l******o
发帖数: 162 | 1 3/10/2020 Tesla announced 1 million milestone; up to Q4:19, Tesla totally
produced 919,500
This means that Tesla produced about 80,500 cars in Q1 2020 up to 3/10/2020,
or an average daily production rate of 1,150;
Tesla closed on 3/23/20. 1,150 x 11 = 12,650
Plus shanghai 3/23 to 3/31 about: 3000
Totally estimated production is about 96,150
Tesla is supply constraint; so estimating its delivery makes sense from a
supply perspective. Considering 2K in transit at the end of Q4, total
delivery is about 96K to 98K.
Wall Street estimation is about 82K to 90K.
A sure beat.
====================
https://www.mitbbs.com/article_t/Stock/37751865.html
https://www.mitbbs.com/article_t/Stock/37723473.html
https://www.mitbbs.com/article_t/Stock/37764311.html | l******o
发帖数: 162 | | Y*Y
发帖数: 694 | | w**********a
发帖数: 10 | 4 感谢。
比爱腚爆和muse好一万倍，data而不是瞎猜。 | T*********4
发帖数: 451 | 5 问题不是这个quarter, 跟着的几个quarters呢？ 虽然我是long TSLA, 但这次virus的
影响后感觉不是很乐观。
2020,
【在 l******o 的大作中提到】
: 3/10/2020 Tesla announced 1 million milestone; up to Q4:19, Tesla totally
: produced 919,500
: This means that Tesla produced about 80,500 cars in Q1 2020 up to 3/10/2020,
: or an average daily production rate of 1,150;
: Tesla closed on 3/23/20. 1,150 x 11 = 12,650
: Plus shanghai 3/23 to 3/31 about: 3000
: Totally estimated production is about 96,150
: Tesla is supply constraint; so estimating its delivery makes sense from a
: supply perspective. Considering 2K in transit at the end of Q4, total
: delivery is about 96K to 98K.
| d***a
发帖数: 13752 | 6 怎么会这么高？中国和欧洲的汽车市场Q1就已经变差了。 | d*****n
发帖数: 782 | 7 Q1 beat的意义应该不大了，关键是Q2和全年展望把。 | E*********r
发帖数: 4984 | | E*********r
发帖数: 4984 | 9 不过今年特斯拉有借口，反正都是疫情搞的，本来都可能过100万。 | l******o
发帖数: 162 | 10 production 基本和我的一致
Delivery 稍微低于我的预期
Q1 盈利基本上定了 | Y*Y
发帖数: 694 | 11 产能刚刚地，销售量也很好了，考虑到病毒的影响。
【在 l******o 的大作中提到】
: production 基本和我的一致
: Delivery 稍微低于我的预期
: Q1 盈利基本上定了
| Y*Y
发帖数: 694 | 12 关于盈利，小蝌蚪我不懂财务，但我想，生产的车多于卖出去的，是不是会负面影响Q1
的盈利？
【在 l******o 的大作中提到】
: production 基本和我的一致
: Delivery 稍微低于我的预期
: Q1 盈利基本上定了
|
|
