TSLA Q1交付量
財經台韭菜
442 回覆
22 Like
4 Dislike
三隻猴子=一隻肥猴子
對賭：4/5 call
160蚊應該已經反映咗一部分
但係我估一出個數據真係咁差
會再跌落去
但係我估一出個數據真係咁差
會再跌落去
其實唔難估, 係要啲時間整理資料,
各國政府每個月都有出牌數字
而家個價price in左交付量啦
各國政府每個月都有出牌數字
而家個價price in左交付量啦
信木頭姐
唔睇Delivery唔睇EV Margin唔睇EPS Growth，唔通睇佢畫餅？
傻閪RIVN話出新車都升兩成啦
（雖然而家打回原形）
（雖然而家打回原形）
底？？？？？NVDA？？？？？
Citi lowers deliveries to 430k as March datapts continue to disappoint
Canaccord defends TSLA saying sentiment is lopsided and although they agree the company is between 2 major growth waves with 2024 a tough year, Canaccord thinks the issues of Q1’24 appear to be somewhat demand related, but mostly supply related. The firm estimates that supply constraints may have cost Tesla 95k units in deliveries. Canaccord thinks its possible with better pricing in place (for now), there is potential for better margins as the CyberTracker ramps.
Yipit showing slightly uptick in US orders in the most recent week
Canaccord defends TSLA saying sentiment is lopsided and although they agree the company is between 2 major growth waves with 2024 a tough year, Canaccord thinks the issues of Q1’24 appear to be somewhat demand related, but mostly supply related. The firm estimates that supply constraints may have cost Tesla 95k units in deliveries. Canaccord thinks its possible with better pricing in place (for now), there is potential for better margins as the CyberTracker ramps.
Yipit showing slightly uptick in US orders in the most recent week
TSLA +1% as 3p showed a slight uptick in recent week’s US data and Canaccord defended saying a good part of the deliveries weakness for the q is more supply than demand.
樓主有冇貨
現價都唔捨得入 好想佢再跌
160再入
最好就返160 未入夠
又可以put
今日通漲數據第一棍
到tale帶領第二棍
完美劇本
今日通漲數據第一棍
到tale帶領第二棍
完美劇本
*tsla
跌到120先入
樓主put緊
假如FSD可以令24年全年eps增加10%，目前股價仍然過高，雖然Q1交付量預期由3月頭一路下調，但好有可能仍然高估咗，sell side 預期425k，buy side 預期大概415k
最尾一星期北美訂單有少量回升，唔sure交付量會衝多幾多，但呢兩日TSLA回升反應緊
最尾一星期北美訂單有少量回升，唔sure交付量會衝多幾多，但呢兩日TSLA回升反應緊
好頭痛
睇option flow TSLA 勁多put
再觀察下先，唔贏好過輸
DB cuts deliveries to 414k, down from 427k on weaker than expected sales in China last few weeks of March
DB says although Tesla has announced it will raise prices in the U.S. and China effective April, they view it as an attempt to boost sales in March, rather than a sign of solid demand. They are at $22.1B down from $22.8B for revenue and below street at $24B. They model GM of 14.5% driven by px cuts, model y px adjustments, and targeted inventory discounts and incentives. DB says every 5% of take rate of incremental vehicles that opt in for FSD in the US assuming $2,400 annual rev leads to 1c to EPS.
Buyside is around 410-415k and DB is now near low on the street as estimates have been revised lower materially over the last couple of weeks.
DB says although Tesla has announced it will raise prices in the U.S. and China effective April, they view it as an attempt to boost sales in March, rather than a sign of solid demand. They are at $22.1B down from $22.8B for revenue and below street at $24B. They model GM of 14.5% driven by px cuts, model y px adjustments, and targeted inventory discounts and incentives. DB says every 5% of take rate of incremental vehicles that opt in for FSD in the US assuming $2,400 annual rev leads to 1c to EPS.
Buyside is around 410-415k and DB is now near low on the street as estimates have been revised lower materially over the last couple of weeks.