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
財經台韭菜2024-03-28 09:03:58
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.
寫意喝啖茶2024-03-28 09:21:20
樓主有冇貨
像我在往日2024-03-28 11:05:00
現價都唔捨得入 好想佢再跌
愈浪漫愈鳩硬2024-03-28 11:51:09
160再入
全倉IBM2024-03-28 12:15:36
最好就返160 未入夠
打完J唔要和尚2024-03-28 12:17:55
又可以put
今日通漲數據第一棍
到tale帶領第二棍
完美劇本
打完J唔要和尚2024-03-28 12:18:16
*tsla
糖英年早逝2024-03-28 14:42:35
跌到120先入
我叫曾愷穎2024-03-28 15:08:10
樓主put緊
財經台韭菜2024-03-28 15:46:27
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
財經台韭菜2024-03-28 15:47:51
好頭痛
財經台韭菜2024-03-28 16:46:33
睇option flow TSLA 勁多put
我叫曾愷穎2024-03-28 17:25:17
再觀察下先,唔贏好過輸
財經台韭菜2024-03-28 20:31:58
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.