Tesla Motors Inc

In the fourth quarter, Tesla delivered 90,966 car units to customers with a huge 203.6 YoY increase.

Early this morning, before the market opened, Musk revealed that TSLA is reducing its full-time workforce by 7%.

At 6:46 AM EST on January 18, Tesla (TSLA) shares fell 8.4% in the pre-market session from the previous day’s closing.

In the fourth quarter, Tesla (TSLA) is proving to be one of those exceptional stocks that have seen stellar gains despite the broader market sell-off.

NIO vehicle buyers have several options to charge their electric vehicles (or EVs) including Power Swap, Power Mobile, Power Home, and using China’s nationwide EV charging network.

Tesla’s stock price posted a high of $327.33 in early trade on July 10. The stock price settled at $322.47 with 1.2% gains for the session.

Harley-Davidson (HOG) maintained the highest US market share in the heavyweight motorcycle sector. Its stock underperformed other auto stocks in 2017 and lost ~12.8%.

On December 19, 2017, Albemarle (ALB) announced the launch of its new Granite technology.

The majority of analysts are suggesting a “hold” on Tesla at the moment.

In the previous part of the series, we saw that analysts revised their fiscal 2017 revenue growth estimates for Advanced Micro Devices (AMD), NVIDIA (NVDA), and Intel (INTC) in the past few months.

Investments in renewable energy bode well for global copper demand, as the copper intensity in renewable energy is higher than in non-renewable energy.

Google parent Alphabet (GOOGL) has formed a new holding company to complete its evolution. The new entity is called XXVI Holdings.

NVIDIA is partnering with auto suppliers like Bosch, truck companies like PACCAR, and mid-tier carmakers like Toyota (TM) to increase the adoption of AI car platforms.

The key risk Intel faces with the Mobileye acquisition is that Mobileye could fail to create an autonomous driving solution in time.

Tesla’s agreement with Panasonic for the solar energy business made it clear that their association isn’t just limited to cells and battery manufacturing.

In November 2016, the WTI (West Texas Intermediate) crude oil prices traded on a bullish note after witnessing a 2.9% rise in the previous month.

In October, Tesla unveiled the second version of the Powerwall and Powerpack. The second version comes with higher energy storage capacity.

Ford Motor (F) has a market cap of $47.6 billion. It fell by 4.3% to close at $11.94 per share on August 2, 2016.

Honda Motor (HMC) has a market cap of $45.2 billion. It rose by 2.8% to close at $25.78 per share on July 11, 2016.

Toyota Motor (TM) has a market cap of $158.3 billion. It fell 0.41% to close at $99.85 per share on June 28.

According to Tesla’s (TSLA) SolarCity acquisition proposal, it’s ready to pay $26.50 to $28.50 per share for SolarCity.

On June 10, 2016, Honda had a forward EV-to-EBITDA multiple of 3.2x for the next 12 months.

On May 23, 2016, Toyota’s forward PE ratio, based on earnings forecasts for the next 12 months, stood at 8.0x, also much higher than Ford’s 6.2x and GM’s 5.3x.

One such innovation that could soon become large in the two wheeler segment is electric motorcycles.

The majority of General Motors’ revenues come from North America. The company’s high dependence on the US market alone can be seen as a big risk.

Ford uses a high amount of financial leverage. At the end of 2015, 70.4% of Ford’s capital structure was made up of debt, while 29.6% was made up of equity.

Ford’s valuation multiples are in a negative trend. This could be because of the concern that US auto sales may have already peaked last year.

In Ford’s case, a number of risk factors may affect its future earnings estimates and could negatively affect its valuation multiples going forward.

Fiat Chrysler Automobiles (FCAU) released its 4Q15 earnings on January 27, 2016.

Nvidia’s revenue depends on design wins. The company maintains strong relationships with customers to assist them in defining their new products.

Tesla Motors (TSLA) was trading at $255 per share on August 20. The share price has been quite volatile over the last few trading sessions.

Expansion into international markets is crucial for Tesla. It will have to follow the footsteps of other US automakers to expand in overseas markets.

In 2Q15, Tesla’s gross profit margin was 22.3%—much higher than other that of established automakers. Tesla expects to post net profits on GAAP in 2020.

In response to customer feedback, Tesla has made slight modifications to its Model-S in China, including an “executive rear seat” option.

Tesla plans to expand its product portfolio to include the Model-X, which is expected to hit the roads sometime later this year.

As part of its marketing strategy, Tesla places its Superchargers in convenient, visible places such as restaurants, hotels, and shopping malls.

Tesla (TSLA) uses the online sales model coupled with company-owned stores to sell its cars. Selling more vehicles online reduces the company’s selling costs.

By 2020, the Tesla Gigafactory will reach full capacity and produce more lithium ion batteries annually than were produced worldwide in 2013.

Tesla’s value proposition is centered on the electric vehicle market. However, the share of EVs in total vehicle sales is minuscule at best.

Tesla Motors is involved in the design, development, manufacturing, and sales of electric vehicles and advanced powertrain components for electric vehicles.

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Global market share is dominated by the top ten original equipment manufacturers (or OEM), which account for 81% of the global automotive industry’s annual sales.