Tesla (TSLA)

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theDon
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Re: Tesla (TSLA)

Beitrag von theDon » 11. Mai 2020, 08:52

Elon Musk "mutiert" immer mehr zu
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CrashGuru
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Re: Tesla (TSLA)

Beitrag von CrashGuru » 12. Mai 2020, 07:23

Irgendwie ein Irrer. Nun macht er auf "Allein gegen Alle" oder "Robin Hood" ? Er bietet an sich in Haft nehmen zu lassen und meint, damit kann er den Betrieb der Fabrik weiter laufen lassen. Der sieht zu viele Geiselnahmen-Filme. :o

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Meerkat
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Re: Tesla (TSLA)

Beitrag von Meerkat » 12. Juni 2020, 20:21

Tesla (TSLA) slips below $1,000 with Morgan Stanley and Goldman Sachs downgrades
Tesla’s (TSLA) is slipping below $1,000 per share after achieving the milestone, as Morgan Stanley and Goldman Sachs are now both downgrading the automaker.

As we reported earlier this week, Tesla’s stock resumed its pre-pandemic run to reach $1,000 per share and become the world’s most valuable automaker.
The stock couldn’t hold the valuation, and it has now been set back to ~$934 per share as Morgan Stanley issued a new note about Tesla:
In a post-COVID world, we believe fewer and more powerful players will be in position to deploy capital and talent to solving autonomy with a ‘play to win’ mind-set.
They specifically mentioned Amazon as a potential competitor in autonomous driving following rumors that the online retailer is looking to buy a company in the space.
Morgan Stanley downgraded Tesla’s stock to an “Underweight rating” and reduced its price target to $650 from $680.
Schlusskurs heute 935.28 (-3.86 %)

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Meerkat
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Re: Tesla (TSLA)

Beitrag von Meerkat » 13. Juni 2020, 20:01

Tesla Cybertruck is beating a titanic rival to market, and it’s getting even better
The Tesla Cybertruck is one of several electric pickups that is expected to start production and deliveries by the end of 2021. But inasmuch as the vehicle is revolutionary thanks to its design, features, and price, it is also meeting a lot of rivals, such as the GMC Hummer EV. But among its competitors, there is arguably no bigger rival to the Cybertruck than the Ford F-150 Electric, the EV version of America’s best-selling automobile.
The Ford F-150 series is iconic. It has been the United States’ best selling vehicle for years, and for good reason. Its combination of practicality, reliability, and reasonable price makes it ideal for as both a family and utility vehicle. And as challengers such as Tesla and Rivian prepare to enter the pickup market, Ford has hinted at its plans to ensure that its place in the truck market is secure: the F-150 Electric.
Und
Tesla hängt die Konkurrenz ab (Tagi Abo)
Während Erzrivale VW stolpert, baut Elon Musk die technische Vormacht von Tesla in der Entwicklung elektrischer Fahrzeuge aus. Er hat die Produktion des absehbar hochprofitablen Modells Y beschleunigt und stösst mit dem Cybertruck in einen Markt vor, den Ford und GM seit Jahrzehnten beherrschen und für ihr Überleben gebraucht haben.

An der Börse gerieten die Aktionäre in einen Kaufrausch und bewerteten das Unternehmen mit über 190 Milliarden Dollar. Ford war damit siebenmal tiefer bewertet als Tesla, GM viermal und Volkswagen die Hälfte tiefer. Absehbar ist, dass Tesla bald schon Toyota als höchstbewerteter Autokonzern der Welt ablöst. Dabei baut Tesla zehnmal weniger Fahrzeuge als der japanische Konzern und hat bisher kein profitables Geschäftsjahr erreicht.

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Gluxi
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Re: Tesla (TSLA)

Beitrag von Gluxi » 9. Juli 2020, 20:08

Tesla vor Aufnahme in den S&P500? Und am Schluss vom Artikel auch etwas Hoffnung für Meerkat ;)

July 9 (Reuters) - Wall Street's most controversial stock
may be about to go mainstream.


Tesla Inc appears on the verge of joining the S&P
500, a major accomplishment for Chief Executive Officer Elon
Musk that would unleash a flood of new demand for the electric
car maker's shares, which have already surged 500% over the past
year.


Higher-than-expected second-quarter vehicle deliveries,
announced last week, have analysts increasingly confident the
company will show a profit in its quarterly report on July 22.
That would mark Tesla's first cumulative four-quarter profit, a
key hurdle to be added to the S&P 500.


With a market capitalization of about $250 billion, Tesla
would be among the most valuable companies ever added to the S&P
500, larger than 95% of the index's existing components. It
would have a major impact on investment funds that track the
index.



While analysts and investors have recently become more
confident of Tesla's addition, an S&P Dow Jones spokeswoman
declined to comment about specific changes to the index.


Howard Silverblatt, a senior index analyst at S&P Dow Jones,
had to look back to the dot-com era to recall a comparable
situation. In 1999, Yahoo surged 64% in five trading days
between the announcement that it would be added to the index on
Nov. 30 and its inclusion after the close of trading on Dec. 7.
Yahoo's market capitalization at the time was about $56 billion.



"The lesson learned from Yahoo was that when you have an up
and coming issue that may possibly go into the index, you should
already own a little of it," said Silverblatt. "If you had to
get into that stock, you were paying a heck of a premium
compared to owning it a week earlier."


Funds that attempt to identically track the S&P 500 have at
least $4.4 trillion of assets, according to S&P Dow Jones, and
those funds would need to buy Tesla shares quickly to avoid
errors tracking the index's performance.


Ivan Cajic, head of index & ETF research at Virtu Financial
estimates index managers would need to own roughly 25 million
shares of Tesla stock, currently worth $34 billion.


"You have all the index funds that have no choice but to
include it," said Tim Ghriskey, chief investment strategist at
Inverness Counsel in New York. "That is one reason why it has
been so strong here, in anticipation of that."


Additionally, actively managed investment funds that
benchmark their performance to the S&P 500 will be forced to
decide whether to buy Tesla shares. Such funds manage trillions
of dollars in additional assets.


"Even if you don't like Tesla and you think it's overvalued,
the fact that it is going into the index would mean trillions of
dollars would have some kind of position," said Jim Bianco, head
of Bianco Research in Chicago. "As part of their benchmark,
portfolio managers would not be able to ignore it."


Up 43% in just the past eight sessions, Tesla is among the
most loved - and hated - stocks on Wall Street. It is the U.S.
stock market's purest play bet on the rise of renewable energy
and the decline of fossil fuels, and Tesla's Model 3 sedan has
made major inroads among consumers.



However, short sellers are betting $19 billion that Tesla's
shares will fall, the largest short level on record for a U.S.
company, in dollars, according to S3 Partners.


Bears point to looming competition from Porsche, General
Motors and other longer-established rivals. They are also
skeptical of Tesla's corporate governance under Musk, who in
2018 agreed to pay $20 million and step down as chairman to
settle fraud charges.


Traders betting Tesla could be added to the S&P 500 have
almost certainly contributed to the recent rally. However,
Bianco warned that the stock could reverse if Tesla is not added
to the S&P 500.


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Meerkat
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Re: Tesla (TSLA)

Beitrag von Meerkat » 15. Juli 2020, 11:11

Unbeirrt aufwärts
Why Tesla Stock Jumped as Much as 6.2% on Tuesday Morning
Shares of Tesla (NASDAQ:TSLA) jumped on Tuesday morning, rising as much as 6.2%. As of 10:45 a.m. EDT, however, they were up only about 1.5%.
The growth stock's gain was fueled by an analyst's decision to boost his 12-month price target on the shares from $939 to $2,322.
Preisziel $2,322 :shock:
It's not surprising to see Tesla shares rising following this bullish outlook from Piper Sandler analyst Alexander Potter; a $2,322 price target represents a 50% gain over the next 12 months.
To support his optimism, Potter cites Tesla's strong potential to lead in vehicle technology over the next 10 years. The analyst recommends that investors do not sell their shares, despite the stock's monstrous rise over the past 12 months.
Bin gespannt auf heute Nachmittag

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Gluxi
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Re: Tesla (TSLA)

Beitrag von Gluxi » 15. Juli 2020, 14:16

Ich habe einen Auszug aus dem Bericht von Piper Sanders auf Twitter gesehen. Was ich lustig fand, darin werden die geschätzen Verkäufe aller bestehenden Autos von Tesla (Model S, 3, X, Y, Cybertruck, Semi, Roadster) aufgelistet bis ins Jahr 2040 (!).

Da kam bei mir gleich die Frage: "Gibt es dann überhaupt noch das Model 3 und werden bis dann keine neuen Modelle erscheinen?".

Gleichzeitig wurde der Verkaufpreis aufgeteilt in "Car" und "Software/Autopilot". Der entgültige Verkaufpreis ist leicht sinkend über die Jahre, aber nicht massiv (vielleicht 1000.- pro Jahr). Der Anteil "Software" wird die ersten paar Jahre mit 1000.- USD angegeben, dann plötzlich steigt deren Antei massiv und gleichzeitig sinkt der "Car / Hardware" Anteil.
Im Jahr 2040 schätzen sie dann den "Car /Hardwareteil" für ein Model 3 noch auf 8000.- USD, wogegen der Softwareteil irgendwas um die 30'000 USD angegeben wird. Ob das Auto dann als Robotertaxi Einnahmen auch für Tesla generiert oder wie diese Zahl zustande kommen soll, kann ich nicht nachvollziehen.

Ich habe die Zahlen nur aus dem Gedächtnis. Für meinen Geschmack ist da aber etwas gar viel Spekulation drin.

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Gluxi
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Re: Tesla (TSLA)

Beitrag von Gluxi » 16. Juli 2020, 20:19

“We used to joke that Tesla, when it files for bankruptcy, will probably have a $30 billion market cap. Short it at your own risk. I wouldn’t do that.” :lol:

https://www.marketwatch.com/story/longt ... 2020-07-16

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Meerkat
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Re: Tesla (TSLA)

Beitrag von Meerkat » 18. Juli 2020, 08:35

Gluxi hat geschrieben:
16. Juli 2020, 20:19
“We used to joke that Tesla, when it files for bankruptcy, will probably have a $30 billion market cap.
Dumme Frage: Verstehe ich das richtig: Die 300 Mia sind in den Händen der Shorties?

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Gluxi
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Registriert: 9. Januar 2019, 21:27

Re: Tesla (TSLA)

Beitrag von Gluxi » 18. Juli 2020, 09:26

Tesla hat ja knapp 300 Mrd. $ Marktkapitalisierung. Den Anteil der Leerverkäufer weiss ich nicht, aber traditionell ist Tesla eines der am meisten Leerverkauften Aktien. Dies hat wohl den Ansturm der letzten Tage/Wochen zusätzlich befeuert.
Ich kann mir vorstellen, dass der schnelle Anstieg zusätzlich Leerverkäufer oder Shorter wie Meerkat angelockt hat. Ich bin echt gespannt, welche Richtung der Kurs einschlägt.

Edit: Anscheinend sind zur Zeit rund 10% der Tesla Aktien leerverkauft.

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