TSLA China Update: April Import and Registration Data
In April, only 94 Tesla Motors (TSLA US) cars were imported and 2,658 were registered in China. The average selling price for the April imported...
790 Views
Global Equity Strategy: Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
590 Views
Brakes-It: Automotive Coverage Worst-Case Scenario Implications
Autos have substantial exposure in no-deal Brexit, but valuations for select stocks look attractive.While we lack the credentials to forecast the...
886 Views
Tesla's Q3 Results Could Mark Its Peak and the Beginning of the End
We've updated our Tesla model based on Q3 delivery numbers reported on October 2nd. It appears as though Tesla will still generate losses in Q3,...
743 Views
Tesla's Sales & Quality Problems May Jeopardize 2H Profit Goals
Models S & X Sales Declines Could Lead to Q3 Losses: Tesla's start to Q3 appears to be quite bad. Models S & X sales globally (ex-China)...
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