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Kanarazu

Kanarazu

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2023-04-09

Ready to join the game

2023-04-08

Good good, have more events pls, thx

2023-04-07

Gogogo

@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher

2023-04-07

[开心] [开心] [开心] Good good

2023-04-05

Bro it has been overvalued since forever but I see inverted head and shoulder pattern

Tesla Obviously Had A Disappointing Quarter, Expect More Pain

Go to Tiger App to see more news

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Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946087804,"gmtCreate":1680817526709,"gmtModify":1680818426266,"author":{"id":"4123574004460842","authorId":"4123574004460842","name":"Kanarazu","avatar":"https://community-static.tradeup.com/news/4f704e379dce53d76af18b210a6852f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123574004460842","idStr":"4123574004460842"},"themes":[],"htmlText":"[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;&nbsp;Good good&nbsp;","listText":"[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;&nbsp;Good good&nbsp;","text":"[开心] [开心] [开心] Good good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946087804","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948141604,"gmtCreate":1680655908309,"gmtModify":1680656060118,"author":{"id":"4123574004460842","authorId":"4123574004460842","name":"Kanarazu","avatar":"https://community-static.tradeup.com/news/4f704e379dce53d76af18b210a6852f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123574004460842","idStr":"4123574004460842"},"themes":[],"htmlText":"Bro it has been overvalued since forever but I see inverted head and shoulder pattern&nbsp;","listText":"Bro it has been overvalued since forever but I see inverted head and shoulder pattern&nbsp;","text":"Bro it has been overvalued since forever but I see inverted head and shoulder pattern","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948141604","repostId":"1143129882","repostType":2,"repost":{"id":"1143129882","pubTimestamp":1680618277,"share":"https://ttm.financial/m/news/1143129882?lang=&edition=fundamental","pubTime":"2023-04-04 22:24","market":"us","language":"en","title":"Tesla Obviously Had A Disappointing Quarter, Expect More Pain","url":"https://stock-news.laohu8.com/highlight/detail?id=1143129882","media":"Seeking Alpha","summary":"SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.</p></li><li><p>The company is rapidly seeing increased competition from both new companies at the top end and existing car companies ramping up production.</p></li><li><p>We see 2023 as a transition year, as other companies ramp up their production. That should cause Tesla&#39;s margins to decline, hurting the company&#39;s profits.</p></li><li><p>Regardless of the company&#39;s margins, it&#39;s already severely overvalued in a variety of margins, making it a poor investment.</p></li></ul><p>Tesla, Inc. (NASDAQ: TSLA) stock dropped more than 6% Monday after the company&#39;s recent press release once again raised concerns that additional price cuts are in the future. That&#39;s despite the company&#39;s strong 25.9% gross margins, which investors point to as evidence of the company&#39;s financial strength and unique pricing power.</p><h2 style=\"text-align: left;\">Tesla&#39;s Q1 2023 Deliveries</h2><p style=\"text-align: left;\">Tesla achieved strong deliveries in the first quarter. However, the company produced more than it delivered.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f89508063ee9dc35033f4fd24a35b9a6\" alt=\"Tesla Press Release\" title=\"Tesla Press Release\" tg-width=\"640\" tg-height=\"248\"/><span>Tesla Press Release</span></p><p style=\"text-align: left;\"><strong>Tesla Press Release</strong></p><p style=\"text-align: left;\">The company produced just under 441 thousand vehicles in the first quarter and managed to deliver about 95% of them. QoQ Model S/X, the company&#39;s high-end vehicle, saw production only drop 5%, but deliveries crumpled by almost 40%. That shows a lack of demand for the company&#39;s top-end vehicles, especially with price cuts.</p><p style=\"text-align: left;\">We expect Model S/X deliveries and demand to remain muted as high-margin competition arrives first through new companies such as Rivian (RIVN), Polestar (PSNY), and Lucid (LCID) along with established companies like BMW (OTCPK: BMWYY) and Mercedes (OTCPK: MBGAF). That lines up with our expectation that Tesla would see competition first at the top end of its portfolio, the same place that Tesla was able to start.</p><h2 style=\"text-align: left;\">Tesla&#39;s Pricing Cuts</h2><p style=\"text-align: left;\">The top story for Tesla has been the company&#39;s continued price cuts on its vehicles.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9cf899accf0819a015e8201c816249ca\" alt=\"USA Today\" title=\"USA Today\" tg-width=\"640\" tg-height=\"209\"/><span>USA Today</span></p><p style=\"text-align: left;\"><strong>USA Today</strong></p><p style=\"text-align: left;\">Tesla cut the prices of its vehicles by as much as 20% in January, and in March it cut the prices of its Model S and X between 4-9%. The company has record margins, but the more it needs to cut prices, the more that it cuts into those margins. Unfortunately for Tesla, even if it&#39;s better than the competition, new competition lowers margins.</p><p style=\"text-align: left;\">That can be seen in classic carmakers. Toyota (TM) and Honda (HMC) are widely considered to have the best reliability, and yet they don&#39;t dominate the entire market. There&#39;s other competition and pricing pressure. That&#39;s worth paying close attention to as an investor.</p><h2 style=\"text-align: left;\">Tesla&#39;s Rising Competition</h2><p style=\"text-align: left;\">Tesla is facing rising competition from its market share even as vehicle production goes up.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cba9cabe9bbaa012d768e578318aea6\" alt=\"Inside EVs\" title=\"Inside EVs\" tg-width=\"640\" tg-height=\"235\"/><span>Inside EVs</span></p><p style=\"text-align: left;\"><strong>Inside EVs</strong></p><p style=\"text-align: left;\">Tesla&#39;s registrations went up 34% YoY as the U.S. market faced more competition versus last year. Significant U.S. competition also caused the market to grow slower than the global markets. The company now has a 57% market share, with its second-largest competitor Chevrolet (GM) having an 8.5% share and Ford having a 7.7% share.</p><p style=\"text-align: left;\">We expect the company&#39;s competition to continue increasing its share. Rivian, for example, increased its market share by almost 300% YoY. It&#39;s also worth noting that Tesla likely saw an uptick in demand from its price increases, an uptick in demand that we don&#39;t expect to continue.</p><h2 style=\"text-align: left;\">2023 - A Tesla Transition Year</h2><p style=\"text-align: left;\">2023 is a transition year for Tesla. The company&#39;s competitors have come up with their models, and they&#39;re working to rapidly ramp up production.</p><p style=\"text-align: left;\">Rivian expects to produce 50 thousand vehicles in 2023, double 2022. Ford (F) plans to exit 2023 at more than 360 thousand vehicles/year in production, up from just under 62 thousand in 2022. Lucid is aiming to produce 12 thousand vehicles in 2023. Polestar is aiming to hit 80 thousand vehicles in 2023, up from 50 thousand in 2022.</p><p style=\"text-align: left;\">BMW is looking to triple its EV production in 2023 to almost 50 thousand vehicles. Each of these vehicles, especially on the upper end, will push down Tesla&#39;s margins substantially. That could hurt its ability to justify its valuations. Assuming its margins drop, that could crater its share price, by showing the market how overvalued the company is.</p><p style=\"text-align: left;\">At the same time, Tesla&#39;s other businesses aren&#39;t anywhere exciting yet. The company&#39;s solar business has a negligible market share, and it&#39;s to-date nowhere near releasing full self-driving. The company&#39;s most exciting business is the megapack, but it needs those battery packs for its own vehicles and its margins on the megapack are lower.</p><h2 style=\"text-align: left;\">Our View</h2><p style=\"text-align: left;\">Tesla is overvalued.</p><p style=\"text-align: left;\">In 2022, the company had $81 billion in revenue, $20 billion in gross profit, and $12.5 billion in net income. The company has a market capitalization of more than $600 billion. That&#39;s a P/E of 50 on net income, or 30 on gross profits. The company did manage to grow profits 50% YoY but as we discussed above we expect margins to drop.</p><p style=\"text-align: left;\">That could hurt the company&#39;s ability to justify its valuation substantially and cause its share price to decline.</p><h2 style=\"text-align: left;\">Thesis Risk</h2><p style=\"text-align: left;\">The largest risk to our thesis is Tesla&#39;s value as an independent brand. Assuming the company remains popular, and demand remains high, higher margins could result in higher profits. Even in that case, we don&#39;t see the company managing to justify its valuation. However, it&#39;s worth paying close attention to.</p><h2 style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">Tesla, Inc. is dramatically overvalued. The company is trading at 8x sales and 50x net income. The company is supported by its strong margins, but new competition is rapidly ramping up its production, with most companies expecting to double to triple production in 2023. At a minimum, that will put strong pressure on margins.</p><p style=\"text-align: left;\">We expect that pressure on margins to cause Tesla, Inc.&#39;s profits to drop substantially. That&#39;s even when counting the company&#39;s 50% annualized anticipated production growth. We expect the company&#39;s market share to continue to decline. As a result, we recommend against investing in Tesla, Inc. stock for the long run.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Obviously Had A Disappointing Quarter, Expect More Pain</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 Obviously Had A Disappointing Quarter, Expect More Pain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-04 22:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.The company is rapidly seeing increased competition from both new companies at the top end ...</p>\n\n<a href=\"https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1143129882","content_text":"SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.The company is rapidly seeing increased competition from both new companies at the top end and existing car companies ramping up production.We see 2023 as a transition year, as other companies ramp up their production. That should cause Tesla's margins to decline, hurting the company's profits.Regardless of the company's margins, it's already severely overvalued in a variety of margins, making it a poor investment.Tesla, Inc. (NASDAQ: TSLA) stock dropped more than 6% Monday after the company's recent press release once again raised concerns that additional price cuts are in the future. That's despite the company's strong 25.9% gross margins, which investors point to as evidence of the company's financial strength and unique pricing power.Tesla's Q1 2023 DeliveriesTesla achieved strong deliveries in the first quarter. However, the company produced more than it delivered.Tesla Press ReleaseTesla Press ReleaseThe company produced just under 441 thousand vehicles in the first quarter and managed to deliver about 95% of them. QoQ Model S/X, the company's high-end vehicle, saw production only drop 5%, but deliveries crumpled by almost 40%. That shows a lack of demand for the company's top-end vehicles, especially with price cuts.We expect Model S/X deliveries and demand to remain muted as high-margin competition arrives first through new companies such as Rivian (RIVN), Polestar (PSNY), and Lucid (LCID) along with established companies like BMW (OTCPK: BMWYY) and Mercedes (OTCPK: MBGAF). That lines up with our expectation that Tesla would see competition first at the top end of its portfolio, the same place that Tesla was able to start.Tesla's Pricing CutsThe top story for Tesla has been the company's continued price cuts on its vehicles.USA TodayUSA TodayTesla cut the prices of its vehicles by as much as 20% in January, and in March it cut the prices of its Model S and X between 4-9%. The company has record margins, but the more it needs to cut prices, the more that it cuts into those margins. Unfortunately for Tesla, even if it's better than the competition, new competition lowers margins.That can be seen in classic carmakers. Toyota (TM) and Honda (HMC) are widely considered to have the best reliability, and yet they don't dominate the entire market. There's other competition and pricing pressure. That's worth paying close attention to as an investor.Tesla's Rising CompetitionTesla is facing rising competition from its market share even as vehicle production goes up.Inside EVsInside EVsTesla's registrations went up 34% YoY as the U.S. market faced more competition versus last year. Significant U.S. competition also caused the market to grow slower than the global markets. The company now has a 57% market share, with its second-largest competitor Chevrolet (GM) having an 8.5% share and Ford having a 7.7% share.We expect the company's competition to continue increasing its share. Rivian, for example, increased its market share by almost 300% YoY. It's also worth noting that Tesla likely saw an uptick in demand from its price increases, an uptick in demand that we don't expect to continue.2023 - A Tesla Transition Year2023 is a transition year for Tesla. The company's competitors have come up with their models, and they're working to rapidly ramp up production.Rivian expects to produce 50 thousand vehicles in 2023, double 2022. Ford (F) plans to exit 2023 at more than 360 thousand vehicles/year in production, up from just under 62 thousand in 2022. Lucid is aiming to produce 12 thousand vehicles in 2023. Polestar is aiming to hit 80 thousand vehicles in 2023, up from 50 thousand in 2022.BMW is looking to triple its EV production in 2023 to almost 50 thousand vehicles. Each of these vehicles, especially on the upper end, will push down Tesla's margins substantially. That could hurt its ability to justify its valuations. Assuming its margins drop, that could crater its share price, by showing the market how overvalued the company is.At the same time, Tesla's other businesses aren't anywhere exciting yet. The company's solar business has a negligible market share, and it's to-date nowhere near releasing full self-driving. The company's most exciting business is the megapack, but it needs those battery packs for its own vehicles and its margins on the megapack are lower.Our ViewTesla is overvalued.In 2022, the company had $81 billion in revenue, $20 billion in gross profit, and $12.5 billion in net income. The company has a market capitalization of more than $600 billion. That's a P/E of 50 on net income, or 30 on gross profits. The company did manage to grow profits 50% YoY but as we discussed above we expect margins to drop.That could hurt the company's ability to justify its valuation substantially and cause its share price to decline.Thesis RiskThe largest risk to our thesis is Tesla's value as an independent brand. Assuming the company remains popular, and demand remains high, higher margins could result in higher profits. Even in that case, we don't see the company managing to justify its valuation. However, it's worth paying close attention to.ConclusionTesla, Inc. is dramatically overvalued. The company is trading at 8x sales and 50x net income. The company is supported by its strong margins, but new competition is rapidly ramping up its production, with most companies expecting to double to triple production in 2023. At a minimum, that will put strong pressure on margins.We expect that pressure on margins to cause Tesla, Inc.'s profits to drop substantially. That's even when counting the company's 50% annualized anticipated production growth. We expect the company's market share to continue to decline. As a result, we recommend against investing in Tesla, Inc. stock for the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9946401677,"gmtCreate":1681010204000,"gmtModify":1681010207592,"author":{"id":"4123574004460842","authorId":"4123574004460842","name":"Kanarazu","avatar":"https://community-static.tradeup.com/news/4f704e379dce53d76af18b210a6852f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123574004460842","authorIdStr":"4123574004460842"},"themes":[],"htmlText":"Ready to join the game&nbsp;","listText":"Ready to join the game&nbsp;","text":"Ready to join the game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946401677","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946806433,"gmtCreate":1680908290623,"gmtModify":1680919912884,"author":{"id":"4123574004460842","authorId":"4123574004460842","name":"Kanarazu","avatar":"https://community-static.tradeup.com/news/4f704e379dce53d76af18b210a6852f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123574004460842","authorIdStr":"4123574004460842"},"themes":[],"htmlText":"Good good, have more events pls, thx","listText":"Good good, have more events pls, thx","text":"Good good, have more events pls, thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946806433","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946920140,"gmtCreate":1680838819080,"gmtModify":1680838835813,"author":{"id":"4123574004460842","authorId":"4123574004460842","name":"Kanarazu","avatar":"https://community-static.tradeup.com/news/4f704e379dce53d76af18b210a6852f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123574004460842","authorIdStr":"4123574004460842"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946920140","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946087804,"gmtCreate":1680817526709,"gmtModify":1680818426266,"author":{"id":"4123574004460842","authorId":"4123574004460842","name":"Kanarazu","avatar":"https://community-static.tradeup.com/news/4f704e379dce53d76af18b210a6852f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123574004460842","authorIdStr":"4123574004460842"},"themes":[],"htmlText":"[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;&nbsp;Good good&nbsp;","listText":"[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;&nbsp;Good good&nbsp;","text":"[开心] [开心] [开心] Good good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946087804","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948141604,"gmtCreate":1680655908309,"gmtModify":1680656060118,"author":{"id":"4123574004460842","authorId":"4123574004460842","name":"Kanarazu","avatar":"https://community-static.tradeup.com/news/4f704e379dce53d76af18b210a6852f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123574004460842","authorIdStr":"4123574004460842"},"themes":[],"htmlText":"Bro it has been overvalued since forever but I see inverted head and shoulder pattern&nbsp;","listText":"Bro it has been overvalued since forever but I see inverted head and shoulder pattern&nbsp;","text":"Bro it has been overvalued since forever but I see inverted head and shoulder pattern","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948141604","repostId":"1143129882","repostType":2,"repost":{"id":"1143129882","pubTimestamp":1680618277,"share":"https://ttm.financial/m/news/1143129882?lang=&edition=fundamental","pubTime":"2023-04-04 22:24","market":"us","language":"en","title":"Tesla Obviously Had A Disappointing Quarter, Expect More Pain","url":"https://stock-news.laohu8.com/highlight/detail?id=1143129882","media":"Seeking Alpha","summary":"SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.</p></li><li><p>The company is rapidly seeing increased competition from both new companies at the top end and existing car companies ramping up production.</p></li><li><p>We see 2023 as a transition year, as other companies ramp up their production. That should cause Tesla&#39;s margins to decline, hurting the company&#39;s profits.</p></li><li><p>Regardless of the company&#39;s margins, it&#39;s already severely overvalued in a variety of margins, making it a poor investment.</p></li></ul><p>Tesla, Inc. (NASDAQ: TSLA) stock dropped more than 6% Monday after the company&#39;s recent press release once again raised concerns that additional price cuts are in the future. That&#39;s despite the company&#39;s strong 25.9% gross margins, which investors point to as evidence of the company&#39;s financial strength and unique pricing power.</p><h2 style=\"text-align: left;\">Tesla&#39;s Q1 2023 Deliveries</h2><p style=\"text-align: left;\">Tesla achieved strong deliveries in the first quarter. However, the company produced more than it delivered.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f89508063ee9dc35033f4fd24a35b9a6\" alt=\"Tesla Press Release\" title=\"Tesla Press Release\" tg-width=\"640\" tg-height=\"248\"/><span>Tesla Press Release</span></p><p style=\"text-align: left;\"><strong>Tesla Press Release</strong></p><p style=\"text-align: left;\">The company produced just under 441 thousand vehicles in the first quarter and managed to deliver about 95% of them. QoQ Model S/X, the company&#39;s high-end vehicle, saw production only drop 5%, but deliveries crumpled by almost 40%. That shows a lack of demand for the company&#39;s top-end vehicles, especially with price cuts.</p><p style=\"text-align: left;\">We expect Model S/X deliveries and demand to remain muted as high-margin competition arrives first through new companies such as Rivian (RIVN), Polestar (PSNY), and Lucid (LCID) along with established companies like BMW (OTCPK: BMWYY) and Mercedes (OTCPK: MBGAF). That lines up with our expectation that Tesla would see competition first at the top end of its portfolio, the same place that Tesla was able to start.</p><h2 style=\"text-align: left;\">Tesla&#39;s Pricing Cuts</h2><p style=\"text-align: left;\">The top story for Tesla has been the company&#39;s continued price cuts on its vehicles.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9cf899accf0819a015e8201c816249ca\" alt=\"USA Today\" title=\"USA Today\" tg-width=\"640\" tg-height=\"209\"/><span>USA Today</span></p><p style=\"text-align: left;\"><strong>USA Today</strong></p><p style=\"text-align: left;\">Tesla cut the prices of its vehicles by as much as 20% in January, and in March it cut the prices of its Model S and X between 4-9%. The company has record margins, but the more it needs to cut prices, the more that it cuts into those margins. Unfortunately for Tesla, even if it&#39;s better than the competition, new competition lowers margins.</p><p style=\"text-align: left;\">That can be seen in classic carmakers. Toyota (TM) and Honda (HMC) are widely considered to have the best reliability, and yet they don&#39;t dominate the entire market. There&#39;s other competition and pricing pressure. That&#39;s worth paying close attention to as an investor.</p><h2 style=\"text-align: left;\">Tesla&#39;s Rising Competition</h2><p style=\"text-align: left;\">Tesla is facing rising competition from its market share even as vehicle production goes up.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cba9cabe9bbaa012d768e578318aea6\" alt=\"Inside EVs\" title=\"Inside EVs\" tg-width=\"640\" tg-height=\"235\"/><span>Inside EVs</span></p><p style=\"text-align: left;\"><strong>Inside EVs</strong></p><p style=\"text-align: left;\">Tesla&#39;s registrations went up 34% YoY as the U.S. market faced more competition versus last year. Significant U.S. competition also caused the market to grow slower than the global markets. The company now has a 57% market share, with its second-largest competitor Chevrolet (GM) having an 8.5% share and Ford having a 7.7% share.</p><p style=\"text-align: left;\">We expect the company&#39;s competition to continue increasing its share. Rivian, for example, increased its market share by almost 300% YoY. It&#39;s also worth noting that Tesla likely saw an uptick in demand from its price increases, an uptick in demand that we don&#39;t expect to continue.</p><h2 style=\"text-align: left;\">2023 - A Tesla Transition Year</h2><p style=\"text-align: left;\">2023 is a transition year for Tesla. The company&#39;s competitors have come up with their models, and they&#39;re working to rapidly ramp up production.</p><p style=\"text-align: left;\">Rivian expects to produce 50 thousand vehicles in 2023, double 2022. Ford (F) plans to exit 2023 at more than 360 thousand vehicles/year in production, up from just under 62 thousand in 2022. Lucid is aiming to produce 12 thousand vehicles in 2023. Polestar is aiming to hit 80 thousand vehicles in 2023, up from 50 thousand in 2022.</p><p style=\"text-align: left;\">BMW is looking to triple its EV production in 2023 to almost 50 thousand vehicles. Each of these vehicles, especially on the upper end, will push down Tesla&#39;s margins substantially. That could hurt its ability to justify its valuations. Assuming its margins drop, that could crater its share price, by showing the market how overvalued the company is.</p><p style=\"text-align: left;\">At the same time, Tesla&#39;s other businesses aren&#39;t anywhere exciting yet. The company&#39;s solar business has a negligible market share, and it&#39;s to-date nowhere near releasing full self-driving. The company&#39;s most exciting business is the megapack, but it needs those battery packs for its own vehicles and its margins on the megapack are lower.</p><h2 style=\"text-align: left;\">Our View</h2><p style=\"text-align: left;\">Tesla is overvalued.</p><p style=\"text-align: left;\">In 2022, the company had $81 billion in revenue, $20 billion in gross profit, and $12.5 billion in net income. The company has a market capitalization of more than $600 billion. That&#39;s a P/E of 50 on net income, or 30 on gross profits. The company did manage to grow profits 50% YoY but as we discussed above we expect margins to drop.</p><p style=\"text-align: left;\">That could hurt the company&#39;s ability to justify its valuation substantially and cause its share price to decline.</p><h2 style=\"text-align: left;\">Thesis Risk</h2><p style=\"text-align: left;\">The largest risk to our thesis is Tesla&#39;s value as an independent brand. Assuming the company remains popular, and demand remains high, higher margins could result in higher profits. Even in that case, we don&#39;t see the company managing to justify its valuation. However, it&#39;s worth paying close attention to.</p><h2 style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">Tesla, Inc. is dramatically overvalued. The company is trading at 8x sales and 50x net income. The company is supported by its strong margins, but new competition is rapidly ramping up its production, with most companies expecting to double to triple production in 2023. At a minimum, that will put strong pressure on margins.</p><p style=\"text-align: left;\">We expect that pressure on margins to cause Tesla, Inc.&#39;s profits to drop substantially. That&#39;s even when counting the company&#39;s 50% annualized anticipated production growth. We expect the company&#39;s market share to continue to decline. As a result, we recommend against investing in Tesla, Inc. stock for the long run.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Obviously Had A Disappointing Quarter, Expect More Pain</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 Obviously Had A Disappointing Quarter, Expect More Pain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-04 22:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.The company is rapidly seeing increased competition from both new companies at the top end ...</p>\n\n<a href=\"https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1143129882","content_text":"SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.The company is rapidly seeing increased competition from both new companies at the top end and existing car companies ramping up production.We see 2023 as a transition year, as other companies ramp up their production. That should cause Tesla's margins to decline, hurting the company's profits.Regardless of the company's margins, it's already severely overvalued in a variety of margins, making it a poor investment.Tesla, Inc. (NASDAQ: TSLA) stock dropped more than 6% Monday after the company's recent press release once again raised concerns that additional price cuts are in the future. That's despite the company's strong 25.9% gross margins, which investors point to as evidence of the company's financial strength and unique pricing power.Tesla's Q1 2023 DeliveriesTesla achieved strong deliveries in the first quarter. However, the company produced more than it delivered.Tesla Press ReleaseTesla Press ReleaseThe company produced just under 441 thousand vehicles in the first quarter and managed to deliver about 95% of them. QoQ Model S/X, the company's high-end vehicle, saw production only drop 5%, but deliveries crumpled by almost 40%. That shows a lack of demand for the company's top-end vehicles, especially with price cuts.We expect Model S/X deliveries and demand to remain muted as high-margin competition arrives first through new companies such as Rivian (RIVN), Polestar (PSNY), and Lucid (LCID) along with established companies like BMW (OTCPK: BMWYY) and Mercedes (OTCPK: MBGAF). That lines up with our expectation that Tesla would see competition first at the top end of its portfolio, the same place that Tesla was able to start.Tesla's Pricing CutsThe top story for Tesla has been the company's continued price cuts on its vehicles.USA TodayUSA TodayTesla cut the prices of its vehicles by as much as 20% in January, and in March it cut the prices of its Model S and X between 4-9%. The company has record margins, but the more it needs to cut prices, the more that it cuts into those margins. Unfortunately for Tesla, even if it's better than the competition, new competition lowers margins.That can be seen in classic carmakers. Toyota (TM) and Honda (HMC) are widely considered to have the best reliability, and yet they don't dominate the entire market. There's other competition and pricing pressure. That's worth paying close attention to as an investor.Tesla's Rising CompetitionTesla is facing rising competition from its market share even as vehicle production goes up.Inside EVsInside EVsTesla's registrations went up 34% YoY as the U.S. market faced more competition versus last year. Significant U.S. competition also caused the market to grow slower than the global markets. The company now has a 57% market share, with its second-largest competitor Chevrolet (GM) having an 8.5% share and Ford having a 7.7% share.We expect the company's competition to continue increasing its share. Rivian, for example, increased its market share by almost 300% YoY. It's also worth noting that Tesla likely saw an uptick in demand from its price increases, an uptick in demand that we don't expect to continue.2023 - A Tesla Transition Year2023 is a transition year for Tesla. The company's competitors have come up with their models, and they're working to rapidly ramp up production.Rivian expects to produce 50 thousand vehicles in 2023, double 2022. Ford (F) plans to exit 2023 at more than 360 thousand vehicles/year in production, up from just under 62 thousand in 2022. Lucid is aiming to produce 12 thousand vehicles in 2023. Polestar is aiming to hit 80 thousand vehicles in 2023, up from 50 thousand in 2022.BMW is looking to triple its EV production in 2023 to almost 50 thousand vehicles. Each of these vehicles, especially on the upper end, will push down Tesla's margins substantially. That could hurt its ability to justify its valuations. Assuming its margins drop, that could crater its share price, by showing the market how overvalued the company is.At the same time, Tesla's other businesses aren't anywhere exciting yet. The company's solar business has a negligible market share, and it's to-date nowhere near releasing full self-driving. The company's most exciting business is the megapack, but it needs those battery packs for its own vehicles and its margins on the megapack are lower.Our ViewTesla is overvalued.In 2022, the company had $81 billion in revenue, $20 billion in gross profit, and $12.5 billion in net income. The company has a market capitalization of more than $600 billion. That's a P/E of 50 on net income, or 30 on gross profits. The company did manage to grow profits 50% YoY but as we discussed above we expect margins to drop.That could hurt the company's ability to justify its valuation substantially and cause its share price to decline.Thesis RiskThe largest risk to our thesis is Tesla's value as an independent brand. Assuming the company remains popular, and demand remains high, higher margins could result in higher profits. Even in that case, we don't see the company managing to justify its valuation. However, it's worth paying close attention to.ConclusionTesla, Inc. is dramatically overvalued. The company is trading at 8x sales and 50x net income. The company is supported by its strong margins, but new competition is rapidly ramping up its production, with most companies expecting to double to triple production in 2023. At a minimum, that will put strong pressure on margins.We expect that pressure on margins to cause Tesla, Inc.'s profits to drop substantially. That's even when counting the company's 50% annualized anticipated production growth. We expect the company's market share to continue to decline. As a result, we recommend against investing in Tesla, Inc. stock for the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}