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Equity Analyst, LightStream Research

Supun Walpola

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Bottom-Up

<ul>
<li>Tesla reported 1Q18 production and delivery numbers yesterday.</li>
<li>Tesla claims that they have achieved a run rate of 2,000 Model 3 units per week as they exit the quarter.</li>
<li><strong>This means Tesla has fallen short of their guidance of 2,500 Model 3 units per week for 1Q18. </strong></li>
<li>That said, even a run rate of 2,000 units per week comes as a surprise, as most didn’t expect Tesla to hit this. Bloomberg’s Tesla Model 3 tracker has the weekly production rate at 1,200 units.</li>
<li>Even on a six-day work week, 2,000 units per…</li>
</ul>


Tesla reported 1Q18 production and delivery numbers yesterday.
Tesla claims that they have achieved a run rate of 2,000 Model 3 units per week as they exit the quarter.
This means Tesla has fallen short of their guidance of 2,500 Model 3 units per week for 1Q18. 
That said, even a run rate of 2,000 units per week comes as a surprise, as most didn’t expect Tesla to hit this. Bloomberg’s Tesla Model 3 tracker has the weekly production rate at 1,200 units.
Even on a six-day work week, 2,000 units per…


Tesla Up 6% on Tuesday Following a Model 3 Surprise