ROUNDUP/'WSJ': FBI ermittelt wegen Falschangaben zu Model 3 gegen Tesla (Seite 551) | Diskussion im Forum

[faultcode]

Antwort auf Beitrag Nr.: 66.636.488 von faultcode am 27.01.21 13:36:46

Baron Partners' Huge Tesla Stake Leads to Downgrade
Having 47% of net assets in this holding highlights the fund's lax risk controls.
https://www.morningstar.com/articles/1018888/baron-partners-…


...

[faultcode]

Antwort auf Beitrag Nr.: 66.611.993 von faultcode am 26.01.21 12:30:48

26.1.
Gordon Johnson: Expect Tesla To "Beat" On 2021 Shipment Guidance And Q4 Net Income
https://www.zerohedge.com/markets/gordon-johnson-expect-tesl…
...
Tesla is set to report earnings on Wednesday after the bell this week and, as such, GLJ's principal Gordon Johnson has released his look into what Q4 numbers could bring. Johnson estimates that Tesla will beat expectations in both its 2021 shipment guidance and its Q4 2020 net income.

In a note published Tuesday, January 26, Johnson notes that Tesla's Q4 net margins are expected to come in at a "magical" industry best without any good reason for doing so:

While we have historically done a bridge to approximate TSLA's forward gross margin, we no longer feel this approach works. Why? Well, simply put, despite 15 price cuts in 2020 for an average ~12.66%, vs. a volume-weighted avg. fall in battery costs of -12.74% in 2020 YoY according to BNEF, TSLA reported higher auto segment margins in 3Q20 (i.e., 27.7%) vs. those reported in both 1Q20 (i.e., 25.5%) and 2Q20 (i.e., 25.4%) - and appears set to report record margins in 4Q20.
...

TSLA's 3Q20 COGS margin improvement of +7% was the best seen since 3Q18, and second best since 1Q17. That is, as the math above shows, to simply say battery prices are falling does not appear to be a valid explanation for TSLA's seemingly impressive margins.


The better margins will come despite the fact that, as we have consistently documented here on Zero Hedge, Tesla continues to lower prices across the board in both the U.S. and China.
...

[Neutralinsky]

Mittel-Klasse Limo. Model3 1.1.’19-31.12.’20 Deutschland
SRplus RWD + LR RWD + LR AWD + LR AWD Performance:

Z u l a s s u n g e n 24.215

(Quelle: www.kba.de )

F ö r d e r u n g e n "Umweltbonus"*

ohne Hybride also nur reine Elektro-Anträge seit 1.7.’16 gesamt 249.874
davon TESLA M3 21.988 d.h. 8,8%
davon TESLA MS _2.409 d.h. 1,0%
=davon TSLA 24.397 d.h. 9,8%

zum Vergleich

F ö r d e r u n g e n "Umweltbonus"*

ohne Hybride also nur reine Elektro-Anträge seit 1.7.’16 gesamt 249.874
davon VW e-Golf 22.738 d.h. 9,1%
davon VW e-Up 10.798 d.h. 4,3%
davon VW id.3 _6.398 d.h. 2,6% neu Q4‘20
davon VW id.4 __.178 d.h. 0,1% neu 12‘20
=davon VolksWagen (ohne AUDI e-trons) 40.112 d.h. 16,1%

*je nach Zeitpunkt u. Art: 1,25T€ bzw. 1,5T€ bzw. 2T€ bzw. 2,5T€ bzw. 3T€ bzw. 5T€ bzw. 6T€ staatlicher Zuschuss

(Quelle: www.bafa.de )

[Neutralinsky]

Antwort auf Beitrag Nr.: 66.616.610 von Neutralinsky am 26.01.21 16:06:40

EUROPA Z u l a s s u n g e n 1-12’20:

TESLA ModelX (CUV) _5.756
TESLA ModelS (Limo.) _5.390
TESLA Model3 (Limo.) 87.642
=TSLA _98.788

VW id.4 (SUV) _4.714
VW id.3 56.397
VW e-Golf 33.659
VW e-Up 21.942
=VW 116.712
AUDI e-tron (SUV+CUV) 35.463
PORSCHE Taycan (Limo.) 12.574
=VOLKSWAGEN 164.749

(Quellen: www.teslamotorsclub.com www.ev-sales.blogspot.com )

[faultcode]

Warum der Tweet von EM zu GME kurz nach offiz. Handelsschluss?

Darum: TSLA wurde überholt


https://twitter.com/EricBalchunas/status/1354187341582233611

[Peter_Student]

Antwort auf Beitrag Nr.: 66.611.993 von faultcode am 26.01.21 12:30:48

Zitat von faultcode:

Zitat von faultcode: 23.9.
The Big Short's Michael Burry Targets Tesla In Series Of Tweets
https://www.zerohedge.com/markets/big-shorts-michael-burry-t…
...

https://twitter.com/CCM_Ryan/status/1353383821580767232

https://markets.businessinsider.com/news/stocks/big-short-mi…

[Neutralinsky]

EUROPA Z u l a s s u n g e n

Ober-Klasse

1-12’20: TESLA ModelX (CUV) _5.756
1-12’19: TESLA ModelX (CUV) _7.347
1-12’18: TESLA ModelX (CUV) 12.723
1-12’17: TESLA ModelX (CUV) 12.733

1-12’20: AUDI e-tron (SUV+CUV) 35.463
1-12’19: AUDI e-tron (SUV+___) 18.483

1-12’20: MERCEDES eqc (SUV) 14.610

1-12’20: JAGUAR i-Pace (CUV) 13.916
1-12’19: JAGUAR i-Pace (CUV) 12.722
9-12’18: JAGUAR i-Pace (CUV) _6.319

1-12’20: TESLA ModelS (Limo.) _5.390
1-12’19: TESLA ModelS (Limo.) _7.888
1-12’18: TESLA ModelS (Limo.) 16.534
1-12’17: TESLA ModelS (Limo.) 15.546

1-12’20: PORSCHE Taycan (Limo.) 12.574

Mittel-Klasse

?-12’21: TESLA ModelY (CUV) ??.???

12-12’20: VW id.4 (SUV) _4.714

1-12’20: TESLA Model3 (Limo.) 87.642
1-12’19: TESLA Model3 (Limo.) 95.247

Kompakt-Klasse

9-12’20: VW id.3 56.397

1-12’20: VW e-Golf 33.659
1-12’19: VW e-Golf 28.710
1-12’18: VW e-Golf 21.252
1-12’17: VW e-Golf 12.895

Klein-Wagen

1-12’20: VW e-Up 21.942

1-12’20: BMW i3 23.502
1-12’19: BMW i3 32.828
1-12’18: BMW i3 24.432
1-12’17: BMW i3 20.855

(Quellen: www.teslamotorsclub.com www.ev-sales.blogspot.com )

[Magictrader]

Klar baut Tesla 750 bis 800.000 Fahrzeuge dieses Jahr, ändert aber nichts an der dramatischen Überbewertung.

[faultcode]

Antwort auf Beitrag Nr.: 65.175.868 von faultcode am 23.09.20 23:42:25

Zitat von faultcode: 23.9.
The Big Short's Michael Burry Targets Tesla In Series Of Tweets
https://www.zerohedge.com/markets/big-shorts-michael-burry-t…
...

https://twitter.com/CCM_Ryan/status/1353383821580767232

[faultcode]

https://twitter.com/EuroEVReport/status/1353930859716489216
https://www.schmidtmatthias.de/electriccarreports