А что, до сих пор не очевидно, что Теслу не надо сравнивать с автомобильным и индустриальным сектором?LeeVan писал(а):тоесть то, что происходит, не лезет ни в какие ворота для автомобильного и индустриального сектора.Tesla Inc. stock skyrocketed Tuesday as one analyst said the shares’ ongoing rally is “extremely unusual” in the automobile and industrial sectors.
Сколько нужно примеров отличий от обычных автопроизводителей, чтобы это наконец понять?
Это всего лишь одно из мнений.LeeVan писал(а):Пузырик, стало быть, надувается по совершенно другим причинам, никак не связаным с производством, как таковым.
Вот другое: https://markets.businessinsider.com/new ... 1028832892
Ferragu increased his price target, sticking to his expectations that Tesla will sell 2 million to 3 million cars per year after 2025, like other premium brands and in line with BMW, according to the Tuesday note. That would justify a market capitalization of $230 billion to $350 billion, or roughly $1,200 to $2,000 per share.
"Discounted back to early 2021, we would see that fully priced with a stock in the $640-960 range. On that basis, we increase our target price to $800," Ferragu wrote.
Over the last year and a half, three points of Ferragu's thesis on Tesla have been validated, he wrote in the Tuesday note. "Tesla achieved 40% cost, range, performance improvement over the past 7 years," Ferragu wrote. "Competition is lagging, and the best is yet to come."
He also pointed out that demand for Teslas is strong and "trading up," citing Model 3 sales in the US premium market and plans for expanding beyond.
In addition, the company is executing, "leading gross margins, cash flow positive, and a strong production capacity outlook with Shanghai ramping, Model Y production in Fremont scheduled this summer, and plans for a European factory in place," he wrote.
