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StonksforDom
2021-04-08

Tesla all the way [龇牙]

How EVs Could Get a Boost From Biden

If electric vehicles are part of the Biden infrastructure plan, that’s a big deal—for both car buyer

How EVs Could Get a Boost From Biden

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And the biggest winner would be the biggest EV maker, Tesla.</p>\n<p>Right now, the government gives a tax credit of $7,500 for a car. There’s a catch, though: Each manufacturer has a cap of 200,000 EVs sold in the U.S. If they sell more than that, a buyer can’t get the deduction. For example, Nissan hasn’t sold 200,000 of, say, itsLeaf EVs, so a buyer gets the deduction. The same is true for other EV makers—the deduction is still available—except two: Tesla (ticker: TSLA) andGeneral Motors(GM).</p>\n<p>GM supports the tax credit—and getting rid of the cap. In an essay on LinkedIn, President Mark Reusspushed for “smart and effective public policy.”He focused on three key points: investment in fast-charging stations, which would boost consumer confidence in EVs; buyer incentives, including “a modification to the EV tax credit so that customers of first movers like GM are not penalized, and one that makes used EV buyers eligible;” and investment tax credits so companies can build more EV plants in the U.S.</p>\n<p>Early on, analysts figured Biden’s plan would lift the cap but keep the credit amount at $7,500. Now, they’re thinking no cap and a $10,000 credit, which would be what Wedbush analystDan Ivesdescribes as “a goldilocks scenario in the eyes of the Street” and a spark plug for the sector.</p>\n<p>Morgan Stanley‘sAdam Jonasis telling investors to get ready for “an EV infrastructure bill—including purchase incentives for EVs.” A new federal push wouldn’t only be good for Tesla and the legacy auto makers like GM but EV start-ups likeLucid Motors. Still, for Jonas, the biggest winner would be Tesla. “Put it all together and we believe auto investors face a greater risk of not owning Tesla shares.”</p>\n<p>Both Ives and Jonas are Tesla bulls, rating shares Buy. Ives’ target price $1,000. Jonas has an $880 target price.</p>\n<p>Tesla would come out on top because of the lifted cap—and buyers would get their tax credit back. And $10,000 is a hefty sum because an EV costs more up front than a gasoline-powered car because an EV battery is more expensive than a gas tank.</p>\n<p>Compare a Tesla to two popular gas-powered models. Tesla’s Model 3 starts at about $37,000. With a $10,000 tax credit, the purchase price drops to about $27,000.Toyota(TM) Camrys and&nbsp;Honda&nbsp;(HMC) Accords start at about $25,000.</p>\n<p>The same holds true for other EVs. Both the Chevy Bolt and Hyundai’s Kona start at about $37,000. A Nissan Rogue crossover and&nbsp;HondaCR-V both start around 25,000.</p>\n<p>The&nbsp;Ford Motor(F) Mach E starts at about $43,000. A Tesla Model Y starts at about $40,000. A Mach E version that&nbsp;<i>Barron’s</i>&nbsp;drovecost roughly $60,000. A compact&nbsp;BMW(BMW) crossover starts at about $60,000 as well.</p>\n<p><img src=\"https://static.tigerbbs.com/e4c846d8b2d75fd56a72882eb3eb4cbd\" tg-width=\"937\" tg-height=\"637\"></p>\n<p>The tax credit essentially wipes out the up-front price difference, and an EV costs less to operate and maintain. At current gasoline and electricity prices, charging an EV costs less than fueling up a car. Maintaining one is also cheaper because, essentially, an EV engine is less complicated. Much of the technology is in the batteries, which don’t move and can last hundreds of thousands of miles, as long as a traditional car can stay on the road.</p>\n<p>Now, that isn’t to say that everything’s a plus about EVs. There are still range differences and EVs still take longer to charge than gas-powered cars take to fill up. But, shrinking the purchase gap would make many EVs more attractive—and that would mean a boost to demand, which would translate to the EV stocks.</p>\n<p>For Tesla, demand isn’t a problem. Tesla beat first-quarter delivery expectations. Yet, the EV pioneer’s stock is down 4% year to date. The&nbsp;Russell 1000 Value Indexis up about 12% year to date; The&nbsp;Russell 1000 Growth Indexis up about 4%.</p>\n<p>The biggest reason that Tesla is dragging: higher interest rates and a rotation into value stocks. And GM is one of those value stocks benefiting from the rotation. It’s shares are up about 47% year to date.</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>How EVs Could Get a Boost From Biden</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\">\nHow EVs Could Get a Boost From Biden\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-08 15:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/how-evs-could-get-a-big-boost-from-biden-51617822887?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If electric vehicles are part of the Biden infrastructure plan, that’s a big deal—for both car buyers and the auto companies. And the biggest winner would be the biggest EV maker, Tesla.\nRight now, ...</p>\n\n<a href=\"https://www.barrons.com/articles/how-evs-could-get-a-big-boost-from-biden-51617822887?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","TM":"丰田汽车","GM":"通用汽车","HMC":"本田汽车","TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/how-evs-could-get-a-big-boost-from-biden-51617822887?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154444764","content_text":"If electric vehicles are part of the Biden infrastructure plan, that’s a big deal—for both car buyers and the auto companies. And the biggest winner would be the biggest EV maker, Tesla.\nRight now, the government gives a tax credit of $7,500 for a car. There’s a catch, though: Each manufacturer has a cap of 200,000 EVs sold in the U.S. If they sell more than that, a buyer can’t get the deduction. For example, Nissan hasn’t sold 200,000 of, say, itsLeaf EVs, so a buyer gets the deduction. The same is true for other EV makers—the deduction is still available—except two: Tesla (ticker: TSLA) andGeneral Motors(GM).\nGM supports the tax credit—and getting rid of the cap. In an essay on LinkedIn, President Mark Reusspushed for “smart and effective public policy.”He focused on three key points: investment in fast-charging stations, which would boost consumer confidence in EVs; buyer incentives, including “a modification to the EV tax credit so that customers of first movers like GM are not penalized, and one that makes used EV buyers eligible;” and investment tax credits so companies can build more EV plants in the U.S.\nEarly on, analysts figured Biden’s plan would lift the cap but keep the credit amount at $7,500. Now, they’re thinking no cap and a $10,000 credit, which would be what Wedbush analystDan Ivesdescribes as “a goldilocks scenario in the eyes of the Street” and a spark plug for the sector.\nMorgan Stanley‘sAdam Jonasis telling investors to get ready for “an EV infrastructure bill—including purchase incentives for EVs.” A new federal push wouldn’t only be good for Tesla and the legacy auto makers like GM but EV start-ups likeLucid Motors. Still, for Jonas, the biggest winner would be Tesla. “Put it all together and we believe auto investors face a greater risk of not owning Tesla shares.”\nBoth Ives and Jonas are Tesla bulls, rating shares Buy. Ives’ target price $1,000. Jonas has an $880 target price.\nTesla would come out on top because of the lifted cap—and buyers would get their tax credit back. And $10,000 is a hefty sum because an EV costs more up front than a gasoline-powered car because an EV battery is more expensive than a gas tank.\nCompare a Tesla to two popular gas-powered models. Tesla’s Model 3 starts at about $37,000. With a $10,000 tax credit, the purchase price drops to about $27,000.Toyota(TM) Camrys and Honda (HMC) Accords start at about $25,000.\nThe same holds true for other EVs. Both the Chevy Bolt and Hyundai’s Kona start at about $37,000. A Nissan Rogue crossover and HondaCR-V both start around 25,000.\nThe Ford Motor(F) Mach E starts at about $43,000. A Tesla Model Y starts at about $40,000. A Mach E version that Barron’s drovecost roughly $60,000. A compact BMW(BMW) crossover starts at about $60,000 as well.\n\nThe tax credit essentially wipes out the up-front price difference, and an EV costs less to operate and maintain. At current gasoline and electricity prices, charging an EV costs less than fueling up a car. Maintaining one is also cheaper because, essentially, an EV engine is less complicated. Much of the technology is in the batteries, which don’t move and can last hundreds of thousands of miles, as long as a traditional car can stay on the road.\nNow, that isn’t to say that everything’s a plus about EVs. There are still range differences and EVs still take longer to charge than gas-powered cars take to fill up. But, shrinking the purchase gap would make many EVs more attractive—and that would mean a boost to demand, which would translate to the EV stocks.\nFor Tesla, demand isn’t a problem. Tesla beat first-quarter delivery expectations. Yet, the EV pioneer’s stock is down 4% year to date. The Russell 1000 Value Indexis up about 12% year to date; The Russell 1000 Growth Indexis up about 4%.\nThe biggest reason that Tesla is dragging: higher interest rates and a rotation into value stocks. And GM is one of those value stocks benefiting from the rotation. It’s shares are up about 47% year to date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":511,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":20,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}