l******r
发帖数: 4021 | 1 What do long-established automakers have to fear from Tesla Motors Inc (TSLA
)? Quite a bit, according to Morgan Stanley analysts.
Tesla Motors Inc (NASDAQ:TSLA) continues to receive praise for its Model S s
edan. Even the company’s competitors seem to like it. Morgan Stanley analys
ts Adam Jonas, Ravi Shanker, Paresh Jain and Yejay Ying issued a report to i
nvestors explaining what options competitors might have if they want to dama
ge Tesla’s chances at success. However, the analysts said their options are
slim to none.
Tesla motors
Tesla’s Model S receives praise
They note that the world’s biggest car companies “must be annoyed at readi
ng all the media headlines about the Model S as a car, Tesla as a company an
d Elon Musk as a visionary.” Many owners of the Model S sedan say it’s the
best car they have ever owned.
The Morgan Stanley analysts said “most serious auto companies” have actual
ly purchased at least one of Tesla Motors Inc (NASDAQ:TSLA)’s Model S sedan
s “to throw around the track and tear down with a blowtorch.” They note th
at although no official praise has made, their discussions with management o
f competing automakers indicates that they are taking Tesla very seriously.
In fact, they said many of Tesla’s competitors have expressed their admirat
ion of the Model S.
Just this month, engineers at Volkswagen AG (ETR:VOW) expressed their admira
tion of the Model S, specifically its axle positioning and battery managemen
t.
Is Tesla a real threat?
So should competitors really pay all that much attention to Tesla Motors Inc
(NASDAQ:TSLA)? The analysts said that the company is indeed a force to be r
eckoned with because it has gained 23 basis points of U.S. share with a sing
le product. They note that if the automaker can have a 25 percent gross marg
in in the fourth quarter of the year with only 21,000 vehicles products, the
n this could raise questions “and pulse-rates” throughout the auto industr
y.
They said that in January they were asked whether the automaker would make i
t through the year, but currently people are asking them if the world’s sup
ply of Lithium batteries will run out because of the Model S sedan’s projec
ted sales volume.
What might competitors do to battle Tesla?
So what could competitors do if they are really worried about Tesla Motors I
nc (NASDAQ:TSLA)? They said they could stop buying zero-emission vehicle cre
dits from the automaker to cut off funding for its research and development
and capital expenditures. Or they could stop buying battery and power train
units from Tesla.
The analysts said apart from making a product that is simply better than wha
t Tesla offers, there isn’t much competing automakers can or should do othe
r than make room for the company. They also said that at this point, Tesla M
otors Inc (NASDAQ:TSLA)’s success rides completely on its ability to keep “
designing, developing and selling attractive vehicles and making money while
doing it.” They said the bar has been set high with the Model S, but they
believe the Model X crossover vehicle, Tesla’s next offering, might be even
better than the Model S. | l******r
发帖数: 4021 | 2 增街要打压吸筹的时候，用valuation来说事儿。筹码拿够了，准备要涨了，开始prais
e了。
TSLA
s
analys
i
dama
are
【在 l******r 的大作中提到】
: What do long-established automakers have to fear from Tesla Motors Inc (TSLA
: )? Quite a bit, according to Morgan Stanley analysts.
: Tesla Motors Inc (NASDAQ:TSLA) continues to receive praise for its Model S s
: edan. Even the company’s competitors seem to like it. Morgan Stanley analys
: ts Adam Jonas, Ravi Shanker, Paresh Jain and Yejay Ying issued a report to i
: nvestors explaining what options competitors might have if they want to dama
: ge Tesla’s chances at success. However, the analysts said their options are
: slim to none.
: Tesla motors
: Tesla’s Model S receives praise
| L****n
发帖数: 12932 | 3 你得到了他。
prais
【在 l******r 的大作中提到】
: 增街要打压吸筹的时候，用valuation来说事儿。筹码拿够了，准备要涨了，开始prais
: e了。
:
: TSLA
: s
: analys
: i
: dama
: are
| l******r
发帖数: 4021 | 4 对于小散来说，有且只有紧跟mm的脚步。all in TSLA!
【在 L****n 的大作中提到】
: 你得到了他。
:
: prais
| M********i
发帖数: 4082 | 5 目标190！
【在 l******r 的大作中提到】
: 对于小散来说，有且只有紧跟mm的脚步。all in TSLA!
| l******r
发帖数: 4021 | 6 必须的。
【在 M********i 的大作中提到】
: 目标190！
|
|
