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angel1810

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- angel1810angel1810
  ·2021-07-01
  $DiDi Global Inc.(DIDI)$unable to put in order above $15, why??!!!?!!
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- angel1810angel1810
  ·2021-03-01
  wew
  Polaris to launch its first electric vehicle
  March 1 (Reuters) - Motorcycle and all-terrain vehicle maker Polaris Inc on Monday unveiled plans to
  Polaris to launch its first electric vehicle
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- angel1810angel1810
  ·2021-02-22
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  Tesla And India: An Interesting Marriage
  Elevated government support, high presence of other auto players, and subsidies and incentives are prime factors driving Tesla to Karnataka.India's auto market is quite different from traditional markets, since it's dominated by two-wheelers, accounting for ~81% of total auto sales.Two-wheelers, limited infrastructure and income inequality could make the Karnataka plant less suitable for an immediate domestic market approach.A major benefit could be exporting ability and cost reductions in/to Ch
  Tesla And India: An Interesting Marriage
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- angel1810angel1810
  ·2021-02-19
  bought!
  Sorry, this post has been deleted
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- angel1810angel1810
  ·2021-02-19
  bought!
  Palantir: Buy The Dip
  Summary Palantir posted solid revenue, but missed on earnings. The future forecast was a bit disapp
  Palantir: Buy The Dip
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Motorcycle and all-terrain vehicle maker Polaris Inc on Monday unveiled plans to","content":"<p>March 1 (Reuters) - Motorcycle and all-terrain vehicle maker Polaris Inc on Monday unveiled plans to launch its first electric vehicle, with an aim to advance the company's position in the electric vehicle market.</p>\n<p>Polaris said the full-size Ranger, which it is developing in partnership with Zero Motorcycles, will launch in late December. Deliveries of the vehicle will start in early 2022.</p>\n<p>In 2017, the company had said it planned to launch an electric bike under its marque Indian brand in four to five years. It is yet to provide an update on those plans. ()</p>\n<p>(Reporting by Tiyashi Datta in Bengaluru; Editing by Krishna Chandra Eluri)</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>Polaris to launch its first electric vehicle</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\">\nPolaris to launch its first electric vehicle\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-01 18:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>March 1 (Reuters) - Motorcycle and all-terrain vehicle maker Polaris Inc on Monday unveiled plans to launch its first electric vehicle, with an aim to advance the company's position in the electric vehicle market.</p>\n<p>Polaris said the full-size Ranger, which it is developing in partnership with Zero Motorcycles, will launch in late December. Deliveries of the vehicle will start in early 2022.</p>\n<p>In 2017, the company had said it planned to launch an electric bike under its marque Indian brand in four to five years. It is yet to provide an update on those plans. ()</p>\n<p>(Reporting by Tiyashi Datta in Bengaluru; Editing by Krishna Chandra Eluri)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PII":"北极星"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2116532650","content_text":"March 1 (Reuters) - Motorcycle and all-terrain vehicle maker Polaris Inc on Monday unveiled plans to launch its first electric vehicle, with an aim to advance the company's position in the electric vehicle market.\nPolaris said the full-size Ranger, which it is developing in partnership with Zero Motorcycles, will launch in late December. Deliveries of the vehicle will start in early 2022.\nIn 2017, the company had said it planned to launch an electric bike under its marque Indian brand in four to five years. It is yet to provide an update on those plans. ()\n(Reporting by Tiyashi Datta in Bengaluru; Editing by Krishna Chandra Eluri)","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369971410,"gmtCreate":1614001601730,"gmtModify":1704886712806,"author":{"id":"3576659647977017","authorId":"3576659647977017","name":"angel1810","avatar":"https://static.tigerbbs.com/196a490352d329866d9775ad5521a461","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576659647977017","authorIdStr":"3576659647977017"},"themes":[],"htmlText":"..","listText":"..","text":"..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369971410","repostId":"1153806804","repostType":4,"repost":{"id":"1153806804","pubTimestamp":1613984421,"share":"https://ttm.financial/m/news/1153806804?lang=&edition=fundamental","pubTime":"2021-02-22 17:00","market":"us","language":"en","title":"Tesla And India: An Interesting Marriage","url":"https://stock-news.laohu8.com/highlight/detail?id=1153806804","media":"seekingalpha","summary":"Elevated government support, high presence of other auto players, and subsidies and incentives are prime factors driving Tesla to Karnataka.India's auto market is quite different from traditional markets, since it's dominated by two-wheelers, accounting for ~81% of total auto sales.Two-wheelers, limited infrastructure and income inequality could make the Karnataka plant less suitable for an immediate domestic market approach.A major benefit could be exporting ability and cost reductions in/to Ch","content":"<p><b>Summary</b></p>\n<ul>\n <li>Elevated government support, high presence of other auto players, and subsidies and incentives are prime factors driving Tesla to Karnataka.</li>\n <li>India's auto market is quite different from traditional markets, since it's dominated by two-wheelers, accounting for ~81% of total auto sales.</li>\n <li>Two-wheelers, limited infrastructure and income inequality could make the Karnataka plant less suitable for an immediate domestic market approach.</li>\n <li>A major benefit could be exporting ability and cost reductions in/to China, stemming from favorable labor cost leverage.</li>\n</ul>\n<p>Tesla (TSLA) looks to be moving forward with a slatedsixth Gigafactory, in Karnataka in southern India following the registration of its India Motors and Energy Limited subsidiary about a month prior. Bengaluru has risen as a prominent manufacturing and R&amp;D center for a multitude of auto firms such as Mercedes Benz (OTCPK:DDAIF), GM (GM), Volvo (OTCPK:GELYF) and more, and Tesla's recent inclusion is widely viewed as being a boost to India's EV space. The new Gigafactory is an interesting new synergy to Tesla's story, as infrastructure and a widely different auto market provide some obstacles, yet the factory could provide a much-needed boost in regards to Chinese/Asian expansion.</p>\n<p><b>So Why India?</b></p>\n<p>Indiahad grown to the fourth largest auto market by 2019, overstepping Germany, and is on track to climb past Japan and take the third spot this year. Karnataka, in particular, was India's first state to \"introduce adedicated EVpolicy to encourage original equipment manufacturers, component producers and energy suppliers to set up shop.\"</p>\n<p>Across India, multiple large investments were made within EV during 2020. MG Motors had launched an EV SUV and invested Rs. 1,000 crore (US$136 million) to further manufacturing development, Kinetic Green invested Rs. 1,750 crore (US$236 million) for EV golf cart manufacturing and battery swapping technology, and Toyota Kirloskar Motors invested Rs. 2,000 crore (US$273 million) for EV components.</p>\n<p>Bengaluru is one of India's largest R&amp;D hubs, and home to R&amp;D units of large legacy manufacturers as well as nearly four dozen EV startups; legacy manufacturers foraying into EV and Tesla are seeking \"to capitalise on the burgeoning engineering and IT talent pool that the city comprises.\" Tesla's manufacturing plant is no surprise given the depth of knowledge and extensive presence of auto manufacturers.</p>\n<p>Karnataka is pushing forward with itsEV agenda, sanctioning just over $3 billion in funding for EV manufacturing development in addition to a wide range subsidies. Some of the goals within EV include 100% e-mobility by 2030 in rickshaws, cabs, corporate fleets, school buses/vans, while increasing adoption in public transportation systems with 1,000 buses.</p>\n<p>For a company of Tesla's size, such subsidies offered would be exemption from stamp duty, concessional registration charges, full reimbursement of land conversion fee, one-time capital subsidy of 50% of ETP cost (max Rs. 200 lakh), and interest free loans - these apply for EV/component manufacturing, battery cell manufacturing (plus five year exemption of electricity duty), or EV charging station manufacturing (plus five year exemption of electricity duty and 25% capital subsidies for first<i>x</i>amount of stations in the state).</p>\n<p>Manufacturing capacity in Karnataka likely needs to grow double-digit YoY in order for it to start on a solid track to reach its 2030 goals, and inclusion of Tesla is a big step for the state. Elevated government support, high presence of other auto players, and subsidies and incentives are prime factors driving Tesla to Karnataka, aside from the benefits to operations.</p>\n<p><b>Benefits To Tesla</b></p>\n<p>India offers multiple benefits to Tesla - capacity growth, expansion of energy storage, or even ability to further competitive presence in China.</p>\n<p>One of Tesla's largest headwinds going forward is a massive valuation, currently at $755 billion, or approximately 30% of the combined valuations across traditional ICE and EV manufacturers. As such, Tesla needs to garner much more market share by delivering millions of cars and fend off competition over the next few years in order to try to cement such a valuation (aside from energy and storage) - to do that, production capacity is a top priority.</p>\n<p>Capacity is key since Tesla as it aims to scale deliveries at an average annual growth rate of 50% on amulti-year horizon; this implies about 1.7 million in deliveries by 2023 and nearly 4 million by 2025, contingent on demand. Current annual capacity sits at ~1,050,000 vehicles at the moment with production pending at GF Berlin and Austin for the Model Y later this year.</p>\n<p>India's Gigafactory would likely mimic similar run rates of production to other factories, thus adding ~500,000 units at full-scale. Assuming full scale of Berlin, Austin and Bengaluru by 2023 - should that fall between 750,000 to 1.5 million, capacity would easily expand past targeted deliveries to 1.8 million to 2.6 million by 2023. Tesla has exhibited a rapid launch timeline within Shanghai's Gigafactory, with Model 3 capacity at over 5,000 per week and initiated production of Model Y in under a year, so similar rapid scale of production in the three factories is likely. Given the current state of India's market, it would likely exhibit similar patterns to China's lifetime (seen below), with minimal domestic presence for multiple years as the industry continues to bloom.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd4a0adeda25013e5b301c9cb4060faa\" tg-width=\"640\" tg-height=\"317\"><span>Source:Tesla</span></p>\n<p>Tesla has been increasing global market share, with 2021 likely to see China eclipse the 1% figure based on expected deliveries and momentum with production scale and sales price reductions. That is likely the key market to dominate, as China is expected to be one of the largest and fastest growing EV markets as it rises to maturity, leaving Tesla and other domestic manufacturers a massive runway for growth. If Tesla can grow to derive 2.5% of global market share in China by 2025, it could be easily seeing $25+ billion in revenues from the country. Assuming China can maintain contribution of ~20% of sales, increased global market share from China could see revenues rise to $125 billion by 2025.</p>\n<p>Thus a major benefit from a vehicle-focused manufacturing plant in India would be exporting ability. Aside from fierce competition in IT/software/engineering positions in the tech realm of auto/EV manufacturing and higher salaries there,low labor costsin contractual workers (US$148 per month compared to US$234 per month in China) is transforming India into a prime hub for exporting cars, with export unit volume rising to 4.77 million, up 37% from 2017 to 2020). India offers significantcost advantages, with \"auto firms sav[ing] 10-25% vis-a-vis Europe and Latin America.</p>\n<p>Tesla's price reductions in China-made models helped sales hit over 15,000 forJanuary, as competition heightens in the nation. As Tesla still wants to have a $25,000 model, or just more price reductions, utilization of low labor costs in India could allow it to build, export and sell models in China or even Europe for lower prices, maybe even to the low 200,000-yuan range in the former. Such ability to lever favorable labor costs and decrease prices could see incremental market share gains in China as lower cost mini/micro EV have gained significant traction, so price competition could be vital for driving demand in the premium segment in the future.</p>\n<p>If Tesla decides not to utilize the Karnataka plant for vehicles, it could be very well suited for energy storage/solar like Giga Nevada and New York. Tesla noted in the Q4 release that energy storage remains supply-constrained, with Megapack and Powerwall demand strong, and utilization of the India plant could ease supply constraints as well as further boost capacity, aiding expansion in energy storage.</p>\n<p><b>India Still Has Obstacles</b></p>\n<p>Even with its status in the top five largest auto markets, India's auto market is quite different from traditional markets, in that it's dominated by two-wheelers. This could pressure a domestic market approach from Tesla in the early stages of EV adoption, but could cement the factory as an exporting base.</p>\n<p>The market is expected to be driven by a growing youth population and a rise in middle class income, and more policy support in individual states like Karnataka as well as within the national government (reducing GST to 5% from 12%) can help drive EV adoption. While it's an \"estimated to be a Rs. 50,000 crore (US$ 7.09 billion)opportunityby 2025\" in EV, the majority of the growth will likely stem from two and three-wheelers.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98030eb0d9d32363a106ee89b794539e\" tg-width=\"640\" tg-height=\"253\"><span>Source:IBEF</span></p>\n<p>Two-wheelers accounted for 80.8% of all auto sales in the country for 2020, with passenger vehicles the second-largest segment at 12.9%, driven by small and mid-sized cars. Even though two-wheelers will be a significant driver of electrification, EV sales excluding e-rickshaws grew 20% during the year to 156,000 units; on the other side, luxury cars only hovered at about ~32,000 units. Moving through 2023, it's unlikely that passenger cars will eclipse 17% of the total market, with concentration remaining heavy in two-wheelers.</p>\n<p>In terms of market players, a few main players control a majority of the market. In passenger vehicles, Maruti Suzuki had 51% share across the segment during 2020, while other main players include Kia, Hyundai and Mahindra with each having double-digit share in the SUV market. Tata Motors (TTM) has ~45% share in the commercial vehicle market, while Hero Motors leads in two-wheelers. Displacement of established brands with high market share, who are increasing investments in EV, could also prove difficult.</p>\n<p>However, infrastructure at the moment does not yet favor or facilitate EV adoption; a lack of public and private charging stations due to a minuscule penetration (sub 1%) of EV is a major headwind, as widespread adoption and acceptance of EV will need significant more development in charging stations (hence the subsidies in Karnataka). Limited infrastructure in terms of charging abilities and less development of the overall industry has led to EVs being quite costly, thus dampening adoption as well.</p>\n<p>Income inequality could also prevent acceptance of EV over the course of the next decade unless prices fall to reasonable levels, given that India'sincome inequalityhas failed to improve. The bottom 40% in the country witnessed income growth of 58% through 2018, 64 percentage points below average wealth growth of 122%, thus widening the wealth gap. It's estimated that 60% of India's population controls just 4.7% of thenational wealth, and purchasing power remains too low for a significant proportion of the population to buy cars, let alone EVs.</p>\n<p><b>Outlook</b></p>\n<p>While Tesla has yet to officially state a timeline or intentions of the Karnataka plant, it's likely to provide significant benefits whether it focuses on vehicle manufacturing or in energy storage. India is a budding EV market, though one primarily concentrated in two-wheelers/rickshaws as the go-to mode for transportation; thus, outright domestic impact for Tesla could be minimal if/when the EV market starts to mature and affordability, demand and infrastructure for EV rises. However, Tesla is likely to benefit from low labor costs, opening up favorable export pathways to China, and could help drive more cost reductions in that fiercely competitive environment. Capacity expansion in either vehicles or energy storage is important for future revenue growth, and should the plant focus on vehicles and scale to a half-million output, 50% delivery growth rates through 2025 to 4 million could be easily feasible, should demand be there.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla And India: An Interesting Marriage</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 India: An Interesting Marriage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-22 17:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4407755-tesla-india-plant-looks-like-solid-move><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nElevated government support, high presence of other auto players, and subsidies and incentives are prime factors driving Tesla to Karnataka.\nIndia's auto market is quite different from ...</p>\n\n<a href=\"https://seekingalpha.com/article/4407755-tesla-india-plant-looks-like-solid-move\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4407755-tesla-india-plant-looks-like-solid-move","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1153806804","content_text":"Summary\n\nElevated government support, high presence of other auto players, and subsidies and incentives are prime factors driving Tesla to Karnataka.\nIndia's auto market is quite different from traditional markets, since it's dominated by two-wheelers, accounting for ~81% of total auto sales.\nTwo-wheelers, limited infrastructure and income inequality could make the Karnataka plant less suitable for an immediate domestic market approach.\nA major benefit could be exporting ability and cost reductions in/to China, stemming from favorable labor cost leverage.\n\nTesla (TSLA) looks to be moving forward with a slatedsixth Gigafactory, in Karnataka in southern India following the registration of its India Motors and Energy Limited subsidiary about a month prior. Bengaluru has risen as a prominent manufacturing and R&D center for a multitude of auto firms such as Mercedes Benz (OTCPK:DDAIF), GM (GM), Volvo (OTCPK:GELYF) and more, and Tesla's recent inclusion is widely viewed as being a boost to India's EV space. The new Gigafactory is an interesting new synergy to Tesla's story, as infrastructure and a widely different auto market provide some obstacles, yet the factory could provide a much-needed boost in regards to Chinese/Asian expansion.\nSo Why India?\nIndiahad grown to the fourth largest auto market by 2019, overstepping Germany, and is on track to climb past Japan and take the third spot this year. Karnataka, in particular, was India's first state to \"introduce adedicated EVpolicy to encourage original equipment manufacturers, component producers and energy suppliers to set up shop.\"\nAcross India, multiple large investments were made within EV during 2020. MG Motors had launched an EV SUV and invested Rs. 1,000 crore (US$136 million) to further manufacturing development, Kinetic Green invested Rs. 1,750 crore (US$236 million) for EV golf cart manufacturing and battery swapping technology, and Toyota Kirloskar Motors invested Rs. 2,000 crore (US$273 million) for EV components.\nBengaluru is one of India's largest R&D hubs, and home to R&D units of large legacy manufacturers as well as nearly four dozen EV startups; legacy manufacturers foraying into EV and Tesla are seeking \"to capitalise on the burgeoning engineering and IT talent pool that the city comprises.\" Tesla's manufacturing plant is no surprise given the depth of knowledge and extensive presence of auto manufacturers.\nKarnataka is pushing forward with itsEV agenda, sanctioning just over $3 billion in funding for EV manufacturing development in addition to a wide range subsidies. Some of the goals within EV include 100% e-mobility by 2030 in rickshaws, cabs, corporate fleets, school buses/vans, while increasing adoption in public transportation systems with 1,000 buses.\nFor a company of Tesla's size, such subsidies offered would be exemption from stamp duty, concessional registration charges, full reimbursement of land conversion fee, one-time capital subsidy of 50% of ETP cost (max Rs. 200 lakh), and interest free loans - these apply for EV/component manufacturing, battery cell manufacturing (plus five year exemption of electricity duty), or EV charging station manufacturing (plus five year exemption of electricity duty and 25% capital subsidies for firstxamount of stations in the state).\nManufacturing capacity in Karnataka likely needs to grow double-digit YoY in order for it to start on a solid track to reach its 2030 goals, and inclusion of Tesla is a big step for the state. Elevated government support, high presence of other auto players, and subsidies and incentives are prime factors driving Tesla to Karnataka, aside from the benefits to operations.\nBenefits To Tesla\nIndia offers multiple benefits to Tesla - capacity growth, expansion of energy storage, or even ability to further competitive presence in China.\nOne of Tesla's largest headwinds going forward is a massive valuation, currently at $755 billion, or approximately 30% of the combined valuations across traditional ICE and EV manufacturers. As such, Tesla needs to garner much more market share by delivering millions of cars and fend off competition over the next few years in order to try to cement such a valuation (aside from energy and storage) - to do that, production capacity is a top priority.\nCapacity is key since Tesla as it aims to scale deliveries at an average annual growth rate of 50% on amulti-year horizon; this implies about 1.7 million in deliveries by 2023 and nearly 4 million by 2025, contingent on demand. Current annual capacity sits at ~1,050,000 vehicles at the moment with production pending at GF Berlin and Austin for the Model Y later this year.\nIndia's Gigafactory would likely mimic similar run rates of production to other factories, thus adding ~500,000 units at full-scale. Assuming full scale of Berlin, Austin and Bengaluru by 2023 - should that fall between 750,000 to 1.5 million, capacity would easily expand past targeted deliveries to 1.8 million to 2.6 million by 2023. Tesla has exhibited a rapid launch timeline within Shanghai's Gigafactory, with Model 3 capacity at over 5,000 per week and initiated production of Model Y in under a year, so similar rapid scale of production in the three factories is likely. Given the current state of India's market, it would likely exhibit similar patterns to China's lifetime (seen below), with minimal domestic presence for multiple years as the industry continues to bloom.\nSource:Tesla\nTesla has been increasing global market share, with 2021 likely to see China eclipse the 1% figure based on expected deliveries and momentum with production scale and sales price reductions. That is likely the key market to dominate, as China is expected to be one of the largest and fastest growing EV markets as it rises to maturity, leaving Tesla and other domestic manufacturers a massive runway for growth. If Tesla can grow to derive 2.5% of global market share in China by 2025, it could be easily seeing $25+ billion in revenues from the country. Assuming China can maintain contribution of ~20% of sales, increased global market share from China could see revenues rise to $125 billion by 2025.\nThus a major benefit from a vehicle-focused manufacturing plant in India would be exporting ability. Aside from fierce competition in IT/software/engineering positions in the tech realm of auto/EV manufacturing and higher salaries there,low labor costsin contractual workers (US$148 per month compared to US$234 per month in China) is transforming India into a prime hub for exporting cars, with export unit volume rising to 4.77 million, up 37% from 2017 to 2020). India offers significantcost advantages, with \"auto firms sav[ing] 10-25% vis-a-vis Europe and Latin America.\nTesla's price reductions in China-made models helped sales hit over 15,000 forJanuary, as competition heightens in the nation. As Tesla still wants to have a $25,000 model, or just more price reductions, utilization of low labor costs in India could allow it to build, export and sell models in China or even Europe for lower prices, maybe even to the low 200,000-yuan range in the former. Such ability to lever favorable labor costs and decrease prices could see incremental market share gains in China as lower cost mini/micro EV have gained significant traction, so price competition could be vital for driving demand in the premium segment in the future.\nIf Tesla decides not to utilize the Karnataka plant for vehicles, it could be very well suited for energy storage/solar like Giga Nevada and New York. Tesla noted in the Q4 release that energy storage remains supply-constrained, with Megapack and Powerwall demand strong, and utilization of the India plant could ease supply constraints as well as further boost capacity, aiding expansion in energy storage.\nIndia Still Has Obstacles\nEven with its status in the top five largest auto markets, India's auto market is quite different from traditional markets, in that it's dominated by two-wheelers. This could pressure a domestic market approach from Tesla in the early stages of EV adoption, but could cement the factory as an exporting base.\nThe market is expected to be driven by a growing youth population and a rise in middle class income, and more policy support in individual states like Karnataka as well as within the national government (reducing GST to 5% from 12%) can help drive EV adoption. While it's an \"estimated to be a Rs. 50,000 crore (US$ 7.09 billion)opportunityby 2025\" in EV, the majority of the growth will likely stem from two and three-wheelers.\nSource:IBEF\nTwo-wheelers accounted for 80.8% of all auto sales in the country for 2020, with passenger vehicles the second-largest segment at 12.9%, driven by small and mid-sized cars. Even though two-wheelers will be a significant driver of electrification, EV sales excluding e-rickshaws grew 20% during the year to 156,000 units; on the other side, luxury cars only hovered at about ~32,000 units. Moving through 2023, it's unlikely that passenger cars will eclipse 17% of the total market, with concentration remaining heavy in two-wheelers.\nIn terms of market players, a few main players control a majority of the market. In passenger vehicles, Maruti Suzuki had 51% share across the segment during 2020, while other main players include Kia, Hyundai and Mahindra with each having double-digit share in the SUV market. Tata Motors (TTM) has ~45% share in the commercial vehicle market, while Hero Motors leads in two-wheelers. Displacement of established brands with high market share, who are increasing investments in EV, could also prove difficult.\nHowever, infrastructure at the moment does not yet favor or facilitate EV adoption; a lack of public and private charging stations due to a minuscule penetration (sub 1%) of EV is a major headwind, as widespread adoption and acceptance of EV will need significant more development in charging stations (hence the subsidies in Karnataka). Limited infrastructure in terms of charging abilities and less development of the overall industry has led to EVs being quite costly, thus dampening adoption as well.\nIncome inequality could also prevent acceptance of EV over the course of the next decade unless prices fall to reasonable levels, given that India'sincome inequalityhas failed to improve. The bottom 40% in the country witnessed income growth of 58% through 2018, 64 percentage points below average wealth growth of 122%, thus widening the wealth gap. It's estimated that 60% of India's population controls just 4.7% of thenational wealth, and purchasing power remains too low for a significant proportion of the population to buy cars, let alone EVs.\nOutlook\nWhile Tesla has yet to officially state a timeline or intentions of the Karnataka plant, it's likely to provide significant benefits whether it focuses on vehicle manufacturing or in energy storage. India is a budding EV market, though one primarily concentrated in two-wheelers/rickshaws as the go-to mode for transportation; thus, outright domestic impact for Tesla could be minimal if/when the EV market starts to mature and affordability, demand and infrastructure for EV rises. However, Tesla is likely to benefit from low labor costs, opening up favorable export pathways to China, and could help drive more cost reductions in that fiercely competitive environment. Capacity expansion in either vehicles or energy storage is important for future revenue growth, and should the plant focus on vehicles and scale to a half-million output, 50% delivery growth rates through 2025 to 4 million could be easily feasible, should demand be there.","news_type":1},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387340905,"gmtCreate":1613723636107,"gmtModify":1704884120285,"author":{"id":"3576659647977017","authorId":"3576659647977017","name":"angel1810","avatar":"https://static.tigerbbs.com/196a490352d329866d9775ad5521a461","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576659647977017","authorIdStr":"3576659647977017"},"themes":[],"htmlText":"bought!","listText":"bought!","text":"bought!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387340905","repostId":"1100960455","repostType":2,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387357437,"gmtCreate":1613723617029,"gmtModify":1704884119960,"author":{"id":"3576659647977017","authorId":"3576659647977017","name":"angel1810","avatar":"https://static.tigerbbs.com/196a490352d329866d9775ad5521a461","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576659647977017","authorIdStr":"3576659647977017"},"themes":[],"htmlText":"bought!","listText":"bought!","text":"bought!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387357437","repostId":"1100960455","repostType":2,"repost":{"id":"1100960455","pubTimestamp":1613717993,"share":"https://ttm.financial/m/news/1100960455?lang=&edition=fundamental","pubTime":"2021-02-19 14:59","market":"us","language":"en","title":"Palantir: Buy The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1100960455","media":"Seeking Alpha","summary":"Summary\n\nPalantir posted solid revenue, but missed on earnings. The future forecast was a bit disapp","content":"<p>Summary</p>\n<ul>\n <li>Palantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.</li>\n <li>Palantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.</li>\n <li>Palantir continues to grow its client base across multiple industries.</li>\n <li>Palantir's lock-up period ends on February 19th. Place your bets!</li>\n</ul>\n<p>One of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.</p>\n<p><b>Who Are They?</b></p>\n<p>If you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.</p>\n<p>Palantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.</p>\n<p>The company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.</p>\n<p>Pretty cool hey?</p>\n<p><b>What Is Driving The Company?</b></p>\n<p>Revenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.</p>\n<p><img src=\"https://static.tigerbbs.com/2926257ca97794e55159ce8c6021a745\" tg-width=\"2978\" tg-height=\"992\"></p>\n<p>(Source: TIKR.com)</p>\n<p>The shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.</p>\n<p>Data has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.</p>\n<p>Some of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.</p>\n<p><img src=\"https://static.tigerbbs.com/9284f5fd3e26d0c55fcd9b2f6355371e\" tg-width=\"1752\" tg-height=\"983\"></p>\n<p>(Company Presentation)</p>\n<p>So all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.</p>\n<p><b>What Are The Risks?</b></p>\n<p>One of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.</p>\n<p>Something to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.</p>\n<p>That said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.</p>\n<p><b>What's The \"Lock-Up Period\"?</b></p>\n<p>The one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.</p>\n<blockquote>\n Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended.\n</blockquote>\n<p>What is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.</p>\n<p>So what does this mean? Well, given thatMarketWatch said:</p>\n<blockquote>\n For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options.\n</blockquote>\n<p>It means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.</p>\n<p>Where are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.</p>\n<p><b>What Does The Price Say?</b></p>\n<p>Taking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.</p>\n<p><img src=\"https://static.tigerbbs.com/6b568bf73db2c1b38aaa1546a10427dc\" tg-width=\"3837\" tg-height=\"1813\"></p>\n<p>(Source: TC2000.com)</p>\n<p>When a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.</p>\n<p><img src=\"https://static.tigerbbs.com/3e3505c465c407b7387cbedf16a1b233\" tg-width=\"3840\" tg-height=\"1808\"></p>\n<p>(Source: TC2000.com)</p>\n<p>When trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.</p>\n<p><b>Wrap-Up</b></p>\n<p>As you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!</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>Palantir: Buy The Dip</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\">\nPalantir: Buy The Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-19 14:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4406809-palantir-buy-the-dip><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.\nPalantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4406809-palantir-buy-the-dip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4406809-palantir-buy-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100960455","content_text":"Summary\n\nPalantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.\nPalantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.\nPalantir continues to grow its client base across multiple industries.\nPalantir's lock-up period ends on February 19th. Place your bets!\n\nOne of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.\nWho Are They?\nIf you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.\nPalantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.\nThe company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.\nPretty cool hey?\nWhat Is Driving The Company?\nRevenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.\n\n(Source: TIKR.com)\nThe shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.\nData has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.\nSome of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.\n\n(Company Presentation)\nSo all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.\nWhat Are The Risks?\nOne of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.\nSomething to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.\nThat said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.\nWhat's The \"Lock-Up Period\"?\nThe one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.\n\n Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended.\n\nWhat is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.\nSo what does this mean? Well, given thatMarketWatch said:\n\n For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options.\n\nIt means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.\nWhere are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.\nWhat Does The Price Say?\nTaking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.\n\n(Source: TC2000.com)\nWhen a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.\n\n(Source: TC2000.com)\nWhen trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.\nWrap-Up\nAs you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}