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- noobiebestienoobiebestie
  ·2021-04-27
  Good!
  Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.
  Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share. On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.J.P. Mo
  Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.
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- noobiebestienoobiebestie
  ·2021-04-27
  [Strong]
  What's The Real Story Of Tesla In China?
  What’s really going on for Tesla in China? Global supply chains remain fragile as the Chinese flex t
  What's The Real Story Of Tesla In China?
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Earnings Are Tuesday.","url":"https://stock-news.laohu8.com/highlight/detail?id=1155157199","media":"Barrons","summary":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.  On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.J.P. Mo","content":"<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.</p><p>The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.&nbsp; On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.</p><p>The shares have gained 18% year to date.</p><p>Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system.&nbsp;</p><p>Microsoft breaks down its results into&nbsp;three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.</p><p>When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.</p><p>In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.</p><p>Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.</p><p>“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”</p><p>J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.</p><p>Wedbush analyst Dan Ives&nbsp;forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.</p><p>Citi analyst Tyler Radke&nbsp;last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”&nbsp;</p>","source":"lsy1601382232898","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>Microsoft Nears $2 Trillion Market Cap. 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Earnings Are Tuesday.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is ...</p>\n\n<a href=\"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155157199","content_text":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.  On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.The shares have gained 18% year to date.Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system. Microsoft breaks down its results into three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.Wedbush analyst Dan Ives forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.Citi analyst Tyler Radke last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377221723,"gmtCreate":1619531524862,"gmtModify":1704725519630,"author":{"id":"3581679764646315","authorId":"3581679764646315","authorIdStr":"3581679764646315","name":"noobiebestie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581679764646315"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377221723","repostId":"1161810404","repostType":4,"repost":{"id":"1161810404","pubTimestamp":1619527994,"share":"https://ttm.financial/m/news/1161810404?lang=&edition=fundamental","pubTime":"2021-04-27 20:53","market":"us","language":"en","title":"What's The Real Story Of Tesla In China?","url":"https://stock-news.laohu8.com/highlight/detail?id=1161810404","media":"ZeroHedge","summary":"What’s really going on for Tesla in China? Global supply chains remain fragile as the Chinese flex t","content":"<p><b><i>What’s really going on for Tesla in China? Global supply chains remain fragile as the Chinese flex their muscles and national buying power. That may prove problematic for western firms, and especially Tesla. But also it raises questions about investment imperatives on China growth vs flatline in the West.</i></b></p>\n<p>There is lots to be positive about this morning. The first headline to catch my eye was a prediction from Goldman Sachs raising their target to 7.8% UK growth in 2021 – up from the 5% consensus. Great stuff! A colleague sent me the FT’s analysis of the&nbsp;Pandemic end-game: 5.2% people have been infected last week, but vaccines are clearly working and saving lives. And there are some spectacular company results hitting the screens.</p>\n<p>But across the globe supply chain ructions continue. Jaguar Land Rover has shut down a number of factories over the global shortage of chips. There are warning of everything from autos, fridges, toasters to airplanes being delayed due to apparent hoarding by Chinese manufacturers concerned about possible sanctions if the current cold war heats up.</p>\n<ul>\n <li><p>We have a global explosion of repressed consumer spending set to hit the market.</p></li>\n <li><p>There is a global shortage of goods. (I know this – it looks like our new kitchen will have a wine-chiller shaped gap due to the lack of supply! Shocking…. Simply shocking…)</p></li>\n <li><p>There is the threat of further supply shocks on the back of rising trade and cold-war ructions.</p></li>\n</ul>\n<p><b>The world is less stable than we hope. And it boils down to a very simple question. What’s really happening in China?</b>That, I suspect, is the critical factor when it comes to predicting just how strong pandemic recovery will be, or how constrained it may become.</p>\n<p>I saw a headline flash by this morning anticipating Apple iPhone China sales fell in March as sales of new domestic smart-phones kicked in. According to&nbsp;Seeking Alpha&nbsp;high China sales in Jan/Feb have reversed despite the success of the new iPhone 12. (Apple numbers are tomorrow.) Why would China sales fall? Is it because Chinese consumers are increasingly persuaded to buy home-grown product, fuelled by a patriotic duty to do so?</p>\n<p><b>Tesla is finding itself on the receiving end of pointed official China criticism</b>– and Musk (surprisingly) has bowed his head and promised to do better. The headlines about a US Tesla crash where there is a dispute about whether anyone was actually driving is just noise and distraction. The real story is the future for Tesla demand in China.</p>\n<p>If Tesla was criticised in the US for shoddy servicing, poor customer care, and was accused of breaching privacy rules with car mounted cameras, you can bet Musk would be screaming obscenities, appearing on prime time TV smoking a joint to tell us regulators are idiots, and that the press knows nothing. Allegations of customer dissatisfaction would be steamrollered by a barrage of Tesla Fanboy hate posts and denials refusing to discuss the matter.</p>\n<p>But, when Tesla gets accused of the same failings in China – suddenly Musk does the right thing and kow-tows, promising to do better. Musk is beginning to understand that displaying “sincerity” in China means doing exactly what the state tells him to do.</p>\n<p><b>Tesla is walking a very thin line in China</b>– and Elon knows it. On one hand, he’s bet the shop on promises the EV maker will deliver big into China. On the other, the recent Shanghai Motor Show featured a couple of Teslas, but, more importantly, a vast number of sophisticated Chinese new models EVs set for launch in the coming year.</p>\n<p>Musk may soon realise the Chinese might just have played him for a chump – supporting and financing his gigafactory build to get EVs established in the Chinese consumer mindset, while also conclusively demonstrating to the Chinese autofirms the foreign rival products they have to beat.</p>\n<p>And since we’re talking about Tesla, let’s get off the China theme for a moment, and think about the results it announced y’day: Congratulations to them for beating Q1 expectations. Net income of $438mm, revenues up 74% and 185,000 cars delivered.</p>\n<p><i><b>But… all that glitters is not revenue from car sales… Let’s see… what did the results really tell us? That profit was based on $518 mm of regulatory credit sales and a $101 positive gain from its Bitcoin position and sales. Strip these out and… and Telsa lost $181mm selling cars.</b></i></p>\n<p>To this day I don’t believe Tesla has made a single brass cent selling cars, yet the purveyor of fine regulatory credits and dabbler in cryptocurrencies has made its owner the second richest man on the planet. (And yes.. I still hold a small position in the stock.)</p>\n<p>More importantly, the Q1 results show Musk is caught between the proverbial rock and river. He knows winning in China is critical for his evolved EV scheme.</p>\n<p><b>Ok – calling Tesla a pyramid scheme is harsh, but Musk knows he needs to keep up the positive news flow; continually demonstrating Telsa’s lead in EV, increasing his production numbers, upping the profits and feeding a never-ending stream of positive spin (like autonomous driving tomorrow – always tomorrow). Without the positive spin driving Tesla marketing and keeping up the stock-price, how will he continue to attract new buyers while persuading current investors to HODL! (Crypto-verse speak for “hold on for dear life”).</b></p>\n<p>There is a big missed theme around Tesla – competition.</p>\n<p><b>Their EV tech moat is shallow.</b>Today, the firm is still ahead in EV terms of consumer deliverables like quality, range, handling etc, but the rest of the Automotive world; from Tokyo to Munich, from Shanghai to Detroit is playing catch up fast.</p>\n<p><b>Going back to China, the party is very keen to see domestic producers not only dominated the China market, but to establish themselves abroad.</b>That’s as true in EVs as it will be in Smart-phones, fridges and all the other paraphernalia of modern life…</p>\n<p>Let, me stir this a bit more. Should you bite the moral bullet and buy HSBC? The potential downside is its engaging with China – but its China that makes the bank so valuable. HSBC is a good illustration of the China conundrum.</p>\n<p>The geopolitical tensions look high. There are few signs the US and China will reach anything better than a new cold war which is bound to further roil supply chains. There are a surprising number of articles around on how the newly empowered Chinese navy is set to take on American carrier task forces over Taiwan – and hammer them with land-based hyper-missiles. (None of this bodes well for the&nbsp;Big-Lizzie UK carrier strike group&nbsp;heading to the region this summer.)</p>\n<p>The moral arguments against any China investment can’t be ignored. The treatment of the Uyghurs, surveillance, Tibet and the rest are difficult to square with any ESG investment mandate.</p>\n<p>China critics will point to the case of Jack Ma and issues of the rule law as further reasons to remain shy of China investors. But its only by fully embracing capitalism and the market economy model – with Chinese Characteristics – the Chinese have been able to so successfully grow their economy and take it through its earlier export-led model to today’s consumption-led economy. The Chinese want their luxury and consumer goods, just like the rest of us.</p>\n<p>The next couple of months are going to be fascinated in terms of how the China story develops. Trade Wars, its own internal markets, Patriotic buying programmes, and Geopolitics will all feature. At this point, remember my mantra no 4:&nbsp;<b>“Things are seldom as bad as you fear, but never as good as you hope!”</b></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>What's The Real Story Of Tesla In China?</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\">\nWhat's The Real Story Of Tesla In China?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/whats-real-story-tesla-china><strong>ZeroHedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What’s really going on for Tesla in China? Global supply chains remain fragile as the Chinese flex their muscles and national buying power. That may prove problematic for western firms, and especially...</p>\n\n<a href=\"https://www.zerohedge.com/markets/whats-real-story-tesla-china\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zerohedge.com/markets/whats-real-story-tesla-china","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161810404","content_text":"What’s really going on for Tesla in China? Global supply chains remain fragile as the Chinese flex their muscles and national buying power. That may prove problematic for western firms, and especially Tesla. But also it raises questions about investment imperatives on China growth vs flatline in the West.\nThere is lots to be positive about this morning. The first headline to catch my eye was a prediction from Goldman Sachs raising their target to 7.8% UK growth in 2021 – up from the 5% consensus. Great stuff! A colleague sent me the FT’s analysis of the Pandemic end-game: 5.2% people have been infected last week, but vaccines are clearly working and saving lives. And there are some spectacular company results hitting the screens.\nBut across the globe supply chain ructions continue. Jaguar Land Rover has shut down a number of factories over the global shortage of chips. There are warning of everything from autos, fridges, toasters to airplanes being delayed due to apparent hoarding by Chinese manufacturers concerned about possible sanctions if the current cold war heats up.\n\nWe have a global explosion of repressed consumer spending set to hit the market.\nThere is a global shortage of goods. (I know this – it looks like our new kitchen will have a wine-chiller shaped gap due to the lack of supply! Shocking…. Simply shocking…)\nThere is the threat of further supply shocks on the back of rising trade and cold-war ructions.\n\nThe world is less stable than we hope. And it boils down to a very simple question. What’s really happening in China?That, I suspect, is the critical factor when it comes to predicting just how strong pandemic recovery will be, or how constrained it may become.\nI saw a headline flash by this morning anticipating Apple iPhone China sales fell in March as sales of new domestic smart-phones kicked in. According to Seeking Alpha high China sales in Jan/Feb have reversed despite the success of the new iPhone 12. (Apple numbers are tomorrow.) Why would China sales fall? Is it because Chinese consumers are increasingly persuaded to buy home-grown product, fuelled by a patriotic duty to do so?\nTesla is finding itself on the receiving end of pointed official China criticism– and Musk (surprisingly) has bowed his head and promised to do better. The headlines about a US Tesla crash where there is a dispute about whether anyone was actually driving is just noise and distraction. The real story is the future for Tesla demand in China.\nIf Tesla was criticised in the US for shoddy servicing, poor customer care, and was accused of breaching privacy rules with car mounted cameras, you can bet Musk would be screaming obscenities, appearing on prime time TV smoking a joint to tell us regulators are idiots, and that the press knows nothing. Allegations of customer dissatisfaction would be steamrollered by a barrage of Tesla Fanboy hate posts and denials refusing to discuss the matter.\nBut, when Tesla gets accused of the same failings in China – suddenly Musk does the right thing and kow-tows, promising to do better. Musk is beginning to understand that displaying “sincerity” in China means doing exactly what the state tells him to do.\nTesla is walking a very thin line in China– and Elon knows it. On one hand, he’s bet the shop on promises the EV maker will deliver big into China. On the other, the recent Shanghai Motor Show featured a couple of Teslas, but, more importantly, a vast number of sophisticated Chinese new models EVs set for launch in the coming year.\nMusk may soon realise the Chinese might just have played him for a chump – supporting and financing his gigafactory build to get EVs established in the Chinese consumer mindset, while also conclusively demonstrating to the Chinese autofirms the foreign rival products they have to beat.\nAnd since we’re talking about Tesla, let’s get off the China theme for a moment, and think about the results it announced y’day: Congratulations to them for beating Q1 expectations. Net income of $438mm, revenues up 74% and 185,000 cars delivered.\nBut… all that glitters is not revenue from car sales… Let’s see… what did the results really tell us? That profit was based on $518 mm of regulatory credit sales and a $101 positive gain from its Bitcoin position and sales. Strip these out and… and Telsa lost $181mm selling cars.\nTo this day I don’t believe Tesla has made a single brass cent selling cars, yet the purveyor of fine regulatory credits and dabbler in cryptocurrencies has made its owner the second richest man on the planet. (And yes.. I still hold a small position in the stock.)\nMore importantly, the Q1 results show Musk is caught between the proverbial rock and river. He knows winning in China is critical for his evolved EV scheme.\nOk – calling Tesla a pyramid scheme is harsh, but Musk knows he needs to keep up the positive news flow; continually demonstrating Telsa’s lead in EV, increasing his production numbers, upping the profits and feeding a never-ending stream of positive spin (like autonomous driving tomorrow – always tomorrow). Without the positive spin driving Tesla marketing and keeping up the stock-price, how will he continue to attract new buyers while persuading current investors to HODL! (Crypto-verse speak for “hold on for dear life”).\nThere is a big missed theme around Tesla – competition.\nTheir EV tech moat is shallow.Today, the firm is still ahead in EV terms of consumer deliverables like quality, range, handling etc, but the rest of the Automotive world; from Tokyo to Munich, from Shanghai to Detroit is playing catch up fast.\nGoing back to China, the party is very keen to see domestic producers not only dominated the China market, but to establish themselves abroad.That’s as true in EVs as it will be in Smart-phones, fridges and all the other paraphernalia of modern life…\nLet, me stir this a bit more. Should you bite the moral bullet and buy HSBC? The potential downside is its engaging with China – but its China that makes the bank so valuable. HSBC is a good illustration of the China conundrum.\nThe geopolitical tensions look high. There are few signs the US and China will reach anything better than a new cold war which is bound to further roil supply chains. There are a surprising number of articles around on how the newly empowered Chinese navy is set to take on American carrier task forces over Taiwan – and hammer them with land-based hyper-missiles. (None of this bodes well for the Big-Lizzie UK carrier strike group heading to the region this summer.)\nThe moral arguments against any China investment can’t be ignored. The treatment of the Uyghurs, surveillance, Tibet and the rest are difficult to square with any ESG investment mandate.\nChina critics will point to the case of Jack Ma and issues of the rule law as further reasons to remain shy of China investors. But its only by fully embracing capitalism and the market economy model – with Chinese Characteristics – the Chinese have been able to so successfully grow their economy and take it through its earlier export-led model to today’s consumption-led economy. The Chinese want their luxury and consumer goods, just like the rest of us.\nThe next couple of months are going to be fascinated in terms of how the China story develops. Trade Wars, its own internal markets, Patriotic buying programmes, and Geopolitics will all feature. At this point, remember my mantra no 4: “Things are seldom as bad as you fear, but never as good as you hope!”","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}