Min_max
2021-09-28
good article :)
Tesla Delivery Numbers Are Coming. Wall Street Expects a Record.
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
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":862134370,"tweetId":"862134370","gmtCreate":1632842342100,"gmtModify":1632842342228,"author":{"id":3585869414507662,"idStr":"3585869414507662","authorId":3585869414507662,"authorIdStr":"3585869414507662","name":"Min_max","avatar":"https://static.tigerbbs.com/a19718c12eabe8d2a0c3e3a797bd178f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":22,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>good article :)</p></body></html>","htmlText":"<html><head></head><body><p>good article :)</p></body></html>","text":"good article :)","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/862134370","repostId":1100255303,"repostType":4,"repost":{"id":"1100255303","kind":"news","pubTimestamp":1632841142,"share":"https://www.laohu8.com/m/news/1100255303?lang=&edition=full","pubTime":"2021-09-28 22:59","market":"us","language":"en","title":"Tesla Delivery Numbers Are Coming. Wall Street Expects a Record.","url":"https://stock-news.laohu8.com/highlight/detail?id=1100255303","media":"Barrons","summary":"There are just days left in the third quarter of 2021, which means auto investors are prepping for more vehicle delivery numbers. As always, Tesla‘s deliveries will be highly anticipated.The electric vehicle leader is due to report its third-quarter delivery figures in the first couple of days of October. Wall Street is expecting another record. Rising delivery figures have been part of the reason Tesla stock has been on fire of late.The September and third-quarter data will be the final figure","content":"<p>There are just days left in the third quarter of 2021, which means auto investors are prepping for more vehicle delivery numbers. As always, Tesla‘s deliveries will be highly anticipated.</p>\n<p>The electric vehicle leader (ticker: TSLA) is due to report its third-quarter delivery figures in the first couple of days of October. Wall Street is expecting another record. Rising delivery figures have been part of the reason Tesla stock has been on fire of late.</p>\n<p></p>\n<p>The September and third-quarter data will be the final figures that inform third-quarter earnings estimates.</p>\n<p>Piper Sandler analyst Alexander Potter is expecting good news—his third-quarter delivery estimate for Tesla is 233,000 vehicles. That’s partly because EV demand overseas remains solid.</p>\n<p></p>\n<p>“EVs now represent 12% of trailing 3-month vehicle sales in China, followed by 10% in Europe and 3% in the United States,” wrote Potter in a Tuesday report. “EV penetration has trended steadily higher in recent months, especially in Europe and China.”</p>\n<p>His full-year 2021 delivery estimate rose to 894,000 vehicles from 846,000. His third-quarter and full-year estimates would be records. Tesla delivered about 201,000 vehicles in the 2021 second quarter and about 500,000 vehicles in 2020.</p>\n<p>Potter is a Tesla bull, rating shares Buy with a $1,200 price target for the stock. On Tuesday, Tesla stock fell about 1.1% in early trading to $ 784.04, while U.S. stocks were lower. The Nasdaq Composite is down 2.2%. The S&P 500 and Dow Jones Industrial Average are down about 1.7% and 1.3, respectively.</p>\n<p>Credit Suisse analyst Dan Levy isn’t quite as bullish as Potter, however. He rates shares Hold with an $800 price target. He says Tesla will report 225,000 to 230,000 vehicle deliveries for the third quarter, though notes that this quarter is tough to call.</p>\n<p>The final month of any quarter tends to be Tesla’s biggest month. That dynamic has been exacerbated recently by the global semiconductor shortage that is constraining automotive production. Demand might be strong, but the global auto industry has lost about 5 million to 6 million units of production because of the shortage. For Levy, roughly 228,000 deliveries “would be impressive amid the chip shortage.”</p>\n<p>The Wall Street consensus delivery estimate is a little lower than Levy’s, at about 220,000 to 225,000 vehicles, depending on the estimate aggregation site used. Bearish analyst Gordon Johnson from independent firm GLJ Research wrote Tuesday that 223,000 deliveries will likely be taken as a good result by Tesla investors. That is a good level for judging whether the company posts a delivery “beat” or “miss.” Johnson rates Tesla shares Sell and has a $67 price target for Tesla stock. That is the lowest on Wall Street by a wide margin.</p>\n<p></p>\n<p>Still, if Tesla indeed delivers 223,000 vehicles, it doesn’t mean the stock will rise after numbers come out. Predicting a stock reaction to any delivery figure is hard. There are too many other numbers out there, and weighting them appropriately is harder than calling the actual delivery figure. Co-founder of the Future Fund Active ETF (FFND) and Tesla shareholder Gary Black, for instance, uses delivery estimates from a widely followed Tesla researcher who goes by the name Troy Teslike on Twitter (TWTR).</p>\n<p>The @TroyTeslike account publishes estimates broken down by geography and has amassed more than 33,000 Twitter followers, including many Wall Street analysts. The account projects 226,000 deliveries for the third quarter. That’s another data point investors should be aware of.</p>\n<p>That account also publishes its historical accuracy rate for quarterly delivery estimates. Its second-quarter estimates were too low by about 5,000 vehicles. The lower estimates are partly a function of the chip shortage, showing again that it has been hard—on a real-time basis—to figure exactly how the shortage is affecting different auto makers.</p>\n<p>The shortage hasn’t been a problem for Tesla stock, however. Tesla shares are up about 15% over the past three months, closing at $791.36 Monday. It was the stocks highest close since February.</p>\n<p></p>\n<p></p>\n<p></p>","source":"lsy1601382232898","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 Delivery Numbers Are Coming. Wall Street Expects a Record.</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 Delivery Numbers Are Coming. Wall Street Expects a Record.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-28 22:59 GMT+8 <a href=https://www.barrons.com/articles/tesla-stock-delivery-numbers-51632840809?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are just days left in the third quarter of 2021, which means auto investors are prepping for more vehicle delivery numbers. As always, Tesla‘s deliveries will be highly anticipated.\nThe electric...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-delivery-numbers-51632840809?mod=hp_LATEST\">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.barrons.com/articles/tesla-stock-delivery-numbers-51632840809?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100255303","content_text":"There are just days left in the third quarter of 2021, which means auto investors are prepping for more vehicle delivery numbers. As always, Tesla‘s deliveries will be highly anticipated.\nThe electric vehicle leader (ticker: TSLA) is due to report its third-quarter delivery figures in the first couple of days of October. Wall Street is expecting another record. Rising delivery figures have been part of the reason Tesla stock has been on fire of late.\n\nThe September and third-quarter data will be the final figures that inform third-quarter earnings estimates.\nPiper Sandler analyst Alexander Potter is expecting good news—his third-quarter delivery estimate for Tesla is 233,000 vehicles. That’s partly because EV demand overseas remains solid.\n\n“EVs now represent 12% of trailing 3-month vehicle sales in China, followed by 10% in Europe and 3% in the United States,” wrote Potter in a Tuesday report. “EV penetration has trended steadily higher in recent months, especially in Europe and China.”\nHis full-year 2021 delivery estimate rose to 894,000 vehicles from 846,000. His third-quarter and full-year estimates would be records. Tesla delivered about 201,000 vehicles in the 2021 second quarter and about 500,000 vehicles in 2020.\nPotter is a Tesla bull, rating shares Buy with a $1,200 price target for the stock. On Tuesday, Tesla stock fell about 1.1% in early trading to $ 784.04, while U.S. stocks were lower. The Nasdaq Composite is down 2.2%. The S&P 500 and Dow Jones Industrial Average are down about 1.7% and 1.3, respectively.\nCredit Suisse analyst Dan Levy isn’t quite as bullish as Potter, however. He rates shares Hold with an $800 price target. He says Tesla will report 225,000 to 230,000 vehicle deliveries for the third quarter, though notes that this quarter is tough to call.\nThe final month of any quarter tends to be Tesla’s biggest month. That dynamic has been exacerbated recently by the global semiconductor shortage that is constraining automotive production. Demand might be strong, but the global auto industry has lost about 5 million to 6 million units of production because of the shortage. For Levy, roughly 228,000 deliveries “would be impressive amid the chip shortage.”\nThe Wall Street consensus delivery estimate is a little lower than Levy’s, at about 220,000 to 225,000 vehicles, depending on the estimate aggregation site used. Bearish analyst Gordon Johnson from independent firm GLJ Research wrote Tuesday that 223,000 deliveries will likely be taken as a good result by Tesla investors. That is a good level for judging whether the company posts a delivery “beat” or “miss.” Johnson rates Tesla shares Sell and has a $67 price target for Tesla stock. That is the lowest on Wall Street by a wide margin.\n\nStill, if Tesla indeed delivers 223,000 vehicles, it doesn’t mean the stock will rise after numbers come out. Predicting a stock reaction to any delivery figure is hard. There are too many other numbers out there, and weighting them appropriately is harder than calling the actual delivery figure. Co-founder of the Future Fund Active ETF (FFND) and Tesla shareholder Gary Black, for instance, uses delivery estimates from a widely followed Tesla researcher who goes by the name Troy Teslike on Twitter (TWTR).\nThe @TroyTeslike account publishes estimates broken down by geography and has amassed more than 33,000 Twitter followers, including many Wall Street analysts. The account projects 226,000 deliveries for the third quarter. That’s another data point investors should be aware of.\nThat account also publishes its historical accuracy rate for quarterly delivery estimates. Its second-quarter estimates were too low by about 5,000 vehicles. The lower estimates are partly a function of the chip shortage, showing again that it has been hard—on a real-time basis—to figure exactly how the shortage is affecting different auto makers.\nThe shortage hasn’t been a problem for Tesla stock, however. Tesla shares are up about 15% over the past three months, closing at $791.36 Monday. It was the stocks highest close since February.","news_type":1},"isVote":1,"tweetType":1,"viewCount":961,"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":13,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/862134370"}
精彩评论