Wedbush Analyst Dan Ives Raises Tesla Bull Target To a New Level

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Wedbush의 Dan Ives가 테슬라 목표가를 1,100달러로 유지하면서 강세 시나리오(bull case)를 1,500달러에서 1,800달러로 상향했다. 핵심 근거는 중국 기가 상하이 공장의 생산 확대다. 월 약 5만 대 생산 체제이며, 2022년 테슬라 인도량의 약 40%를 중국이 차지할 것으로 전망했다. 수요 측면에서는 중국의 안전 우려 등 역풍이 있었지만, 이후 수요 흐름이 테슬라에 공격적으로 유리한 방향으로 반전되고 있다고 평가했다. 4분기 중국 생산이 2022년 초까지 이어질 수 있다고 봤다. 실적 측면에서는 자동차 매출총이익률이 30% 이상, 월가 예상을 약 250bp 상회했다고 언급했다. 이를 근거로 테슬라의 마진 레버리지 스토리가 본격화되고 있다고 평가했다. EBITDA는 약 130억 달러 수준으로 제시됐다. 두 번째 주제는 테슬라 모델Y 사용 후기다. 유튜버 Ryan Shaw가 20개월, 약 2.3만 마일 오너십 후 내린 평가를 소개했다. 장점은 기술, 화물 공간, 가속, 정숙성이며, 단점은 조립 품질 불안정(잡음, 패널 간격, 시트 정렬, 도장 문제)이다. 57,000달러 가격대에 비해 품질 문제는 용납하기 어렵다는 지적이 있었다. 가격 인상과 인도 기간 연장이 이어지는 상황에서 지금 주문할지 기다릴지에 대한 고민도 제기됐다. 진행자는 테슬라 주식 보유자가 아니며, 뉴스 전달 목적이라고 밝혔다.

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01. with bush just raised tesla bull case from one thousand five five hundred dollars to one thousand eight hundred dollars and reiterated one thousand one hundred dollar price target welcome back friends this is armin harry i'm from torchnews.com please subscribe to our channel this morning eva fox reports from the tasmanian that wet bash analyst danielle ives reiterated an outperformed rating and one thousand one hundred dollar price target on tesla while raising his blue case scenario from 1 500 to 1 800 when bush raised tesla bull case from a one uh to 1 800 and rated rate rate at 1 100 target bull case lifted to 1800 as the analyst expects the manufacturers factory in china to continue ramp up and do well as i reported earlier today the production ives estimate that car deliveries from giga shanghai will account for 40 in 2022 this is likely as the chinese factory is already working on production about 50 000 vehicles every month i've said he um linchpin to the overall bull this is on tesla remains china which we estimate will represent 40 of deliveries for the electric vehicle maker in 2022 while pr safety headwinds were front and center in china earlier this year we have seen this demand trend reverge uh reverse aggressively in a bullish way for tesla in two year and with the company now on about 50 000 uh vehicle monthly run rate for china in fourth quarter that could run further into in early 2022 this was a quote from dan ives on october 23 tesla shares have received a one thousand one hundred dollar price target from wet bush i have said increase the price target tesla from 1000 while maintaining an outperform rating i've noted that tesla delivered solid top-line results which were in line with analysts expectations and the company margins below actually blew away street expectations these results are expected to speak to a new tesla margin story going forward the auto gross margin was over 30 and roughly 250 bps ahead of wall street expectations which highlights the massive leverage in the tesla story now starting to take hold with giga shanghai now being front and center and now tesla is on a on a uh beat dta run date of about 13 billion dollar which is a staggering number considering the company is still in early stages of building out its global electric vehicle mode friends i'm not a tesla holder i am not in stock market i'm telling this to you uh as a disclaimer i'm just reporting the news what's about tesla so this is armin haryan from torchnews.com please let me know your comments about your expectations on how tesla will do in the market i'm excited to see giga berlin and gigashankar a giga texas soon coming online hopefully very soon and i look forward to reading your comments uh peace be with all of you god bless you everyone subscribe to our channel for daily tesla stories and let's move on to the next story i have a couple more coming day today should you buy tesla model y the truth after 20 months and 23 000 miles of ownership tesla keeps raising prices and extending delivery estimates is it time to place your order or to wait welcome back friends this is armenhary i'm from talkmus.com please subscribe to this channel for daily valuable tesla news stephen loveday on inside tvs has a valuable analysis of ryan shaw's model y review and analysis after 20 months of tesla model by ownership and 20 000 miles of driving tesla 23 miles in tesla's youtube influencer ryan shaw got his tesla model why not long after the automaker first started delivering the electric crossover in march 2020.

02. he's now had the suv for almost 20 months and racked up about 23 000 miles shaw says it's time to talk about the good the bad the frustrating and the awesome so let's look at that together regardless of which individual reviewer or media outlet we turn four to four tesla reviews it seems that they all talk about the good bad frustrating and awesome notes love a day in inside tvs for the most part tesla owners tend to believe their cars are awesome in so many ways though some are also willing to admit tesla still has work to do in some areas shaw provides a very enthusiastic review of the model y which is to be expected however he also offers some valid criticism in this video reports in the description you will have the link to shah's video and you can take a look at that as well as link to inside tvs when the model y was first coming to market tesla ceo elon musk said it would eventually be the brand's best-selling model he also went on to say that the model y could end up being the best-selling car of any kind across globe that means it has to sell more than toyota corolla which at the time was the best-selling car in the world this was a bit difficult to believe since the model 3 has been so successful for tesla and it's cheaper quicker and sportier than the model y it really seemed as though the sporty mid size sedan would be tough to top unless of course tesla brought a smaller cheaper model to market the model y is expected and it doesn't come in a base single motor rear wheel drive configuration at least not in the states and not in the present however crossovers and sports utility vehicles are very popular in our shores in the united states and it seems people are willing to pay premium to get an electric crossover or to get an electric suv shaw says it's widely known that tesla has inconsistent is inconsistencies with build quality the model y is a 57 000 vehicle so for people to experience issues like rattles squeaks panel gaps seat misalignments and paint issues should be unacceptable for that price fortunately or happily sean notes that tesla is making obvious improvements but don't expect that car to be perfect he's personally had plenty of issues with his model wise build quality which he had to have taken cars uh care by tesla service in the past if you can see past tesla's issues with fit and finish you'll likely be impressed with the model wise technology cargo space acceleration and smooth quiet right and uh i'm glad to say for people considering the model y shaw talks about it in general details for 25 minutes you will be hard-pressed to find a more in-depth review says lava day in inside the beach especially from someone who is actually owned the car for a long time such as 20 months and 23 000 miles of ownership that said we'll leave it for you to do it for you to decide check out shaw's video and then leave us your takeaways your comments in this comment section below so do you own a model y or another tesla on the electric vehicle if not are you considering a crossover what do you think about these various modeled by rivals in the marketplace today let me know your thoughts friends in the comment section below i will have all the references i talked about in the description of this video this is armenhary i'm from torknews.com please subscribe to this channel for daily tesla and electric vehicle news ring the bell so you don't miss my coverage and give us thumbs up please peace be with all of you your families have a wonderful rest of the day and let's move on to the next story