the Cybertruck, full-self driving (FSD) etc. – and at times are blatantly unethical, such as tweeting “funding secured” to go private, and pumping Doge coin. But now, we have evidence that he may have acted illegally in the way he reported his purchases of Twitter stock. Given the clear rules about how investors should report large stakes in public companies – like what Musk has in Twitter – this case seems straightforward: Musk broke the rules.</p><p>The next question is how severely he will be punished. If the past is any guide, regulators will not muster more than a slap on the wrist. The real question is how institutional investors will react to signs Musk has pushed the envelope too far.</p><p>Institutional investors own Tesla stock more often because they must, given its influence on their performance, than because they see it as a good investment. Any investor with a rigorous process can see the stock is ridiculously overvalued; so, you own it for the “Musk effect”. Accordingly, the institutional investors’ decision to sell Tesla stock will be based on when Musk’s outsized influence begins to wane.</p><p>We think that moment has come.</p><p><b>Musk Meets His Maker: Twitter</b></p><p>In our view, Musk’s repeated rule-breaking behavior has finally gone too far. Details of the case are still emerging, but Musk’s failure to disclose his more than 5% stake in Twitter arguably hurt investors who sold shares after he crossed that ownership threshold. Instead, Musk kept purchasing shares until reaching a 9% stake in Twitter before disclosing his position. The initial class-action lawsuit and the potential for more have finally gotten the attention of investors, if not regulators.</p><p>The poor reception Twitter’s employees gave the news of Musk’s stake is a very public rejection of his super-star influencer status and provide the first tangible evidence that maybe his star power has limitations. If a hostile takeover prompts a mass exodus of talent, then Musk might end up destroying the company in the process of buying it. That being said, the loudest voices in the company are not necessarily the most valuable.</p><p>As more people join lawsuits against Musk, and Twitter employees continue to express their mistrust of the company’s largest shareholder, institutional investors may seize this moment to quietly unload their shares of overvalued Tesla stock. Now is the time to sell because the price of the stock to this point has been more a reflection of Musk’s ability to draw an audience than any underlying fundamental value in the company.</p><p><b>Live by the Stunt, Die by the Stunt</b></p><p>Ultimately, it appears that as much as Twitter was the launch pad for Musk’s super influence powers, his failure thus far to win the publicity battle could mark the beginning-of-the-end of his super-star status.</p><p>Musk’s Twitter play, which is another in a long series of distractions, could end poorly for Musk. Instead of addressing Tesla’s issues, Musk appears to be attempting to position himself as a defender of free speech. The risk he faces is that instead of looking like a hero he looks more like a bully running an ego-driven takeover with little regard for the rules. While regulators may still be too frightened to hold Musk accountable (more on this below), a change in public opinion would be far more consequential to Musk and his empire.</p><p>Tesla’s investors have not been impressed with Musk’s Twitter antics either, as the stock is down 11% since he announced his ownership in the social media giant. Likewise, the “Musk bump” in Twitter shares is likely to fade as investors realize the only value Musk brought was publicity, and not good publicity either. Although Twitter remains a popular platform, it has its own problems and suggestions such as removing a letter from its name can do more harm than good.</p><p><b>Why Haven’t Regulators Done Anything Before Now?</b></p><p>Tesla’s high stock price has, thus far, kept its CEO well beyond an arm’s length of regulators. Other executives in other times likely would have faced consequences for many of the things Musk has said and done. Today, Tesla’s high stock price indicates investors’ collective belief in Musk’s promises and protects Musk. Regulators don’t want to be accused of causing the company’s stock price to fall, thereby destroying the wealth of many investors and, as a result, footing the cost of defending against numerous shareholder lawsuits.</p><p>Furthermore, Musk can claim Tesla’s elevated stock price and the wealth it endows is what he needs to fulfill his outlandish promises over time. However, should Tesla’s stock price ever reflect realistic expectations for the company, authorities may feel emboldened to pursue legal or regulatory action against Musk and/or Tesla. Credible claims can be made for several offenses, including:</p><ul><li>stock and cryptocurrency manipulation</li><li>false advertising of Full Self Driving (FSD)</li><li>ignoring safety authorities</li><li>neglecting to file documentation on time related to his purchase of Twitter’s shares</li><li>and other claims of dubious veracity</li></ul><p><b>What Will Regulators Do When the Bubble Pops?</b></p><p>Musk has positioned himself as a pop-culture icon. Though society loves to build up celebrities, so too does it love tearing them down even more. Once Tesla’s stock price falls from its overly inflated levels, Musk will lose his cover that has protected him from all his unethical and arguably illegal behavior. Regulators are likely to come after Musk with knives out after all the humiliation they had to suffer at his hand.</p><p><b>Trouble on the Horizon</b></p><p>All the hype around Musk’s large stake in Twitter and the speculation around his plans for the social media platform takes focus away from the troubles, which are many, ahead for Tesla. Of course, that is likely his goal. Below we discuss the fundamentals of Tesla’s business, which cannot be wished away or made irrelevant with hype.</p><p><b>Incumbents Are Catching Up:</b> Tesla’s first-mover advantage has long been cited as reason enough for investors to pile their money into the company. However, that advantage is gone, and in some cases turning into a lag. Ford (F), Rivian (RIVN), and General Motors (GM) aim to produce EV trucks in 2022, but Tesla will be on the sidelines until at least 2023 before launching its Cybertruck.</p><p>The rising competition from incumbents means the days of Tesla’s rising profitability could be numbered. For starters, 26% of the company’s GAAP earnings in 2021 were from the sale of regulatory credits, not from the underlying economics of making and selling vehicles and other ancillary services.</p><p>Once incumbents increase production of EVs they will need to purchase fewer credits from Elon. That means Tesla needs to actually start <i>selling</i> <i>cars</i>to make money. The catch-22 is that for the company to sell more cars, it first needs to increase its production capacity. If Tesla’s succeeds in selling more cars capital expenditure and working capital are primed to grow along with sales. Tesla needs to build economies of scale before it can benefit from them.</p><p><b>Market Share Losses Continue:</b> Incumbent automakers have entered the EV market with scale and are already taking market share from Tesla. Per Figure 2, Tesla’s share of global EV sales fell from 16% in 2019 to 14% in 2021.</p><p>Tesla’s share of the U.S. EV market fell from 79% in2020to 70% in2021. With light truck sales comprising more than three out of every four vehicles sold in the U.S. in January 2022, Tesla falling behind in truck EVs means its share of the U.S. market could fall further.</p><p><b>Figure 2: Tesla’s Share of the Global EV Sales</b></p><p><img src=\"https://static.tigerbbs.com/bc4dd16dde86e1ab31f85bd8a2af4aee\" tg-width=\"630\" tg-height=\"260\" referrerpolicy=\"no-referrer\"/></p><p>TSLA Market Share Since 2019(New Constructs, LLC)</p><p>Sources: New Constructs, LLC, EV-volumes.com and Statista</p><p><b>Slow Start to 2022:</b>Though Teslaforecastedan at least 50% YoY rise in deliveries in 2022, the company is feeling the effects of supply chain problems – just like every other automaker. The company delivered 310,000 vehicles in the quarter, while consensus estimates were for 313,000.</p><p><b>Reverse DCF Math: Valuation Implies Tesla Will Own at Least 57% of the Global Passenger EV Market</b></p><p>Despite the increased competition, failure to meet delivery expectations, and diminutive share of the global EV market in 2021, Tesla’s valuation implies the company will own 57% of the global passenger EV market in 2030.</p><p>Even if Tesla increases the average selling price (ASP) per vehicle to $55K vs. ($49K in 2021), Tesla’s stock price at ~$1,100/share implies the firm will sell 15 million vehicles in 2030 versus ~936k in 2021. That figure represents 57% of the projected base case global EV passenger vehicle market in 2030 and the implied vehicle sales based on a lower ASP looks even more unrealistic.</p><p>To provide inarguably best-case scenarios for assessing the expectations reflected in Tesla’s stock price, we assume Tesla achieves profit margins 1.5x Toyota Motor Corp (TM) and triples its current auto manufacturing efficiency.</p><p>Per Figure 3, an $1,100/share price implies that, in 2030, Tesla will sell the following number of vehicles based on these ASP benchmarks:</p><ul><li>15 million vehicles – ASP of $55K (above average U.S. new car price of $47K in 2021)</li><li>7 million vehicles – ASP of $49K (equal to Tesla’s 2021 ASP[1])</li><li>21 million vehicles – ASP of $38K (equal to General Motors’ ASP[2] of $38K in 2021)</li></ul><p>If Tesla achieves those EV sales, the implied market share for the company would be the following (assuming global passenger EV sales reach 26 million in 2030, the base case projection from the IEA):</p><ul><li>57% for 15 million vehicles</li><li>64% for 17 million vehicles</li><li>83% for 21 million vehicles</li></ul><p>If we assume the IEA’s best case for global passenger EV sales in 2030, 47 million vehicles, the above vehicle sales represent:</p><ul><li>31% for 15 million vehicles</li><li>35% for 17 million vehicles</li><li>45% for 21 million vehicles</li></ul><p><b>Figure 3: Tesla’s Implied Vehicle Sales in 2030 to Justify $1,100/Share</b></p><p><img src=\"https://static.tigerbbs.com/bad84793f241565c81ebb0d29b01242c\" tg-width=\"630\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>TSLA DCF Implied Vehicle Production(New Constructs, LLC)</p><p>Sources: New Constructs, LLC and company filings</p><p><b>Tesla Must Generate More Profits Than Apple For Investors to Make Money</b></p><p>Below are the assumptions we use in our reverse discounted cash flow model to calculate the implied production levels above.</p><p>Bulls should understand what Tesla needs to accomplish to justify ~$1,100/share:</p><ul><li>immediately achieve a 14% NOPAT margin (1.5x Toyota’s margin, which is the highest of the large-scale automakers we cover), compared to Tesla’s TTM margin of 8%) and</li><li>grow revenue by 32% compounded annually from 2022 to 2030.</li></ul><p>In this scenario, Tesla generates <i>$811 billion</i> in revenue in 2030, which is 116% of the combined revenues of Toyota, Stellantis (STLA), Ford, General Motors, and Honda (HMC) over the past twelve months. Tesla must replace the U.S. auto industry before 2030 to justify current valuations.</p><p>This scenario also implies Tesla grows net operating profit after-tax (NOPAT) by 2,458% from 2021 to 2030. In this scenario, Tesla generates $112 billion in NOPAT in 2030, or 12% higher than Apple’s (AAPL) TTM NOPAT, which, at $100 billion, is the highest of all companies we cover, and 65% higher than Microsoft (MSFT), the second-highest. Those companies have intertwined themselves in the lives of consumers and businesses around the world, which seems an unlikely feat for Tesla at this point.</p><p><b>TSLA Has 46% Downside If Morgan Stanley Is Right About Sales</b></p><p>If we assume Tesla reaches Morgan Stanley’s estimate of selling 8.1 million cars in 2030 (which implies a 31% share of the global passenger EV market in 2030), at an ASP of $55k, the stock is worth just $542/share. Details:</p><ul><li>NOPAT margin improves to 14% and</li><li>revenue grows 27% compounded annually over the next decade, then</li></ul><p>the stock is worth just $547/share today – a 46% downside to the current price. See the math behind this reverse DCF scenario. In this scenario, Tesla grows NOPAT to $62 billion, or nearly 14x its 2021 NOPAT, and just 7% below Alphabet’s (GOOGL) 2021 NOPAT.</p><p><b>TSLA Has 80%+ Downside Even with 27% Market Share and Realistic Margins</b></p><p>If we estimate more reasonable (but still very optimistic) margins and market share achievements for Tesla, the stock is worth just $200/share. Here’s the math:</p><ul><li>NOPAT margin improves to 9% (equal to Toyota’s TTM margin) and</li><li>revenue grows by consensus estimates from 2022 to 2024 and</li><li>revenue grows 17% a year from 2025 to 2030, then</li></ul><p>the stock is worth just $200/share today – an 80% downside to the current price.</p><p>In this scenario, Tesla sells 7 million cars (27% of the global passenger EV market in 2030) at an ASP of $47K (average new car price in U.S. in 2021) and grows NOPAT by 24% compounded annually from 2022 to 2030.</p><p>We also assume a more realistic NOPAT margin of 9% in this scenario, which is 1.3x higher than Toyota’s industry-leading five-year average NOPAT margin of 7%. Given the required capital requirements to fund manufacturing and match increased competition in the EV market, Tesla is unlikely to achieve and sustain a margin as high as 9% from 2022 to 2030. If Tesla fails to meet these expectations, then the stock is worth less than $200/share.</p><p>Figure 4 compares the firm’s historical NOPAT to the NOPAT implied in the above scenarios to illustrate just how high the expectations baked into Tesla’s stock price remain. For additional context, we show Toyota’s, General Motors’, and Apple’s TTM NOPAT.</p><p><b>Figure 4: Tesla’s Historical and Implied NOPAT: DCF Valuation Scenarios</b></p><p><img src=\"https://static.tigerbbs.com/3e43f865637ac4c84e8199df2b05d061\" tg-width=\"630\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>TSLA DCF Implied NOPAT(New Constructs, LLC)</p><p>Sources: New Constructs, LLC and company filings</p><p>Each of the above scenarios assumes Tesla’s invested capital grows 14% compounded annually through 2030. For reference, Tesla’s invested capital grew 49% compounded annually from 2011 to 2021 and 30% compounded annually since 2015.</p><p>An invested capital CAGR of 14% represents 1/3rdthe CAGR of Tesla’s property, plant, and equipment since 2011 and assumes the company can build future plants and produce cars 3x more efficiently than it has so far.</p><p>In other words, we aim to provide inarguably best-case scenarios for assessing the expectations for future market share and profits reflected in Tesla’s stock market valuation.</p><p><b>Tesla Won’t Be the Only One to Fall</b></p><p>Other meme stocks have taken pages from the Musk playbook and will likely suffer the same fate we expect Tesla to suffer once the game is up. GameStop (GME) promised to transform itself into an ecommerce powerhouse, yet the company continues to head in the opposite direction and earnings continue to disappoint. GameStop’s Core Earnings fell from -$200 million in fiscal 2021 to -$321 million in fiscal 2022.</p><p>Despite the company’s inability to quickly execute operational change, GameStop’s stock has remained well above a reasonable valuation thanks in part to announcing the launch of a marketplace for nonfungible tokens (NFTs) and partnerships with blockchain firms.</p><p>AMC Entertainment Holdings (AMC) has also run several Tesla-esque plays to prop up its stock. Indeed, the company’s CEO recently tweeted that the company is “playing on offense again” with its investment in a microcap gold mine. Before gold mines, the company got on the crypto bandwagon in 2021 by accepting Bitcoin, Ethereum, Bitcoin Cash, and Litecoin.</p><p>Beyond the repeated attempts at propping up their stocks, the fundamentally weak business models of Tesla, GameStop, and AMC Entertainment in highly competitive industries burn cash and continue to dilute shareholders whenever possible. Per Figure 5, despite combining for more than $1.1 trillion of market cap, Tesla, AMC Entertainment, and GameStop have a combined economic book value, our measure of the no growth value of a stock, of -$52 billion and -$4.3 billion of free cash flow over the past twelve months.</p><p><b>Figure 5: Meme Stock’s Market Cap, Economic Book Value &amp; FCF: TTM</b></p><p><img src=\"https://static.tigerbbs.com/add55782c8e6b0e8a891f84c9ec7421f\" tg-width=\"630\" tg-height=\"119\" referrerpolicy=\"no-referrer\"/></p><p>Meme Stocks Market Cap, Economic Book Value, FCF(New Constructs, LLC)</p><p>Sources: New Constructs, LLC and company filings</p><p><i>This article originally published on April 14, 2022.</i></p><p><i>Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, sector, style, or theme.</i></p><p>[1] Tesla’s ASP = (total automotive revenues – regulatory credits) / deliveries</p><p>[2] General Motors’ ASP = Vehicle, parts and accessories / wholesale vehicle sales</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nIs The End Near For Musk And Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501979-is-the-end-near-for-musk-and-tesla><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDespite recent gains, investors should consider selling Tesla and other meme stocks now, before institutional money bails.While regulators may still be too frightened to hold Musk accountable, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4501979-is-the-end-near-for-musk-and-tesla\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4501979-is-the-end-near-for-musk-and-tesla","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105569285","content_text":"SummaryDespite recent gains, investors should consider selling Tesla and other meme stocks now, before institutional money bails.While regulators may still be too frightened to hold Musk accountable, a change in public opinion would be far more consequential to Musk and his empire.The hype around Musk’s stake in Twitter and the speculation around his plans for the social media platform takes focus away from the troubles, which are many, ahead of Tesla.For years, Elon Musk has used hype to prop up Tesla’s stock. It’s worked so well that other companies have followed his lead. But now, we think the world has seen that the emperor has no clothes. The attempted Twitter (TWTR) takeover is yet another example of Musk bullying his way into what he wants and underscores how his super-star status cannot always convince people to overlook his irreverent, reckless, and potentially illegal behavior. As the recent lawsuit againstMusk shows, he is not completely immune from the consequences of his actions. Despite recent gains, investors should consider selling Tesla (NASDAQ:TSLA) and other meme stocks now, before institutional money bails.End of the Road for MuskMost investors are keenly aware of Musk’s long history of making grand promises that don’t come true – the Roadster, the Semi, the Cybertruck, full-self driving (FSD) etc. – and at times are blatantly unethical, such as tweeting “funding secured” to go private, and pumping Doge coin. But now, we have evidence that he may have acted illegally in the way he reported his purchases of Twitter stock. Given the clear rules about how investors should report large stakes in public companies – like what Musk has in Twitter – this case seems straightforward: Musk broke the rules.The next question is how severely he will be punished. If the past is any guide, regulators will not muster more than a slap on the wrist. The real question is how institutional investors will react to signs Musk has pushed the envelope too far.Institutional investors own Tesla stock more often because they must, given its influence on their performance, than because they see it as a good investment. Any investor with a rigorous process can see the stock is ridiculously overvalued; so, you own it for the “Musk effect”. Accordingly, the institutional investors’ decision to sell Tesla stock will be based on when Musk’s outsized influence begins to wane.We think that moment has come.Musk Meets His Maker: TwitterIn our view, Musk’s repeated rule-breaking behavior has finally gone too far. Details of the case are still emerging, but Musk’s failure to disclose his more than 5% stake in Twitter arguably hurt investors who sold shares after he crossed that ownership threshold. Instead, Musk kept purchasing shares until reaching a 9% stake in Twitter before disclosing his position. The initial class-action lawsuit and the potential for more have finally gotten the attention of investors, if not regulators.The poor reception Twitter’s employees gave the news of Musk’s stake is a very public rejection of his super-star influencer status and provide the first tangible evidence that maybe his star power has limitations. If a hostile takeover prompts a mass exodus of talent, then Musk might end up destroying the company in the process of buying it. That being said, the loudest voices in the company are not necessarily the most valuable.As more people join lawsuits against Musk, and Twitter employees continue to express their mistrust of the company’s largest shareholder, institutional investors may seize this moment to quietly unload their shares of overvalued Tesla stock. Now is the time to sell because the price of the stock to this point has been more a reflection of Musk’s ability to draw an audience than any underlying fundamental value in the company.Live by the Stunt, Die by the StuntUltimately, it appears that as much as Twitter was the launch pad for Musk’s super influence powers, his failure thus far to win the publicity battle could mark the beginning-of-the-end of his super-star status.Musk’s Twitter play, which is another in a long series of distractions, could end poorly for Musk. Instead of addressing Tesla’s issues, Musk appears to be attempting to position himself as a defender of free speech. The risk he faces is that instead of looking like a hero he looks more like a bully running an ego-driven takeover with little regard for the rules. While regulators may still be too frightened to hold Musk accountable (more on this below), a change in public opinion would be far more consequential to Musk and his empire.Tesla’s investors have not been impressed with Musk’s Twitter antics either, as the stock is down 11% since he announced his ownership in the social media giant. Likewise, the “Musk bump” in Twitter shares is likely to fade as investors realize the only value Musk brought was publicity, and not good publicity either. Although Twitter remains a popular platform, it has its own problems and suggestions such as removing a letter from its name can do more harm than good.Why Haven’t Regulators Done Anything Before Now?Tesla’s high stock price has, thus far, kept its CEO well beyond an arm’s length of regulators. Other executives in other times likely would have faced consequences for many of the things Musk has said and done. Today, Tesla’s high stock price indicates investors’ collective belief in Musk’s promises and protects Musk. Regulators don’t want to be accused of causing the company’s stock price to fall, thereby destroying the wealth of many investors and, as a result, footing the cost of defending against numerous shareholder lawsuits.Furthermore, Musk can claim Tesla’s elevated stock price and the wealth it endows is what he needs to fulfill his outlandish promises over time. However, should Tesla’s stock price ever reflect realistic expectations for the company, authorities may feel emboldened to pursue legal or regulatory action against Musk and/or Tesla. Credible claims can be made for several offenses, including:stock and cryptocurrency manipulationfalse advertising of Full Self Driving (FSD)ignoring safety authoritiesneglecting to file documentation on time related to his purchase of Twitter’s sharesand other claims of dubious veracityWhat Will Regulators Do When the Bubble Pops?Musk has positioned himself as a pop-culture icon. Though society loves to build up celebrities, so too does it love tearing them down even more. Once Tesla’s stock price falls from its overly inflated levels, Musk will lose his cover that has protected him from all his unethical and arguably illegal behavior. Regulators are likely to come after Musk with knives out after all the humiliation they had to suffer at his hand.Trouble on the HorizonAll the hype around Musk’s large stake in Twitter and the speculation around his plans for the social media platform takes focus away from the troubles, which are many, ahead for Tesla. Of course, that is likely his goal. Below we discuss the fundamentals of Tesla’s business, which cannot be wished away or made irrelevant with hype.Incumbents Are Catching Up: Tesla’s first-mover advantage has long been cited as reason enough for investors to pile their money into the company. However, that advantage is gone, and in some cases turning into a lag. Ford (F), Rivian (RIVN), and General Motors (GM) aim to produce EV trucks in 2022, but Tesla will be on the sidelines until at least 2023 before launching its Cybertruck.The rising competition from incumbents means the days of Tesla’s rising profitability could be numbered. For starters, 26% of the company’s GAAP earnings in 2021 were from the sale of regulatory credits, not from the underlying economics of making and selling vehicles and other ancillary services.Once incumbents increase production of EVs they will need to purchase fewer credits from Elon. That means Tesla needs to actually start selling carsto make money. The catch-22 is that for the company to sell more cars, it first needs to increase its production capacity. If Tesla’s succeeds in selling more cars capital expenditure and working capital are primed to grow along with sales. Tesla needs to build economies of scale before it can benefit from them.Market Share Losses Continue: Incumbent automakers have entered the EV market with scale and are already taking market share from Tesla. Per Figure 2, Tesla’s share of global EV sales fell from 16% in 2019 to 14% in 2021.Tesla’s share of the U.S. EV market fell from 79% in2020to 70% in2021. With light truck sales comprising more than three out of every four vehicles sold in the U.S. in January 2022, Tesla falling behind in truck EVs means its share of the U.S. market could fall further.Figure 2: Tesla’s Share of the Global EV SalesTSLA Market Share Since 2019(New Constructs, LLC)Sources: New Constructs, LLC, EV-volumes.com and StatistaSlow Start to 2022:Though Teslaforecastedan at least 50% YoY rise in deliveries in 2022, the company is feeling the effects of supply chain problems – just like every other automaker. The company delivered 310,000 vehicles in the quarter, while consensus estimates were for 313,000.Reverse DCF Math: Valuation Implies Tesla Will Own at Least 57% of the Global Passenger EV MarketDespite the increased competition, failure to meet delivery expectations, and diminutive share of the global EV market in 2021, Tesla’s valuation implies the company will own 57% of the global passenger EV market in 2030.Even if Tesla increases the average selling price (ASP) per vehicle to $55K vs. ($49K in 2021), Tesla’s stock price at ~$1,100/share implies the firm will sell 15 million vehicles in 2030 versus ~936k in 2021. That figure represents 57% of the projected base case global EV passenger vehicle market in 2030 and the implied vehicle sales based on a lower ASP looks even more unrealistic.To provide inarguably best-case scenarios for assessing the expectations reflected in Tesla’s stock price, we assume Tesla achieves profit margins 1.5x Toyota Motor Corp (TM) and triples its current auto manufacturing efficiency.Per Figure 3, an $1,100/share price implies that, in 2030, Tesla will sell the following number of vehicles based on these ASP benchmarks:15 million vehicles – ASP of $55K (above average U.S. new car price of $47K in 2021)7 million vehicles – ASP of $49K (equal to Tesla’s 2021 ASP[1])21 million vehicles – ASP of $38K (equal to General Motors’ ASP[2] of $38K in 2021)If Tesla achieves those EV sales, the implied market share for the company would be the following (assuming global passenger EV sales reach 26 million in 2030, the base case projection from the IEA):57% for 15 million vehicles64% for 17 million vehicles83% for 21 million vehiclesIf we assume the IEA’s best case for global passenger EV sales in 2030, 47 million vehicles, the above vehicle sales represent:31% for 15 million vehicles35% for 17 million vehicles45% for 21 million vehiclesFigure 3: Tesla’s Implied Vehicle Sales in 2030 to Justify $1,100/ShareTSLA DCF Implied Vehicle Production(New Constructs, LLC)Sources: New Constructs, LLC and company filingsTesla Must Generate More Profits Than Apple For Investors to Make MoneyBelow are the assumptions we use in our reverse discounted cash flow model to calculate the implied production levels above.Bulls should understand what Tesla needs to accomplish to justify ~$1,100/share:immediately achieve a 14% NOPAT margin (1.5x Toyota’s margin, which is the highest of the large-scale automakers we cover), compared to Tesla’s TTM margin of 8%) andgrow revenue by 32% compounded annually from 2022 to 2030.In this scenario, Tesla generates $811 billion in revenue in 2030, which is 116% of the combined revenues of Toyota, Stellantis (STLA), Ford, General Motors, and Honda (HMC) over the past twelve months. Tesla must replace the U.S. auto industry before 2030 to justify current valuations.This scenario also implies Tesla grows net operating profit after-tax (NOPAT) by 2,458% from 2021 to 2030. In this scenario, Tesla generates $112 billion in NOPAT in 2030, or 12% higher than Apple’s (AAPL) TTM NOPAT, which, at $100 billion, is the highest of all companies we cover, and 65% higher than Microsoft (MSFT), the second-highest. Those companies have intertwined themselves in the lives of consumers and businesses around the world, which seems an unlikely feat for Tesla at this point.TSLA Has 46% Downside If Morgan Stanley Is Right About SalesIf we assume Tesla reaches Morgan Stanley’s estimate of selling 8.1 million cars in 2030 (which implies a 31% share of the global passenger EV market in 2030), at an ASP of $55k, the stock is worth just $542/share. Details:NOPAT margin improves to 14% andrevenue grows 27% compounded annually over the next decade, thenthe stock is worth just $547/share today – a 46% downside to the current price. See the math behind this reverse DCF scenario. In this scenario, Tesla grows NOPAT to $62 billion, or nearly 14x its 2021 NOPAT, and just 7% below Alphabet’s (GOOGL) 2021 NOPAT.TSLA Has 80%+ Downside Even with 27% Market Share and Realistic MarginsIf we estimate more reasonable (but still very optimistic) margins and market share achievements for Tesla, the stock is worth just $200/share. Here’s the math:NOPAT margin improves to 9% (equal to Toyota’s TTM margin) andrevenue grows by consensus estimates from 2022 to 2024 andrevenue grows 17% a year from 2025 to 2030, thenthe stock is worth just $200/share today – an 80% downside to the current price.In this scenario, Tesla sells 7 million cars (27% of the global passenger EV market in 2030) at an ASP of $47K (average new car price in U.S. in 2021) and grows NOPAT by 24% compounded annually from 2022 to 2030.We also assume a more realistic NOPAT margin of 9% in this scenario, which is 1.3x higher than Toyota’s industry-leading five-year average NOPAT margin of 7%. Given the required capital requirements to fund manufacturing and match increased competition in the EV market, Tesla is unlikely to achieve and sustain a margin as high as 9% from 2022 to 2030. If Tesla fails to meet these expectations, then the stock is worth less than $200/share.Figure 4 compares the firm’s historical NOPAT to the NOPAT implied in the above scenarios to illustrate just how high the expectations baked into Tesla’s stock price remain. For additional context, we show Toyota’s, General Motors’, and Apple’s TTM NOPAT.Figure 4: Tesla’s Historical and Implied NOPAT: DCF Valuation ScenariosTSLA DCF Implied NOPAT(New Constructs, LLC)Sources: New Constructs, LLC and company filingsEach of the above scenarios assumes Tesla’s invested capital grows 14% compounded annually through 2030. For reference, Tesla’s invested capital grew 49% compounded annually from 2011 to 2021 and 30% compounded annually since 2015.An invested capital CAGR of 14% represents 1/3rdthe CAGR of Tesla’s property, plant, and equipment since 2011 and assumes the company can build future plants and produce cars 3x more efficiently than it has so far.In other words, we aim to provide inarguably best-case scenarios for assessing the expectations for future market share and profits reflected in Tesla’s stock market valuation.Tesla Won’t Be the Only One to FallOther meme stocks have taken pages from the Musk playbook and will likely suffer the same fate we expect Tesla to suffer once the game is up. GameStop (GME) promised to transform itself into an ecommerce powerhouse, yet the company continues to head in the opposite direction and earnings continue to disappoint. GameStop’s Core Earnings fell from -$200 million in fiscal 2021 to -$321 million in fiscal 2022.Despite the company’s inability to quickly execute operational change, GameStop’s stock has remained well above a reasonable valuation thanks in part to announcing the launch of a marketplace for nonfungible tokens (NFTs) and partnerships with blockchain firms.AMC Entertainment Holdings (AMC) has also run several Tesla-esque plays to prop up its stock. Indeed, the company’s CEO recently tweeted that the company is “playing on offense again” with its investment in a microcap gold mine. Before gold mines, the company got on the crypto bandwagon in 2021 by accepting Bitcoin, Ethereum, Bitcoin Cash, and Litecoin.Beyond the repeated attempts at propping up their stocks, the fundamentally weak business models of Tesla, GameStop, and AMC Entertainment in highly competitive industries burn cash and continue to dilute shareholders whenever possible. Per Figure 5, despite combining for more than $1.1 trillion of market cap, Tesla, AMC Entertainment, and GameStop have a combined economic book value, our measure of the no growth value of a stock, of -$52 billion and -$4.3 billion of free cash flow over the past twelve months.Figure 5: Meme Stock’s Market Cap, Economic Book Value & FCF: TTMMeme Stocks Market Cap, Economic Book Value, FCF(New Constructs, LLC)Sources: New Constructs, LLC and company filingsThis article originally published on April 14, 2022.Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, sector, style, or theme.[1] Tesla’s ASP = (total automotive revenues – regulatory credits) / deliveries[2] General Motors’ ASP = Vehicle, parts and accessories / wholesale vehicle sales","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321769056391360,"gmtCreate":1719587265213,"gmtModify":1719587269381,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090374759889920","idStr":"4090374759889920"},"themes":[],"htmlText":"Can't wait for shorts to die","listText":"Can't wait for shorts to die","text":"Can't wait for shorts to die","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321769056391360","repostId":"2446689807","repostType":2,"repost":{"id":"2446689807","kind":"highlight","pubTimestamp":1719586800,"share":"https://ttm.financial/m/news/2446689807?lang=&edition=fundamental","pubTime":"2024-06-28 23:00","market":"us","language":"en","title":"Tesla Investors Brace for Big Share Price Moves as Major Catalysts Loom","url":"https://stock-news.laohu8.com/highlight/detail?id=2446689807","media":"Bloomberg","summary":"Delivery numbers, earnings, robotaxi event in weeks aheadTraders may be underestimating volatility risk, Citi saysA rare streak of tranquility in Tesla Inc. shares is about to end, as investors brace ","content":"<html><head></head><body><ul style=\"\"><li><p>Delivery numbers, earnings, robotaxi event in weeks ahead</p></li><li><p>Traders may be underestimating volatility risk, Citi says</p></li></ul><p>A rare streak of tranquility in Tesla Inc. shares is about to end, as investors brace for three crucial events over the coming six weeks that could bring back the wild swings often associated with the electric-vehicle maker’s stock.</p><p style=\"text-align: start;\">In less than a week, the Elon Musk-led company will report second-quarter delivery results, followed by earnings later in July, and the unveiling of its self-driving vehicle — also called robotaxi — in early August. Options trading data show that investors are positioning for a move of around 15% in either direction through mid-August, according to data compiled by Citigroup Inc.</p><p style=\"text-align: start;\">But, strategists say the shares could see much more turmoil than that. “Tesla options are underestimating volatility across these three upcoming catalysts,” Citi’s equity trading strategist Vishal Vivek said in a note to clients. These events have triggered big stock moves in the past, including for Tesla suppliers and other EV makers, Vivek said.</p><p style=\"text-align: start;\">“Considering how important Tesla’s deliveries have been in the past, how the much the stock moves on earnings and the potential for a new product line announcement at the robotaxi day, the 15% move implied between now and the Aug. 16 expiry seems low,” he added in an interview.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/85c96d2b82a755c09eb7f0d9241432af\" tg-width=\"1200\" tg-height=\"675\"/></p><p>Tesla shares have been trading within a pretty tight range since early May after gyrating earlier in the year. The stock remains below its 200-day moving average — a longer-term trend indicator that traders pay close attention to — but a sharp move higher this week signals a potential for change.</p><p>That’s boosting optimism among some investors. “While the intermediate-term period of consolidation and downtrend remains intact for Tesla since 2021, the short-term picture has begun to improve markedly in the last two months,” said Mark Newton, global head of technical strategy at Fundstrat Global Advisors.</p><p style=\"text-align: start;\">Analysts’ estimates for the company’s second-quarter deliveries have been coming down rapidly, and along with that the expectation for both profit and revenue. Yet, some argue that Tesla’s troubles around selling its vehicles are widely understood, so that barring a heavy miss, the shares can actually rally once the figures come out.</p><p style=\"text-align: start;\">Traders have taken an increasingly bullish stance on where Tesla may find its shares toward the end of the summer. Options traders have bid up the price of calls that eye a 10% rally and expire in two months relative to the cost of equivalent puts. That dynamic signals rising interest to chase the stock higher, coupled with fading desire to hedge a dive down.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/785b9085d40a88013cb37ed1e2d840cb\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">The real test for the stock, however, will be the unveiling of the company’s robotaxi in August.</p><p style=\"text-align: start;\">As Musk tries to re-position Tesla as an artificial-intelligence company, rather than just an EV maker, a lot is depending on the August event. Tesla shares currently command a hefty premium that’s towering over all other mega-cap technology stocks, even that of the market’s favorite AI-play, Nvidia Corp.</p><p style=\"text-align: start;\">That pricey valuation is underpinned by investors’ faith in Musk’s ability to successfully transform Tesla into a dominant AI player. The robotaxi reveal will be a pivotal step in that direction.</p><p style=\"text-align: start;\">As such, correctly predicting how the push and pull of these catalysts will play out over the coming weeks is tough. But technical strategists recommend watching some key levels to understand whether the stock is breaking out in one direction or the other.</p><p>“On the upside, a rally above the $206 resistance, which is a convergence of its February peak and the 200-day moving average, would mark a breakout and act as the next incremental positive for the stock’s trend,” said Ari Wald, head of technical analysis at Oppenheimer &amp; Co. That would mean a 4.3% jump from Tesla’s Thursday close of $197.42.</p><p style=\"text-align: start;\">On the other hand, any decline that takes the shares below their shorter-term trend-line of the 50-day moving average will be notable. It would require an 11% drop from the stock’s last close for that to happen.</p><p style=\"text-align: start;\">While it is hard to predict what the next few weeks have in store for Tesla, “what I can say with more certainty is that these events are likely to end the recent period of relative calm in the stock price,” said Adam Sarhan, founder and CEO at 50 Park Investments. “Positive surprises could fuel a rally, while disappointments might lead to a selloff.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Investors Brace for Big Share Price Moves as Major Catalysts Loom</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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 Investors Brace for Big Share Price Moves as Major Catalysts Loom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-28 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-06-28/tesla-investors-brace-for-big-share-price-moves-as-major-catalysts-loom?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Delivery numbers, earnings, robotaxi event in weeks aheadTraders may be underestimating volatility risk, Citi saysA rare streak of tranquility in Tesla Inc. shares is about to end, as investors brace ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-06-28/tesla-investors-brace-for-big-share-price-moves-as-major-catalysts-loom?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","TSLL":"Direxion Daily TSLA Bull 2X Shares","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4592":"伊斯兰概念","TSLA":"特斯拉","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4585":"ETF&股票定投概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4555":"新能源车","LU2063271972.USD":"富兰克林创新领域基金","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4211":"区域性银行","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999015978.USD":"利安颠覆性创新基金A","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4527":"明星科技股","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4550":"红杉资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4588":"碎股","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4581":"高盛持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD"},"source_url":"https://www.bloomberg.com/news/articles/2024-06-28/tesla-investors-brace-for-big-share-price-moves-as-major-catalysts-loom?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446689807","content_text":"Delivery numbers, earnings, robotaxi event in weeks aheadTraders may be underestimating volatility risk, Citi saysA rare streak of tranquility in Tesla Inc. shares is about to end, as investors brace for three crucial events over the coming six weeks that could bring back the wild swings often associated with the electric-vehicle maker’s stock.In less than a week, the Elon Musk-led company will report second-quarter delivery results, followed by earnings later in July, and the unveiling of its self-driving vehicle — also called robotaxi — in early August. Options trading data show that investors are positioning for a move of around 15% in either direction through mid-August, according to data compiled by Citigroup Inc.But, strategists say the shares could see much more turmoil than that. “Tesla options are underestimating volatility across these three upcoming catalysts,” Citi’s equity trading strategist Vishal Vivek said in a note to clients. These events have triggered big stock moves in the past, including for Tesla suppliers and other EV makers, Vivek said.“Considering how important Tesla’s deliveries have been in the past, how the much the stock moves on earnings and the potential for a new product line announcement at the robotaxi day, the 15% move implied between now and the Aug. 16 expiry seems low,” he added in an interview.Tesla shares have been trading within a pretty tight range since early May after gyrating earlier in the year. The stock remains below its 200-day moving average — a longer-term trend indicator that traders pay close attention to — but a sharp move higher this week signals a potential for change.That’s boosting optimism among some investors. “While the intermediate-term period of consolidation and downtrend remains intact for Tesla since 2021, the short-term picture has begun to improve markedly in the last two months,” said Mark Newton, global head of technical strategy at Fundstrat Global Advisors.Analysts’ estimates for the company’s second-quarter deliveries have been coming down rapidly, and along with that the expectation for both profit and revenue. Yet, some argue that Tesla’s troubles around selling its vehicles are widely understood, so that barring a heavy miss, the shares can actually rally once the figures come out.Traders have taken an increasingly bullish stance on where Tesla may find its shares toward the end of the summer. Options traders have bid up the price of calls that eye a 10% rally and expire in two months relative to the cost of equivalent puts. That dynamic signals rising interest to chase the stock higher, coupled with fading desire to hedge a dive down.The real test for the stock, however, will be the unveiling of the company’s robotaxi in August.As Musk tries to re-position Tesla as an artificial-intelligence company, rather than just an EV maker, a lot is depending on the August event. Tesla shares currently command a hefty premium that’s towering over all other mega-cap technology stocks, even that of the market’s favorite AI-play, Nvidia Corp.That pricey valuation is underpinned by investors’ faith in Musk’s ability to successfully transform Tesla into a dominant AI player. The robotaxi reveal will be a pivotal step in that direction.As such, correctly predicting how the push and pull of these catalysts will play out over the coming weeks is tough. But technical strategists recommend watching some key levels to understand whether the stock is breaking out in one direction or the other.“On the upside, a rally above the $206 resistance, which is a convergence of its February peak and the 200-day moving average, would mark a breakout and act as the next incremental positive for the stock’s trend,” said Ari Wald, head of technical analysis at Oppenheimer & Co. That would mean a 4.3% jump from Tesla’s Thursday close of $197.42.On the other hand, any decline that takes the shares below their shorter-term trend-line of the 50-day moving average will be notable. It would require an 11% drop from the stock’s last close for that to happen.While it is hard to predict what the next few weeks have in store for Tesla, “what I can say with more certainty is that these events are likely to end the recent period of relative calm in the stock price,” said Adam Sarhan, founder and CEO at 50 Park Investments. “Positive surprises could fuel a rally, while disappointments might lead to a selloff.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082803517,"gmtCreate":1650546792387,"gmtModify":1676534748583,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090374759889920","idStr":"4090374759889920"},"themes":[],"htmlText":"JP Morgan should stop covering Tesla. Analyst is embarrassing himself and his company.","listText":"JP Morgan should stop covering Tesla. Analyst is embarrassing himself and his company.","text":"JP Morgan should stop covering Tesla. Analyst is embarrassing himself and his company.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082803517","repostId":"1170791422","repostType":2,"repost":{"id":"1170791422","kind":"news","pubTimestamp":1650545588,"share":"https://ttm.financial/m/news/1170791422?lang=&edition=fundamental","pubTime":"2022-04-21 20:53","market":"us","language":"en","title":"Tesla Raised to $395 by JP Morgan; Netflix Cut to $300 by Morgan Stanley | Price Target Change","url":"https://stock-news.laohu8.com/highlight/detail?id=1170791422","media":"Benzinga","summary":"Piper Sandler cut Lam Research Corporation price target from $627 to $596. Lam Research shares fell ","content":"<html><head></head><body><ul><li>Piper Sandler cut <b>Lam Research Corporation</b> price target from $627 to $596. Lam Research shares fell 1.8% to $472.61 in pre-market trading.</li><li>SVB Leerink boosted the price target on <b>Anthem, Inc.</b> from $483 to $555. Anthem shares rose 0.1% to $530.00 in pre-market trading.</li><li>RBC Capital raised the price target for <b>Exxon Mobil Corporation</b> from $90 to $100. Exxon Mobil shares rose 0.9% to $88.72 in pre-market trading.</li><li>Barclays cut <b>The Scotts Miracle-Gro Company</b> price target from $150 to $110. Scotts Miracle-Gro shares rose 0.5% to $118.11 in pre-market trading.</li><li>Jefferies boosted the price target on <b>Monarch Casino &amp; Resort, Inc.</b> from $85 to $90. Monarch Casino &amp; Resort shares fell 2.5% to $90.80 in pre-market trading.</li></ul><ul><li>Needham cut the price target on <b>Kornit Digital Ltd.</b> from $202 to $155. Kornit Digital shares fell 1.4% to $70.81 in pre-market trading.</li><li>Tigress Financial raised the price target for <b>International Business Machines Corporation</b> from $133 to $139. IBM shares rose 0.1% to $138.45 in pre-market trading.</li><li>JP Morgan raised <b>Tesla, Inc.</b> price target from $335 to $395. Tesla shares rose 7.5% to $1,050.11 in pre-market trading.</li><li>Deutsche Bank raised <b>The Procter &amp; Gamble Company</b> price target from $173 to $177. Procter &amp; Gamble shares fell 0.3% to $163.16 in pre-market trading.</li><li>Morgan Stanley cut <b>Netflix, Inc.</b> price target from $425 to $300. Netflix shares fell 2.8% to $219.60 in pre-market trading.</li></ul></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Raised to $395 by JP Morgan; Netflix Cut to $300 by Morgan Stanley | Price Target Change</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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 Raised to $395 by JP Morgan; Netflix Cut to $300 by Morgan Stanley | Price Target Change\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-21 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/price-target/22/04/26735443/10-biggest-price-target-changes-for-thursday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Piper Sandler cut Lam Research Corporation price target from $627 to $596. Lam Research shares fell 1.8% to $472.61 in pre-market trading.SVB Leerink boosted the price target on Anthem, Inc. from $483...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/price-target/22/04/26735443/10-biggest-price-target-changes-for-thursday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMG":"Scotts Miracle-Gro Company","XOM":"埃克森美孚","TSLA":"特斯拉","KRNT":"Kornit Digital Ltd.","IBM":"IBM","NFLX":"奈飞","LRCX":"拉姆研究","MCRI":"Monarch Casino & Resort","PG":"宝洁"},"source_url":"https://www.benzinga.com/analyst-ratings/price-target/22/04/26735443/10-biggest-price-target-changes-for-thursday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170791422","content_text":"Piper Sandler cut Lam Research Corporation price target from $627 to $596. Lam Research shares fell 1.8% to $472.61 in pre-market trading.SVB Leerink boosted the price target on Anthem, Inc. from $483 to $555. Anthem shares rose 0.1% to $530.00 in pre-market trading.RBC Capital raised the price target for Exxon Mobil Corporation from $90 to $100. Exxon Mobil shares rose 0.9% to $88.72 in pre-market trading.Barclays cut The Scotts Miracle-Gro Company price target from $150 to $110. Scotts Miracle-Gro shares rose 0.5% to $118.11 in pre-market trading.Jefferies boosted the price target on Monarch Casino & Resort, Inc. from $85 to $90. Monarch Casino & Resort shares fell 2.5% to $90.80 in pre-market trading.Needham cut the price target on Kornit Digital Ltd. from $202 to $155. Kornit Digital shares fell 1.4% to $70.81 in pre-market trading.Tigress Financial raised the price target for International Business Machines Corporation from $133 to $139. IBM shares rose 0.1% to $138.45 in pre-market trading.JP Morgan raised Tesla, Inc. price target from $335 to $395. Tesla shares rose 7.5% to $1,050.11 in pre-market trading.Deutsche Bank raised The Procter & Gamble Company price target from $173 to $177. Procter & Gamble shares fell 0.3% to $163.16 in pre-market trading.Morgan Stanley cut Netflix, Inc. price target from $425 to $300. Netflix shares fell 2.8% to $219.60 in pre-market trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":306873601896592,"gmtCreate":1715955591852,"gmtModify":1715957227860,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090374759889920","idStr":"4090374759889920"},"themes":[],"htmlText":"#FUKREUTERS, every day is reputational damage to a decaying MSM.","listText":"#FUKREUTERS, every day is reputational damage to a decaying MSM.","text":"#FUKREUTERS, every day is reputational damage to a decaying MSM.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/306873601896592","repostId":"2436116069","repostType":2,"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278839403417904,"gmtCreate":1709103664983,"gmtModify":1709103669350,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090374759889920","idStr":"4090374759889920"},"themes":[],"htmlText":"What reprieve?? 😂 can't compete!","listText":"What reprieve?? 😂 can't compete!","text":"What reprieve?? 😂 can't compete!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278839403417904","repostId":"1188525695","repostType":2,"repost":{"id":"1188525695","kind":"news","pubTimestamp":1709097050,"share":"https://ttm.financial/m/news/1188525695?lang=&edition=fundamental","pubTime":"2024-02-28 13:10","market":"us","language":"en","title":"Apple's EV Wind Down Offers Reprieve to Tesla and Detroit Rivals","url":"https://stock-news.laohu8.com/highlight/detail?id=1188525695","media":"Bloomberg","summary":"Automakers have faced challenges in struggling EV marketTesla likely relieved to avoid Apple competition, analyst saysThe sudden demise of $Apple Inc.(AAPL)$’s electric vehicle program is a bleak sign","content":"<html><head></head><body><ul style=\"\"><li><p>Automakers have faced challenges in struggling EV market</p></li><li><p>Tesla likely relieved to avoid Apple competition, analyst says</p></li></ul><p>The sudden demise of <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>’s electric vehicle program is a bleak sign for the car market. It’s also a welcome boon for automakers themselves.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> and Detroit’s automakers can breathe a sigh of relief after the electronics giant scrapped its car program, eliminating a threat in an EV market where growth is slowing and providing a pool of engineers and other talent who may be out of a job.</p><p>In the past year, Elon Musk’s company has cut prices and warned of slumping demand, while established carmakers like <a href=\"https://laohu8.com/S/GM\">General Motors Co.</a> and <a href=\"https://laohu8.com/S/F\">Ford Motor Co.</a> have delayed investment and pulled back production plans. Now they have one fewer competitor to worry about in a crowded and uncertain arena, especially a tech company with $61 billion in cash to throw around.</p><p>“They’re probably relieved,” said Gartner Inc. analyst Mike Ramsey. “Apple getting in the market scared people early on.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/199bd8c3659d5cfacc3d53d07a71dd51\" tg-width=\"777\" tg-height=\"424\"/></p><p>Apple exiting the EV market before it really revved up underscores just how tough the business has become. The cars are still too expensive for most consumers and charging is patchy in the US. EV sales are expected to rise just 9% this year, after growing at a compounded annual rate of 65% over the past three years, according to a forecast by Bloomberg Intelligence.</p><p>That means every company standing will be fighting over about 10% of new buyers in the US market.</p><p>EV startups are already struggling amid meager sales and heavy cash burn. <a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive Inc.</a> forecast flat production this year and said it would lay off workers, sending its shares to their biggest ever decline. <a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc.</a> will only make 9,000 vehicles this year, putting it on weaker financial footing.</p><p>Hertz Global Holdings Inc. last month revealed plans to sell 20,000 plug-in vehicles — a third of its US EV fleet — due to weak demand, rapid depreciation in value and high repair costs. It marked a sharp reversal from Hertz’s earlier embrace of EVs from Tesla and other automakers.</p><p>While GM is having a hard time building EVs due to production problems, Ford has seen demand fall and has reined in investment plans. GM delayed plans to open an electric pickup plant outside Detroit. Germany’s Mercedes-Benz has backed off its plan to sell only EVs by 2030.</p><h3 id=\"id_1759574112\">Auto Market Disruption</h3><p>This is another example of the tech sector underestimating how difficult it is to disrupt the auto sector, said Jeff Schuster, global vice president of automotive research at consultant GlobalData.</p><p>“Everybody from that world just looks at it and thinks, ‘Oh, these dinosaurs, we can come in, this is easy, what could be so difficult? We manufacture phones and we have all this technology, we can take it over,’” Schuster said in an interview. “Nine times out of 10, most find it a little more challenging and certainly more dynamic and complex than they expect.”</p><p>Tesla may benefit the most from Apple’s about-face. The last thing Musk wanted a year after cutting prices on his vehicles by 25% or more was a Silicon Valley rival with the same kind of high-tech appeal, Ramsey said.</p><p>“They certainly had the most downside,” he said. “Tesla benefits big time from being a status vehicle. And an Apple EV definitely would be a status vehicle.”</p><p>Celebrating the move, Musk on Tuesday sent a post on X with a saluting emoji and a cigarette.</p><p>Automakers will now also be looking to snap up some of that talent, said Brad Holden, a founder of the executive search firm Holden Richardson.</p><p>“There will be great talent on the street so it will be picked up,” Holden said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's EV Wind Down Offers Reprieve to Tesla and Detroit Rivals</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nApple's EV Wind Down Offers Reprieve to Tesla and Detroit Rivals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-28 13:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/features/2024-02-27/tesla-cybertruck-review-elon-s-electric-beast-is-bizarre-but-not-a-bad-drive?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Automakers have faced challenges in struggling EV marketTesla likely relieved to avoid Apple competition, analyst saysThe sudden demise of Apple Inc.’s electric vehicle program is a bleak sign for the...</p>\n\n<a href=\"https://www.bloomberg.com/news/features/2024-02-27/tesla-cybertruck-review-elon-s-electric-beast-is-bizarre-but-not-a-bad-drive?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","GM":"通用汽车","RIVN":"Rivian Automotive, Inc.","F":"福特汽车","LCID":"Lucid Group Inc"},"source_url":"https://www.bloomberg.com/news/features/2024-02-27/tesla-cybertruck-review-elon-s-electric-beast-is-bizarre-but-not-a-bad-drive?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188525695","content_text":"Automakers have faced challenges in struggling EV marketTesla likely relieved to avoid Apple competition, analyst saysThe sudden demise of Apple Inc.’s electric vehicle program is a bleak sign for the car market. It’s also a welcome boon for automakers themselves.Tesla Inc. and Detroit’s automakers can breathe a sigh of relief after the electronics giant scrapped its car program, eliminating a threat in an EV market where growth is slowing and providing a pool of engineers and other talent who may be out of a job.In the past year, Elon Musk’s company has cut prices and warned of slumping demand, while established carmakers like General Motors Co. and Ford Motor Co. have delayed investment and pulled back production plans. Now they have one fewer competitor to worry about in a crowded and uncertain arena, especially a tech company with $61 billion in cash to throw around.“They’re probably relieved,” said Gartner Inc. analyst Mike Ramsey. “Apple getting in the market scared people early on.”Apple exiting the EV market before it really revved up underscores just how tough the business has become. The cars are still too expensive for most consumers and charging is patchy in the US. EV sales are expected to rise just 9% this year, after growing at a compounded annual rate of 65% over the past three years, according to a forecast by Bloomberg Intelligence.That means every company standing will be fighting over about 10% of new buyers in the US market.EV startups are already struggling amid meager sales and heavy cash burn. Rivian Automotive Inc. forecast flat production this year and said it would lay off workers, sending its shares to their biggest ever decline. Lucid Group Inc. will only make 9,000 vehicles this year, putting it on weaker financial footing.Hertz Global Holdings Inc. last month revealed plans to sell 20,000 plug-in vehicles — a third of its US EV fleet — due to weak demand, rapid depreciation in value and high repair costs. It marked a sharp reversal from Hertz’s earlier embrace of EVs from Tesla and other automakers.While GM is having a hard time building EVs due to production problems, Ford has seen demand fall and has reined in investment plans. GM delayed plans to open an electric pickup plant outside Detroit. Germany’s Mercedes-Benz has backed off its plan to sell only EVs by 2030.Auto Market DisruptionThis is another example of the tech sector underestimating how difficult it is to disrupt the auto sector, said Jeff Schuster, global vice president of automotive research at consultant GlobalData.“Everybody from that world just looks at it and thinks, ‘Oh, these dinosaurs, we can come in, this is easy, what could be so difficult? We manufacture phones and we have all this technology, we can take it over,’” Schuster said in an interview. “Nine times out of 10, most find it a little more challenging and certainly more dynamic and complex than they expect.”Tesla may benefit the most from Apple’s about-face. The last thing Musk wanted a year after cutting prices on his vehicles by 25% or more was a Silicon Valley rival with the same kind of high-tech appeal, Ramsey said.“They certainly had the most downside,” he said. “Tesla benefits big time from being a status vehicle. And an Apple EV definitely would be a status vehicle.”Celebrating the move, Musk on Tuesday sent a post on X with a saluting emoji and a cigarette.Automakers will now also be looking to snap up some of that talent, said Brad Holden, a founder of the executive search firm Holden Richardson.“There will be great talent on the street so it will be picked up,” Holden said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323174745682064,"gmtCreate":1719930710970,"gmtModify":1719930714917,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090374759889920","idStr":"4090374759889920"},"themes":[],"htmlText":"Can't wait for shorts to die🦾","listText":"Can't wait for shorts to die🦾","text":"Can't wait for shorts to die🦾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323174745682064","repostId":"1182605940","repostType":2,"repost":{"id":"1182605940","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1719928487,"share":"https://ttm.financial/m/news/1182605940?lang=&edition=fundamental","pubTime":"2024-07-02 21:54","market":"us","language":"en","title":"Tesla's Second-Quarter Deliveries Beat Estimates as Price Cuts Boost Sales","url":"https://stock-news.laohu8.com/highlight/detail?id=1182605940","media":"Tiger Newspress","summary":"In the second quarter, Tesla produced approximately 411,000 vehicles and delivered approximately 444,000 vehicles. We deployed 9.4 GWh of energy storage products in Q2, the highest quarterly deployment yet.Shares jumped 4% after announcing Q2 deliveries.","content":"<html><head></head><body><p>Tesla&#39;s second-quarter vehicle deliveries beat estimates on Tuesday driven by the electric-vehicle maker&#39;s price cuts and incentives that helped stimulate demand.</p><p>The world&#39;s most valuable automaker&#39;s shares surged over 9% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/def3a9a31bfe9e147272349325791e4d\" tg-width=\"844\" tg-height=\"830\"/></p><p>Tesla delivered 422,405 Model 3 and Model Y and 21,551 units of other models, which include the Model S sedan, Cybertruck and Model X premium SUV. It produced 410,831 vehicles during the April-June period.</p><p>The EV maker handed over 443,956 vehicles in the three months to June 30, 4.8% lower than a year earlier and up 14.8% from the preceding quarter.</p><p>Wall Street on average had expected Tesla to deliver 438,019 vehicles, according to 12 analysts polled by LSEG.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Second-Quarter Deliveries Beat Estimates as Price Cuts Boost Sales</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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's Second-Quarter Deliveries Beat Estimates as Price Cuts Boost Sales\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-02 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla&#39;s second-quarter vehicle deliveries beat estimates on Tuesday driven by the electric-vehicle maker&#39;s price cuts and incentives that helped stimulate demand.</p><p>The world&#39;s most valuable automaker&#39;s shares surged over 9% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/def3a9a31bfe9e147272349325791e4d\" tg-width=\"844\" tg-height=\"830\"/></p><p>Tesla delivered 422,405 Model 3 and Model Y and 21,551 units of other models, which include the Model S sedan, Cybertruck and Model X premium SUV. It produced 410,831 vehicles during the April-June period.</p><p>The EV maker handed over 443,956 vehicles in the three months to June 30, 4.8% lower than a year earlier and up 14.8% from the preceding quarter.</p><p>Wall Street on average had expected Tesla to deliver 438,019 vehicles, according to 12 analysts polled by LSEG.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182605940","content_text":"Tesla's second-quarter vehicle deliveries beat estimates on Tuesday driven by the electric-vehicle maker's price cuts and incentives that helped stimulate demand.The world's most valuable automaker's shares surged over 9% in morning trading.Tesla delivered 422,405 Model 3 and Model Y and 21,551 units of other models, which include the Model S sedan, Cybertruck and Model X premium SUV. It produced 410,831 vehicles during the April-June period.The EV maker handed over 443,956 vehicles in the three months to June 30, 4.8% lower than a year earlier and up 14.8% from the preceding quarter.Wall Street on average had expected Tesla to deliver 438,019 vehicles, according to 12 analysts polled by LSEG.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941958344,"gmtCreate":1679926744389,"gmtModify":1679926748526,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090374759889920","idStr":"4090374759889920"},"themes":[],"htmlText":"Totally agree💪🏻","listText":"Totally agree💪🏻","text":"Totally agree💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941958344","repostId":"1168281983","repostType":2,"repost":{"id":"1168281983","kind":"news","pubTimestamp":1679926436,"share":"https://ttm.financial/m/news/1168281983?lang=&edition=fundamental","pubTime":"2023-03-27 22:13","market":"us","language":"en","title":"Tesla: Price Cuts Are A Clear Signal Of Leadership, Not Competition","url":"https://stock-news.laohu8.com/highlight/detail?id=1168281983","media":"Seekingalpha","summary":"SummaryI argue investors likely misinterpret Tesla management's rationale behind cutting prices.Tesl","content":"<html><head></head><body><h2>Summary</h2><ul><li>I argue investors likely misinterpret Tesla management&#39;s rationale behind cutting prices.</li><li style=\"text-align:left;\">Tesla&#39;s aggressive price cuts are likely not a reflection of a short-term tactical response to increased competition . . .</li><li style=\"text-align:left;\">. . . but rather a signal of the EV maker&#39;s long-term strategic to capture a 20 million EVs per year SAM by 2030, which requires price affordability.</li><li style=\"text-align:left;\">Tesla&#39;s price-cuts are supported by cost-leadership -- anchored industrial scale and sophistication in producing EVs.</li><li style=\"text-align:left;\">On the backdrop of the assumption that selling 20 million EVs by 2030 is reasonable, I value Tesla shares at a $310.61 target price.</li></ul><p>Earlier this year, Tesla&#39;s decision to cut prices for the Model 3 and Y caused TSLA stock to fall sharply -- with Tesla shares intermittently trading down to nearly $100/share. Now, although Tesla&#39;s stock has somewhat recovered, the EV maker&#39;s valuation is still about 55% below ATH, as concerns about competition/ price-cuts continue to pressure investor sentiment.</p><p>That said, investors likely misinterpret Tesla management&#39;s rationale behind cutting prices. In my opinion, Tesla&#39;s aggressive price cuts are likely not a reflection of a short-term tactical response to increased competition, but rather a signal of the EV maker&#39;s long-term strategic ambition to capture an enormous market share in the next-generation of mobility. In other words: on the backdrop of cost-leadership, Tesla is preparing to bring electric mobility to the mass-market. If in the process Tesla can take out some competitors, all the better.</p><h2>Price Cuts Signal Leadership</h2><p>Given the (comparably) low production number of electric vehicles, as well as the high R&amp;D costs to build and improve the relatively new technology, EVs have long been considered too expensive to produce for/ sell to the mass market. But the situation has changed: After years of expanding production, Tesla has now captured enough industrial scale and sophistication in producing EVs to profitably sell at prices that are almost competitive with gasoline-powered cars. And likely as a consequence, Tesla has decided to pass down value unlocked through cost-efficiency to customers.</p><p>Tesla is known for having high profit margins and operating-efficiency. For the trailing twelve months, the EV maker has managed to claim an EBITDA margin of 21%, which is nearly 90% above the sector median. Similarly, Tesla&#39;s net income margin is 15.4%, a 236% premium to the sector median respectively. With regards to capital efficiency, Tesla enjoys a return on total assets (TTM reference) of approximately 15.3%, as compared to 4% for the sector median.</p><p><img src=\"https://static.tigerbbs.com/0f792873794c665c56be3d23a3707417\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"/></p><p>Needless to say, these are some quite amazing profitability numbers (relative to the industry). But according to commentary from Tesla&#39;s head of production, Tom Zhu, there might be still lots of untapped potential to capitalize on opportunities to further improve the cost-effectiveness of electric vehicles (EVs). In fact, anchored on the development of a new vehicle manufacturing platform, dubbed the &#34;New Generation Vehicle&#34;, Tesla aims to reduce the firm&#39;s manufacturing footprint by 40% and lower the manufacturing costs per EV unit by as much as 50%.</p><p>Reflecting on Tesla&#39;s strong profitability, and the outlook for further profitability expansion, the decision to cut prices seems like a reasonable strategic offensive to leverage the company&#39;s cost-leadership into capturing a larger SAM.</p><h2>Targeting A Larger SAM</h2><p>According to Bloomberg Intelligence, the market for light-duty EVs could potentially be as large as 60 million units by 2040--an enormous market potential. But, of course, it is unlikely that Tesla will be able to claim the lion share of this market without servicing the mass market. This is what the price cuts are for.</p><p><img src=\"https://static.tigerbbs.com/85def7f64ae6995c48c07a5291b6544e\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/>In my opinion, Tesla&#39;s price cuts are an early signal that Elon Musk&#39;s car company is prepared to lead the market for more &#39;accessibly&#39; priced EVs. With that frame of reference, I would like to point out what Tesla&#39;s head of production Tom Zhu said during Tesla&#39;s recent investor day: (emphasis mine)</p><blockquote>As long as you offer a product with value at affordable price you don’t have to worry about demand. We try everything to cut costs... and pass down that value to our customers.</blockquote><p>And until Tesla launches its mass-market accessible Model 2--rumored to be priced at $25k - $30k--discounting existing models is a reasonable lever to start targeting said market opportunity.</p><p>Thus, Tesla&#39;s lower prices are likely to be structural, rather than temporary--supporting Tesla&#39;s ambition to sell about 20 million electric vehicles per year by 2030. While Tesla&#39;s new pricing strategy might have some unfavorable short-term effects on margins and net-profitability, on a long-term perspective the strategy will very likely amplify scale and network effects and unlock a large commercial base for cross-selling post-purchase services--for example charging, insurance, and software.</p><h2>Valuation Offers Upside</h2><p>Reflecting on Tesla&#39;s SAM expansion, I view the company&#39;s 2030 ambition to sell 20 million cars per year as reasonable. To account for the volume expansion, however, I lower my average sales price per Tesla car to $52,000 and my net-profit margin assumption to 10.5% (pricing headwinds only partially offset by economies of scale).</p><p>I continue to assume that for every dollar of hardware sales, Tesla will be able to sell 20 cents of post-purchase revenue, including energy services, software solutions and insurance (for reference, Apple generates about 30 cents worth of services for every dollar of hardware sales). For Tesla&#39;s software business, I continue to view a 35% net-profit margin as reasonable.</p><p>Based on this, I now calculate a $140.43 billion annual economic profit, with a present value equal to $966 billion. This number discounted back to early 2023, assuming a 11% WACC, and adding a $16.432 billion of net-cash, gives an equity value of $983 billion, or $310.61/share.</p><p><img src=\"https://static.tigerbbs.com/2a7c23d83a673bd609af9eb459f0ad69\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/>What if we vary the discount rate (row) and net % profit margin (column)? Here is the updated sensitivity analysis:</p><h2><img src=\"https://static.tigerbbs.com/cdb0c43bb52193c4ed512c4391a0e3ae\" tg-width=\"640\" tg-height=\"109\" referrerpolicy=\"no-referrer\"/>Conclusion</h2><p>There’s a gap in the market for $25k EVs. And Tesla enjoys the cost-leadership to fill it. Conceptually speaking, the EV narrative has so far evolved in four stages: First, an early promise is enough to excite investors (ref. Nikola). Second, EV companies needed to prove that they actually have a technology/ product (ref. Lucid). Third, companies rushed to test if their technology/ product can be commercialized in a sustainable business model. Now we are in the fourth phase, which requires companies to build industrial scale and cost-efficiency. And like for phase one, two, and three, Tesla is leading the way.</p><p>Personally, I view Tesla&#39;s 2030 ambition to sell 20 million cars per year as reasonable -- the market size is the enabler, and Tesla&#39;s cost-leadership is the lever. Anchored on that assumption, I value Tesla shares at a $310.61 target price. Reiterate &#39;Buy&#39; rating.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Price Cuts Are A Clear Signal Of Leadership, Not Competition</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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: Price Cuts Are A Clear Signal Of Leadership, Not Competition\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-27 22:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4590324-tesla-price-cuts-signal-of-leadership-not-competition><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI argue investors likely misinterpret Tesla management's rationale behind cutting prices.Tesla's aggressive price cuts are likely not a reflection of a short-term tactical response to increased...</p>\n\n<a href=\"https://seekingalpha.com/article/4590324-tesla-price-cuts-signal-of-leadership-not-competition\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4590324-tesla-price-cuts-signal-of-leadership-not-competition","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1168281983","content_text":"SummaryI argue investors likely misinterpret Tesla management's rationale behind cutting prices.Tesla's aggressive price cuts are likely not a reflection of a short-term tactical response to increased competition . . .. . . but rather a signal of the EV maker's long-term strategic to capture a 20 million EVs per year SAM by 2030, which requires price affordability.Tesla's price-cuts are supported by cost-leadership -- anchored industrial scale and sophistication in producing EVs.On the backdrop of the assumption that selling 20 million EVs by 2030 is reasonable, I value Tesla shares at a $310.61 target price.Earlier this year, Tesla's decision to cut prices for the Model 3 and Y caused TSLA stock to fall sharply -- with Tesla shares intermittently trading down to nearly $100/share. Now, although Tesla's stock has somewhat recovered, the EV maker's valuation is still about 55% below ATH, as concerns about competition/ price-cuts continue to pressure investor sentiment.That said, investors likely misinterpret Tesla management's rationale behind cutting prices. In my opinion, Tesla's aggressive price cuts are likely not a reflection of a short-term tactical response to increased competition, but rather a signal of the EV maker's long-term strategic ambition to capture an enormous market share in the next-generation of mobility. In other words: on the backdrop of cost-leadership, Tesla is preparing to bring electric mobility to the mass-market. If in the process Tesla can take out some competitors, all the better.Price Cuts Signal LeadershipGiven the (comparably) low production number of electric vehicles, as well as the high R&D costs to build and improve the relatively new technology, EVs have long been considered too expensive to produce for/ sell to the mass market. But the situation has changed: After years of expanding production, Tesla has now captured enough industrial scale and sophistication in producing EVs to profitably sell at prices that are almost competitive with gasoline-powered cars. And likely as a consequence, Tesla has decided to pass down value unlocked through cost-efficiency to customers.Tesla is known for having high profit margins and operating-efficiency. For the trailing twelve months, the EV maker has managed to claim an EBITDA margin of 21%, which is nearly 90% above the sector median. Similarly, Tesla's net income margin is 15.4%, a 236% premium to the sector median respectively. With regards to capital efficiency, Tesla enjoys a return on total assets (TTM reference) of approximately 15.3%, as compared to 4% for the sector median.Needless to say, these are some quite amazing profitability numbers (relative to the industry). But according to commentary from Tesla's head of production, Tom Zhu, there might be still lots of untapped potential to capitalize on opportunities to further improve the cost-effectiveness of electric vehicles (EVs). In fact, anchored on the development of a new vehicle manufacturing platform, dubbed the \"New Generation Vehicle\", Tesla aims to reduce the firm's manufacturing footprint by 40% and lower the manufacturing costs per EV unit by as much as 50%.Reflecting on Tesla's strong profitability, and the outlook for further profitability expansion, the decision to cut prices seems like a reasonable strategic offensive to leverage the company's cost-leadership into capturing a larger SAM.Targeting A Larger SAMAccording to Bloomberg Intelligence, the market for light-duty EVs could potentially be as large as 60 million units by 2040--an enormous market potential. But, of course, it is unlikely that Tesla will be able to claim the lion share of this market without servicing the mass market. This is what the price cuts are for.In my opinion, Tesla's price cuts are an early signal that Elon Musk's car company is prepared to lead the market for more 'accessibly' priced EVs. With that frame of reference, I would like to point out what Tesla's head of production Tom Zhu said during Tesla's recent investor day: (emphasis mine)As long as you offer a product with value at affordable price you don’t have to worry about demand. We try everything to cut costs... and pass down that value to our customers.And until Tesla launches its mass-market accessible Model 2--rumored to be priced at $25k - $30k--discounting existing models is a reasonable lever to start targeting said market opportunity.Thus, Tesla's lower prices are likely to be structural, rather than temporary--supporting Tesla's ambition to sell about 20 million electric vehicles per year by 2030. While Tesla's new pricing strategy might have some unfavorable short-term effects on margins and net-profitability, on a long-term perspective the strategy will very likely amplify scale and network effects and unlock a large commercial base for cross-selling post-purchase services--for example charging, insurance, and software.Valuation Offers UpsideReflecting on Tesla's SAM expansion, I view the company's 2030 ambition to sell 20 million cars per year as reasonable. To account for the volume expansion, however, I lower my average sales price per Tesla car to $52,000 and my net-profit margin assumption to 10.5% (pricing headwinds only partially offset by economies of scale).I continue to assume that for every dollar of hardware sales, Tesla will be able to sell 20 cents of post-purchase revenue, including energy services, software solutions and insurance (for reference, Apple generates about 30 cents worth of services for every dollar of hardware sales). For Tesla's software business, I continue to view a 35% net-profit margin as reasonable.Based on this, I now calculate a $140.43 billion annual economic profit, with a present value equal to $966 billion. This number discounted back to early 2023, assuming a 11% WACC, and adding a $16.432 billion of net-cash, gives an equity value of $983 billion, or $310.61/share.What if we vary the discount rate (row) and net % profit margin (column)? Here is the updated sensitivity analysis:ConclusionThere’s a gap in the market for $25k EVs. And Tesla enjoys the cost-leadership to fill it. Conceptually speaking, the EV narrative has so far evolved in four stages: First, an early promise is enough to excite investors (ref. Nikola). Second, EV companies needed to prove that they actually have a technology/ product (ref. Lucid). Third, companies rushed to test if their technology/ product can be commercialized in a sustainable business model. Now we are in the fourth phase, which requires companies to build industrial scale and cost-efficiency. And like for phase one, two, and three, Tesla is leading the way.Personally, I view Tesla's 2030 ambition to sell 20 million cars per year as reasonable -- the market size is the enabler, and Tesla's cost-leadership is the lever. Anchored on that assumption, I value Tesla shares at a $310.61 target price. Reiterate 'Buy' rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328420297674784,"gmtCreate":1721219550702,"gmtModify":1721219554579,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090374759889920","idStr":"4090374759889920"},"themes":[],"htmlText":"FFS the whole nasdaq is down, healthy pull back.","listText":"FFS the whole nasdaq is down, healthy pull back.","text":"FFS the whole nasdaq is down, healthy pull back.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328420297674784","repostId":"2452153890","repostType":2,"repost":{"id":"2452153890","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1721219400,"share":"https://ttm.financial/m/news/2452153890?lang=&edition=fundamental","pubTime":"2024-07-17 20:30","market":"us","language":"en","title":"Tesla Stock Is in the Red as Wall Street Lifts Target Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=2452153890","media":"Dow Jones","summary":"Tesla stock whipsawed on Tuesday after investors digested the implications of CEO Elon Musk's political leanings. Shares are down to start Wednesday trading despite recently increased stock price targ","content":"<html><head></head><body><p>Tesla stock whipsawed on Tuesday after investors digested the implications of CEO Elon Musk&#39;s political leanings. Shares are down to start Wednesday trading despite recently increased stock price targets heading into the company&#39;s second-quarter earnings report.</p><p>On Tuesday, Tesla stock was down as much as 2.7% and up as much as 2.3%. Shares finished up 1.6%, rising for the second consecutive day since Musk endorsed former President Trump, and committed money to his reelection effort.</p><p>Shares are down 2.1% in premarket trading Wednesday, at $251.30.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c6acefb90e62597ce05073260b7b4a7b\" tg-width=\"874\" tg-height=\"624\"/></p><p>The drop comes despite Barclays analyst Dan Levy raising his Tesla price target on Wednesday to $225 from $180.</p><p>Target price increases can help stocks, but Levy kept his Hold rating on shares, and still has concerns. He acknowledges the &#34;potentially disruptive opportunity&#34; from robotaxis but adds success in that business isn&#39;t certain, leaving investors with an all-or-nothing bet on self-driving cars.</p><p>Levy&#39;s target raise is one of many hikes since Tesla reported better-than-expected second-quarter vehicle deliveries. The average analyst price target has risen to about $204 from $184 since the end of June, just before the delivery report, according to FactSet.</p><p>Earnings estimates are higher, too. The average estimate for second-quarter earnings per share is now 61 cents, up from 58 cents. The average estimate for 2024 earnings per share is now $2.43, up from $2.39.</p><p>Higher estimates and target prices are positive for any stock. Coming into Wednesday treading, Tesla shares were already up almost 30% month to date.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Is in the Red as Wall Street Lifts Target Prices</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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 Stock Is in the Red as Wall Street Lifts Target Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-07-17 20:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla stock whipsawed on Tuesday after investors digested the implications of CEO Elon Musk&#39;s political leanings. Shares are down to start Wednesday trading despite recently increased stock price targets heading into the company&#39;s second-quarter earnings report.</p><p>On Tuesday, Tesla stock was down as much as 2.7% and up as much as 2.3%. Shares finished up 1.6%, rising for the second consecutive day since Musk endorsed former President Trump, and committed money to his reelection effort.</p><p>Shares are down 2.1% in premarket trading Wednesday, at $251.30.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c6acefb90e62597ce05073260b7b4a7b\" tg-width=\"874\" tg-height=\"624\"/></p><p>The drop comes despite Barclays analyst Dan Levy raising his Tesla price target on Wednesday to $225 from $180.</p><p>Target price increases can help stocks, but Levy kept his Hold rating on shares, and still has concerns. He acknowledges the &#34;potentially disruptive opportunity&#34; from robotaxis but adds success in that business isn&#39;t certain, leaving investors with an all-or-nothing bet on self-driving cars.</p><p>Levy&#39;s target raise is one of many hikes since Tesla reported better-than-expected second-quarter vehicle deliveries. The average analyst price target has risen to about $204 from $184 since the end of June, just before the delivery report, according to FactSet.</p><p>Earnings estimates are higher, too. The average estimate for second-quarter earnings per share is now 61 cents, up from 58 cents. The average estimate for 2024 earnings per share is now $2.43, up from $2.39.</p><p>Higher estimates and target prices are positive for any stock. Coming into Wednesday treading, Tesla shares were already up almost 30% month to date.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2452153890","content_text":"Tesla stock whipsawed on Tuesday after investors digested the implications of CEO Elon Musk's political leanings. Shares are down to start Wednesday trading despite recently increased stock price targets heading into the company's second-quarter earnings report.On Tuesday, Tesla stock was down as much as 2.7% and up as much as 2.3%. Shares finished up 1.6%, rising for the second consecutive day since Musk endorsed former President Trump, and committed money to his reelection effort.Shares are down 2.1% in premarket trading Wednesday, at $251.30.The drop comes despite Barclays analyst Dan Levy raising his Tesla price target on Wednesday to $225 from $180.Target price increases can help stocks, but Levy kept his Hold rating on shares, and still has concerns. He acknowledges the \"potentially disruptive opportunity\" from robotaxis but adds success in that business isn't certain, leaving investors with an all-or-nothing bet on self-driving cars.Levy's target raise is one of many hikes since Tesla reported better-than-expected second-quarter vehicle deliveries. The average analyst price target has risen to about $204 from $184 since the end of June, just before the delivery report, according to FactSet.Earnings estimates are higher, too. The average estimate for second-quarter earnings per share is now 61 cents, up from 58 cents. The average estimate for 2024 earnings per share is now $2.43, up from $2.39.Higher estimates and target prices are positive for any stock. Coming into Wednesday treading, Tesla shares were already up almost 30% month to date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321046406033456,"gmtCreate":1719411103653,"gmtModify":1719411105735,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090374759889920","idStr":"4090374759889920"},"themes":[],"htmlText":"Can't wait to see the shorts die.","listText":"Can't wait to see the shorts die.","text":"Can't wait to see the shorts die.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321046406033456","repostId":"1174588543","repostType":2,"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298502814892168,"gmtCreate":1713909169069,"gmtModify":1713909310511,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090374759889920","idStr":"4090374759889920"},"themes":[],"htmlText":"Fuk Reuters!","listText":"Fuk Reuters!","text":"Fuk Reuters!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298502814892168","repostId":"1101803932","repostType":2,"repost":{"id":"1101803932","kind":"news","pubTimestamp":1713909028,"share":"https://ttm.financial/m/news/1101803932?lang=&edition=fundamental","pubTime":"2024-04-24 05:50","market":"us","language":"en","title":"Tesla Shares Rise 13% on Pledge to Launch Cheaper Cars by 2025 After Sales Miss","url":"https://stock-news.laohu8.com/highlight/detail?id=1101803932","media":"Bloomberg","summary":"Tesla Inc. is accelerating the launch of more affordable models in a bid to arrest a deterioration in its profit margins and sales.The electric-vehicle maker plans to start production on the cheaper c","content":"<html><head></head><body><p>【<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221796727569642548%22,%22type%22:1%7D\" title=\"Tesla 2024Q1 Earnings Conference Call\" target=\"_blank\" class=\"\">Tesla 2024Q1 Earnings Conference Call</a>】</p><ul style=\"\"><li><p>Company plans to start making new models before end of 2025</p></li><li><p>EV maker’s first quarter profit, revenue undershoot estimates</p></li></ul><p>Tesla Inc. is accelerating the launch of more affordable models in a bid to arrest a deterioration in its profit margins and sales.</p><p>The electric-vehicle maker plans to release the cheaper cars by the end of this year or in early next, well ahead of the late-2025 timing it had previously pledged. The Elon Musk-led company has been coping with a sales slump as EV demand falters.</p><p>Tesla’s shares rose more than 13% after regular trading in New York. The stock tumbled 42% this year through Tuesday’s close, the worst performance in the S&amp;P 500 Index.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f0f7713f0c39a90c610dec386f12fabb\" tg-width=\"781\" tg-height=\"624\"/></p><p style=\"text-align: start;\">“We’ve updated our future vehicle line-up to accelerate the launch of new models ahead of the previously mentioned start of production in the second half of 2025. So we expect it to be more like early 2025, if not late this year,” Musk said on a call with analysts.</p><p style=\"text-align: start;\">The decision to speed up the debut of cheaper models was welcomed by investors and overshadowed what was otherwise an ugly quarter for the EV market leader. It missed Wall Street’s estimates for earnings, sales and margins, while warning of slow growth throughout the year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95ff8ccc4fef250d1aa9d762f500981e\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: start;\">The CEO also took a dig at rivals like General Motors Co. and Ford Motor Co., which have paced EV production and moved to reboot their offerings of gas-electric hybrids.</p><p style=\"text-align: start;\">“The EV adoption rate globally is under pressure and a lot of other auto manufactures are pulling back on EVs and pursuing plug-in hybrids instead. We believe this is not the right strategy,” he said.</p><p style=\"text-align: start;\">Tesla’s own strategy has been muddled for much of 2024. It’s spent the last year slashing prices across its lineup in an effort to boost sales volume, only to find demand for its vehicles slowed.</p><p style=\"text-align: start;\">Adding to the company’s woes has been Musk’s abrupt decision to go “balls to the wall” on a dedicated robotaxi for which the company lacks regulatory approval and possibly the technological capability. Investors had expected the company to instead focus on a new, $25,000 model that Musk had promised to go into production before the end of next year.</p><p style=\"text-align: start;\">It wasn’t immediately clear if Tesla’s “more affordable models” pledge was a reference to the long-discussed low-cost car, sometimes dubbed the Model 2. Many investors see that as way to help generate new enthusiasm around its lineup and draw new customers.</p><p style=\"text-align: start;\">“I think we have said all that we will on that front,” Musk said when asked about the affordable models.</p><p>Tesla gave no timeline, but said it’s continuing to pursue a new module-based “unboxed” manufacturing process for its promised robotaxi model. In a reflection of leaner times, Tesla noted those new models will be built on existing manufacturing lines at current factories to maximize capacity and grow “prudently.”</p><p style=\"text-align: start;\">The carmaker remains the dominant EV maker in the US market, but its earnings have been under pressure for several quarters. Tesla’s automotive gross margin — a key measure of profitability — was 16.4% in the first quarter, smaller than the 17.6% Wall Street expected. That’s far from the 30% peak margin it reported at the start of 2022.</p><p>Tesla’s adjusted earnings per share came to 45 cents in the first three months of the year, compared with Wall Street’s expectation of 52 cents a share. Revenue fell 9% to $21.3 billion, according to a statement Tuesday, in line with its first year-over-year drop in deliveries since 2020. That was still short of the $22.3 billion analysts expected.</p><p style=\"text-align: start;\">Meanwhile, Tesla’s global vehicle inventory rose to 28 days, a huge increase from the 15 days at the end of the last quarter. The metric captures how long it takes for a car company to move vehicles off its lots. Tesla sells its cars direct to consumers, and doesn’t have a dealer network.</p><p style=\"text-align: start;\">Tesla isn’t alone in feeling the pinch from a lot of supply chasing waning demand. Average industrywide new vehicle inventories in the US rose to 72 days’ supply at the start of April, according to Cox Automotive. Tesla’s Chief Financial Officer Vaibhav Taneja told investors on the call that the growth in inventories is a temporary setback.</p><p style=\"text-align: start;\">“We expect the inventory build to reverse in the second quarter and free cash flow to return to positive” territory, Taneja said.</p><p style=\"text-align: start;\">The Austin-based EV maker kept its near-term growth expectations in check, saying deliveries may be lower than last year. “In 2024, our vehicle volume growth rate may be notably lower than the growth rate achieved in 2023, as our teams work on the launch of the next generation vehicle and other products,” it said.</p><p style=\"text-align: start;\">Earlier this month, Tesla initiated its largest-ever round of layoffs, cutting more than 10% of positions — though Bloomberg has reported the company may ultimately let go some 20% of its staff. At the same time, two senior executives quit, raising questions about who is in charge of key initiatives. Another executive, Tesla’s head of investor relations, Martin Viecha, said on Tuesday’s call he was resigning.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Shares Rise 13% on Pledge to Launch Cheaper Cars by 2025 After Sales Miss</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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 Shares Rise 13% on Pledge to Launch Cheaper Cars by 2025 After Sales Miss\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-24 05:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-04-23/tesla-tsla-stumbles-again-as-profit-sales-fall-short-of-estimates?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【Tesla 2024Q1 Earnings Conference Call】Company plans to start making new models before end of 2025EV maker’s first quarter profit, revenue undershoot estimatesTesla Inc. is accelerating the launch of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-23/tesla-tsla-stumbles-again-as-profit-sales-fall-short-of-estimates?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2024-04-23/tesla-tsla-stumbles-again-as-profit-sales-fall-short-of-estimates?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101803932","content_text":"【Tesla 2024Q1 Earnings Conference Call】Company plans to start making new models before end of 2025EV maker’s first quarter profit, revenue undershoot estimatesTesla Inc. is accelerating the launch of more affordable models in a bid to arrest a deterioration in its profit margins and sales.The electric-vehicle maker plans to release the cheaper cars by the end of this year or in early next, well ahead of the late-2025 timing it had previously pledged. The Elon Musk-led company has been coping with a sales slump as EV demand falters.Tesla’s shares rose more than 13% after regular trading in New York. The stock tumbled 42% this year through Tuesday’s close, the worst performance in the S&P 500 Index.“We’ve updated our future vehicle line-up to accelerate the launch of new models ahead of the previously mentioned start of production in the second half of 2025. So we expect it to be more like early 2025, if not late this year,” Musk said on a call with analysts.The decision to speed up the debut of cheaper models was welcomed by investors and overshadowed what was otherwise an ugly quarter for the EV market leader. It missed Wall Street’s estimates for earnings, sales and margins, while warning of slow growth throughout the year.The CEO also took a dig at rivals like General Motors Co. and Ford Motor Co., which have paced EV production and moved to reboot their offerings of gas-electric hybrids.“The EV adoption rate globally is under pressure and a lot of other auto manufactures are pulling back on EVs and pursuing plug-in hybrids instead. We believe this is not the right strategy,” he said.Tesla’s own strategy has been muddled for much of 2024. It’s spent the last year slashing prices across its lineup in an effort to boost sales volume, only to find demand for its vehicles slowed.Adding to the company’s woes has been Musk’s abrupt decision to go “balls to the wall” on a dedicated robotaxi for which the company lacks regulatory approval and possibly the technological capability. Investors had expected the company to instead focus on a new, $25,000 model that Musk had promised to go into production before the end of next year.It wasn’t immediately clear if Tesla’s “more affordable models” pledge was a reference to the long-discussed low-cost car, sometimes dubbed the Model 2. Many investors see that as way to help generate new enthusiasm around its lineup and draw new customers.“I think we have said all that we will on that front,” Musk said when asked about the affordable models.Tesla gave no timeline, but said it’s continuing to pursue a new module-based “unboxed” manufacturing process for its promised robotaxi model. In a reflection of leaner times, Tesla noted those new models will be built on existing manufacturing lines at current factories to maximize capacity and grow “prudently.”The carmaker remains the dominant EV maker in the US market, but its earnings have been under pressure for several quarters. Tesla’s automotive gross margin — a key measure of profitability — was 16.4% in the first quarter, smaller than the 17.6% Wall Street expected. That’s far from the 30% peak margin it reported at the start of 2022.Tesla’s adjusted earnings per share came to 45 cents in the first three months of the year, compared with Wall Street’s expectation of 52 cents a share. Revenue fell 9% to $21.3 billion, according to a statement Tuesday, in line with its first year-over-year drop in deliveries since 2020. That was still short of the $22.3 billion analysts expected.Meanwhile, Tesla’s global vehicle inventory rose to 28 days, a huge increase from the 15 days at the end of the last quarter. The metric captures how long it takes for a car company to move vehicles off its lots. Tesla sells its cars direct to consumers, and doesn’t have a dealer network.Tesla isn’t alone in feeling the pinch from a lot of supply chasing waning demand. Average industrywide new vehicle inventories in the US rose to 72 days’ supply at the start of April, according to Cox Automotive. Tesla’s Chief Financial Officer Vaibhav Taneja told investors on the call that the growth in inventories is a temporary setback.“We expect the inventory build to reverse in the second quarter and free cash flow to return to positive” territory, Taneja said.The Austin-based EV maker kept its near-term growth expectations in check, saying deliveries may be lower than last year. “In 2024, our vehicle volume growth rate may be notably lower than the growth rate achieved in 2023, as our teams work on the launch of the next generation vehicle and other products,” it said.Earlier this month, Tesla initiated its largest-ever round of layoffs, cutting more than 10% of positions — though Bloomberg has reported the company may ultimately let go some 20% of its staff. At the same time, two senior executives quit, raising questions about who is in charge of key initiatives. Another executive, Tesla’s head of investor relations, Martin Viecha, said on Tuesday’s call he was resigning.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":289631453503752,"gmtCreate":1711717350092,"gmtModify":1711717354665,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090374759889920","idStr":"4090374759889920"},"themes":[],"htmlText":"Another Tesla hating msm. Don't think Tesla should ever advertise with Yahoo.","listText":"Another Tesla hating msm. Don't think Tesla should ever advertise with Yahoo.","text":"Another Tesla hating msm. Don't think Tesla should ever advertise with Yahoo.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/289631453503752","repostId":"2423245654","repostType":2,"repost":{"id":"2423245654","kind":"highlight","pubTimestamp":1711717200,"share":"https://ttm.financial/m/news/2423245654?lang=&edition=fundamental","pubTime":"2024-03-29 21:00","market":"us","language":"en","title":"Tesla's Q1 to Forget: Poor Guidance, China Woes, and Musk Antics Hit EV Maker's Stock Hard","url":"https://stock-news.laohu8.com/highlight/detail?id=2423245654","media":"Yahoo Finance","summary":"Tesla stock slides nearly 30% in Q1, making it the worst performer in the S&P 500.","content":"<html><head></head><body><p>It&#39;s been a very trying first quarter for Tesla shareholders and fans of the EV giant. </p><p>Through Thursday, the last trading day of the first quarter, Tesla stock is down a whopping 29.3%, making it the worst-performing stock in the S&amp;P 500. Meanwhile, the S&amp;P 500 is actually up 10.2%, its best first quarter since 2019.</p><p>For Tesla, a combination of poor guidance, a tough selling environment in China, and more drama from CEO Elon Musk led the EV maker, which topped $750 billion in market cap to start the year, to shed over $200 billion of that since Jan. 1.</p><p>Here’s how it all went down.</p><h2 id=\"id_3796284241\">A warning to start the quarter</h2><p>The first quarter started off fine for Tesla, when the EV juggernaut reported Q4 deliveries hit a record 485K, with its full-year 2023 total of 1.8 million also meeting estimates.</p><p>But that may be the high-water mark for Tesla, at least for the time being.</p><p>In its Q4 earnings report released in late January, Tesla said its &#34;vehicle volume growth rate may be notably lower than the growth rate achieved in 2023,&#34; indicating it would not reach Street estimates of 2.19 million for 2024. Tesla also saw its automotive profit margin dip following steep price cuts.</p><p>Morgan Stanley’s Adam Jonas, one of the biggest Tesla bulls on Wall Street, was not impressed by the lowered guidance and the lack of real commentary given to explain it. “I still struggle to think of another company which provided such scant level of details on the forward-year outlook,” Jonas said in a note to investors. “Our team is left with the impression that either (a) visibility is poor or (b) there are downside risks in the broader EV market outside of Tesla’s control.”</p><p>Part of that forward guidance, at least in the long term, revolved around Tesla’s yet-to-be-named next-generation vehicle, which Tesla said would impact growth. Though Tesla said its plan is to get the vehicle to market as soon as possible, with production slated for Giga Austin, Tesla revealed the vehicle would only hit production in the second half of 2025.</p><p>Tesla has blown its own external timelines in the past — for example, the Cybertruck debuted in 2019 but only went into production in Q4 of last year. Many people are concerned the next-gen vehicle, which could potentially unlock large growth and margin gains, won’t come soon enough.</p><h2 id=\"id_3768437732\">China concerns growing</h2><p>Tesla’s troubles in China began almost immediately in the new year.</p><p>In early January, Tesla announced steep price cuts for its cheapest models in the country, with the Model 3 price dropping by 5.9% and the Model Y by 2.8%. This was a repeat of what happened the prior year, when Tesla and Chinese rivals like BYD, Li Auto, and XPeng engaged in a price war that even alarmed the Chinese government.</p><p>But price cuts didn’t seem to help sales improve compared to a year ago. Tesla reported 60,365 vehicle shipments from its Giga Shanghai factory in February, according to China’s Passenger Car Association. The February shipments represent a 19% drop from a year ago and the lowest shipment total since December 2022.</p><p>The situation did not improve in March either. “While NEVs [New Energy Vehicles, such as EVs and plug-ins] specifically were up 39.6% YoY and up 7.4% [week over week for March 17],” Deutsche Bank’s Emmanuel Rosner said in a note to clients, “Tesla was down 35% YoY and down 8% WoW.”</p><p>With sales clearly slipping, Tesla reportedly decided its ultraefficient Giga Shanghai factory would produce fewer vehicles. Last week, sources told Bloomberg that Tesla cut production at the plant by having employees work five days instead of the usual six and a half. </p><p>“Tesla’s Shanghai plant, at its peak, was producing at a rate of more than 1 million units a year and the local market couldn’t absorb all of that,” auto manufacturing expert Sam Fiorani of AutoForecast Solutions told Yahoo Finance. “Exports took up some of the excess, but reducing output by as much as 20% will help to align supply and demand.”</p><h2 id=\"id_4126126061\">Musk threatens Tesla for more pay and control</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e6ef91fe6ec2a2f982f54c3dc797e7ba\" title=\" Tesla CEO Elon Musk\" tg-width=\"2961\" tg-height=\"2000\"/><span> Tesla CEO Elon Musk</span></p><p>If poor guidance, lack of clarity, and trouble in China weren&#39;t enough, CEO Elon Musk’s antics during the quarter did not help.</p><p>Case in point were Musk’s comments on artificial intelligence. Musk warned in mid-January that he would need to secure greater control of Tesla if the company&#39;s wide-reaching AI ambitions are going to be met.</p><p>&#34;I am uncomfortable growing Tesla to be a leader in AI &amp; robotics without having ~25% voting control. Enough to be influential, but not so much that I can’t be overturned,&#34; Musk said from his X account. &#34;Unless that is the case, I would prefer to build products outside of Tesla.&#34;</p><p>Tesla stock fell after those comments, with investors concerned Musk may hive off Tesla’s AI unit into a separate entity. Plus, Musk was essentially demanding a king’s ransom for keeping AI operations as is.</p><p>&#34;The Street views Tesla correctly (in our view) as a disruptive tech leader, and if Musk ultimately went down the path to create his own company (separate from Tesla) for his next generation AI projects this would clearly be a big negative for the Tesla story,” Wedbush analyst Dan Ives wrote in a note at the time.</p><p>Part and parcel to this demand for more stock is the ongoing litigation surrounding Musk’s current $56 billion pay package, awarded to him by the Tesla board in 2018. The CEO&#39;s pay package, which covered 10 years, gave him stock grants worth around 1% of Tesla&#39;s equity each time the company achieved one of 12 milestones — essentially whenever Tesla&#39;s market value rose by $50 billion. </p><p>In late January, a Delaware judge invalidated Musk’s pay package, finding that Tesla&#39;s directors had breached their fiduciary duty when they awarded Musk the largest compensation ever granted to an executive at a public company.</p><p>&#34;Investors in Tesla will need to consider if the Tesla board can fulfill its fiduciary responsibilities if it is beholden to its CEO over the general interest of shareholders,&#34; said William Klepper, corporate governance expert and adjunct professor at Columbia Business School.</p><p>Tesla investors will be watching next week&#39;s Q1 delivery report, hoping an upside surprise can shake off a miserable quarter. </p></body></html>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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's Q1 to Forget: Poor Guidance, China Woes, and Musk Antics Hit EV Maker's Stock Hard\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-29 21:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/teslas-q1-to-forget-poor-guidance-china-woes-and-musk-antics-hit-ev-makers-stock-hard-100100922.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been a very trying first quarter for Tesla shareholders and fans of the EV giant. Through Thursday, the last trading day of the first quarter, Tesla stock is down a whopping 29.3%, making it the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/teslas-q1-to-forget-poor-guidance-china-woes-and-musk-antics-hit-ev-makers-stock-hard-100100922.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4511":"特斯拉概念","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4548":"巴美列捷福持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TSLA":"特斯拉","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4592":"伊斯兰概念","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4527":"明星科技股","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4588":"碎股","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","BK4581":"高盛持仓"},"source_url":"https://finance.yahoo.com/news/teslas-q1-to-forget-poor-guidance-china-woes-and-musk-antics-hit-ev-makers-stock-hard-100100922.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2423245654","content_text":"It's been a very trying first quarter for Tesla shareholders and fans of the EV giant. Through Thursday, the last trading day of the first quarter, Tesla stock is down a whopping 29.3%, making it the worst-performing stock in the S&P 500. Meanwhile, the S&P 500 is actually up 10.2%, its best first quarter since 2019.For Tesla, a combination of poor guidance, a tough selling environment in China, and more drama from CEO Elon Musk led the EV maker, which topped $750 billion in market cap to start the year, to shed over $200 billion of that since Jan. 1.Here’s how it all went down.A warning to start the quarterThe first quarter started off fine for Tesla, when the EV juggernaut reported Q4 deliveries hit a record 485K, with its full-year 2023 total of 1.8 million also meeting estimates.But that may be the high-water mark for Tesla, at least for the time being.In its Q4 earnings report released in late January, Tesla said its \"vehicle volume growth rate may be notably lower than the growth rate achieved in 2023,\" indicating it would not reach Street estimates of 2.19 million for 2024. Tesla also saw its automotive profit margin dip following steep price cuts.Morgan Stanley’s Adam Jonas, one of the biggest Tesla bulls on Wall Street, was not impressed by the lowered guidance and the lack of real commentary given to explain it. “I still struggle to think of another company which provided such scant level of details on the forward-year outlook,” Jonas said in a note to investors. “Our team is left with the impression that either (a) visibility is poor or (b) there are downside risks in the broader EV market outside of Tesla’s control.”Part of that forward guidance, at least in the long term, revolved around Tesla’s yet-to-be-named next-generation vehicle, which Tesla said would impact growth. Though Tesla said its plan is to get the vehicle to market as soon as possible, with production slated for Giga Austin, Tesla revealed the vehicle would only hit production in the second half of 2025.Tesla has blown its own external timelines in the past — for example, the Cybertruck debuted in 2019 but only went into production in Q4 of last year. Many people are concerned the next-gen vehicle, which could potentially unlock large growth and margin gains, won’t come soon enough.China concerns growingTesla’s troubles in China began almost immediately in the new year.In early January, Tesla announced steep price cuts for its cheapest models in the country, with the Model 3 price dropping by 5.9% and the Model Y by 2.8%. This was a repeat of what happened the prior year, when Tesla and Chinese rivals like BYD, Li Auto, and XPeng engaged in a price war that even alarmed the Chinese government.But price cuts didn’t seem to help sales improve compared to a year ago. Tesla reported 60,365 vehicle shipments from its Giga Shanghai factory in February, according to China’s Passenger Car Association. The February shipments represent a 19% drop from a year ago and the lowest shipment total since December 2022.The situation did not improve in March either. “While NEVs [New Energy Vehicles, such as EVs and plug-ins] specifically were up 39.6% YoY and up 7.4% [week over week for March 17],” Deutsche Bank’s Emmanuel Rosner said in a note to clients, “Tesla was down 35% YoY and down 8% WoW.”With sales clearly slipping, Tesla reportedly decided its ultraefficient Giga Shanghai factory would produce fewer vehicles. Last week, sources told Bloomberg that Tesla cut production at the plant by having employees work five days instead of the usual six and a half. “Tesla’s Shanghai plant, at its peak, was producing at a rate of more than 1 million units a year and the local market couldn’t absorb all of that,” auto manufacturing expert Sam Fiorani of AutoForecast Solutions told Yahoo Finance. “Exports took up some of the excess, but reducing output by as much as 20% will help to align supply and demand.”Musk threatens Tesla for more pay and control Tesla CEO Elon MuskIf poor guidance, lack of clarity, and trouble in China weren't enough, CEO Elon Musk’s antics during the quarter did not help.Case in point were Musk’s comments on artificial intelligence. Musk warned in mid-January that he would need to secure greater control of Tesla if the company's wide-reaching AI ambitions are going to be met.\"I am uncomfortable growing Tesla to be a leader in AI & robotics without having ~25% voting control. Enough to be influential, but not so much that I can’t be overturned,\" Musk said from his X account. \"Unless that is the case, I would prefer to build products outside of Tesla.\"Tesla stock fell after those comments, with investors concerned Musk may hive off Tesla’s AI unit into a separate entity. Plus, Musk was essentially demanding a king’s ransom for keeping AI operations as is.\"The Street views Tesla correctly (in our view) as a disruptive tech leader, and if Musk ultimately went down the path to create his own company (separate from Tesla) for his next generation AI projects this would clearly be a big negative for the Tesla story,” Wedbush analyst Dan Ives wrote in a note at the time.Part and parcel to this demand for more stock is the ongoing litigation surrounding Musk’s current $56 billion pay package, awarded to him by the Tesla board in 2018. The CEO's pay package, which covered 10 years, gave him stock grants worth around 1% of Tesla's equity each time the company achieved one of 12 milestones — essentially whenever Tesla's market value rose by $50 billion. In late January, a Delaware judge invalidated Musk’s pay package, finding that Tesla's directors had breached their fiduciary duty when they awarded Musk the largest compensation ever granted to an executive at a public company.\"Investors in Tesla will need to consider if the Tesla board can fulfill its fiduciary responsibilities if it is beholden to its CEO over the general interest of shareholders,\" said William Klepper, corporate governance expert and adjunct professor at Columbia Business School.Tesla investors will be watching next week's Q1 delivery report, hoping an upside surprise can shake off a miserable quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275687798861904,"gmtCreate":1708345317885,"gmtModify":1708345323522,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090374759889920","idStr":"4090374759889920"},"themes":[],"htmlText":"You should have called for a buy then at below $100 and I would have been impressed 😂","listText":"You should have called for a buy then at below $100 and I would have been impressed 😂","text":"You should have called for a buy then at below $100 and I would have been impressed 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275687798861904","repostId":"2412485184","repostType":2,"repost":{"id":"2412485184","kind":"highlight","pubTimestamp":1708343855,"share":"https://ttm.financial/m/news/2412485184?lang=&edition=fundamental","pubTime":"2024-02-19 19:57","market":"us","language":"en","title":"Coinbase: A Crypto Play With A Catalyst (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2412485184","media":"seekingalpha","summary":"Coinbase's shares soared after reporting better than expected earnings for Q4, driven by the recovery in the cryptocurrency market.The approval of Bitcoin ETFs by the SEC has boosted investor confidence and led to a rally in cryptocurrencies, benefiting Coinbase's transaction revenues in Q4.Coinbase has become more diversified, reducing its reliance on volatile transaction revenues and increasing its non-trading related service revenues.Shares of Coinbase are a diversified bet on the crypto economy.   Yuichiro Chino/Moment via Getty Images Shares of Coinbase  have soared after the company submitted a much better than expected earnings sheet for the fourth-quarter on resurging trading volumes. The company’s fundamentals are improving due to a broad recovery in the cryptocurrency market. The current rally in Bitcoin , driven by the SEC's greenlighting of ETFs that trade Bitcoin, reflects growing confidence in the cryptocurrency market. Coinbase is also a more diversified bet on the crypt","content":"<html><head></head><body><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/COIN\">Coinbase</a>&#39;s shares soared after reporting better than expected earnings for Q4, driven by the recovery in the cryptocurrency market.</p></li><li><p>The approval of Bitcoin ETFs by the SEC has boosted investor confidence and led to a rally in cryptocurrencies, benefiting Coinbase&#39;s transaction revenues in Q4.</p></li><li><p>Coinbase has become more diversified, reducing its reliance on volatile transaction revenues and increasing its non-trading related service revenues.</p></li><li><p>Shares of Coinbase are a diversified bet on the crypto economy.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3519d292733833b33718035e1eab512\" tg-width=\"509\" tg-height=\"339\"/></p><p>Yuichiro Chino/Moment via Getty Images</p><p>Shares of <a href=\"https://laohu8.com/S/COIN\">Coinbase</a> have soared after the company submitted a much better than expected earnings sheet for the fourth-quarter on resurging trading volumes. The company’s fundamentals are improving due to a broad recovery in the cryptocurrency market. The current rally in Bitcoin (BTC-USD), driven by the SEC&#39;s greenlighting of ETFs that trade Bitcoin, reflects growing confidence in the cryptocurrency market. Coinbase is also a more diversified bet on the crypto economy as the company is growing its non-trading related service revenues. I believe the risk profile is now much more favorable than last year and shares are a buy!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d21435e9bb5fb5ec1b289877052cbc3\" tg-width=\"635\" tg-height=\"424\"/></p><p>Data by YCharts</p><h2 id=\"id_2948533144\">Previous rating</h2><p>My last rating on the cryptocurrency marketplace was hold - The Risk Matrix Has Changed (Rating Downgrade) - as I saw a deteriorating risk profile in 2023. However, Coinbase is seeing a huge rebound in trading volumes and has cut operating expenditures aggressively last year. With Bitcoin soaring and both individual and institutional investors trading more on Coinbase’s platform, the near-term earnings outlook has drastically improved.</p><h2 id=\"id_506804522\">SEC’s Bitcoin ETF greenlighting is a catalyst for Coinbase</h2><p>Coinbase delivered strong results for its fourth-quarter as well as FY 2023 with revenues soaring, driven by a recovery in the cryptocurrency market. This broad-based market recovery has been driven by improving investor sentiment, which at least in part was supported by the Securities and Exchange Commission approving the first U.S. spot bitcoin exchange-traded funds in January. This decision which has led to the creation of a number of Bitcoin ETFs has been a catalyst for Bitcoin as well as for other currencies like Ethereum (ETH-USD).</p><p>Bitcoin-focused ETFs use cash to buy Bitcoin which fundamentally boosted demand for the cryptocurrency. The SEC stamp of approval was a vote of confidence in Bitcoin especially and has led to a sharp uptick in the price of Bitcoin, other digital currency prices as well as prices of those ETFs, such as the BlackRock’s <a href=\"https://laohu8.com/S/IBIT\">iShares Bitcoin Trust</a> (IBIT).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b268df3de066bbca53567e4ead22b918\" tg-width=\"640\" tg-height=\"514\"/></p><p>Bitmex</p><p>The expectation of a positive SEC decision with regard to Bitcoin ETFs has already led to a rally in cryptocurrencies in the fourth-quarter which has been reflected in Coinbase’s soaring transaction revenues. Attracted by growing prices for cryptocurrencies, traders jumped on the bandwagon, causing Coinbase’s transaction revenues to soar 64% Y/Y in Q4’23 and reach $529.3. While FY 2023 revenues came in 36% below the FY 2022 level, the Q4’23 trend and the Q1 SEC decisions are favorable tailwinds for Coinbase as well as the wider cryptocurrency market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd4f4902290d91e2ef862646d63be5e2\" tg-width=\"640\" tg-height=\"209\"/></p><p>Coinbase</p><p>Interestingly, institutions drastically increased their trading on the Coinbase platform in Q4’23, likely in anticipation of the SEC’s decision about Bitcoin exchange-traded funds. Institutional transactions revenues increased 160% Q/Q while retail customers were responsible for a 79% Q/Q jump in transaction revenues. Retail customers still account for the overwhelming majority of 93% of all transaction revenues, however.</p><p>What has changed since last year is that Coinbase has become a lot more diversified in its revenue picture and has made an effort to reduce its reliance on volatile and unpredictable transaction revenues. Coinbase has grown its subscription and services revenues significantly (+78% Y/Y) to $1.4B in FY 2023 and these services include blockchain rewards, custodial services, interest income on loans to customers as well fees from issuers for stablecoins. In FY 2023, 48% of net revenues came from non-transaction related services compared to just 25% in FY 2022. This diversification serves to reduce the volatility of Coinbase’s revenues going forward and should lead to a more stable earnings profile as well.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/803476dd77f46919cc8739c1cf714cbc\" tg-width=\"640\" tg-height=\"276\"/></p><p>Coinbase</p><h2 id=\"id_4285697180\">Drastic cuts to operating expenditures now paying off</h2><p>During the last cryptocurrency bear market, Coinbase laid off workers and cut back aggressively on costs which is now paying dividends for the company. Coinbase today is a much leaner company with its operating expenses declining 45% between FY 2023 and FY 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b16e5151af8c351bb9b125bd6afb6d48\" tg-width=\"640\" tg-height=\"409\"/></p><p>Coinbase</p><p>Changes in the operating expense structure combined with a surge in trading volumes as well as growth in non-trading related subscription/service revenues have pushed Coinbase into solid adjusted EBITDA territory last year. Coinbase generated $963.7M in adjusted EBITDA in FY 2023, showing a $1.3B swing relative to FY 2022. The improvement in EBITDA was mainly driven by changing trajectory with regard to Bitcoin which soared from a price below $16k in November 2022 to almost 52k as of February 18, 2024.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/489d783380eed9aaaab55a278f29cd3e\" tg-width=\"640\" tg-height=\"574\"/></p><p>Coinbase</p><h2 id=\"id_293052384\">Coinbase valuation</h2><p>Cryptocurrency adoption is growing and the SEC’s decision to allow investment companies to start Bitcoin trading ETFs has led to an improved industry setup. This could translate into strong earnings growth for Coinbase which sits right at the nexus between the real and the digital economy. Coinbase is expected to generate $2.29 per-share in earnings this year, but earnings estimates are rising fast.</p><p>During the bull market of FY 2021, Coinbase earned $14.50 per-share, but the company is now much leaner and more diversified, and has therefore considerable earnings upside. Calculating with only $14.50 per-share in annual earnings potential, Coinbase is currently valued at a P/E ratio of 12.0X (based off on peak earnings), but has traded at P/E ratios way above 18X during the 2021 bull market. Assuming a conservative 15X P/E ratio, which I believe is fair given the massively reduced volatility in net revenues and solid platform profitability today, I see a fair value for Coinbase at ~$217.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c8bde9af5afee92b61d1426e05ce046\" tg-width=\"635\" tg-height=\"439\"/></p><p>Data by YCharts</p><h2 id=\"id_1373484415\">Risks with Coinbase</h2><p>Coinbase&#39;s risks are chiefly of a regulatory nature. As far as the risk profile more generally is concerned, I believe the massive shift of net revenues toward non-trading related net revenues has reduced the risk profile for Coinbase drastically, as did the firm&#39;s aggressive cost cuts and headcount reductions. The biggest commercial risk that I see for Coinbase is a cyclical downturn in cryptocurrency prices as well as the risk of other trading platforms falling into bankruptcy. The bankruptcy of FTX in 2022 affected investors very negatively and a similar event could seriously hurt the recovering sentiment in the cryptocurrency market again, cutting into Coinbase&#39;s upswing in trading volumes.</p><h2 id=\"id_1272987670\">Closing thoughts</h2><p>I am up-grading Coinbase to buy after the company crushed fourth-quarter expectations and COIN is now a solidly profitable cryptocurrency trading platform. The SEC’s decision to allow investment companies to start their own Bitcoin trading ETF products has done a great service for the restoration of investor sentiment, further legitimized the entire crypto economy, and is a catalyst for Bitcoin trading (demand) going forward. With Coinbase now being profitable, having a leaner and optimized cost structure, and being less dependent on traders for revenues, I believe shares of Coinbase are an attractive investment vehicle for investors to bet on the overall expansion and growth of the crypto economy!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coinbase: A Crypto Play With A Catalyst (Rating Upgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nCoinbase: A Crypto Play With A Catalyst (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-19 19:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4671372-coinbase-crypto-play-catalyst-rating-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coinbase's shares soared after reporting better than expected earnings for Q4, driven by the recovery in the cryptocurrency market.The approval of Bitcoin ETFs by the SEC has boosted investor ...</p>\n\n<a href=\"https://seekingalpha.com/article/4671372-coinbase-crypto-play-catalyst-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4671372-coinbase-crypto-play-catalyst-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2412485184","content_text":"Coinbase's shares soared after reporting better than expected earnings for Q4, driven by the recovery in the cryptocurrency market.The approval of Bitcoin ETFs by the SEC has boosted investor confidence and led to a rally in cryptocurrencies, benefiting Coinbase's transaction revenues in Q4.Coinbase has become more diversified, reducing its reliance on volatile transaction revenues and increasing its non-trading related service revenues.Shares of Coinbase are a diversified bet on the crypto economy.Yuichiro Chino/Moment via Getty ImagesShares of Coinbase have soared after the company submitted a much better than expected earnings sheet for the fourth-quarter on resurging trading volumes. The company’s fundamentals are improving due to a broad recovery in the cryptocurrency market. The current rally in Bitcoin (BTC-USD), driven by the SEC's greenlighting of ETFs that trade Bitcoin, reflects growing confidence in the cryptocurrency market. Coinbase is also a more diversified bet on the crypto economy as the company is growing its non-trading related service revenues. I believe the risk profile is now much more favorable than last year and shares are a buy!Data by YChartsPrevious ratingMy last rating on the cryptocurrency marketplace was hold - The Risk Matrix Has Changed (Rating Downgrade) - as I saw a deteriorating risk profile in 2023. However, Coinbase is seeing a huge rebound in trading volumes and has cut operating expenditures aggressively last year. With Bitcoin soaring and both individual and institutional investors trading more on Coinbase’s platform, the near-term earnings outlook has drastically improved.SEC’s Bitcoin ETF greenlighting is a catalyst for CoinbaseCoinbase delivered strong results for its fourth-quarter as well as FY 2023 with revenues soaring, driven by a recovery in the cryptocurrency market. This broad-based market recovery has been driven by improving investor sentiment, which at least in part was supported by the Securities and Exchange Commission approving the first U.S. spot bitcoin exchange-traded funds in January. This decision which has led to the creation of a number of Bitcoin ETFs has been a catalyst for Bitcoin as well as for other currencies like Ethereum (ETH-USD).Bitcoin-focused ETFs use cash to buy Bitcoin which fundamentally boosted demand for the cryptocurrency. The SEC stamp of approval was a vote of confidence in Bitcoin especially and has led to a sharp uptick in the price of Bitcoin, other digital currency prices as well as prices of those ETFs, such as the BlackRock’s iShares Bitcoin Trust (IBIT).BitmexThe expectation of a positive SEC decision with regard to Bitcoin ETFs has already led to a rally in cryptocurrencies in the fourth-quarter which has been reflected in Coinbase’s soaring transaction revenues. Attracted by growing prices for cryptocurrencies, traders jumped on the bandwagon, causing Coinbase’s transaction revenues to soar 64% Y/Y in Q4’23 and reach $529.3. While FY 2023 revenues came in 36% below the FY 2022 level, the Q4’23 trend and the Q1 SEC decisions are favorable tailwinds for Coinbase as well as the wider cryptocurrency market.CoinbaseInterestingly, institutions drastically increased their trading on the Coinbase platform in Q4’23, likely in anticipation of the SEC’s decision about Bitcoin exchange-traded funds. Institutional transactions revenues increased 160% Q/Q while retail customers were responsible for a 79% Q/Q jump in transaction revenues. Retail customers still account for the overwhelming majority of 93% of all transaction revenues, however.What has changed since last year is that Coinbase has become a lot more diversified in its revenue picture and has made an effort to reduce its reliance on volatile and unpredictable transaction revenues. Coinbase has grown its subscription and services revenues significantly (+78% Y/Y) to $1.4B in FY 2023 and these services include blockchain rewards, custodial services, interest income on loans to customers as well fees from issuers for stablecoins. In FY 2023, 48% of net revenues came from non-transaction related services compared to just 25% in FY 2022. This diversification serves to reduce the volatility of Coinbase’s revenues going forward and should lead to a more stable earnings profile as well.CoinbaseDrastic cuts to operating expenditures now paying offDuring the last cryptocurrency bear market, Coinbase laid off workers and cut back aggressively on costs which is now paying dividends for the company. Coinbase today is a much leaner company with its operating expenses declining 45% between FY 2023 and FY 2022.CoinbaseChanges in the operating expense structure combined with a surge in trading volumes as well as growth in non-trading related subscription/service revenues have pushed Coinbase into solid adjusted EBITDA territory last year. Coinbase generated $963.7M in adjusted EBITDA in FY 2023, showing a $1.3B swing relative to FY 2022. The improvement in EBITDA was mainly driven by changing trajectory with regard to Bitcoin which soared from a price below $16k in November 2022 to almost 52k as of February 18, 2024.CoinbaseCoinbase valuationCryptocurrency adoption is growing and the SEC’s decision to allow investment companies to start Bitcoin trading ETFs has led to an improved industry setup. This could translate into strong earnings growth for Coinbase which sits right at the nexus between the real and the digital economy. Coinbase is expected to generate $2.29 per-share in earnings this year, but earnings estimates are rising fast.During the bull market of FY 2021, Coinbase earned $14.50 per-share, but the company is now much leaner and more diversified, and has therefore considerable earnings upside. Calculating with only $14.50 per-share in annual earnings potential, Coinbase is currently valued at a P/E ratio of 12.0X (based off on peak earnings), but has traded at P/E ratios way above 18X during the 2021 bull market. Assuming a conservative 15X P/E ratio, which I believe is fair given the massively reduced volatility in net revenues and solid platform profitability today, I see a fair value for Coinbase at ~$217.Data by YChartsRisks with CoinbaseCoinbase's risks are chiefly of a regulatory nature. As far as the risk profile more generally is concerned, I believe the massive shift of net revenues toward non-trading related net revenues has reduced the risk profile for Coinbase drastically, as did the firm's aggressive cost cuts and headcount reductions. The biggest commercial risk that I see for Coinbase is a cyclical downturn in cryptocurrency prices as well as the risk of other trading platforms falling into bankruptcy. The bankruptcy of FTX in 2022 affected investors very negatively and a similar event could seriously hurt the recovering sentiment in the cryptocurrency market again, cutting into Coinbase's upswing in trading volumes.Closing thoughtsI am up-grading Coinbase to buy after the company crushed fourth-quarter expectations and COIN is now a solidly profitable cryptocurrency trading platform. The SEC’s decision to allow investment companies to start their own Bitcoin trading ETF products has done a great service for the restoration of investor sentiment, further legitimized the entire crypto economy, and is a catalyst for Bitcoin trading (demand) going forward. With Coinbase now being profitable, having a leaner and optimized cost structure, and being less dependent on traders for revenues, I believe shares of Coinbase are an attractive investment vehicle for investors to bet on the overall expansion and growth of the crypto economy!","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335559015588024,"gmtCreate":1722959762459,"gmtModify":1722959791716,"author":{"id":"4090374759889920","authorId":"4090374759889920","name":"AlanTLK","avatar":"https://community-static.tradeup.com/news/d8c804e09823389ba56fa2f288d76d11","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090374759889920","idStr":"4090374759889920"},"themes":[],"htmlText":"Wtf is the author?😂","listText":"Wtf is the author?😂","text":"Wtf is the author?😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335559015588024","repostId":"2457508590","repostType":2,"repost":{"id":"2457508590","kind":"highlight","pubTimestamp":1722957795,"share":"https://ttm.financial/m/news/2457508590?lang=&edition=fundamental","pubTime":"2024-08-06 23:23","market":"sg","language":"en","title":"Tesla: The Worst Is Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2457508590","media":"seekingalpha","summary":"Tesla, Inc. shares lost momentum after the company delivered a relatively weak earnings report a couple of weeks ago.The declining margins and the rising geopolitical risks make it harder for Tesla to","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla, Inc. shares lost momentum after the company delivered a relatively weak earnings report a couple of weeks ago.</p></li><li><p>The declining margins and the rising geopolitical risks make it harder for Tesla to turn things around at this stage.</p></li><li><p>Considering that Tesla trades at over 85 times its forward earnings and over 6 times its forward sales, it makes sense to assume that its shares are extremely overvalued.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bf7a647133cd34db714a499b8f78522a\" tg-width=\"750\" tg-height=\"387\"/></p><p>AdrianHancu</p><p></p><p>After releasing a relatively poor earnings report two weeks ago, <strong>Tesla, Inc.</strong> (NASDAQ:TSLA) shares lost most of the momentum that was gained at the start of July when the electric vehicle (“EV”) deliveries data came out. While the company certainly has several growth catalysts going for it, which could prevent a further depreciation of its shares, the increased competition within the EV industry along with the rising geopolitical challenges could disrupt Tesla’s business model. This would make its stock a less attractive investment.</p><h2 id=\"id_1569839278\">Tesla’s Challenges Continue To Mount</h2><p>Back in May, I noted that the ongoing price war within the EV industry and the Sino-American trade war could disrupt Tesla’s business model and result in the contraction of the company’s margins. Despite this, I did not give the company’s stock a rating of SELL, since there was always the possibility that its shares could rally in the short term on any positive data.</p><p>That’s precisely what has happened. Since the publication of my latest article on Tesla in May, its shares have appreciated by ~20%. However, after the latest rally, the shares are once again starting to lose their momentum, primarily due to the release of the relatively weak earnings report for Q2 a couple of weeks ago. It indicated that the macro challenges are making it harder for the business to deliver a solid bottom-line performance.</p><p>While Tesla reported that its revenues during the recent quarter increased by 2.3% Y/Y to $25.5 billion and were above expectations by $760 million, its non-GAAP EPS of $0.52 was below the consensus by $0.10. At the same time, the company’s quarterly deliveries fell for the second quarter in a row as it delivered 443,956 vehicles in Q2, down 4.8% Y/Y. What’s more, is that Tesla has once again delayed its robotaxi event and at this point, it could take years before we see an actual robotaxi fleet on the streets. Moreover, there’s a possibility that Tesla will invest in AI startup xAI, which has already been receiving Nvidia (NVDA) chips that were meant for Tesla on Elon Musk’s orders.</p><p>However, what matters the most at this point is that the challenges that Tesla faces continue to mount, and no events or investments in other businesses are likely to help the company quickly improve its state of affairs. The biggest issue that Tesla currently faces is the compression of margins. If we look closely at the latest numbers, we’ll see that gross margins, operating margins, and EBITDA margins, all were down Y/Y in Q2. At the same time, Tesla has experienced a second straight quarterly net income decline and what’s worse is that out of $1.48 billion in net income, $890 million came as regulatory credits. This indicates that even the organic growth is relatively weak at this stage.</p><p>All of this is due to the rising competition within the EV industry and the ongoing price war between EV manufacturers, that has already diminished Tesla’s ability to expand its margins and deliver a solid bottom-line performance. The major problem here is that it’s unlikely that things are about to change for the better anytime soon.</p><p>In a recent conference call, CEO Elon Musk admitted that the discounting in the EV sector has made it difficult for Tesla to thrive. At the same time, the rise of affordable Chinese cars is likely partially responsible for the weaker guidance for the rest of the year. Recently, Tesla’s management noted that the company’s vehicle volume growth rate this year may be notably lower in comparison to the previous fiscal year.</p><p>On top of all of that, the rising geopolitical risks threaten to significantly disrupt Tesla’s business model, which is exposed to the globalized supply chain. The IMF warns that further trade restrictions could wipe out 7% of the global GDP and would likely prevent the recovery of the global economy. Tesla has already put on hold its plan to build a factory in Mexico, due to tariff concerns. Chinese policy analysts don’t believe that Sino-American relations will improve and lead to the end of the ongoing trade war after the Presidential elections in November.</p><p>At the same time, the European Union last month increased tariffs on most Chinese-made electric vehicles. Considering that Tesla produces only Model Y in Europe and imports Model 3 there from China, there’s a risk that its performance in Europe will be negatively affected in the future, as it already raised prices on the old continent. Given that the company is already experiencing a deterioration of margins, the worsening macro environment makes it even harder for Tesla to improve the situation to its favor.</p><h2 id=\"id_57024171\">What’s Next For Tesla’s Shares?</h2><p>With all of that in mind, it makes sense to assume that Tesla, at the very least, would be an extremely volatile investment in the foreseeable future. To figure out whether its shares offer any margin of safety, I’ve updated my DCF model, which can be seen below.</p><p>The model from the previous article from May showed Tesla’s fair value to be $128.49 per share. The major thing that was changed in the updated model below is the revenue growth rate for FY24 and beyond, which was decreased and currently closely correlates with the street expectations. Recently, Tesla has received dozens of revenue downward revisions, which indicates that the street also expects weaker growth in part due to the rise of several challenges described earlier in this article. All the other assumptions in the model remained the same as before, as they&#39;re unlikely to significantly change at this stage.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fbf3fd1f17d570b7f439a3c3d5937535\" tg-width=\"640\" tg-height=\"319\"/></p><p>Tesla&#39;s DCF Model ( Historical Data: Seeking Alpha, Assumptions: Author)</p><p></p><p>The updated model shows that Tesla’s fair value is $119.46 per share, which represents a downside of ~42% from the current market price.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bdc0c77f10c4eea06dff016a92d2f3b9\" tg-width=\"640\" tg-height=\"140\"/></p><p>Tesla&#39;s DCF Model ( Historical Data: Seeking Alpha, Assumptions: Author)</p><p></p><p>Considering that Tesla currently trades at over 85 times its forward earnings and over 6 times its forward sales, while Seeking Alpha’s Quant system gives it a rating of F for valuation, it makes sense to assume that the company is extremely overvalued at the current price.</p><h2 id=\"id_3756004609\">The Growth Opportunities Are Still Out There</h2><p>While Tesla faces major challenges right now, there are nevertheless several positive developments going on that can help the company find a way to improve its performance in the future.</p><p>Considering that the American GDP is growing at a better-than-expected rate while interest rate cuts appear to be around the corner, there’s a possibility that the U.S. economy will accelerate even more in the second half of the year. This would help Tesla and all the other carmakers boost their sales. Even if we see an improvement in deliveries in Q3, then the shares could once again rally, as it could be interpreted as a sign that things are changing for the better.</p><p>At the same time, the potential release of a more affordable vehicle in 2025 could also help Tesla diminish the Chinese threat, outlive its weaker competitors due to its sizable war chest, and gain additional market share in the end. All of this could make investors once again excited about Tesla’s future and propel its shares to higher levels.</p><h2 id=\"id_3978641506\">The Bottom Line</h2><p>Despite facing a significant number of challenges, it would be ignorant not to pay attention to several growth catalysts that could revive the investors’ confidence and once again boost Tesla’s shares in the future.</p><p>However, it also makes no sense to believe that any momentum could be long-lived, given the recent weaker bottom-line performance and the deterioration of margins. That’s why it’s difficult to justify a long position in Tesla right now. This is especially true, since it’s not the same solid investment as it was during the pre-covid and early COVID-19 days. That was when the aggressive increase in sales in a much better environment propelled the shares to exuberant multiples at which they traded for a significant amount of time.</p><p>The environment is much different right now and the rising geopolitical challenges could negatively affect Tesla’s business model, which significantly relies on the undisrupted globalization, which appears to be fading away. The constant delay of its other products along with Elon Musk’s involvement in politics and his other business endeavors also make Tesla a less attractive investment.</p><p>The only reason why I’m not giving Tesla, Inc. a rating of Sell and stick with Hold is because it’s a battleground stock with a major cult following. Such stocks typically trade at an exuberant valuation for a long time and experience a major depreciation, mostly when there’s an overall market selloff or the underlying company reports weak earnings.</p><p>Recently, Tesla’s shares have already depreciated due to the overall selloff and a weak earnings report. However, they nevertheless could find a technical support level around the current market price and trade there until the next earnings report is released a few months from now. That’s why, even though Tesla’s fundamentals are relatively weak, its stock could continue to trade at exuberant multiples for a while.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: The Worst Is Ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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: The Worst Is Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-06 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4710554-tesla-the-worst-is-ahead><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla, Inc. shares lost momentum after the company delivered a relatively weak earnings report a couple of weeks ago.The declining margins and the rising geopolitical risks make it harder for Tesla to...</p>\n\n<a href=\"https://seekingalpha.com/article/4710554-tesla-the-worst-is-ahead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4567":"ESG概念","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4555":"新能源车","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4550":"红杉资本持仓","TSLA":"特斯拉","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4551":"寇图资本持仓","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4099":"汽车制造商","BK4511":"特斯拉概念","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4548":"巴美列捷福持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD"},"source_url":"https://seekingalpha.com/article/4710554-tesla-the-worst-is-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2457508590","content_text":"Tesla, Inc. shares lost momentum after the company delivered a relatively weak earnings report a couple of weeks ago.The declining margins and the rising geopolitical risks make it harder for Tesla to turn things around at this stage.Considering that Tesla trades at over 85 times its forward earnings and over 6 times its forward sales, it makes sense to assume that its shares are extremely overvalued.AdrianHancuAfter releasing a relatively poor earnings report two weeks ago, Tesla, Inc. (NASDAQ:TSLA) shares lost most of the momentum that was gained at the start of July when the electric vehicle (“EV”) deliveries data came out. While the company certainly has several growth catalysts going for it, which could prevent a further depreciation of its shares, the increased competition within the EV industry along with the rising geopolitical challenges could disrupt Tesla’s business model. This would make its stock a less attractive investment.Tesla’s Challenges Continue To MountBack in May, I noted that the ongoing price war within the EV industry and the Sino-American trade war could disrupt Tesla’s business model and result in the contraction of the company’s margins. Despite this, I did not give the company’s stock a rating of SELL, since there was always the possibility that its shares could rally in the short term on any positive data.That’s precisely what has happened. Since the publication of my latest article on Tesla in May, its shares have appreciated by ~20%. However, after the latest rally, the shares are once again starting to lose their momentum, primarily due to the release of the relatively weak earnings report for Q2 a couple of weeks ago. It indicated that the macro challenges are making it harder for the business to deliver a solid bottom-line performance.While Tesla reported that its revenues during the recent quarter increased by 2.3% Y/Y to $25.5 billion and were above expectations by $760 million, its non-GAAP EPS of $0.52 was below the consensus by $0.10. At the same time, the company’s quarterly deliveries fell for the second quarter in a row as it delivered 443,956 vehicles in Q2, down 4.8% Y/Y. What’s more, is that Tesla has once again delayed its robotaxi event and at this point, it could take years before we see an actual robotaxi fleet on the streets. Moreover, there’s a possibility that Tesla will invest in AI startup xAI, which has already been receiving Nvidia (NVDA) chips that were meant for Tesla on Elon Musk’s orders.However, what matters the most at this point is that the challenges that Tesla faces continue to mount, and no events or investments in other businesses are likely to help the company quickly improve its state of affairs. The biggest issue that Tesla currently faces is the compression of margins. If we look closely at the latest numbers, we’ll see that gross margins, operating margins, and EBITDA margins, all were down Y/Y in Q2. At the same time, Tesla has experienced a second straight quarterly net income decline and what’s worse is that out of $1.48 billion in net income, $890 million came as regulatory credits. This indicates that even the organic growth is relatively weak at this stage.All of this is due to the rising competition within the EV industry and the ongoing price war between EV manufacturers, that has already diminished Tesla’s ability to expand its margins and deliver a solid bottom-line performance. The major problem here is that it’s unlikely that things are about to change for the better anytime soon.In a recent conference call, CEO Elon Musk admitted that the discounting in the EV sector has made it difficult for Tesla to thrive. At the same time, the rise of affordable Chinese cars is likely partially responsible for the weaker guidance for the rest of the year. Recently, Tesla’s management noted that the company’s vehicle volume growth rate this year may be notably lower in comparison to the previous fiscal year.On top of all of that, the rising geopolitical risks threaten to significantly disrupt Tesla’s business model, which is exposed to the globalized supply chain. The IMF warns that further trade restrictions could wipe out 7% of the global GDP and would likely prevent the recovery of the global economy. Tesla has already put on hold its plan to build a factory in Mexico, due to tariff concerns. Chinese policy analysts don’t believe that Sino-American relations will improve and lead to the end of the ongoing trade war after the Presidential elections in November.At the same time, the European Union last month increased tariffs on most Chinese-made electric vehicles. Considering that Tesla produces only Model Y in Europe and imports Model 3 there from China, there’s a risk that its performance in Europe will be negatively affected in the future, as it already raised prices on the old continent. Given that the company is already experiencing a deterioration of margins, the worsening macro environment makes it even harder for Tesla to improve the situation to its favor.What’s Next For Tesla’s Shares?With all of that in mind, it makes sense to assume that Tesla, at the very least, would be an extremely volatile investment in the foreseeable future. To figure out whether its shares offer any margin of safety, I’ve updated my DCF model, which can be seen below.The model from the previous article from May showed Tesla’s fair value to be $128.49 per share. The major thing that was changed in the updated model below is the revenue growth rate for FY24 and beyond, which was decreased and currently closely correlates with the street expectations. Recently, Tesla has received dozens of revenue downward revisions, which indicates that the street also expects weaker growth in part due to the rise of several challenges described earlier in this article. All the other assumptions in the model remained the same as before, as they're unlikely to significantly change at this stage.Tesla's DCF Model ( Historical Data: Seeking Alpha, Assumptions: Author)The updated model shows that Tesla’s fair value is $119.46 per share, which represents a downside of ~42% from the current market price.Tesla's DCF Model ( Historical Data: Seeking Alpha, Assumptions: Author)Considering that Tesla currently trades at over 85 times its forward earnings and over 6 times its forward sales, while Seeking Alpha’s Quant system gives it a rating of F for valuation, it makes sense to assume that the company is extremely overvalued at the current price.The Growth Opportunities Are Still Out ThereWhile Tesla faces major challenges right now, there are nevertheless several positive developments going on that can help the company find a way to improve its performance in the future.Considering that the American GDP is growing at a better-than-expected rate while interest rate cuts appear to be around the corner, there’s a possibility that the U.S. economy will accelerate even more in the second half of the year. This would help Tesla and all the other carmakers boost their sales. Even if we see an improvement in deliveries in Q3, then the shares could once again rally, as it could be interpreted as a sign that things are changing for the better.At the same time, the potential release of a more affordable vehicle in 2025 could also help Tesla diminish the Chinese threat, outlive its weaker competitors due to its sizable war chest, and gain additional market share in the end. All of this could make investors once again excited about Tesla’s future and propel its shares to higher levels.The Bottom LineDespite facing a significant number of challenges, it would be ignorant not to pay attention to several growth catalysts that could revive the investors’ confidence and once again boost Tesla’s shares in the future.However, it also makes no sense to believe that any momentum could be long-lived, given the recent weaker bottom-line performance and the deterioration of margins. That’s why it’s difficult to justify a long position in Tesla right now. This is especially true, since it’s not the same solid investment as it was during the pre-covid and early COVID-19 days. That was when the aggressive increase in sales in a much better environment propelled the shares to exuberant multiples at which they traded for a significant amount of time.The environment is much different right now and the rising geopolitical challenges could negatively affect Tesla’s business model, which significantly relies on the undisrupted globalization, which appears to be fading away. The constant delay of its other products along with Elon Musk’s involvement in politics and his other business endeavors also make Tesla a less attractive investment.The only reason why I’m not giving Tesla, Inc. a rating of Sell and stick with Hold is because it’s a battleground stock with a major cult following. Such stocks typically trade at an exuberant valuation for a long time and experience a major depreciation, mostly when there’s an overall market selloff or the underlying company reports weak earnings.Recently, Tesla’s shares have already depreciated due to the overall selloff and a weak earnings report. However, they nevertheless could find a technical support level around the current market price and trade there until the next earnings report is released a few months from now. That’s why, even though Tesla’s fundamentals are relatively weak, its stock could continue to trade at exuberant multiples for a while.","news_type":1},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}