mtwr82
2021-03-02
Please like and comment on my post. Thankyou!
[微笑]
Tesla's strong ecosystem seen reducing risk of being 'Blackberried'
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
2
2
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":365942218,"tweetId":"365942218","gmtCreate":1614693856434,"gmtModify":1703479953448,"author":{"id":3574136404402771,"idStr":"3574136404402771","authorId":3574136404402771,"authorIdStr":"3574136404402771","name":"mtwr82","avatar":"https://static.tigerbbs.com/2538e2ef5a20a313f0eba1f1415a7c24","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Please like and comment on my post. Thankyou!<span>[微笑] </span></p></body></html>","htmlText":"<html><head></head><body><p>Please like and comment on my post. Thankyou!<span>[微笑] </span></p></body></html>","text":"Please like and comment on my post. Thankyou![微笑]","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/365942218","repostId":1187424506,"repostType":4,"repost":{"id":"1187424506","kind":"news","pubTimestamp":1614691160,"share":"https://www.laohu8.com/m/news/1187424506?lang=&edition=full","pubTime":"2021-03-02 21:19","market":"us","language":"en","title":"Tesla's strong ecosystem seen reducing risk of being 'Blackberried'","url":"https://stock-news.laohu8.com/highlight/detail?id=1187424506","media":"seekingalpha","summary":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors of Appl","content":"<p>(March 2) Morgan Stanley takes another crack at looking at the implication for <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> of Apple making a major move intoelectric vehicles.</p><p>\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.</p><p>Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.</p><p>\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"</p><p>For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.</p><p>Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, & 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"</p><p>TSLA -0.20% premarket to $717.00 vs. the 52-week trading range of $70.10 to $900.40.</p><p><img src=\"https://static.tigerbbs.com/61c91776690a4538ce01f06f918ea2fe\" tg-width=\"1083\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","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>Tesla's strong ecosystem seen reducing risk of being 'Blackberried'</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\">\nTesla's strong ecosystem seen reducing risk of being 'Blackberried'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 21:19 GMT+8 <a href=https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of ...</p>\n\n<a href=\"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried\">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://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187424506","content_text":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, & 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"TSLA -0.20% premarket to $717.00 vs. the 52-week trading range of $70.10 to $900.40.","news_type":1},"isVote":1,"tweetType":1,"viewCount":737,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":44,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/365942218"}
精彩评论