Tesla and EV stocks on watch as supply chain issues weighed

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Tesla and EV stocks on watch as supply chain issues weighed

seekingalpha2021-04-27

Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described "insane difficulties" with supply chains overa whole range of parts beyond just the chip shortage. "This is a huge ...

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MySGX
·2021-04-28
Buy buy buy
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海迷
·2021-04-28
Rise
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Qkuca
·2021-04-28
[眼眼] [捂嘴]
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Fern2412
·2021-04-28
Still believe that Tesla will still have a strongdominant hold of the market
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SHAUN
·2021-04-28
Nio ?
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- Huishan:
  ??
  2021-04-28
  Reply
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Joshy222
·2021-04-28
Sad
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1
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股市眈眈
·2021-04-28
Lots of challenges, but EV is the future
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Six six six
·2021-04-28
Gotta watch it. Like and comment pls!
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2
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VicK
·2021-04-28
Big space to watch! EV and Seniconductors are the next big things
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Winkingbear
·2021-04-28
Buy the dips
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3
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- VicK:
  Exactly
  2021-04-28
  Reply
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WWTan
·2021-04-28
EV stock see good future.
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- VicK:
  Agree
  2021-04-28
  Reply
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angskk
·2021-04-28
Buy buy like and comment pls
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1
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Milkgonebad
·2021-04-28
Buy buy
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2
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- labide:
  yes
  2021-04-28
  Reply
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brendalgh
·2021-04-28
Hmmmm
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1
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Lizx
·2021-04-28
Ev long run!
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1
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mark01bravz
·2021-04-28
Tesla already have a steady supply of semiconductor chips and this agreement was already made years ago. Tesla is already years ahead of its competitors. Come on wake up market!
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Aurum
·2021-04-28
Go EV Go.... Our future!
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- BoonP:
  gogogo
  2021-04-28
  Reply
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TemasekHodl
·2021-04-28
like and comment pls
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2
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- Lizx:
  Done!
  2021-04-28
  Reply
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- Milkgonebad:
  k
  2021-04-28
  Reply
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Roarhigher
·2021-04-28
EV Go!
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- HaizCashAcc:
  go go go!!! comment and like me plz?
  2021-04-28
  Reply
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- Aurum:
  Go go...
  2021-04-28
  Reply
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- NP_YT:
  yeah
  2021-04-28
  Reply
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Lim89
·2021-04-28
Future
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- 海迷:
  Agree
  2021-04-28
  Reply
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We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. 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The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p>\n<p>Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p>\n<p>Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p>\n<p>Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p>\n<p>Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":100067874,"gmtCreate":1619570162498,"gmtModify":1704726048981,"author":{"id":"3570600934519649","authorId":"3570600934519649","name":"海迷","avatar":"https://static.tigerbbs.com/609031e90c1aa5bb2cee9d6755e18f06","vip":1,"crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3570600934519649","idStr":"3570600934519649"},"htmlText":"Rise","listText":"Rise","text":"Rise","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100067874","repostId":1119653987,"repostType":2,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://ttm.financial/m/news/1119653987?lang=&edition=fundamental","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p>\n<p>A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p>\n<p>Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p>\n<p>Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p>\n<p>Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p>\n<p>Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p>\n<p>Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p>","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 and EV stocks on watch as supply chain issues weighed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":100063226,"gmtCreate":1619569892465,"gmtModify":1704726039108,"author":{"id":"3581385014673304","authorId":"3581385014673304","name":"Qkuca","avatar":"https://static.tigerbbs.com/69a0785cbfa53d9d0452a1870c401782","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3581385014673304","idStr":"3581385014673304"},"htmlText":"[眼眼]&nbsp;[捂嘴]&nbsp;","listText":"[眼眼]&nbsp;[捂嘴]&nbsp;","text":"[眼眼] [捂嘴]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100063226","repostId":1119653987,"repostType":4,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://ttm.financial/m/news/1119653987?lang=&edition=fundamental","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p>\n<p>A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p>\n<p>Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p>\n<p>Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p>\n<p>Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p>\n<p>Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p>\n<p>Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p>","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 and EV stocks on watch as supply chain issues weighed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":100007020,"gmtCreate":1619568203960,"gmtModify":1704725982891,"author":{"id":"3582028307725665","authorId":"3582028307725665","name":"Fern2412","avatar":"https://static.tigerbbs.com/5ab4a3cafdbf19f5e3c5fd88f1adf92c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3582028307725665","idStr":"3582028307725665"},"htmlText":"Still believe that Tesla will still have a strongdominant hold of the market","listText":"Still believe that Tesla will still have a strongdominant hold of the market","text":"Still believe that Tesla will still have a strongdominant hold of the market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100007020","repostId":1119653987,"repostType":2,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://ttm.financial/m/news/1119653987?lang=&edition=fundamental","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p>\n<p>A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p>\n<p>Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p>\n<p>Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p>\n<p>Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p>\n<p>Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p>\n<p>Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p>","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 and EV stocks on watch as supply chain issues weighed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":100008465,"gmtCreate":1619568025857,"gmtModify":1704725977216,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"htmlText":"Nio ?","listText":"Nio ?","text":"Nio ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/100008465","repostId":1119653987,"repostType":4,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://ttm.financial/m/news/1119653987?lang=&edition=fundamental","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p>\n<p>A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p>\n<p>Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p>\n<p>Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p>\n<p>Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p>\n<p>Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p>\n<p>Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p>","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 and EV stocks on watch as supply chain issues weighed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4157489,"gmtCreate":1619583481990,"gmtModify":1680785966784,"authorId":3566800809486659,"author":{"id":3566800809486659,"idStr":"3566800809486659","authorId":3566800809486659,"name":"Huishan","avatar":"https://static.tigerbbs.com/983d32ca35339ced22384528fbe71d37","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":100008465,"type":1,"supId":0,"prevId":0,"content":"??","text":"??","html":"??"}],"langContent":"EN"},{"id":100009835,"gmtCreate":1619567898927,"gmtModify":1704725972985,"author":{"id":"3576302201392589","authorId":"3576302201392589","name":"Joshy222","avatar":"https://static.tigerbbs.com/ce709e98906d12464a98c66f166532ac","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3576302201392589","idStr":"3576302201392589"},"htmlText":"Sad","listText":"Sad","text":"Sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100009835","repostId":1119653987,"repostType":4,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://ttm.financial/m/news/1119653987?lang=&edition=fundamental","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p>\n<p>A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p>\n<p>Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p>\n<p>Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p>\n<p>Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p>\n<p>Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p>\n<p>Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p>","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 and EV stocks on watch as supply chain issues weighed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":377728867,"gmtCreate":1619566592859,"gmtModify":1704725923043,"author":{"id":"3569269304903580","authorId":"3569269304903580","name":"股市眈眈","avatar":"https://static.tigerbbs.com/1b8130eeffeaf2e622f537f9117b8214","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3569269304903580","idStr":"3569269304903580"},"htmlText":"Lots of challenges, but EV is the future","listText":"Lots of challenges, but EV is the future","text":"Lots of challenges, but EV is the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377728867","repostId":1119653987,"repostType":4,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://ttm.financial/m/news/1119653987?lang=&edition=fundamental","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p>\n<p>A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p>\n<p>Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p>\n<p>Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p>\n<p>Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p>\n<p>Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p>\n<p>Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p>","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 and EV stocks on watch as supply chain issues weighed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":377720175,"gmtCreate":1619566440697,"gmtModify":1704725916581,"author":{"id":"3578811630063082","authorId":"3578811630063082","name":"Six six six","avatar":"https://static.tigerbbs.com/a429371bb24bda566d0683ea0cc712b7","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3578811630063082","idStr":"3578811630063082"},"htmlText":"Gotta watch it. Like and comment pls!&nbsp;","listText":"Gotta watch it. Like and comment pls!&nbsp;","text":"Gotta watch it. Like and comment pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377720175","repostId":1119653987,"repostType":4,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://ttm.financial/m/news/1119653987?lang=&edition=fundamental","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p>\n<p>A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p>\n<p>Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p>\n<p>Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p>\n<p>Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p>\n<p>Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p>\n<p>Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p>","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 and EV stocks on watch as supply chain issues weighed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":377782337,"gmtCreate":1619565829429,"gmtModify":1704725897578,"author":{"id":"3577372355311987","authorId":"3577372355311987","name":"VicK","avatar":"https://static.tigerbbs.com/720d732ce6be826c546f8a59fb62feb8","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3577372355311987","idStr":"3577372355311987"},"htmlText":"Big space to watch! EV and Seniconductors are the next big things&nbsp;","listText":"Big space to watch! EV and Seniconductors are the next big things&nbsp;","text":"Big space to watch! EV and Seniconductors are the next big things","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377782337","repostId":1119653987,"repostType":4,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://ttm.financial/m/news/1119653987?lang=&edition=fundamental","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p>\n<p>A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p>\n<p>Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p>\n<p>Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p>\n<p>Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p>\n<p>Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p>\n<p>Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p>","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 and EV stocks on watch as supply chain issues weighed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":377781089,"gmtCreate":1619565694541,"gmtModify":1704725893540,"author":{"id":"3566159832938847","authorId":"3566159832938847","name":"Winkingbear","avatar":"https://static.tigerbbs.com/fa59ca544b59fdba57ec5b04668be509","vip":1,"crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3566159832938847","idStr":"3566159832938847"},"htmlText":"Buy the dips&nbsp;","listText":"Buy the dips&nbsp;","text":"Buy the dips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/377781089","repostId":1119653987,"repostType":4,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://ttm.financial/m/news/1119653987?lang=&edition=fundamental","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p>\n<p>A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p>\n<p>Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p>\n<p>Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p>\n<p>Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p>\n<p>Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p>\n<p>Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p>","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 and EV stocks on watch as supply chain issues weighed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4153521,"gmtCreate":1619565757310,"gmtModify":1680785904786,"authorId":3577372355311987,"author":{"id":3577372355311987,"idStr":"3577372355311987","authorId":3577372355311987,"name":"VicK","avatar":"https://static.tigerbbs.com/720d732ce6be826c546f8a59fb62feb8","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":377781089,"type":1,"supId":0,"prevId":0,"content":"Exactly","text":"Exactly","html":"Exactly"}],"langContent":"EN"},{"id":377712871,"gmtCreate":1619565463193,"gmtModify":1704725884804,"author":{"id":"3581679936650072","authorId":"3581679936650072","name":"WWTan","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581679936650072","idStr":"3581679936650072"},"htmlText":"EV stock see good future.","listText":"EV stock see good future.","text":"EV stock see good future.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/377712871","repostId":1119653987,"repostType":4,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://ttm.financial/m/news/1119653987?lang=&edition=fundamental","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p>\n<p>A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p>\n<p>Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p>\n<p>Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p>\n<p>Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p>\n<p>Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p>\n<p>Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p>","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 and EV stocks on watch as supply chain issues weighed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4153516,"gmtCreate":1619565748341,"gmtModify":1680785900917,"authorId":3577372355311987,"author":{"id":3577372355311987,"idStr":"3577372355311987","authorId":3577372355311987,"name":"VicK","avatar":"https://static.tigerbbs.com/720d732ce6be826c546f8a59fb62feb8","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":377712871,"type":1,"supId":0,"prevId":0,"content":"Agree","text":"Agree","html":"Agree"}],"langContent":"EN"},{"id":377719063,"gmtCreate":1619565227152,"gmtModify":1704725877206,"author":{"id":"3575447019432232","authorId":"3575447019432232","name":"angskk","avatar":"https://static.tigerbbs.com/14993a1ab2e959534763e33dc2415981","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3575447019432232","idStr":"3575447019432232"},"htmlText":"Buy buy like and comment pls","listText":"Buy buy like and comment pls","text":"Buy buy like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377719063","repostId":1119653987,"repostType":4,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://ttm.financial/m/news/1119653987?lang=&edition=fundamental","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p>\n<p>A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p>\n<p>Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p>\n<p>Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p>\n<p>Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p>\n<p>Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p>\n<p>Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p>","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 and EV stocks on watch as supply chain issues weighed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":377730227,"gmtCreate":1619564755069,"gmtModify":1704725863557,"author":{"id":"3576484544353713","authorId":"3576484544353713","name":"Milkgonebad","avatar":"https://static.tigerbbs.com/13596b6d0ccd5ec5f1323ca987d7ae85","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3576484544353713","idStr":"3576484544353713"},"htmlText":"Buy buy&nbsp;","listText":"Buy buy&nbsp;","text":"Buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/377730227","repostId":1119653987,"repostType":4,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://ttm.financial/m/news/1119653987?lang=&edition=fundamental","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p>\n<p>A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p>\n<p>Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p>\n<p>Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p>\n<p>Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p>\n<p>Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p>\n<p>Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p>","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 and EV stocks on watch as supply chain issues weighed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4153254,"gmtCreate":1619564832711,"gmtModify":1680785903567,"authorId":3576717801191675,"author":{"id":3576717801191675,"idStr":"3576717801191675","authorId":3576717801191675,"name":"labide","avatar":"https://static.tigerbbs.com/367084595c376dc0587e9cbcd9735b48","vip":1,"currentWearingBadge":{"badgeId":"23f878ed27704312ae41c7f17e73b319-1","templateUuid":"23f878ed27704312ae41c7f17e73b319","name":"Annualised return","description":"Top 50%","bigImgUrl":"https://community-static.tradeup.com/news/ffa0ed2850aef35663a435f4fb24f40c","smallImgUrl":"https://community-static.tradeup.com/news/4f67f095c241bed7b45d41ed5b78dd58","grayImgUrl":"https://community-static.tradeup.com/news/01339d2a5c822a77e0c581ef8f959d81","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.09","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5300},"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":377730227,"type":1,"supId":0,"prevId":0,"content":"<u>yes</u>","text":"<u>yes</u>","html":"<u>yes</u>"}],"langContent":"EN"},{"id":377797617,"gmtCreate":1619564676039,"gmtModify":1704725861941,"author":{"id":"3575282792216353","authorId":"3575282792216353","name":"brendalgh","avatar":"https://static.tigerbbs.com/c8d00ab41e940efc2990aa0bbd2d384d","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3575282792216353","idStr":"3575282792216353"},"htmlText":"Hmmmm","listText":"Hmmmm","text":"Hmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377797617","repostId":1119653987,"repostType":4,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://ttm.financial/m/news/1119653987?lang=&edition=fundamental","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p>\n<p>A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p>\n<p>Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p>\n<p>Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p>\n<p>Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p>\n<p>Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p>\n<p>Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p>","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 and EV stocks on watch as supply chain issues weighed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":377795003,"gmtCreate":1619564524402,"gmtModify":1704725858388,"author":{"id":"3575276351507925","authorId":"3575276351507925","name":"Lizx","avatar":"https://static.tigerbbs.com/9e0f3a3ae51dc0bf7237f2106d21e4db","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3575276351507925","idStr":"3575276351507925"},"htmlText":"Ev long run!&nbsp;","listText":"Ev long run!&nbsp;","text":"Ev long run!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377795003","repostId":1119653987,"repostType":4,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://ttm.financial/m/news/1119653987?lang=&edition=fundamental","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p>\n<p>A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p>\n<p>Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p>\n<p>Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p>\n<p>Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p>\n<p>Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p>\n<p>Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p>","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 and EV stocks on watch as supply chain issues weighed</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 and EV stocks on watch as supply chain issues weighed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":377792012,"gmtCreate":1619564473036,"gmtModify":1704725856928,"author":{"id":"3568769977321272","authorId":"3568769977321272","name":"mark01bravz","avatar":"https://static.tigerbbs.com/a5b7674da5bdda08c302399c7d276a6c","vip":1,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3568769977321272","idStr":"3568769977321272"},"htmlText":"Tesla already have a steady supply of semiconductor chips and this agreement was already made years ago. Tesla is already years ahead of its competitors. Come on wake up market!","listText":"Tesla already have a steady supply of semiconductor chips and this agreement was already made years ago. Tesla is already years ahead of its competitors. Come on wake up market!","text":"Tesla already have a steady supply of semiconductor chips and this agreement was already made years ago. Tesla is already years ahead of its competitors. Come on wake up market!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377792012","repostId":1119653987,"repostType":4,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://ttm.financial/m/news/1119653987?lang=&edition=fundamental","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p>\n<p>A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p>\n<p>Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p>\n<p>Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p>\n<p>Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p>\n<p>Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p>\n<p>Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p>","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 and EV stocks on watch as supply chain issues weighed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":377799503,"gmtCreate":1619564245502,"gmtModify":1704725850931,"author":{"id":"3581551558648648","authorId":"3581551558648648","name":"Aurum","avatar":"https://static.tigerbbs.com/9b62b380c4f32358425ddfcfada4c880","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581551558648648","idStr":"3581551558648648"},"htmlText":"Go EV Go.... Our future!&nbsp;","listText":"Go EV Go.... Our future!&nbsp;","text":"Go EV Go.... Our future!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/377799503","repostId":1119653987,"repostType":4,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://ttm.financial/m/news/1119653987?lang=&edition=fundamental","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p>\n<p>A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p>\n<p>Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p>\n<p>Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p>\n<p>Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p>\n<p>Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p>\n<p>Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p>","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 and EV stocks on watch as supply chain issues weighed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4153193,"gmtCreate":1619564535395,"gmtModify":1680785902920,"authorId":3557640487329444,"author":{"id":3557640487329444,"idStr":"3557640487329444","authorId":3557640487329444,"name":"BoonP","avatar":"https://static.tigerbbs.com/dbe82c094f46c7557d8b3b483b6d1c0e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":377799503,"type":1,"supId":0,"prevId":0,"content":"<u>gogogo</u>","text":"<u>gogogo</u>","html":"<u>gogogo</u>"}],"langContent":"EN"},{"id":377790470,"gmtCreate":1619564189290,"gmtModify":1704725849801,"author":{"id":"3575875627318890","authorId":"3575875627318890","name":"TemasekHodl","avatar":"https://static.tigerbbs.com/daf0f0cedc45f1f983d55640fafb8b6d","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3575875627318890","idStr":"3575875627318890"},"htmlText":"like and comment pls&nbsp;","listText":"like and comment pls&nbsp;","text":"like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/377790470","repostId":1119653987,"repostType":4,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://ttm.financial/m/news/1119653987?lang=&edition=fundamental","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p>\n<p>A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p>\n<p>Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p>\n<p>Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p>\n<p>Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p>\n<p>Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p>\n<p>Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p>","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 and EV stocks on watch as supply chain issues weighed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4153198,"gmtCreate":1619564570149,"gmtModify":1680785907401,"authorId":3575276351507925,"author":{"id":3575276351507925,"idStr":"3575276351507925","authorId":3575276351507925,"name":"Lizx","avatar":"https://static.tigerbbs.com/9e0f3a3ae51dc0bf7237f2106d21e4db","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":377790470,"type":1,"supId":0,"prevId":0,"content":"Done! ","text":"Done! ","html":"Done! "},{"id":4153246,"gmtCreate":1619564773427,"gmtModify":1680785901864,"authorId":3576484544353713,"author":{"id":3576484544353713,"idStr":"3576484544353713","authorId":3576484544353713,"name":"Milkgonebad","avatar":"https://static.tigerbbs.com/13596b6d0ccd5ec5f1323ca987d7ae85","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.39%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":377790470,"type":1,"supId":0,"prevId":0,"content":"<u>k</u>","text":"<u>k</u>","html":"<u>k</u>"}],"langContent":"EN"},{"id":377474350,"gmtCreate":1619563497570,"gmtModify":1704725831583,"author":{"id":"3555104076236141","authorId":"3555104076236141","name":"Roarhigher","avatar":"https://static.tigerbbs.com/80741e96f295312c1997c6a41bb6ea13","vip":1,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3555104076236141","idStr":"3555104076236141"},"htmlText":"EV Go!","listText":"EV Go!","text":"EV Go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/377474350","repostId":1119653987,"repostType":4,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://ttm.financial/m/news/1119653987?lang=&edition=fundamental","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p>\n<p>A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p>\n<p>Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p>\n<p>Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p>\n<p>Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p>\n<p>Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p>\n<p>Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p>","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 and EV stocks on watch as supply chain issues weighed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4154823,"gmtCreate":1619569863240,"gmtModify":1680785931364,"authorId":3572579289083558,"author":{"id":3572579289083558,"idStr":"3572579289083558","authorId":3572579289083558,"name":"HaizCashAcc","avatar":"https://static.tigerbbs.com/126d9535883d74ae2c58165fa92b15a7","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.56%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":377474350,"type":1,"supId":0,"prevId":0,"content":"go go go!!! comment and like me plz?","text":"go go go!!! comment and like me plz?","html":"go go go!!! comment and like me plz?"},{"id":4153147,"gmtCreate":1619564308523,"gmtModify":1680785903260,"authorId":3581551558648648,"author":{"id":3581551558648648,"idStr":"3581551558648648","authorId":3581551558648648,"name":"Aurum","avatar":"https://static.tigerbbs.com/9b62b380c4f32358425ddfcfada4c880","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":377474350,"type":1,"supId":4152977,"prevId":0,"content":"Go go...","text":"Go go...","html":"Go go..."},{"id":4152977,"gmtCreate":1619563552444,"gmtModify":1680785895128,"authorId":3572043809285615,"author":{"id":3572043809285615,"idStr":"3572043809285615","authorId":3572043809285615,"name":"NP_YT","avatar":"https://static.itradeup.com/news/fad9f70abb174e3e09e4caf3f9c0c13a","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":377474350,"type":1,"supId":0,"prevId":0,"content":"yeah","text":"yeah","html":"yeah"}],"langContent":"EN"},{"id":377478257,"gmtCreate":1619563138879,"gmtModify":1704725826889,"author":{"id":"3527303552443900","authorId":"3527303552443900","name":"Lim89","avatar":"https://static.tigerbbs.com/f21e4020ff962f4d66f99662b584ec1c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3527303552443900","idStr":"3527303552443900"},"htmlText":"Future","listText":"Future","text":"Future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/377478257","repostId":1119653987,"repostType":4,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://ttm.financial/m/news/1119653987?lang=&edition=fundamental","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p>\n<p>A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p>\n<p>Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p>\n<p>Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p>\n<p>Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p>\n<p>Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p>\n<p>Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p>","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 and EV stocks on watch as supply chain issues weighed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4154958,"gmtCreate":1619570230652,"gmtModify":1680785928048,"authorId":3570600934519649,"author":{"id":3570600934519649,"idStr":"3570600934519649","authorId":3570600934519649,"name":"海迷","avatar":"https://static.tigerbbs.com/609031e90c1aa5bb2cee9d6755e18f06","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":377478257,"type":1,"supId":0,"prevId":0,"content":"Agree","text":"Agree","html":"Agree"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":61,"commentSize":39,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}