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- zaw linzaw lin
  ·2022-12-08
  Great ariticle, would you like to share it?
  Bernstein Cuts Tesla Estimates to "Significantly" Below Consensus on EV Demand Issues
  Bernstein analysts lowered fourth-quarter and full-year estimates on $Tesla(TSLA)$ to numbers that are “comfortable below consensus” as the company “increasingly appears to have a demand issue.”They b
  Bernstein Cuts Tesla Estimates to "Significantly" Below Consensus on EV Demand Issues
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- zaw linzaw lin
  ·2022-12-08
  $FTSE100 ETF(ISF.UK)$
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- zaw linzaw lin
  ·2022-12-07
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  2022 Most Popular Author Voting: Who are Tiger Stars of the Year?
  @TigerEvents：
  Time flies! The year 2022 is coming to an end. During this year, many Tigers in our community have published many informative and impressive posts, which contributed to both the communinty and Tigers' trading. We really appreciate everyone's contribution! Among those authors, whose contents do you find most helpful to your investment? Who is your favorite Tiger Star?Now is the time to vote for your favorite Tiger Stars in 2022.First, let's congratulate these 30 authors, who are selected as the nominees for the 2022 Most Popular Author, and will be awarded 1000 Tiger Coins !(The nominees are selected based on the number of feature posts views, comments, likes, new followers, an
  2022 Most Popular Author Voting: Who are Tiger Stars of the Year?
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The price cuts are negatively impacting average selling prices (ASPs) by 2.6%, or $1,400 per EV unit, the analysts added.</p><p>“All else equal, this points to a 200 bps decrease in automotive gross margins. We suspect the net impact will be lower, but believe that consensus estimates for automotive gross margins improving 110 bps sequentially in Q4 may be at risk,” the analysts said in a client note.</p><p>Moreover, they believe Tesla will be forced to cut prices again in 2023 to boost EV demand, as well as introduce permanent cuts in the U.S. to qualify for Inflation Reduction Act (IRA) rebates.</p><p>On a more positive note, the EV maker could see its margins expand due to:</p><ol><li>Improving margins in TX and Berlin ($900/car);</li><li>Manufacturing improvements (including lower input &amp; logistics costs - perhaps up to $1,000/car);</li><li>Opex leverage (~$1,100/car);</li><li>IRA tax credits on cell manufacturing (up to $625/car).</li></ol><p>“On net, we believe TSLA has the potential to offset $2,000-3,600/car in price cuts next year, though much of it could be in op ex &amp; tax credits,” they added.</p><p>Bernstein&#39;s new FQ4 forecast now calls forearnings per shareof $1.17 on revenue of $25.3 billion, below the average analyst estimate of $1.26 on revenue of $26.1B. 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBernstein Cuts Tesla Estimates to \"Significantly\" Below Consensus on EV Demand Issues\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/stock-market-news/bernstein-cuts-tesla-estimates-to-significantly-below-consensus-on-ev-demand-issues-432SI-2959044><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bernstein analysts lowered fourth-quarter and full-year estimates on Tesla to numbers that are “comfortable below consensus” as the company “increasingly appears to have a demand issue.”They believe ...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/bernstein-cuts-tesla-estimates-to-significantly-below-consensus-on-ev-demand-issues-432SI-2959044\">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.investing.com/news/stock-market-news/bernstein-cuts-tesla-estimates-to-significantly-below-consensus-on-ev-demand-issues-432SI-2959044","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140598163","content_text":"Bernstein analysts lowered fourth-quarter and full-year estimates on Tesla to numbers that are “comfortable below consensus” as the company “increasingly appears to have a demand issue.”They believe Tesla has finally started to experience slowdown after the electric vehicle (EV) maker cut prices in China and the U.S., and “purportedly” decreased Chinaproduction. The price cuts are negatively impacting average selling prices (ASPs) by 2.6%, or $1,400 per EV unit, the analysts added.“All else equal, this points to a 200 bps decrease in automotive gross margins. 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For FY23, Bernstein projects EPS of $4.96 on revenue of $111B, again below the consensus of $5.59 on sales of $116B.“Given TSLA's pullback YTD, we see current risk/reward on the stock as more balanced, though still somewhat negative, due to Tesla's absolute valuation, and the increasing risk of downward revisions amid potential demand challenges,” the analysts concluded.Tesla stock, which Bernstein rates as Underperform with a $150 per share price target, closed at $174.04 on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920194943,"gmtCreate":1670454595582,"gmtModify":1676538369578,"author":{"id":"4132408472315402","authorId":"4132408472315402","name":"zaw lin","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ISF.UK\">$FTSE100 ETF(ISF.UK)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/ISF.UK\">$FTSE100 ETF(ISF.UK)$ &nbsp;</a>","text":"$FTSE100 ETF(ISF.UK)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920194943","isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920302779,"gmtCreate":1670427704292,"gmtModify":1676538366027,"author":{"id":"4132408472315402","authorId":"4132408472315402","name":"zaw lin","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920302779","repostId":"9967671846","repostType":1,"repost":{"id":9967671846,"gmtCreate":1670326352085,"gmtModify":1676538344524,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/61ed9b39c6cbcdce6372edc1c0b48a2d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"2022 Most Popular Author Voting: Who are Tiger Stars of the Year?","htmlText":"Time flies! The year 2022 is coming to an end.&nbsp;During this year, many Tigers in our community have published&nbsp;many&nbsp;informative and impressive posts, which&nbsp;contributed&nbsp;to&nbsp;both&nbsp;the&nbsp;communinty&nbsp;and&nbsp;Tigers'&nbsp;trading. We really appreciate everyone's contribution! Among those authors, whose contents do you find most helpful to your investment? Who is your favorite&nbsp;Tiger&nbsp;Star?Now is the time to vote&nbsp;for&nbsp;your favorite&nbsp;Tiger&nbsp;Stars&nbsp;in&nbsp;2022.First, let's congratulate these 30 authors, who are selected as the nominees for the 2022 Most Popular Author, and&nbsp;will be awarded 1000&nbsp;Tiger&nbsp;Coins&nbsp;!(The nominees are selected based on the number of feature posts views, comments, likes, new followers, an","listText":"Time flies! 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