Tesla And BYD Are Reframing An Age Old Stock Market Question
Morgan Stanley’s Adam Jonas says about 66% of Tesla’s value rests on robotaxi and Optimus bets as the core business faces margin pressure.
6 Articles
6 Articles
China's e-car manufacturers are regarded as winners of the mobility transition. How sustainable the rise of the Chinese automotive industry is – and how investors could benefit.
In terms of market underperformance for several years in Europe and China, the shares of the auto sector do not seem to be able to rise again. However, the switch to electricity could be an axis of growth. Is it relevant to invest in the shares of the car?
Tesla And BYD Are Reframing An Age Old Stock Market Question
Tesla is betting billions that software eats the car business while BYD bets the factory floor never goes out of style. Which kind of investor are you, and does your answer actually match what you own?
Tesla has one big financial question to answer for investors: Morgan Stanley
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus. Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials. Tesla…
Electric Vehicle Pioneer Tesla Reaches 10 Million Unit Output, however BYD is a threat
What the 10 Million Number Actually Means Tesla just crossed a milestone. Tesla produced its 10th million electric vehicle, achieving the milestone six years after reaching its first million. Tesla CEO Elon Musk said, “That sounds like a lot of cars – and it is.” But here is the context that matters: Tesla hit its first million vehicles about six years ago. For a young automaker that started from scratch, that is a fast climb. The 10 million num…
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- 40% of the sources are Center, 40% of the sources lean Right
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