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MichT

MichT

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08-07

$Straits Times Index(STI.SI)$ Every year will Watch national day celebrations on TV, also join the parade at the location that is near my house. Sometimes support the parade live if there is ticket obtained. Proud to be Singaporean especially on the national day celebration and it's never easy to be successful and every year is an success. Happy Birthday 59th Singapore💪👏🎉🎊

08-02

Hold AmC and wait for it to be bottom

08-02

Looks like market will be turbulent if rate cut in Sept

07-30

I think AMD will follow ON's

07-18

$CityDev(C09.SI)$

07-18

$CityDev(C09.SI)$ Finally I saw the shares goes up

04-28

good to be post here

03-18

Great ariticle, would you like to share it?

@More Trading Online: $NATGAS: Is Natural Gas Approaching a Long-Term Low?

02-13

$Tiger Brokers(TIGR)$ ok

2023-11-27

Great ariticle, would you like to share it?

@JC888:Nvidia's fall, due to BABA & MSFT ? Read & decide.

2023-10-13

Great ariticle, would you like to share it?

@KevinChenNYC:I don’t see any reason for the Fed to hike rate again.

2023-08-23

Great ariticle, would you like to share it?

@ETF Tracker:Tap These Stocks & ETFs to Play Like Billionaires

2023-07-03

$Apple(AAPL)$ All the way to 200

2023-07-03

Hope this mid year will Be much better that last year.

2023-06-22

$AEM HOLDINGS LTD(AWX.SI)$

2023-06-11

Great ariticle, would you like to share it?

@The Investing Iguana:🟩🟩 In this informative video from The Investing Iguana, host Iggy discusses a crucial topic that Singaporeans should pay attention to: CPF vs SRS – Which One Should You Use to Save Tax? As he explains the differences between the Central Provident Fund (CPF) and Supplementary Retirement Scheme (SRS), Iggy delves into their respective features, benefits, and drawbacks. CPF, a mandatory savings scheme for Singaporeans and permanent residents, helps individuals save for retirement, healthcare, and housing needs. 🟩 (⚡10MPPF) = TEN MINUTE PODCAST (PERSONAL FINANCE) by the Investment Iguana 🟡TIMESTAMP 0:00 - Intro and welcome 0:25 - What is CPF and how does it work 2:10 - What is SRS and how does it work 4:00 - CPF vs SRS: Pros and cons 6:20 - How to decide which one to use 7:40 - Summary

2023-04-14

Thanks

3 Hurdles for Biden's EV Plan and 3 Stocks That Benefit

2023-03-31

Yes

Tesla Deliveries Face One Big Question: Did Price Cuts Work?

2023-03-31

Thanks

Tesla Deliveries Face One Big Question: Did Price Cuts Work?

2023-01-10

$Semiconductor Bull 3X Shares(SOXL)$ Whoa

Go to Tiger App to see more news

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Proud to be Singaporean especially on the national day celebration and it's never easy to be successful and every year is an success. Happy Birthday 59th Singapore💪👏🎉🎊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/335786011246776","isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334117586440216,"gmtCreate":1722604972920,"gmtModify":1722604977182,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"Hold AmC and wait for it to be bottom&nbsp;","listText":"Hold AmC and wait for it to be bottom&nbsp;","text":"Hold AmC and wait for it to be bottom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334117586440216","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334116311523480,"gmtCreate":1722604662937,"gmtModify":1722604667027,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"Looks like market will be turbulent if rate cut in Sept","listText":"Looks like market will be turbulent if rate cut in Sept","text":"Looks like market will be turbulent if rate cut in Sept","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":4,"link":"https://ttm.financial/post/334116311523480","isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4184915529616792","authorId":"4184915529616792","name":"Vanthahuo","avatar":"https://community-static.tradeup.com/news/65747962c607a96d29bdd2640faf53e8","crmLevel":1,"crmLevelSwitch":1,"idStr":"4184915529616792","authorIdStr":"4184915529616792"},"content":"$Ping Co.,(000001)$ $Waste Management(WM)$ waste prevention $Direxion Cap(TNA)$ cash","text":"$Ping Co.,(000001)$ $Waste Management(WM)$ waste prevention $Direxion Cap(TNA)$ cash","html":"$Ping Co.,(000001)$ $Waste Management(WM)$ waste prevention $Direxion Cap(TNA)$ cash"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333028763381896,"gmtCreate":1722333742685,"gmtModify":1722333746466,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"I think AMD will follow ON's","listText":"I think AMD will follow ON's","text":"I think AMD will follow ON's","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333028763381896","isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328771572175112,"gmtCreate":1721284218539,"gmtModify":1721284237579,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C09.SI\">$CityDev(C09.SI)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/C09.SI\">$CityDev(C09.SI)$</a>&nbsp;","text":"$CityDev(C09.SI)$","images":[{"img":"https://community-static.tradeup.com/news/d3666c355fb6077e13e97a9353987270","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328771572175112","isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":328771038859432,"gmtCreate":1721284203078,"gmtModify":1721284217460,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C09.SI\">$CityDev(C09.SI)$</a> Finally I saw the shares goes up","listText":"<a href=\"https://ttm.financial/S/C09.SI\">$CityDev(C09.SI)$</a> Finally I saw the shares goes up","text":"$CityDev(C09.SI)$ Finally I saw the shares goes up","images":[{"img":"https://community-static.tradeup.com/news/d985a92c65d81ae6690fae747d1d987b","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328771038859432","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":300003501715496,"gmtCreate":1714262556891,"gmtModify":1714262560303,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"good to be post here","listText":"good to be post here","text":"good to be post here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300003501715496","isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":285590962565352,"gmtCreate":1710730527707,"gmtModify":1710730531176,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285590962565352","repostId":"285328908931072","repostType":1,"repost":{"id":285328908931072,"gmtCreate":1710666642215,"gmtModify":1710752179669,"author":{"id":"10000000000010868","authorId":"10000000000010868","name":"More Trading Online","avatar":"https://community-static.tradeup.com/news/4e759bcec9079056209699920310377f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010868","authorIdStr":"10000000000010868"},"themes":[],"htmlText":"\n \n \n  $NATGAS: Is Natural Gas Approaching a Long-Term Low?\n \n","listText":"$NATGAS: Is Natural Gas Approaching a Long-Term Low?","text":"$NATGAS: Is Natural Gas Approaching a Long-Term Low?","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285328908931072","isVote":1,"tweetType":2,"object":{"id":"e93cfcc1576c40abaae088f1fcf28b8c","tweetId":"285328908931072","title":"$NATGAS: Is Natural Gas Approaching a Long-Term Low?","videoUrl":"http://v.tigerbbs.com/17106666397984a39914f6ac1fd40f7a9d09ffb1f17cf.mp4","poster":"https://static.tigerbbs.com/40473c399745d347b1bca91b3729b78c","shareLink":"http://v.tigerbbs.com/17106666397984a39914f6ac1fd40f7a9d09ffb1f17cf.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273613924073608,"gmtCreate":1707838214308,"gmtModify":1708589802486,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> ok","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> ok","text":"$Tiger Brokers(TIGR)$ ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273613924073608","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":245876287647896,"gmtCreate":1701052301552,"gmtModify":1701052305898,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/245876287647896","repostId":"245549329711216","repostType":1,"repost":{"id":245549329711216,"gmtCreate":1700972592296,"gmtModify":1700975248469,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"Nvidia's fall, due to BABA & MSFT ? Read & decide.","htmlText":"A few days ago, I have posted on Nvidia’s Q3 2024 earnings and its falling stock price. <a href=\"https://ttm.financial/post/244309331697824\" target=\"_blank\">Nvidia is falling, time to Buy?</a><a href=\"https://ttm.financial/post/244309331697824\" target=\"_blank\"> </a>- click to read, give a like. Thanks. Main drivers of Nvidia's stellar performance were strong demand for its (a) data center and (b) gaming products, that enable artificial intelligence (AI) and high-performance computing (HPC) capabilities. On Black Fri, 24 Nov 2023 when trading resumed for half a day, Nvidia continued to trend downwards. (see above) Based on its peak price of $505.48 as of 21 Nov 2023, Nvidia has fallen by -5.5% by the time trading ended on Black Friday. In contrast, the 3 US composite indexes, have been risi","listText":"A few days ago, I have posted on Nvidia’s Q3 2024 earnings and its falling stock price. <a href=\"https://ttm.financial/post/244309331697824\" target=\"_blank\">Nvidia is falling, time to Buy?</a><a href=\"https://ttm.financial/post/244309331697824\" target=\"_blank\"> </a>- click to read, give a like. Thanks. Main drivers of Nvidia's stellar performance were strong demand for its (a) data center and (b) gaming products, that enable artificial intelligence (AI) and high-performance computing (HPC) capabilities. On Black Fri, 24 Nov 2023 when trading resumed for half a day, Nvidia continued to trend downwards. (see above) Based on its peak price of $505.48 as of 21 Nov 2023, Nvidia has fallen by -5.5% by the time trading ended on Black Friday. In contrast, the 3 US composite indexes, have been risi","text":"A few days ago, I have posted on Nvidia’s Q3 2024 earnings and its falling stock price. Nvidia is falling, time to Buy? - click to read, give a like. Thanks. Main drivers of Nvidia's stellar performance were strong demand for its (a) data center and (b) gaming products, that enable artificial intelligence (AI) and high-performance computing (HPC) capabilities. On Black Fri, 24 Nov 2023 when trading resumed for half a day, Nvidia continued to trend downwards. (see above) Based on its peak price of $505.48 as of 21 Nov 2023, Nvidia has fallen by -5.5% by the time trading ended on Black Friday. In contrast, the 3 US composite indexes, have been risi","images":[{"img":"https://community-static.tradeup.com/news/e5e67ee6530456b325251c012e429dd6","width":"1214","height":"237"},{"img":"https://community-static.tradeup.com/news/4202477b540b6b44b979c2c1d2fbe657","width":"1038","height":"583"},{"img":"https://community-static.tradeup.com/news/0894b10f6e073cb9db49487c21885722","width":"967","height":"595"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/245549329711216","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230068336156704,"gmtCreate":1697210485321,"gmtModify":1697210488560,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230068336156704","repostId":"230061262991488","repostType":1,"repost":{"id":230061262991488,"gmtCreate":1697193917264,"gmtModify":1697194101408,"author":{"id":"3527667673592555","authorId":"3527667673592555","name":"KevinChenNYC","avatar":"https://community-static.tradeup.com/news/a1e5bef660a62b04f66471acc578eb1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667673592555","authorIdStr":"3527667673592555"},"themes":[],"title":"I don’t see any reason for the Fed to hike rate again.","htmlText":"Treasury yields dropped sharply, with the 2-year rate dipping below 5%. Market is calling the Fed bluff.ImageBond yields tend to peak around the time of the last Fed rate hike. I don’t expect any more rate hikes, which is why I turned positive on bonds recently.ImageCorporate earnings are going down. CEOs will talk about new challenges during their Q3 calls.I don’t see any reason for the Fed to hike rate again. If anything, rate cuts are coming for the U.S., Canada, Eurozone, and England…","listText":"Treasury yields dropped sharply, with the 2-year rate dipping below 5%. Market is calling the Fed bluff.ImageBond yields tend to peak around the time of the last Fed rate hike. I don’t expect any more rate hikes, which is why I turned positive on bonds recently.ImageCorporate earnings are going down. CEOs will talk about new challenges during their Q3 calls.I don’t see any reason for the Fed to hike rate again. If anything, rate cuts are coming for the U.S., Canada, Eurozone, and England…","text":"Treasury yields dropped sharply, with the 2-year rate dipping below 5%. Market is calling the Fed bluff.ImageBond yields tend to peak around the time of the last Fed rate hike. I don’t expect any more rate hikes, which is why I turned positive on bonds recently.ImageCorporate earnings are going down. CEOs will talk about new challenges during their Q3 calls.I don’t see any reason for the Fed to hike rate again. If anything, rate cuts are coming for the U.S., Canada, Eurozone, and England…","images":[{"img":"https://community-static.tradeup.com/news/69f1bed651746a7d33dfd95bfe432b3a","width":"564","height":"483"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230061262991488","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":211841208885376,"gmtCreate":1692749933382,"gmtModify":1692749936672,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/211841208885376","repostId":"211696278196336","repostType":1,"repost":{"id":211696278196336,"gmtCreate":1692715975662,"gmtModify":1692716244038,"author":{"id":"3527667646990931","authorId":"3527667646990931","name":"ETF Tracker","avatar":"https://community-static.tradeup.com/news/087e050021c7db2ae39b1cb7515b694d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667646990931","authorIdStr":"3527667646990931"},"themes":[],"title":"Tap These Stocks & ETFs to Play Like Billionaires","htmlText":"Who doesn’t dream of becoming an iconic investor like Warren Buffett, Carl Icahn, Daniel Loeb, David Tepper or David Einhorn? Keeping investors’ aspirations in mind, we have profiled a few stock and ETF picks below that billionaire investors are betting on currently.Warren Buffett's reputation as an investment achiever is known to all. No wonder, his recent 13F filing is in the spotlight. In the second quarter, Buffett’s company Berkshire Hathaway established positions in three new stocks, namely <a href=\"https://ttm.financial/S/NVR\">$NVR Inc(NVR)$</a> , <a href=\"https://ttm.financial/S/LEN\">$Lennar(LEN)$</a> and <a href=\"https://ttm.financial/S/DHI\">$D.R. Horton(DHI)$</a> .Notably, these three stocks have positions in <a href=\"https://ttm.financial/S/ITB\">$iShares U.S. Home Construction E</a>","listText":"Who doesn’t dream of becoming an iconic investor like Warren Buffett, Carl Icahn, Daniel Loeb, David Tepper or David Einhorn? Keeping investors’ aspirations in mind, we have profiled a few stock and ETF picks below that billionaire investors are betting on currently.Warren Buffett's reputation as an investment achiever is known to all. No wonder, his recent 13F filing is in the spotlight. In the second quarter, Buffett’s company Berkshire Hathaway established positions in three new stocks, namely <a href=\"https://ttm.financial/S/NVR\">$NVR Inc(NVR)$</a> , <a href=\"https://ttm.financial/S/LEN\">$Lennar(LEN)$</a> and <a href=\"https://ttm.financial/S/DHI\">$D.R. Horton(DHI)$</a> .Notably, these three stocks have positions in <a href=\"https://ttm.financial/S/ITB\">$iShares U.S. Home Construction E</a>","text":"Who doesn’t dream of becoming an iconic investor like Warren Buffett, Carl Icahn, Daniel Loeb, David Tepper or David Einhorn? Keeping investors’ aspirations in mind, we have profiled a few stock and ETF picks below that billionaire investors are betting on currently.Warren Buffett's reputation as an investment achiever is known to all. No wonder, his recent 13F filing is in the spotlight. In the second quarter, Buffett’s company Berkshire Hathaway established positions in three new stocks, namely $NVR Inc(NVR)$ , $Lennar(LEN)$ and $D.R. Horton(DHI)$ .Notably, these three stocks have positions in $iShares U.S. Home Construction E","images":[{"img":"https://community-static.tradeup.com/news/4f89716405aa75c0ac86533ea55df9a3","width":"635","height":"400"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/211696278196336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193730943950976,"gmtCreate":1688349118224,"gmtModify":1688349121044,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>All the way to 200","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>All the way to 200","text":"$Apple(AAPL)$ All the way to 200","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193730943950976","isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193725883261120,"gmtCreate":1688349066147,"gmtModify":1688349070565,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"Hope this mid year will Be much better that last year.&nbsp;","listText":"Hope this mid year will Be much better that last year.&nbsp;","text":"Hope this mid year will Be much better that last year.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193725883261120","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190009108824192,"gmtCreate":1687414465356,"gmtModify":1687414469015,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$&nbsp;</a>","text":"$AEM HOLDINGS LTD(AWX.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190009108824192","isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186008760455296,"gmtCreate":1686451577558,"gmtModify":1686451581834,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186008760455296","repostId":"185996106575984","repostType":1,"repost":{"id":185996106575984,"gmtCreate":1686448672622,"gmtModify":1686450886088,"author":{"id":"4116373681054822","authorId":"4116373681054822","name":"The Investing Iguana","avatar":"https://community-static.tradeup.com/news/9bd699f5d546c0ea0e27e7160414a81a","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116373681054822","authorIdStr":"4116373681054822"},"themes":[],"title":"Top Tax-Saving Strategies: CPF vs SRS (⚡10MPPF)  Investment Iguana","htmlText":"\n \n \n  🟩🟩 In this informative video from The Investing Iguana, host Iggy discusses a crucial topic that Singaporeans should pay attention to: CPF vs SRS – Which One Should You Use to Save Tax? As he explains the differences between the Central Provident Fund (CPF) and Supplementary Retirement Scheme (SRS), Iggy delves into their respective features, benefits, and drawbacks. CPF, a mandatory savings scheme for Singaporeans and permanent residents, helps individuals save for retirement, healthcare, and housing needs. 🟩 (⚡10MPPF) = TEN MINUTE PODCAST (PERSONAL FINANCE) by the Investment Iguana 🟡TIMESTAMP 0:00 - Intro and welcome 0:25 - What is CPF and how does it work 2:10 - What is SRS and how does it work 4:00 - CPF vs SRS: Pros and cons 6:20 - How to decide which one to use 7:40 - Summary\n \n","listText":"🟩🟩 In this informative video from The Investing Iguana, host Iggy discusses a crucial topic that Singaporeans should pay attention to: CPF vs SRS – Which One Should You Use to Save Tax? As he explains the differences between the Central Provident Fund (CPF) and Supplementary Retirement Scheme (SRS), Iggy delves into their respective features, benefits, and drawbacks. CPF, a mandatory savings scheme for Singaporeans and permanent residents, helps individuals save for retirement, healthcare, and housing needs. 🟩 (⚡10MPPF) = TEN MINUTE PODCAST (PERSONAL FINANCE) by the Investment Iguana 🟡TIMESTAMP 0:00 - Intro and welcome 0:25 - What is CPF and how does it work 2:10 - What is SRS and how does it work 4:00 - CPF vs SRS: Pros and cons 6:20 - How to decide which one to use 7:40 - Summary","text":"🟩🟩 In this informative video from The Investing Iguana, host Iggy discusses a crucial topic that Singaporeans should pay attention to: CPF vs SRS – Which One Should You Use to Save Tax? As he explains the differences between the Central Provident Fund (CPF) and Supplementary Retirement Scheme (SRS), Iggy delves into their respective features, benefits, and drawbacks. CPF, a mandatory savings scheme for Singaporeans and permanent residents, helps individuals save for retirement, healthcare, and housing needs. 🟩 (⚡10MPPF) = TEN MINUTE PODCAST (PERSONAL FINANCE) by the Investment Iguana 🟡TIMESTAMP 0:00 - Intro and welcome 0:25 - What is CPF and how does it work 2:10 - What is SRS and how does it work 4:00 - CPF vs SRS: Pros and cons 6:20 - How to decide which one to use 7:40 - Summary","images":[{"img":"https://community-static.tradeup.com/news/c3794b00b82e55da07ebb540270dac9b"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185996106575984","isVote":1,"tweetType":2,"object":{"id":"fb5bde56991d4bf2bffed341c1ccd094","tweetId":"185996106575984","videoUrl":"https://1254107296.vod2.myqcloud.com/b741d586vodhk1254107296/a1af71623270835009617490805/WKWNPhPqZV0A.mp4","poster":"https://community-static.tradeup.com/news/c3794b00b82e55da07ebb540270dac9b"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945605852,"gmtCreate":1681439081977,"gmtModify":1681439085519,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945605852","repostId":"2327997162","repostType":4,"repost":{"id":"2327997162","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1681434388,"share":"https://ttm.financial/m/news/2327997162?lang=&edition=fundamental","pubTime":"2023-04-14 09:06","market":"us","language":"en","title":"3 Hurdles for Biden's EV Plan and 3 Stocks That Benefit","url":"https://stock-news.laohu8.com/highlight/detail?id=2327997162","media":"Dow Jones","summary":"The Biden administration’s effort to have electric vehicles account for two-thirds of all new cars s","content":"<html><head></head><body><p>The Biden administration’s effort to have electric vehicles account for two-thirds of all new cars sold within less than a decade likely won’t reach its goal, but that won’t matter for investors who play their cards right.</p><p>Shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, the electric-vehicle leader, and stock of EV followers <a href=\"https://laohu8.com/S/F\">Ford Motor </a> and <a href=\"https://laohu8.com/S/GM\">General Motors </a> can continue to power ahead regardless. And there are other ways to play the EV trend no matter where EVs’ share of the market winds up in 2032.</p><p>The effort, which marks the third element in a push by President Joe Biden, is nothing if not aggressive, but it is likely to run into trouble in terms of its sheer costs. Consumers’ tastes and the need for charging infrastructure are additional challenges.</p><p>In August 2021, Biden got the U.S. car industry to agree that lifting EVs’ share of new-car sales to 50% by 2030 was doable. A year later, Biden signed the Inflation Reduction Act, which included tax credits for people who buy EVs. The latest move came Wednesday, when the Environmental Protection Agency proposed strict emission standards for the 2027 to 2032 vehicle model years.</p><p>Car companies will have to sell far more zero-emission vehicles to comply.</p><p>The auto industry’s initial reaction runs along the lines of “Hey, what gives?” Car makers seeking to meet the 50% goal are already investing hundreds of billions of dollars in developing EVs and building capacity to crank out batteries and assemble the cars.</p><p>That is the first hurdle to the EPA/Biden EV plan. Auto makers’ capital is limited, while a new assembly plant, tooling, and a battery facility with capacity to make roughly 500,000 EVs a year costs roughly $8 billion. It also takes a couple of years to complete that infrastructure and ramp up output.</p><p>Hitting Biden’s 50% EV goal requires roughly $120 billion in capital spending dedicated to EVs. The 67% goal calls for about $160 billion.</p><p>The extra $40 billion might not seem like a stretch, but the auto industry doesn’t exactly print money. The entire industry, outside of China, generates about $200 billion in cash from operations in a good year. It spends roughly half that on new plants and equipment.</p><p>The $100 billion includes markets outside of the U.S., and most of the money goes to support car companies’ existing businesses. If auto makers don’t renew their products, they can suddenly find themselves with no cash flow to fund capital projects.</p><p>Investors might assume that capital for new lithium or copper capacity could be a hurdle too, but that isn’t really the case. Lithium demand, and production, would need to increase roughly sixfold instead of fivefold over the coming decade to meet a more aggressive adoption goal.</p><p>That would cost only another $5 billion to $8 billion in capital—significant money but not a staggering amount. The mining industry is a lot smaller than the auto industry and the material is available to be dug up.</p><p>Investors might also assume that regulations are what determine EV adoption rates, but the historical record points in another direction. While EVs were on sale before Tesla, no one really cared. The Model 3 brought popular EVs to the masses, with sales of about 3.5 million Model 3 and Model Y vehicles, built on the same platform, over the life of the program.</p><p>It took Tesla about five years to do that, from mid-2017 to early 2023. Between 2010 and 2020, Nissan (7201. Japan) sold about 500,000 Leaf EVs around the globe, meaning that Tesla sold 7.5 times the vehicles in half the time.</p><p>The point is that consumer buy what they like. EVs will only represent 50% or 67% of new car sales if they are better cars.</p><p>Things are trending in that direction, but there is some distance to go. Today, EVs cost a little more up front, but they are cheaper to maintain and power. Batteries are getting cheaper; a decline of roughly 40% from today’s levels would mean EVs cost the same as internal-combustion cars.</p><p>“Cheap batteries are important, but adequate recharging infrastructure is probably a more important issue in terms of adoption,” said Nicholas Colas, a co-founder of DataTrek Research and former auto analyst.</p><p>Charging is the third hurdle. According to Colas, the average American drives about twice as much as the average European, so the U.S. will need more EV chargers that Western Europe.</p><p>Investors shouldn’t get too wound up about the 67% goal. “The more relevant thing is what do [EPA rules] do to the rate of change,” said Baird auto analyst Luke Junk.</p><p>Junk says a faster shift toward EVs is possible, which would be a good thing for parts suppliers that support the EV transition. Aptiv (APTV), TE Connectivity (TEL) and BorgWarner (BWA), he said, are suppliers that will do fine at a slower EV adoption pace and better if adoptions accelerates. He rates shares of all three at Buy.</p><p>Junk also raised some potential unintended consequences of the EPA goal.</p><p>For one, more investment to make more EVs faster will leave less capital available for developing self-driving cars. That is a negative for commuters who want to text and drive.</p><p>There is a positive too. More EVs in the U.S. would mean the U.S. moves closer to European regulations. Uniformity in both markets would save the industry some money.</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>3 Hurdles for Biden's EV Plan and 3 Stocks That Benefit</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\">\n3 Hurdles for Biden's EV Plan and 3 Stocks That Benefit\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2023-04-14 09:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Biden administration’s effort to have electric vehicles account for two-thirds of all new cars sold within less than a decade likely won’t reach its goal, but that won’t matter for investors who play their cards right.</p><p>Shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, the electric-vehicle leader, and stock of EV followers <a href=\"https://laohu8.com/S/F\">Ford Motor </a> and <a href=\"https://laohu8.com/S/GM\">General Motors </a> can continue to power ahead regardless. And there are other ways to play the EV trend no matter where EVs’ share of the market winds up in 2032.</p><p>The effort, which marks the third element in a push by President Joe Biden, is nothing if not aggressive, but it is likely to run into trouble in terms of its sheer costs. Consumers’ tastes and the need for charging infrastructure are additional challenges.</p><p>In August 2021, Biden got the U.S. car industry to agree that lifting EVs’ share of new-car sales to 50% by 2030 was doable. A year later, Biden signed the Inflation Reduction Act, which included tax credits for people who buy EVs. The latest move came Wednesday, when the Environmental Protection Agency proposed strict emission standards for the 2027 to 2032 vehicle model years.</p><p>Car companies will have to sell far more zero-emission vehicles to comply.</p><p>The auto industry’s initial reaction runs along the lines of “Hey, what gives?” Car makers seeking to meet the 50% goal are already investing hundreds of billions of dollars in developing EVs and building capacity to crank out batteries and assemble the cars.</p><p>That is the first hurdle to the EPA/Biden EV plan. Auto makers’ capital is limited, while a new assembly plant, tooling, and a battery facility with capacity to make roughly 500,000 EVs a year costs roughly $8 billion. It also takes a couple of years to complete that infrastructure and ramp up output.</p><p>Hitting Biden’s 50% EV goal requires roughly $120 billion in capital spending dedicated to EVs. The 67% goal calls for about $160 billion.</p><p>The extra $40 billion might not seem like a stretch, but the auto industry doesn’t exactly print money. The entire industry, outside of China, generates about $200 billion in cash from operations in a good year. It spends roughly half that on new plants and equipment.</p><p>The $100 billion includes markets outside of the U.S., and most of the money goes to support car companies’ existing businesses. If auto makers don’t renew their products, they can suddenly find themselves with no cash flow to fund capital projects.</p><p>Investors might assume that capital for new lithium or copper capacity could be a hurdle too, but that isn’t really the case. Lithium demand, and production, would need to increase roughly sixfold instead of fivefold over the coming decade to meet a more aggressive adoption goal.</p><p>That would cost only another $5 billion to $8 billion in capital—significant money but not a staggering amount. The mining industry is a lot smaller than the auto industry and the material is available to be dug up.</p><p>Investors might also assume that regulations are what determine EV adoption rates, but the historical record points in another direction. While EVs were on sale before Tesla, no one really cared. The Model 3 brought popular EVs to the masses, with sales of about 3.5 million Model 3 and Model Y vehicles, built on the same platform, over the life of the program.</p><p>It took Tesla about five years to do that, from mid-2017 to early 2023. Between 2010 and 2020, Nissan (7201. Japan) sold about 500,000 Leaf EVs around the globe, meaning that Tesla sold 7.5 times the vehicles in half the time.</p><p>The point is that consumer buy what they like. EVs will only represent 50% or 67% of new car sales if they are better cars.</p><p>Things are trending in that direction, but there is some distance to go. Today, EVs cost a little more up front, but they are cheaper to maintain and power. Batteries are getting cheaper; a decline of roughly 40% from today’s levels would mean EVs cost the same as internal-combustion cars.</p><p>“Cheap batteries are important, but adequate recharging infrastructure is probably a more important issue in terms of adoption,” said Nicholas Colas, a co-founder of DataTrek Research and former auto analyst.</p><p>Charging is the third hurdle. According to Colas, the average American drives about twice as much as the average European, so the U.S. will need more EV chargers that Western Europe.</p><p>Investors shouldn’t get too wound up about the 67% goal. “The more relevant thing is what do [EPA rules] do to the rate of change,” said Baird auto analyst Luke Junk.</p><p>Junk says a faster shift toward EVs is possible, which would be a good thing for parts suppliers that support the EV transition. Aptiv (APTV), TE Connectivity (TEL) and BorgWarner (BWA), he said, are suppliers that will do fine at a slower EV adoption pace and better if adoptions accelerates. He rates shares of all three at Buy.</p><p>Junk also raised some potential unintended consequences of the EPA goal.</p><p>For one, more investment to make more EVs faster will leave less capital available for developing self-driving cars. That is a negative for commuters who want to text and drive.</p><p>There is a positive too. More EVs in the U.S. would mean the U.S. moves closer to European regulations. Uniformity in both markets would save the industry some money.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4555":"新能源车","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2063271972.USD":"富兰克林创新领域基金","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4527":"明星科技股","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","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","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4574":"无人驾驶","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","F":"福特汽车","BK4504":"桥水持仓","BK4580":"工业 4.0","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4511":"特斯拉概念","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","GM":"通用汽车","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","TSLA":"特斯拉","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327997162","content_text":"The Biden administration’s effort to have electric vehicles account for two-thirds of all new cars sold within less than a decade likely won’t reach its goal, but that won’t matter for investors who play their cards right.Shares of Tesla, the electric-vehicle leader, and stock of EV followers Ford Motor  and General Motors  can continue to power ahead regardless. And there are other ways to play the EV trend no matter where EVs’ share of the market winds up in 2032.The effort, which marks the third element in a push by President Joe Biden, is nothing if not aggressive, but it is likely to run into trouble in terms of its sheer costs. Consumers’ tastes and the need for charging infrastructure are additional challenges.In August 2021, Biden got the U.S. car industry to agree that lifting EVs’ share of new-car sales to 50% by 2030 was doable. A year later, Biden signed the Inflation Reduction Act, which included tax credits for people who buy EVs. The latest move came Wednesday, when the Environmental Protection Agency proposed strict emission standards for the 2027 to 2032 vehicle model years.Car companies will have to sell far more zero-emission vehicles to comply.The auto industry’s initial reaction runs along the lines of “Hey, what gives?” Car makers seeking to meet the 50% goal are already investing hundreds of billions of dollars in developing EVs and building capacity to crank out batteries and assemble the cars.That is the first hurdle to the EPA/Biden EV plan. Auto makers’ capital is limited, while a new assembly plant, tooling, and a battery facility with capacity to make roughly 500,000 EVs a year costs roughly $8 billion. It also takes a couple of years to complete that infrastructure and ramp up output.Hitting Biden’s 50% EV goal requires roughly $120 billion in capital spending dedicated to EVs. The 67% goal calls for about $160 billion.The extra $40 billion might not seem like a stretch, but the auto industry doesn’t exactly print money. The entire industry, outside of China, generates about $200 billion in cash from operations in a good year. It spends roughly half that on new plants and equipment.The $100 billion includes markets outside of the U.S., and most of the money goes to support car companies’ existing businesses. If auto makers don’t renew their products, they can suddenly find themselves with no cash flow to fund capital projects.Investors might assume that capital for new lithium or copper capacity could be a hurdle too, but that isn’t really the case. Lithium demand, and production, would need to increase roughly sixfold instead of fivefold over the coming decade to meet a more aggressive adoption goal.That would cost only another $5 billion to $8 billion in capital—significant money but not a staggering amount. The mining industry is a lot smaller than the auto industry and the material is available to be dug up.Investors might also assume that regulations are what determine EV adoption rates, but the historical record points in another direction. While EVs were on sale before Tesla, no one really cared. The Model 3 brought popular EVs to the masses, with sales of about 3.5 million Model 3 and Model Y vehicles, built on the same platform, over the life of the program.It took Tesla about five years to do that, from mid-2017 to early 2023. Between 2010 and 2020, Nissan (7201. Japan) sold about 500,000 Leaf EVs around the globe, meaning that Tesla sold 7.5 times the vehicles in half the time.The point is that consumer buy what they like. EVs will only represent 50% or 67% of new car sales if they are better cars.Things are trending in that direction, but there is some distance to go. Today, EVs cost a little more up front, but they are cheaper to maintain and power. Batteries are getting cheaper; a decline of roughly 40% from today’s levels would mean EVs cost the same as internal-combustion cars.“Cheap batteries are important, but adequate recharging infrastructure is probably a more important issue in terms of adoption,” said Nicholas Colas, a co-founder of DataTrek Research and former auto analyst.Charging is the third hurdle. According to Colas, the average American drives about twice as much as the average European, so the U.S. will need more EV chargers that Western Europe.Investors shouldn’t get too wound up about the 67% goal. “The more relevant thing is what do [EPA rules] do to the rate of change,” said Baird auto analyst Luke Junk.Junk says a faster shift toward EVs is possible, which would be a good thing for parts suppliers that support the EV transition. Aptiv (APTV), TE Connectivity (TEL) and BorgWarner (BWA), he said, are suppliers that will do fine at a slower EV adoption pace and better if adoptions accelerates. He rates shares of all three at Buy.Junk also raised some potential unintended consequences of the EPA goal.For one, more investment to make more EVs faster will leave less capital available for developing self-driving cars. That is a negative for commuters who want to text and drive.There is a positive too. More EVs in the U.S. would mean the U.S. moves closer to European regulations. Uniformity in both markets would save the industry some money.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941217386,"gmtCreate":1680274452746,"gmtModify":1680274456292,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941217386","repostId":"1100078979","repostType":2,"repost":{"id":"1100078979","kind":"news","pubTimestamp":1680267231,"share":"https://ttm.financial/m/news/1100078979?lang=&edition=fundamental","pubTime":"2023-03-31 20:53","market":"us","language":"en","title":"Tesla Deliveries Face One Big Question: Did Price Cuts Work?","url":"https://stock-news.laohu8.com/highlight/detail?id=1100078979","media":"Bloomberg","summary":"Analysts estimate first quarter deliveries of 421,164Tesla shares on pace for best first-quarter gai","content":"<html><head></head><body><ul><li><p>Analysts estimate first quarter deliveries of 421,164</p></li><li><p>Tesla shares on pace for best first-quarter gains ever</p></li></ul><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> shares are set to mark their best-ever start to a year, buoyed by price cuts across the electric-vehicle maker’s lineup in a bid to boost sales. Investors will soon discover if all the enthusiasm was justified.</p><p style=\"text-align: start;\">The Elon Musk-led carmaker is expected to announce quarterly delivery and production figures in early April, providing an initial glimpse into how well the company’s strategy of chasing volume over profit margins worked. </p><p style=\"text-align: start;\">Analysts surveyed by Bloomberg expect the Austin, Texas-based company to deliver a record 421,164 cars globally in the first quarter of 2023, up from the 405,278 it delivered last quarter.</p><p style=\"text-align: start;\">“In recent months Tesla has pivoted from being supply constrained to being demand constrained,” Barclays analyst Dan Levy wrote in a note to clients, adding that while concerns about demand “temporarily halted when Tesla cut prices in early January, questions have resumed of late.”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/325ecc7cf057edc9fc5bd53c504c7f33\" tg-width=\"725\" tg-height=\"433\"/></p><p>The company missed delivery estimates in 2022 and claimed to still be working through logistical issues as production exceeded sales for three straight quarters last year. In the fourth quarter, it produced 34,000 more cars than it delivered, raising questions about demand. The company’s stock plunged 65% in 2022 as Musk sold Tesla shares to finance his $44 billion purchase of Twitter Inc.</p><p>Tesla slashed prices first in China and then in the US and Europe in January. Like the rest of the auto industry, the EV leader is grappling with inflation and high interest rates that make it more expensive for consumers to finance large purchases. The implosion of Silicon Valley Bank has also spooked the tech scene in California, a key part of Tesla’s customer base. </p><p>Other carmakers have since followed Musk’s strategy. Tesla’s cuts pushed Ford Motor Co. to lower the price of its electric Mustang Mach-E.</p><p style=\"text-align: start;\">Even though the cuts will put a squeeze on Tesla’s profits, its stock has been on a strong rally since then. Shares have risen 59% this year as of Thursday’s close amid hopes the lowered prices would provide a much-needed boost to demand. Analysts and investors have also pointed out that Tesla’s sizable margins give it an edge over rivals.</p><p style=\"text-align: start;\">“Tesla cut prices in early 1Q, temporarily spurring demand,” said Levy, the Barclays analyst, adding that the bank still expected further cuts due to a weak macroeconomic outlook and moves by other automakers. “Moreover, with Tesla likely to continue ramping production at both Austin and Berlin, additional supply is likely to drive further price cuts.”</p><p style=\"text-align: start;\">The analyst expects Tesla to deliver 425,000 cars this quarter.</p><p>Tesla made and delivered more than 1.3 million cars in 2022 and has said it will make between 1.8 million and 2 million vehicles this year.</p><p style=\"text-align: start;\">The company sells its cars to consumers directly, with many ordering their vehicles through Tesla’s website. Similarweb Ltd, an Israeli web analytics company, predicts Tesla will see strong deliveries in the first quarter based on web traffic. Tesla makes the Model S, X, 3 and Y, with the 3 and Y accounting for the vast majority of sales. </p><p style=\"text-align: start;\">“Similarweb data on converted visits shows a huge spike in January (Model Y up 440%) and February (Model Y up 254%), on a year-over-year basis,” said Jim Corridore of Similarweb in an email interview. Similarweb tracks website visits per unit sold.</p><p>Tesla has a long history of going all-out at the end of the quarter, with Tesla employees from across the company pitching in to help hand over cars to customers. On the last earnings call in January, Musk said that “demand will be good despite probably a contraction in the auto market as a whole.” </p><p style=\"text-align: start;\">“Price really matters,” said Musk on the earnings call. “There’s a vast number of people that wanted to buy a Tesla car, but can’t afford it. And so, these price changes really make a difference for the average consumer.”</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 Deliveries Face One Big Question: Did Price Cuts Work?</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 Deliveries Face One Big Question: Did Price Cuts Work?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-31/did-tesla-tsla-price-cuts-fix-its-demand-problem-investors-will-soon-find-out?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts estimate first quarter deliveries of 421,164Tesla shares on pace for best first-quarter gains everTesla Inc. shares are set to mark their best-ever start to a year, buoyed by price cuts ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-31/did-tesla-tsla-price-cuts-fix-its-demand-problem-investors-will-soon-find-out?srnd=premium-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/2023-03-31/did-tesla-tsla-price-cuts-fix-its-demand-problem-investors-will-soon-find-out?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100078979","content_text":"Analysts estimate first quarter deliveries of 421,164Tesla shares on pace for best first-quarter gains everTesla Inc. shares are set to mark their best-ever start to a year, buoyed by price cuts across the electric-vehicle maker’s lineup in a bid to boost sales. Investors will soon discover if all the enthusiasm was justified.The Elon Musk-led carmaker is expected to announce quarterly delivery and production figures in early April, providing an initial glimpse into how well the company’s strategy of chasing volume over profit margins worked. Analysts surveyed by Bloomberg expect the Austin, Texas-based company to deliver a record 421,164 cars globally in the first quarter of 2023, up from the 405,278 it delivered last quarter.“In recent months Tesla has pivoted from being supply constrained to being demand constrained,” Barclays analyst Dan Levy wrote in a note to clients, adding that while concerns about demand “temporarily halted when Tesla cut prices in early January, questions have resumed of late.”The company missed delivery estimates in 2022 and claimed to still be working through logistical issues as production exceeded sales for three straight quarters last year. In the fourth quarter, it produced 34,000 more cars than it delivered, raising questions about demand. The company’s stock plunged 65% in 2022 as Musk sold Tesla shares to finance his $44 billion purchase of Twitter Inc.Tesla slashed prices first in China and then in the US and Europe in January. Like the rest of the auto industry, the EV leader is grappling with inflation and high interest rates that make it more expensive for consumers to finance large purchases. The implosion of Silicon Valley Bank has also spooked the tech scene in California, a key part of Tesla’s customer base. Other carmakers have since followed Musk’s strategy. Tesla’s cuts pushed Ford Motor Co. to lower the price of its electric Mustang Mach-E.Even though the cuts will put a squeeze on Tesla’s profits, its stock has been on a strong rally since then. Shares have risen 59% this year as of Thursday’s close amid hopes the lowered prices would provide a much-needed boost to demand. Analysts and investors have also pointed out that Tesla’s sizable margins give it an edge over rivals.“Tesla cut prices in early 1Q, temporarily spurring demand,” said Levy, the Barclays analyst, adding that the bank still expected further cuts due to a weak macroeconomic outlook and moves by other automakers. “Moreover, with Tesla likely to continue ramping production at both Austin and Berlin, additional supply is likely to drive further price cuts.”The analyst expects Tesla to deliver 425,000 cars this quarter.Tesla made and delivered more than 1.3 million cars in 2022 and has said it will make between 1.8 million and 2 million vehicles this year.The company sells its cars to consumers directly, with many ordering their vehicles through Tesla’s website. Similarweb Ltd, an Israeli web analytics company, predicts Tesla will see strong deliveries in the first quarter based on web traffic. Tesla makes the Model S, X, 3 and Y, with the 3 and Y accounting for the vast majority of sales. “Similarweb data on converted visits shows a huge spike in January (Model Y up 440%) and February (Model Y up 254%), on a year-over-year basis,” said Jim Corridore of Similarweb in an email interview. Similarweb tracks website visits per unit sold.Tesla has a long history of going all-out at the end of the quarter, with Tesla employees from across the company pitching in to help hand over cars to customers. On the last earnings call in January, Musk said that “demand will be good despite probably a contraction in the auto market as a whole.” “Price really matters,” said Musk on the earnings call. “There’s a vast number of people that wanted to buy a Tesla car, but can’t afford it. And so, these price changes really make a difference for the average consumer.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941217939,"gmtCreate":1680274388222,"gmtModify":1680274393144,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941217939","repostId":"1100078979","repostType":2,"repost":{"id":"1100078979","kind":"news","pubTimestamp":1680267231,"share":"https://ttm.financial/m/news/1100078979?lang=&edition=fundamental","pubTime":"2023-03-31 20:53","market":"us","language":"en","title":"Tesla Deliveries Face One Big Question: Did Price Cuts Work?","url":"https://stock-news.laohu8.com/highlight/detail?id=1100078979","media":"Bloomberg","summary":"Analysts estimate first quarter deliveries of 421,164Tesla shares on pace for best first-quarter gai","content":"<html><head></head><body><ul><li><p>Analysts estimate first quarter deliveries of 421,164</p></li><li><p>Tesla shares on pace for best first-quarter gains ever</p></li></ul><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> shares are set to mark their best-ever start to a year, buoyed by price cuts across the electric-vehicle maker’s lineup in a bid to boost sales. Investors will soon discover if all the enthusiasm was justified.</p><p style=\"text-align: start;\">The Elon Musk-led carmaker is expected to announce quarterly delivery and production figures in early April, providing an initial glimpse into how well the company’s strategy of chasing volume over profit margins worked. </p><p style=\"text-align: start;\">Analysts surveyed by Bloomberg expect the Austin, Texas-based company to deliver a record 421,164 cars globally in the first quarter of 2023, up from the 405,278 it delivered last quarter.</p><p style=\"text-align: start;\">“In recent months Tesla has pivoted from being supply constrained to being demand constrained,” Barclays analyst Dan Levy wrote in a note to clients, adding that while concerns about demand “temporarily halted when Tesla cut prices in early January, questions have resumed of late.”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/325ecc7cf057edc9fc5bd53c504c7f33\" tg-width=\"725\" tg-height=\"433\"/></p><p>The company missed delivery estimates in 2022 and claimed to still be working through logistical issues as production exceeded sales for three straight quarters last year. In the fourth quarter, it produced 34,000 more cars than it delivered, raising questions about demand. The company’s stock plunged 65% in 2022 as Musk sold Tesla shares to finance his $44 billion purchase of Twitter Inc.</p><p>Tesla slashed prices first in China and then in the US and Europe in January. Like the rest of the auto industry, the EV leader is grappling with inflation and high interest rates that make it more expensive for consumers to finance large purchases. The implosion of Silicon Valley Bank has also spooked the tech scene in California, a key part of Tesla’s customer base. </p><p>Other carmakers have since followed Musk’s strategy. Tesla’s cuts pushed Ford Motor Co. to lower the price of its electric Mustang Mach-E.</p><p style=\"text-align: start;\">Even though the cuts will put a squeeze on Tesla’s profits, its stock has been on a strong rally since then. Shares have risen 59% this year as of Thursday’s close amid hopes the lowered prices would provide a much-needed boost to demand. Analysts and investors have also pointed out that Tesla’s sizable margins give it an edge over rivals.</p><p style=\"text-align: start;\">“Tesla cut prices in early 1Q, temporarily spurring demand,” said Levy, the Barclays analyst, adding that the bank still expected further cuts due to a weak macroeconomic outlook and moves by other automakers. “Moreover, with Tesla likely to continue ramping production at both Austin and Berlin, additional supply is likely to drive further price cuts.”</p><p style=\"text-align: start;\">The analyst expects Tesla to deliver 425,000 cars this quarter.</p><p>Tesla made and delivered more than 1.3 million cars in 2022 and has said it will make between 1.8 million and 2 million vehicles this year.</p><p style=\"text-align: start;\">The company sells its cars to consumers directly, with many ordering their vehicles through Tesla’s website. Similarweb Ltd, an Israeli web analytics company, predicts Tesla will see strong deliveries in the first quarter based on web traffic. Tesla makes the Model S, X, 3 and Y, with the 3 and Y accounting for the vast majority of sales. </p><p style=\"text-align: start;\">“Similarweb data on converted visits shows a huge spike in January (Model Y up 440%) and February (Model Y up 254%), on a year-over-year basis,” said Jim Corridore of Similarweb in an email interview. Similarweb tracks website visits per unit sold.</p><p>Tesla has a long history of going all-out at the end of the quarter, with Tesla employees from across the company pitching in to help hand over cars to customers. On the last earnings call in January, Musk said that “demand will be good despite probably a contraction in the auto market as a whole.” </p><p style=\"text-align: start;\">“Price really matters,” said Musk on the earnings call. “There’s a vast number of people that wanted to buy a Tesla car, but can’t afford it. And so, these price changes really make a difference for the average consumer.”</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 Deliveries Face One Big Question: Did Price Cuts Work?</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 Deliveries Face One Big Question: Did Price Cuts Work?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-31/did-tesla-tsla-price-cuts-fix-its-demand-problem-investors-will-soon-find-out?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts estimate first quarter deliveries of 421,164Tesla shares on pace for best first-quarter gains everTesla Inc. shares are set to mark their best-ever start to a year, buoyed by price cuts ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-31/did-tesla-tsla-price-cuts-fix-its-demand-problem-investors-will-soon-find-out?srnd=premium-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/2023-03-31/did-tesla-tsla-price-cuts-fix-its-demand-problem-investors-will-soon-find-out?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100078979","content_text":"Analysts estimate first quarter deliveries of 421,164Tesla shares on pace for best first-quarter gains everTesla Inc. shares are set to mark their best-ever start to a year, buoyed by price cuts across the electric-vehicle maker’s lineup in a bid to boost sales. Investors will soon discover if all the enthusiasm was justified.The Elon Musk-led carmaker is expected to announce quarterly delivery and production figures in early April, providing an initial glimpse into how well the company’s strategy of chasing volume over profit margins worked. Analysts surveyed by Bloomberg expect the Austin, Texas-based company to deliver a record 421,164 cars globally in the first quarter of 2023, up from the 405,278 it delivered last quarter.“In recent months Tesla has pivoted from being supply constrained to being demand constrained,” Barclays analyst Dan Levy wrote in a note to clients, adding that while concerns about demand “temporarily halted when Tesla cut prices in early January, questions have resumed of late.”The company missed delivery estimates in 2022 and claimed to still be working through logistical issues as production exceeded sales for three straight quarters last year. In the fourth quarter, it produced 34,000 more cars than it delivered, raising questions about demand. The company’s stock plunged 65% in 2022 as Musk sold Tesla shares to finance his $44 billion purchase of Twitter Inc.Tesla slashed prices first in China and then in the US and Europe in January. Like the rest of the auto industry, the EV leader is grappling with inflation and high interest rates that make it more expensive for consumers to finance large purchases. The implosion of Silicon Valley Bank has also spooked the tech scene in California, a key part of Tesla’s customer base. Other carmakers have since followed Musk’s strategy. Tesla’s cuts pushed Ford Motor Co. to lower the price of its electric Mustang Mach-E.Even though the cuts will put a squeeze on Tesla’s profits, its stock has been on a strong rally since then. Shares have risen 59% this year as of Thursday’s close amid hopes the lowered prices would provide a much-needed boost to demand. Analysts and investors have also pointed out that Tesla’s sizable margins give it an edge over rivals.“Tesla cut prices in early 1Q, temporarily spurring demand,” said Levy, the Barclays analyst, adding that the bank still expected further cuts due to a weak macroeconomic outlook and moves by other automakers. “Moreover, with Tesla likely to continue ramping production at both Austin and Berlin, additional supply is likely to drive further price cuts.”The analyst expects Tesla to deliver 425,000 cars this quarter.Tesla made and delivered more than 1.3 million cars in 2022 and has said it will make between 1.8 million and 2 million vehicles this year.The company sells its cars to consumers directly, with many ordering their vehicles through Tesla’s website. Similarweb Ltd, an Israeli web analytics company, predicts Tesla will see strong deliveries in the first quarter based on web traffic. Tesla makes the Model S, X, 3 and Y, with the 3 and Y accounting for the vast majority of sales. “Similarweb data on converted visits shows a huge spike in January (Model Y up 440%) and February (Model Y up 254%), on a year-over-year basis,” said Jim Corridore of Similarweb in an email interview. Similarweb tracks website visits per unit sold.Tesla has a long history of going all-out at the end of the quarter, with Tesla employees from across the company pitching in to help hand over cars to customers. On the last earnings call in January, Musk said that “demand will be good despite probably a contraction in the auto market as a whole.” “Price really matters,” said Musk on the earnings call. “There’s a vast number of people that wanted to buy a Tesla car, but can’t afford it. And so, these price changes really make a difference for the average consumer.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953738900,"gmtCreate":1673324169201,"gmtModify":1676538818317,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Semiconductor Bull 3X Shares(SOXL)$&nbsp;</a>Whoa","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Semiconductor Bull 3X Shares(SOXL)$&nbsp;</a>Whoa","text":"$Semiconductor Bull 3X Shares(SOXL)$ Whoa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953738900","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":334116311523480,"gmtCreate":1722604662937,"gmtModify":1722604667027,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"Looks like market will be turbulent if rate cut in Sept","listText":"Looks like market will be turbulent if rate cut in Sept","text":"Looks like market will be turbulent if rate cut in Sept","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":4,"link":"https://ttm.financial/post/334116311523480","isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4184915529616792","authorId":"4184915529616792","name":"Vanthahuo","avatar":"https://community-static.tradeup.com/news/65747962c607a96d29bdd2640faf53e8","crmLevel":1,"crmLevelSwitch":1,"idStr":"4184915529616792","authorIdStr":"4184915529616792"},"content":"$Ping Co.,(000001)$ $Waste Management(WM)$ waste prevention $Direxion Cap(TNA)$ cash","text":"$Ping Co.,(000001)$ $Waste Management(WM)$ waste prevention $Direxion Cap(TNA)$ cash","html":"$Ping Co.,(000001)$ $Waste Management(WM)$ waste prevention $Direxion Cap(TNA)$ cash"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981552830,"gmtCreate":1666572582220,"gmtModify":1676537769030,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"Why people don't accept fraud meat, I like plant based products as red&nbsp;meats are not healthy to our health and it's ok to swtich diet while you're young and healthy and not wait till sickness come in. It might be too late and suffering. Start healthy diets and cut on meat products especially age are catching up.And it looks like nowadays even younger generations also get illness easily. Just my thoughts and sharing, hope Beyond Meat can push through this critical periods","listText":"Why people don't accept fraud meat, I like plant based products as red&nbsp;meats are not healthy to our health and it's ok to swtich diet while you're young and healthy and not wait till sickness come in. It might be too late and suffering. Start healthy diets and cut on meat products especially age are catching up.And it looks like nowadays even younger generations also get illness easily. Just my thoughts and sharing, hope Beyond Meat can push through this critical periods","text":"Why people don't accept fraud meat, I like plant based products as red meats are not healthy to our health and it's ok to swtich diet while you're young and healthy and not wait till sickness come in. It might be too late and suffering. Start healthy diets and cut on meat products especially age are catching up.And it looks like nowadays even younger generations also get illness easily. Just my thoughts and sharing, hope Beyond Meat can push through this critical periods","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":13,"repostSize":0,"link":"https://ttm.financial/post/9981552830","repostId":"2277237439","repostType":4,"repost":{"id":"2277237439","kind":"highlight","pubTimestamp":1666568404,"share":"https://ttm.financial/m/news/2277237439?lang=&edition=fundamental","pubTime":"2022-10-24 07:40","market":"us","language":"en","title":"Beyond Meat Cut 20% of Its Workforce, and More Bad News Is Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=2277237439","media":"Motley Fool","summary":"The company is desperately trying to cut costs as revenues decline in a tough market for plant-based meats.","content":"<html><head></head><body><p><b>Beyond Meat</b> announced on Oct. 14 it was slashing about one-fifth of its workforce as inflation takes a bite out of sales, leading the plant-based meat company to reduce its full-year revenue outlook. Despite cutting costs to the bone, it&#39;s increasingly difficult to see how Beyond Meat can break out of this rut.</p><p>The company maintains it is on track to save $39 million over the next year and turn cash-flow positive by the second half of 2023, but as consumers are pinched by rising costs, they&#39;re not finding faux meat products to be a worthwhile option.</p><h2>Inflation takes a bite out of business</h2><p>Inflation is taking its toll on the business. The Bureau of Labor Statistics says that while the Consumer Price Index was up 8.2% year over year in September, the food-at-home category surged 13.0% in the month as cereal and bakery products bolted 16.2% higher; dairy jumped 15.9%; and meat, poultry, fish, and eggs were up 9.0% from the year-ago period. The decline in gas prices for the month also could not come close to ameliorating the fact the price at the pump remains almost 20% higher than it was last year.</p><p>Beyond Meat said in a statement that inflation is the &#34;factor exerting pressure on the [plant-based meat] category as consumers trade down into cheaper forms of protein, including animal meat.&#34; That likely was the reason why distributors and retailers selling its products allowed their inventories to fall while canceling promotions for the products, not to mention the increased competition Beyond Meat is seeing in the meat aisle. Management is expecting a big hit to margins as a result.</p><p>Retail sales account for 70% of total revenue, but U.S. food service sales were down in the fiscal second quarter as well, and the partnership with <b>McDonald&#39;s</b> for the McPlant sandwich didn&#39;t last.</p><h2>Reduce costs by any means</h2><p>To conserve cash, the plant-based meat company is firing approximately 200 employees from its global workforce, or about 19% of the total, forcing it to take a $4 million charge. As sales fall, though, Beyond Meat forecasts fiscal third-quarter and full-year 2022 revenue will now be much less than it previously thought.</p><p>For the third quarter, management is guiding for $82 million of revenue, a 23% year-over-year decline, while the full year will only see revenue of $400 million to $425 million, a far cry from the $470 million to $520 million range the company previously provided. That would represent the company&#39;s first-ever drop in annual sales.</p><p>Cutting costs is essential for Beyond Meat at this point. Year-to-date total revenue of $256.5 million is essentially flat from last year, but operating expenses are up 47% to $181.3 million. The top line weakness has extended overseas, which is also wracked by inflationary pressures, worse even than what the U.S. is experiencing in many cases.</p><p>The problem is Beyond Meat has long struggled with profitability, and its net losses are spiraling out of control -- quadrupling to $197.6 million through the first half of fiscal 2022 -- as revenue declines. New initiatives have also failed to take off. The partnership with <b>PepsiCo</b> that introduced Beyond Meat Jerky earlier this year actually resulted in gross profit losses of $7.7 million for the fiscal second quarter.</p><p>Meanwhile, the company is burning through cash and reported $454.7 million in cash and equivalents on its balance sheet as of July 2, down from $733.3 million at the start of the year. With $1.1 billion in debt, it&#39;s clear the cost-cutting measures are necessary.</p><h2>A faux discount</h2><p>Even though the stock has fallen over 90% since hitting a pandemic high of about $200 in mid-2020, the stock could go even lower than its current $13 per share if current trends continue.</p><p>And trading at 1.7 times trailing-12-month sales, the faux meat company&#39;s discount to the broad market isn&#39;t enough to make up for the risks that come with a business facing this much uncertainty. Investors should stay away from Beyond Meat stock.</p></body></html>","source":"fool_stock","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>Beyond Meat Cut 20% of Its Workforce, and More Bad News Is Coming</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\">\nBeyond Meat Cut 20% of Its Workforce, and More Bad News Is Coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-24 07:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/22/beyond-meat-cut-20-workforce-more-bad-news-coming/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Beyond Meat announced on Oct. 14 it was slashing about one-fifth of its workforce as inflation takes a bite out of sales, leading the plant-based meat company to reduce its full-year revenue outlook. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/22/beyond-meat-cut-20-workforce-more-bad-news-coming/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc."},"source_url":"https://www.fool.com/investing/2022/10/22/beyond-meat-cut-20-workforce-more-bad-news-coming/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277237439","content_text":"Beyond Meat announced on Oct. 14 it was slashing about one-fifth of its workforce as inflation takes a bite out of sales, leading the plant-based meat company to reduce its full-year revenue outlook. Despite cutting costs to the bone, it's increasingly difficult to see how Beyond Meat can break out of this rut.The company maintains it is on track to save $39 million over the next year and turn cash-flow positive by the second half of 2023, but as consumers are pinched by rising costs, they're not finding faux meat products to be a worthwhile option.Inflation takes a bite out of businessInflation is taking its toll on the business. The Bureau of Labor Statistics says that while the Consumer Price Index was up 8.2% year over year in September, the food-at-home category surged 13.0% in the month as cereal and bakery products bolted 16.2% higher; dairy jumped 15.9%; and meat, poultry, fish, and eggs were up 9.0% from the year-ago period. The decline in gas prices for the month also could not come close to ameliorating the fact the price at the pump remains almost 20% higher than it was last year.Beyond Meat said in a statement that inflation is the \"factor exerting pressure on the [plant-based meat] category as consumers trade down into cheaper forms of protein, including animal meat.\" That likely was the reason why distributors and retailers selling its products allowed their inventories to fall while canceling promotions for the products, not to mention the increased competition Beyond Meat is seeing in the meat aisle. Management is expecting a big hit to margins as a result.Retail sales account for 70% of total revenue, but U.S. food service sales were down in the fiscal second quarter as well, and the partnership with McDonald's for the McPlant sandwich didn't last.Reduce costs by any meansTo conserve cash, the plant-based meat company is firing approximately 200 employees from its global workforce, or about 19% of the total, forcing it to take a $4 million charge. As sales fall, though, Beyond Meat forecasts fiscal third-quarter and full-year 2022 revenue will now be much less than it previously thought.For the third quarter, management is guiding for $82 million of revenue, a 23% year-over-year decline, while the full year will only see revenue of $400 million to $425 million, a far cry from the $470 million to $520 million range the company previously provided. That would represent the company's first-ever drop in annual sales.Cutting costs is essential for Beyond Meat at this point. Year-to-date total revenue of $256.5 million is essentially flat from last year, but operating expenses are up 47% to $181.3 million. The top line weakness has extended overseas, which is also wracked by inflationary pressures, worse even than what the U.S. is experiencing in many cases.The problem is Beyond Meat has long struggled with profitability, and its net losses are spiraling out of control -- quadrupling to $197.6 million through the first half of fiscal 2022 -- as revenue declines. New initiatives have also failed to take off. The partnership with PepsiCo that introduced Beyond Meat Jerky earlier this year actually resulted in gross profit losses of $7.7 million for the fiscal second quarter.Meanwhile, the company is burning through cash and reported $454.7 million in cash and equivalents on its balance sheet as of July 2, down from $733.3 million at the start of the year. With $1.1 billion in debt, it's clear the cost-cutting measures are necessary.A faux discountEven though the stock has fallen over 90% since hitting a pandemic high of about $200 in mid-2020, the stock could go even lower than its current $13 per share if current trends continue.And trading at 1.7 times trailing-12-month sales, the faux meat company's discount to the broad market isn't enough to make up for the risks that come with a business facing this much uncertainty. Investors should stay away from Beyond Meat stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981600816,"gmtCreate":1666485968636,"gmtModify":1676537760210,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/V03.SI\">$VENTURE CORPORATION LIMITED(V03.SI)$</a>Drop so much to my buying price, keep for dividend","listText":"<a href=\"https://ttm.financial/S/V03.SI\">$VENTURE CORPORATION LIMITED(V03.SI)$</a>Drop so much to my buying price, keep for dividend","text":"$VENTURE CORPORATION LIMITED(V03.SI)$Drop so much to my buying price, keep for dividend","images":[{"img":"https://community-static.tradeup.com/news/705b8abd0b01047e0a6bee65cd8a104c","width":"1125","height":"3057"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/9981600816","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9053347625,"gmtCreate":1654488425467,"gmtModify":1676535456456,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/F34.SI\">$WILMAR INTERNATIONAL LIMITED(F34.SI)$</a>Good stock to monitor and invest","listText":"<a href=\"https://ttm.financial/S/F34.SI\">$WILMAR INTERNATIONAL LIMITED(F34.SI)$</a>Good stock to monitor and invest","text":"$WILMAR INTERNATIONAL LIMITED(F34.SI)$Good stock to monitor and invest","images":[{"img":"https://community-static.tradeup.com/news/6797f4b2e51ae84742b020a92cdd77bf","width":"1125","height":"3057"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053347625","isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9964045624,"gmtCreate":1670040360569,"gmtModify":1676538294187,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a 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href=\"https://ttm.financial/S/C09.SI\">$CityDev(C09.SI)$</a>&nbsp;","text":"$CityDev(C09.SI)$","images":[{"img":"https://community-static.tradeup.com/news/d3666c355fb6077e13e97a9353987270","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328771572175112","isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9953738900,"gmtCreate":1673324169201,"gmtModify":1676538818317,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Semiconductor Bull 3X Shares(SOXL)$&nbsp;</a>Whoa","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Semiconductor Bull 3X Shares(SOXL)$&nbsp;</a>Whoa","text":"$Semiconductor Bull 3X Shares(SOXL)$ Whoa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953738900","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967017612,"gmtCreate":1670228090936,"gmtModify":1676538324748,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Yes up more","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Yes up more","text":"$UNITED OVERSEAS BANK LIMITED(U11.SI)$ Yes up more","images":[{"img":"https://community-static.tradeup.com/news/3ceec1e7286fa3b819a689b6b62836ac","width":"1125","height":"2364"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967017612","isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9964619803,"gmtCreate":1670130315602,"gmtModify":1676538308146,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$&nbsp;</a><v-v 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href=\"https://ttm.financial/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>Waiting","listText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>Waiting","text":"$IFAST CORPORATION LTD.(AIY.SI)$Waiting","images":[{"img":"https://community-static.tradeup.com/news/89043eecbf5b6500dec6cd033a9b66f4","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/9937921164","isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":328771038859432,"gmtCreate":1721284203078,"gmtModify":1721284217460,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C09.SI\">$CityDev(C09.SI)$</a> Finally I saw the shares goes up","listText":"<a href=\"https://ttm.financial/S/C09.SI\">$CityDev(C09.SI)$</a> Finally I saw the shares goes up","text":"$CityDev(C09.SI)$ Finally I saw the shares goes up","images":[{"img":"https://community-static.tradeup.com/news/d985a92c65d81ae6690fae747d1d987b","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328771038859432","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9945605852,"gmtCreate":1681439081977,"gmtModify":1681439085519,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945605852","repostId":"2327997162","repostType":4,"repost":{"id":"2327997162","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1681434388,"share":"https://ttm.financial/m/news/2327997162?lang=&edition=fundamental","pubTime":"2023-04-14 09:06","market":"us","language":"en","title":"3 Hurdles for Biden's EV Plan and 3 Stocks That Benefit","url":"https://stock-news.laohu8.com/highlight/detail?id=2327997162","media":"Dow Jones","summary":"The Biden administration’s effort to have electric vehicles account for two-thirds of all new cars s","content":"<html><head></head><body><p>The Biden administration’s effort to have electric vehicles account for two-thirds of all new cars sold within less than a decade likely won’t reach its goal, but that won’t matter for investors who play their cards right.</p><p>Shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, the electric-vehicle leader, and stock of EV followers <a href=\"https://laohu8.com/S/F\">Ford Motor </a> and <a href=\"https://laohu8.com/S/GM\">General Motors </a> can continue to power ahead regardless. And there are other ways to play the EV trend no matter where EVs’ share of the market winds up in 2032.</p><p>The effort, which marks the third element in a push by President Joe Biden, is nothing if not aggressive, but it is likely to run into trouble in terms of its sheer costs. Consumers’ tastes and the need for charging infrastructure are additional challenges.</p><p>In August 2021, Biden got the U.S. car industry to agree that lifting EVs’ share of new-car sales to 50% by 2030 was doable. A year later, Biden signed the Inflation Reduction Act, which included tax credits for people who buy EVs. The latest move came Wednesday, when the Environmental Protection Agency proposed strict emission standards for the 2027 to 2032 vehicle model years.</p><p>Car companies will have to sell far more zero-emission vehicles to comply.</p><p>The auto industry’s initial reaction runs along the lines of “Hey, what gives?” Car makers seeking to meet the 50% goal are already investing hundreds of billions of dollars in developing EVs and building capacity to crank out batteries and assemble the cars.</p><p>That is the first hurdle to the EPA/Biden EV plan. Auto makers’ capital is limited, while a new assembly plant, tooling, and a battery facility with capacity to make roughly 500,000 EVs a year costs roughly $8 billion. It also takes a couple of years to complete that infrastructure and ramp up output.</p><p>Hitting Biden’s 50% EV goal requires roughly $120 billion in capital spending dedicated to EVs. The 67% goal calls for about $160 billion.</p><p>The extra $40 billion might not seem like a stretch, but the auto industry doesn’t exactly print money. The entire industry, outside of China, generates about $200 billion in cash from operations in a good year. It spends roughly half that on new plants and equipment.</p><p>The $100 billion includes markets outside of the U.S., and most of the money goes to support car companies’ existing businesses. If auto makers don’t renew their products, they can suddenly find themselves with no cash flow to fund capital projects.</p><p>Investors might assume that capital for new lithium or copper capacity could be a hurdle too, but that isn’t really the case. Lithium demand, and production, would need to increase roughly sixfold instead of fivefold over the coming decade to meet a more aggressive adoption goal.</p><p>That would cost only another $5 billion to $8 billion in capital—significant money but not a staggering amount. The mining industry is a lot smaller than the auto industry and the material is available to be dug up.</p><p>Investors might also assume that regulations are what determine EV adoption rates, but the historical record points in another direction. While EVs were on sale before Tesla, no one really cared. The Model 3 brought popular EVs to the masses, with sales of about 3.5 million Model 3 and Model Y vehicles, built on the same platform, over the life of the program.</p><p>It took Tesla about five years to do that, from mid-2017 to early 2023. Between 2010 and 2020, Nissan (7201. Japan) sold about 500,000 Leaf EVs around the globe, meaning that Tesla sold 7.5 times the vehicles in half the time.</p><p>The point is that consumer buy what they like. EVs will only represent 50% or 67% of new car sales if they are better cars.</p><p>Things are trending in that direction, but there is some distance to go. Today, EVs cost a little more up front, but they are cheaper to maintain and power. Batteries are getting cheaper; a decline of roughly 40% from today’s levels would mean EVs cost the same as internal-combustion cars.</p><p>“Cheap batteries are important, but adequate recharging infrastructure is probably a more important issue in terms of adoption,” said Nicholas Colas, a co-founder of DataTrek Research and former auto analyst.</p><p>Charging is the third hurdle. According to Colas, the average American drives about twice as much as the average European, so the U.S. will need more EV chargers that Western Europe.</p><p>Investors shouldn’t get too wound up about the 67% goal. “The more relevant thing is what do [EPA rules] do to the rate of change,” said Baird auto analyst Luke Junk.</p><p>Junk says a faster shift toward EVs is possible, which would be a good thing for parts suppliers that support the EV transition. Aptiv (APTV), TE Connectivity (TEL) and BorgWarner (BWA), he said, are suppliers that will do fine at a slower EV adoption pace and better if adoptions accelerates. He rates shares of all three at Buy.</p><p>Junk also raised some potential unintended consequences of the EPA goal.</p><p>For one, more investment to make more EVs faster will leave less capital available for developing self-driving cars. That is a negative for commuters who want to text and drive.</p><p>There is a positive too. More EVs in the U.S. would mean the U.S. moves closer to European regulations. Uniformity in both markets would save the industry some money.</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>3 Hurdles for Biden's EV Plan and 3 Stocks That Benefit</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\">\n3 Hurdles for Biden's EV Plan and 3 Stocks That Benefit\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2023-04-14 09:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Biden administration’s effort to have electric vehicles account for two-thirds of all new cars sold within less than a decade likely won’t reach its goal, but that won’t matter for investors who play their cards right.</p><p>Shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, the electric-vehicle leader, and stock of EV followers <a href=\"https://laohu8.com/S/F\">Ford Motor </a> and <a href=\"https://laohu8.com/S/GM\">General Motors </a> can continue to power ahead regardless. And there are other ways to play the EV trend no matter where EVs’ share of the market winds up in 2032.</p><p>The effort, which marks the third element in a push by President Joe Biden, is nothing if not aggressive, but it is likely to run into trouble in terms of its sheer costs. Consumers’ tastes and the need for charging infrastructure are additional challenges.</p><p>In August 2021, Biden got the U.S. car industry to agree that lifting EVs’ share of new-car sales to 50% by 2030 was doable. A year later, Biden signed the Inflation Reduction Act, which included tax credits for people who buy EVs. The latest move came Wednesday, when the Environmental Protection Agency proposed strict emission standards for the 2027 to 2032 vehicle model years.</p><p>Car companies will have to sell far more zero-emission vehicles to comply.</p><p>The auto industry’s initial reaction runs along the lines of “Hey, what gives?” Car makers seeking to meet the 50% goal are already investing hundreds of billions of dollars in developing EVs and building capacity to crank out batteries and assemble the cars.</p><p>That is the first hurdle to the EPA/Biden EV plan. Auto makers’ capital is limited, while a new assembly plant, tooling, and a battery facility with capacity to make roughly 500,000 EVs a year costs roughly $8 billion. It also takes a couple of years to complete that infrastructure and ramp up output.</p><p>Hitting Biden’s 50% EV goal requires roughly $120 billion in capital spending dedicated to EVs. The 67% goal calls for about $160 billion.</p><p>The extra $40 billion might not seem like a stretch, but the auto industry doesn’t exactly print money. The entire industry, outside of China, generates about $200 billion in cash from operations in a good year. It spends roughly half that on new plants and equipment.</p><p>The $100 billion includes markets outside of the U.S., and most of the money goes to support car companies’ existing businesses. If auto makers don’t renew their products, they can suddenly find themselves with no cash flow to fund capital projects.</p><p>Investors might assume that capital for new lithium or copper capacity could be a hurdle too, but that isn’t really the case. Lithium demand, and production, would need to increase roughly sixfold instead of fivefold over the coming decade to meet a more aggressive adoption goal.</p><p>That would cost only another $5 billion to $8 billion in capital—significant money but not a staggering amount. The mining industry is a lot smaller than the auto industry and the material is available to be dug up.</p><p>Investors might also assume that regulations are what determine EV adoption rates, but the historical record points in another direction. While EVs were on sale before Tesla, no one really cared. The Model 3 brought popular EVs to the masses, with sales of about 3.5 million Model 3 and Model Y vehicles, built on the same platform, over the life of the program.</p><p>It took Tesla about five years to do that, from mid-2017 to early 2023. Between 2010 and 2020, Nissan (7201. Japan) sold about 500,000 Leaf EVs around the globe, meaning that Tesla sold 7.5 times the vehicles in half the time.</p><p>The point is that consumer buy what they like. EVs will only represent 50% or 67% of new car sales if they are better cars.</p><p>Things are trending in that direction, but there is some distance to go. Today, EVs cost a little more up front, but they are cheaper to maintain and power. Batteries are getting cheaper; a decline of roughly 40% from today’s levels would mean EVs cost the same as internal-combustion cars.</p><p>“Cheap batteries are important, but adequate recharging infrastructure is probably a more important issue in terms of adoption,” said Nicholas Colas, a co-founder of DataTrek Research and former auto analyst.</p><p>Charging is the third hurdle. According to Colas, the average American drives about twice as much as the average European, so the U.S. will need more EV chargers that Western Europe.</p><p>Investors shouldn’t get too wound up about the 67% goal. “The more relevant thing is what do [EPA rules] do to the rate of change,” said Baird auto analyst Luke Junk.</p><p>Junk says a faster shift toward EVs is possible, which would be a good thing for parts suppliers that support the EV transition. Aptiv (APTV), TE Connectivity (TEL) and BorgWarner (BWA), he said, are suppliers that will do fine at a slower EV adoption pace and better if adoptions accelerates. He rates shares of all three at Buy.</p><p>Junk also raised some potential unintended consequences of the EPA goal.</p><p>For one, more investment to make more EVs faster will leave less capital available for developing self-driving cars. That is a negative for commuters who want to text and drive.</p><p>There is a positive too. More EVs in the U.S. would mean the U.S. moves closer to European regulations. Uniformity in both markets would save the industry some money.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4555":"新能源车","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2063271972.USD":"富兰克林创新领域基金","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4527":"明星科技股","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","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","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4574":"无人驾驶","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","F":"福特汽车","BK4504":"桥水持仓","BK4580":"工业 4.0","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4511":"特斯拉概念","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","GM":"通用汽车","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","TSLA":"特斯拉","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327997162","content_text":"The Biden administration’s effort to have electric vehicles account for two-thirds of all new cars sold within less than a decade likely won’t reach its goal, but that won’t matter for investors who play their cards right.Shares of Tesla, the electric-vehicle leader, and stock of EV followers Ford Motor  and General Motors  can continue to power ahead regardless. And there are other ways to play the EV trend no matter where EVs’ share of the market winds up in 2032.The effort, which marks the third element in a push by President Joe Biden, is nothing if not aggressive, but it is likely to run into trouble in terms of its sheer costs. Consumers’ tastes and the need for charging infrastructure are additional challenges.In August 2021, Biden got the U.S. car industry to agree that lifting EVs’ share of new-car sales to 50% by 2030 was doable. A year later, Biden signed the Inflation Reduction Act, which included tax credits for people who buy EVs. The latest move came Wednesday, when the Environmental Protection Agency proposed strict emission standards for the 2027 to 2032 vehicle model years.Car companies will have to sell far more zero-emission vehicles to comply.The auto industry’s initial reaction runs along the lines of “Hey, what gives?” Car makers seeking to meet the 50% goal are already investing hundreds of billions of dollars in developing EVs and building capacity to crank out batteries and assemble the cars.That is the first hurdle to the EPA/Biden EV plan. Auto makers’ capital is limited, while a new assembly plant, tooling, and a battery facility with capacity to make roughly 500,000 EVs a year costs roughly $8 billion. It also takes a couple of years to complete that infrastructure and ramp up output.Hitting Biden’s 50% EV goal requires roughly $120 billion in capital spending dedicated to EVs. The 67% goal calls for about $160 billion.The extra $40 billion might not seem like a stretch, but the auto industry doesn’t exactly print money. The entire industry, outside of China, generates about $200 billion in cash from operations in a good year. It spends roughly half that on new plants and equipment.The $100 billion includes markets outside of the U.S., and most of the money goes to support car companies’ existing businesses. If auto makers don’t renew their products, they can suddenly find themselves with no cash flow to fund capital projects.Investors might assume that capital for new lithium or copper capacity could be a hurdle too, but that isn’t really the case. Lithium demand, and production, would need to increase roughly sixfold instead of fivefold over the coming decade to meet a more aggressive adoption goal.That would cost only another $5 billion to $8 billion in capital—significant money but not a staggering amount. The mining industry is a lot smaller than the auto industry and the material is available to be dug up.Investors might also assume that regulations are what determine EV adoption rates, but the historical record points in another direction. While EVs were on sale before Tesla, no one really cared. The Model 3 brought popular EVs to the masses, with sales of about 3.5 million Model 3 and Model Y vehicles, built on the same platform, over the life of the program.It took Tesla about five years to do that, from mid-2017 to early 2023. Between 2010 and 2020, Nissan (7201. Japan) sold about 500,000 Leaf EVs around the globe, meaning that Tesla sold 7.5 times the vehicles in half the time.The point is that consumer buy what they like. EVs will only represent 50% or 67% of new car sales if they are better cars.Things are trending in that direction, but there is some distance to go. Today, EVs cost a little more up front, but they are cheaper to maintain and power. Batteries are getting cheaper; a decline of roughly 40% from today’s levels would mean EVs cost the same as internal-combustion cars.“Cheap batteries are important, but adequate recharging infrastructure is probably a more important issue in terms of adoption,” said Nicholas Colas, a co-founder of DataTrek Research and former auto analyst.Charging is the third hurdle. According to Colas, the average American drives about twice as much as the average European, so the U.S. will need more EV chargers that Western Europe.Investors shouldn’t get too wound up about the 67% goal. “The more relevant thing is what do [EPA rules] do to the rate of change,” said Baird auto analyst Luke Junk.Junk says a faster shift toward EVs is possible, which would be a good thing for parts suppliers that support the EV transition. Aptiv (APTV), TE Connectivity (TEL) and BorgWarner (BWA), he said, are suppliers that will do fine at a slower EV adoption pace and better if adoptions accelerates. He rates shares of all three at Buy.Junk also raised some potential unintended consequences of the EPA goal.For one, more investment to make more EVs faster will leave less capital available for developing self-driving cars. That is a negative for commuters who want to text and drive.There is a positive too. More EVs in the U.S. would mean the U.S. moves closer to European regulations. Uniformity in both markets would save the industry some money.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941217386,"gmtCreate":1680274452746,"gmtModify":1680274456292,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941217386","repostId":"1100078979","repostType":2,"repost":{"id":"1100078979","kind":"news","pubTimestamp":1680267231,"share":"https://ttm.financial/m/news/1100078979?lang=&edition=fundamental","pubTime":"2023-03-31 20:53","market":"us","language":"en","title":"Tesla Deliveries Face One Big Question: Did Price Cuts Work?","url":"https://stock-news.laohu8.com/highlight/detail?id=1100078979","media":"Bloomberg","summary":"Analysts estimate first quarter deliveries of 421,164Tesla shares on pace for best first-quarter gai","content":"<html><head></head><body><ul><li><p>Analysts estimate first quarter deliveries of 421,164</p></li><li><p>Tesla shares on pace for best first-quarter gains ever</p></li></ul><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> shares are set to mark their best-ever start to a year, buoyed by price cuts across the electric-vehicle maker’s lineup in a bid to boost sales. Investors will soon discover if all the enthusiasm was justified.</p><p style=\"text-align: start;\">The Elon Musk-led carmaker is expected to announce quarterly delivery and production figures in early April, providing an initial glimpse into how well the company’s strategy of chasing volume over profit margins worked. </p><p style=\"text-align: start;\">Analysts surveyed by Bloomberg expect the Austin, Texas-based company to deliver a record 421,164 cars globally in the first quarter of 2023, up from the 405,278 it delivered last quarter.</p><p style=\"text-align: start;\">“In recent months Tesla has pivoted from being supply constrained to being demand constrained,” Barclays analyst Dan Levy wrote in a note to clients, adding that while concerns about demand “temporarily halted when Tesla cut prices in early January, questions have resumed of late.”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/325ecc7cf057edc9fc5bd53c504c7f33\" tg-width=\"725\" tg-height=\"433\"/></p><p>The company missed delivery estimates in 2022 and claimed to still be working through logistical issues as production exceeded sales for three straight quarters last year. In the fourth quarter, it produced 34,000 more cars than it delivered, raising questions about demand. The company’s stock plunged 65% in 2022 as Musk sold Tesla shares to finance his $44 billion purchase of Twitter Inc.</p><p>Tesla slashed prices first in China and then in the US and Europe in January. Like the rest of the auto industry, the EV leader is grappling with inflation and high interest rates that make it more expensive for consumers to finance large purchases. The implosion of Silicon Valley Bank has also spooked the tech scene in California, a key part of Tesla’s customer base. </p><p>Other carmakers have since followed Musk’s strategy. Tesla’s cuts pushed Ford Motor Co. to lower the price of its electric Mustang Mach-E.</p><p style=\"text-align: start;\">Even though the cuts will put a squeeze on Tesla’s profits, its stock has been on a strong rally since then. Shares have risen 59% this year as of Thursday’s close amid hopes the lowered prices would provide a much-needed boost to demand. Analysts and investors have also pointed out that Tesla’s sizable margins give it an edge over rivals.</p><p style=\"text-align: start;\">“Tesla cut prices in early 1Q, temporarily spurring demand,” said Levy, the Barclays analyst, adding that the bank still expected further cuts due to a weak macroeconomic outlook and moves by other automakers. “Moreover, with Tesla likely to continue ramping production at both Austin and Berlin, additional supply is likely to drive further price cuts.”</p><p style=\"text-align: start;\">The analyst expects Tesla to deliver 425,000 cars this quarter.</p><p>Tesla made and delivered more than 1.3 million cars in 2022 and has said it will make between 1.8 million and 2 million vehicles this year.</p><p style=\"text-align: start;\">The company sells its cars to consumers directly, with many ordering their vehicles through Tesla’s website. Similarweb Ltd, an Israeli web analytics company, predicts Tesla will see strong deliveries in the first quarter based on web traffic. Tesla makes the Model S, X, 3 and Y, with the 3 and Y accounting for the vast majority of sales. </p><p style=\"text-align: start;\">“Similarweb data on converted visits shows a huge spike in January (Model Y up 440%) and February (Model Y up 254%), on a year-over-year basis,” said Jim Corridore of Similarweb in an email interview. Similarweb tracks website visits per unit sold.</p><p>Tesla has a long history of going all-out at the end of the quarter, with Tesla employees from across the company pitching in to help hand over cars to customers. On the last earnings call in January, Musk said that “demand will be good despite probably a contraction in the auto market as a whole.” </p><p style=\"text-align: start;\">“Price really matters,” said Musk on the earnings call. “There’s a vast number of people that wanted to buy a Tesla car, but can’t afford it. And so, these price changes really make a difference for the average consumer.”</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 Deliveries Face One Big Question: Did Price Cuts Work?</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 Deliveries Face One Big Question: Did Price Cuts Work?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-31/did-tesla-tsla-price-cuts-fix-its-demand-problem-investors-will-soon-find-out?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts estimate first quarter deliveries of 421,164Tesla shares on pace for best first-quarter gains everTesla Inc. shares are set to mark their best-ever start to a year, buoyed by price cuts ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-31/did-tesla-tsla-price-cuts-fix-its-demand-problem-investors-will-soon-find-out?srnd=premium-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/2023-03-31/did-tesla-tsla-price-cuts-fix-its-demand-problem-investors-will-soon-find-out?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100078979","content_text":"Analysts estimate first quarter deliveries of 421,164Tesla shares on pace for best first-quarter gains everTesla Inc. shares are set to mark their best-ever start to a year, buoyed by price cuts across the electric-vehicle maker’s lineup in a bid to boost sales. Investors will soon discover if all the enthusiasm was justified.The Elon Musk-led carmaker is expected to announce quarterly delivery and production figures in early April, providing an initial glimpse into how well the company’s strategy of chasing volume over profit margins worked. Analysts surveyed by Bloomberg expect the Austin, Texas-based company to deliver a record 421,164 cars globally in the first quarter of 2023, up from the 405,278 it delivered last quarter.“In recent months Tesla has pivoted from being supply constrained to being demand constrained,” Barclays analyst Dan Levy wrote in a note to clients, adding that while concerns about demand “temporarily halted when Tesla cut prices in early January, questions have resumed of late.”The company missed delivery estimates in 2022 and claimed to still be working through logistical issues as production exceeded sales for three straight quarters last year. In the fourth quarter, it produced 34,000 more cars than it delivered, raising questions about demand. The company’s stock plunged 65% in 2022 as Musk sold Tesla shares to finance his $44 billion purchase of Twitter Inc.Tesla slashed prices first in China and then in the US and Europe in January. Like the rest of the auto industry, the EV leader is grappling with inflation and high interest rates that make it more expensive for consumers to finance large purchases. The implosion of Silicon Valley Bank has also spooked the tech scene in California, a key part of Tesla’s customer base. Other carmakers have since followed Musk’s strategy. Tesla’s cuts pushed Ford Motor Co. to lower the price of its electric Mustang Mach-E.Even though the cuts will put a squeeze on Tesla’s profits, its stock has been on a strong rally since then. Shares have risen 59% this year as of Thursday’s close amid hopes the lowered prices would provide a much-needed boost to demand. Analysts and investors have also pointed out that Tesla’s sizable margins give it an edge over rivals.“Tesla cut prices in early 1Q, temporarily spurring demand,” said Levy, the Barclays analyst, adding that the bank still expected further cuts due to a weak macroeconomic outlook and moves by other automakers. “Moreover, with Tesla likely to continue ramping production at both Austin and Berlin, additional supply is likely to drive further price cuts.”The analyst expects Tesla to deliver 425,000 cars this quarter.Tesla made and delivered more than 1.3 million cars in 2022 and has said it will make between 1.8 million and 2 million vehicles this year.The company sells its cars to consumers directly, with many ordering their vehicles through Tesla’s website. Similarweb Ltd, an Israeli web analytics company, predicts Tesla will see strong deliveries in the first quarter based on web traffic. Tesla makes the Model S, X, 3 and Y, with the 3 and Y accounting for the vast majority of sales. “Similarweb data on converted visits shows a huge spike in January (Model Y up 440%) and February (Model Y up 254%), on a year-over-year basis,” said Jim Corridore of Similarweb in an email interview. Similarweb tracks website visits per unit sold.Tesla has a long history of going all-out at the end of the quarter, with Tesla employees from across the company pitching in to help hand over cars to customers. On the last earnings call in January, Musk said that “demand will be good despite probably a contraction in the auto market as a whole.” “Price really matters,” said Musk on the earnings call. “There’s a vast number of people that wanted to buy a Tesla car, but can’t afford it. And so, these price changes really make a difference for the average consumer.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941217939,"gmtCreate":1680274388222,"gmtModify":1680274393144,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941217939","repostId":"1100078979","repostType":2,"repost":{"id":"1100078979","kind":"news","pubTimestamp":1680267231,"share":"https://ttm.financial/m/news/1100078979?lang=&edition=fundamental","pubTime":"2023-03-31 20:53","market":"us","language":"en","title":"Tesla Deliveries Face One Big Question: Did Price Cuts Work?","url":"https://stock-news.laohu8.com/highlight/detail?id=1100078979","media":"Bloomberg","summary":"Analysts estimate first quarter deliveries of 421,164Tesla shares on pace for best first-quarter gai","content":"<html><head></head><body><ul><li><p>Analysts estimate first quarter deliveries of 421,164</p></li><li><p>Tesla shares on pace for best first-quarter gains ever</p></li></ul><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> shares are set to mark their best-ever start to a year, buoyed by price cuts across the electric-vehicle maker’s lineup in a bid to boost sales. Investors will soon discover if all the enthusiasm was justified.</p><p style=\"text-align: start;\">The Elon Musk-led carmaker is expected to announce quarterly delivery and production figures in early April, providing an initial glimpse into how well the company’s strategy of chasing volume over profit margins worked. </p><p style=\"text-align: start;\">Analysts surveyed by Bloomberg expect the Austin, Texas-based company to deliver a record 421,164 cars globally in the first quarter of 2023, up from the 405,278 it delivered last quarter.</p><p style=\"text-align: start;\">“In recent months Tesla has pivoted from being supply constrained to being demand constrained,” Barclays analyst Dan Levy wrote in a note to clients, adding that while concerns about demand “temporarily halted when Tesla cut prices in early January, questions have resumed of late.”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/325ecc7cf057edc9fc5bd53c504c7f33\" tg-width=\"725\" tg-height=\"433\"/></p><p>The company missed delivery estimates in 2022 and claimed to still be working through logistical issues as production exceeded sales for three straight quarters last year. In the fourth quarter, it produced 34,000 more cars than it delivered, raising questions about demand. The company’s stock plunged 65% in 2022 as Musk sold Tesla shares to finance his $44 billion purchase of Twitter Inc.</p><p>Tesla slashed prices first in China and then in the US and Europe in January. Like the rest of the auto industry, the EV leader is grappling with inflation and high interest rates that make it more expensive for consumers to finance large purchases. The implosion of Silicon Valley Bank has also spooked the tech scene in California, a key part of Tesla’s customer base. </p><p>Other carmakers have since followed Musk’s strategy. Tesla’s cuts pushed Ford Motor Co. to lower the price of its electric Mustang Mach-E.</p><p style=\"text-align: start;\">Even though the cuts will put a squeeze on Tesla’s profits, its stock has been on a strong rally since then. Shares have risen 59% this year as of Thursday’s close amid hopes the lowered prices would provide a much-needed boost to demand. Analysts and investors have also pointed out that Tesla’s sizable margins give it an edge over rivals.</p><p style=\"text-align: start;\">“Tesla cut prices in early 1Q, temporarily spurring demand,” said Levy, the Barclays analyst, adding that the bank still expected further cuts due to a weak macroeconomic outlook and moves by other automakers. “Moreover, with Tesla likely to continue ramping production at both Austin and Berlin, additional supply is likely to drive further price cuts.”</p><p style=\"text-align: start;\">The analyst expects Tesla to deliver 425,000 cars this quarter.</p><p>Tesla made and delivered more than 1.3 million cars in 2022 and has said it will make between 1.8 million and 2 million vehicles this year.</p><p style=\"text-align: start;\">The company sells its cars to consumers directly, with many ordering their vehicles through Tesla’s website. Similarweb Ltd, an Israeli web analytics company, predicts Tesla will see strong deliveries in the first quarter based on web traffic. Tesla makes the Model S, X, 3 and Y, with the 3 and Y accounting for the vast majority of sales. </p><p style=\"text-align: start;\">“Similarweb data on converted visits shows a huge spike in January (Model Y up 440%) and February (Model Y up 254%), on a year-over-year basis,” said Jim Corridore of Similarweb in an email interview. Similarweb tracks website visits per unit sold.</p><p>Tesla has a long history of going all-out at the end of the quarter, with Tesla employees from across the company pitching in to help hand over cars to customers. On the last earnings call in January, Musk said that “demand will be good despite probably a contraction in the auto market as a whole.” </p><p style=\"text-align: start;\">“Price really matters,” said Musk on the earnings call. “There’s a vast number of people that wanted to buy a Tesla car, but can’t afford it. And so, these price changes really make a difference for the average consumer.”</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 Deliveries Face One Big Question: Did Price Cuts Work?</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 Deliveries Face One Big Question: Did Price Cuts Work?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-31/did-tesla-tsla-price-cuts-fix-its-demand-problem-investors-will-soon-find-out?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts estimate first quarter deliveries of 421,164Tesla shares on pace for best first-quarter gains everTesla Inc. shares are set to mark their best-ever start to a year, buoyed by price cuts ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-31/did-tesla-tsla-price-cuts-fix-its-demand-problem-investors-will-soon-find-out?srnd=premium-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/2023-03-31/did-tesla-tsla-price-cuts-fix-its-demand-problem-investors-will-soon-find-out?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100078979","content_text":"Analysts estimate first quarter deliveries of 421,164Tesla shares on pace for best first-quarter gains everTesla Inc. shares are set to mark their best-ever start to a year, buoyed by price cuts across the electric-vehicle maker’s lineup in a bid to boost sales. Investors will soon discover if all the enthusiasm was justified.The Elon Musk-led carmaker is expected to announce quarterly delivery and production figures in early April, providing an initial glimpse into how well the company’s strategy of chasing volume over profit margins worked. Analysts surveyed by Bloomberg expect the Austin, Texas-based company to deliver a record 421,164 cars globally in the first quarter of 2023, up from the 405,278 it delivered last quarter.“In recent months Tesla has pivoted from being supply constrained to being demand constrained,” Barclays analyst Dan Levy wrote in a note to clients, adding that while concerns about demand “temporarily halted when Tesla cut prices in early January, questions have resumed of late.”The company missed delivery estimates in 2022 and claimed to still be working through logistical issues as production exceeded sales for three straight quarters last year. In the fourth quarter, it produced 34,000 more cars than it delivered, raising questions about demand. The company’s stock plunged 65% in 2022 as Musk sold Tesla shares to finance his $44 billion purchase of Twitter Inc.Tesla slashed prices first in China and then in the US and Europe in January. Like the rest of the auto industry, the EV leader is grappling with inflation and high interest rates that make it more expensive for consumers to finance large purchases. The implosion of Silicon Valley Bank has also spooked the tech scene in California, a key part of Tesla’s customer base. Other carmakers have since followed Musk’s strategy. Tesla’s cuts pushed Ford Motor Co. to lower the price of its electric Mustang Mach-E.Even though the cuts will put a squeeze on Tesla’s profits, its stock has been on a strong rally since then. Shares have risen 59% this year as of Thursday’s close amid hopes the lowered prices would provide a much-needed boost to demand. Analysts and investors have also pointed out that Tesla’s sizable margins give it an edge over rivals.“Tesla cut prices in early 1Q, temporarily spurring demand,” said Levy, the Barclays analyst, adding that the bank still expected further cuts due to a weak macroeconomic outlook and moves by other automakers. “Moreover, with Tesla likely to continue ramping production at both Austin and Berlin, additional supply is likely to drive further price cuts.”The analyst expects Tesla to deliver 425,000 cars this quarter.Tesla made and delivered more than 1.3 million cars in 2022 and has said it will make between 1.8 million and 2 million vehicles this year.The company sells its cars to consumers directly, with many ordering their vehicles through Tesla’s website. Similarweb Ltd, an Israeli web analytics company, predicts Tesla will see strong deliveries in the first quarter based on web traffic. Tesla makes the Model S, X, 3 and Y, with the 3 and Y accounting for the vast majority of sales. “Similarweb data on converted visits shows a huge spike in January (Model Y up 440%) and February (Model Y up 254%), on a year-over-year basis,” said Jim Corridore of Similarweb in an email interview. Similarweb tracks website visits per unit sold.Tesla has a long history of going all-out at the end of the quarter, with Tesla employees from across the company pitching in to help hand over cars to customers. On the last earnings call in January, Musk said that “demand will be good despite probably a contraction in the auto market as a whole.” “Price really matters,” said Musk on the earnings call. “There’s a vast number of people that wanted to buy a Tesla car, but can’t afford it. And so, these price changes really make a difference for the average consumer.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929751327,"gmtCreate":1670736431570,"gmtModify":1676538426188,"author":{"id":"4101198001266260","authorId":"4101198001266260","name":"MichT","avatar":"https://static.tigerbbs.com/77f87c46e06ac2aee91bc63f1a527221","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101198001266260","authorIdStr":"4101198001266260"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$&nbsp;</a> Up more","listText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$&nbsp;</a> Up more","text":"$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ Up more","images":[{"img":"https://community-static.tradeup.com/news/14a5ec32a56c251e98d1c5d7e058a3f3","width":"1125","height":"2472"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929751327","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}