Asia and Global Semiconductor and Tech Research

Andrew Lu

Equity Bottom-Up

<h2>What's new?</h2><p>According to <a href="https://www.smartkarma.com/entities/20279" target="_blank" data-smartkarma-citation="entities:20279:1">Tesla Motors Inc (TSLA US)</a>'s press release yesterday, Tesla delivered 26,150 vehicles in 3Q17, up 19% q/q and up 5% y/y (14,065 were Model S, up 17% q/q but down 12% y/y, and 11,865 were Model X, up 18% q/q and 35% y/y, 220 were Model 3). Tesla now expects 2H Model S/X deliveries to exceed that by several thousand vehicles than 1H's 47,077 with a total about 100,000 Model S/X in 2017 or 31% y/y increase.</p><p>Q3 production totaled 25,336 vehicles, with 260 of them being Model…</p>

What's new?According to Tesla Motors Inc (TSLA US)'s press release yesterday, Tesla delivered 26,150 vehicles in 3Q17, up 19% q/q and up 5% y/y (14,065 were Model S, up 17% q/q but down 12% y/y, and 11,865 were Model X, up 18% q/q and 35% y/y, 220 were Model 3). Tesla now expects 2H Model S/X deliveries to exceed that by several thousand vehicles than 1H's 47,077 with a total about 100,000 Model S/X in 2017 or 31% y/y increase.Q3 production totaled 25,336 vehicles, with 260 of them being Model…

Tesla - Missed Model 3 Deliveries as Expected; More Value at Its Suppliers than Tesla Itself

<h2>What's new?</h2><p>According to <a href="https://www.smartkarma.com/entities/20279" target="_blank" data-smartkarma-citation="entities:20279:1">Tesla Motors Inc (TSLA US)</a>'s press release today, Tesla delivered just over 22,000 vehicles in 2Q17, down 12% q/q and up 53% y/y (12,000 were Model S, down 11% q/q, and 10,000 were Model X, down 13% q/q).  Total vehicle deliveries in the first half of 2017 were approximately 47,100, which is falling short of 48,500 as the midpoint of earlier guidance (47,000-50,000). Different from the last delivery miss because of short-term production challenges from the transition to…</p>

What's new?According to Tesla Motors Inc (TSLA US)'s press release today, Tesla delivered just over 22,000 vehicles in 2Q17, down 12% q/q and up 53% y/y (12,000 were Model S, down 11% q/q, and 10,000 were Model X, down 13% q/q).  Total vehicle deliveries in the first half of 2017 were approximately 47,100, which is falling short of 48,500 as the midpoint of earlier guidance (47,000-50,000). Different from the last delivery miss because of short-term production challenges from the transition to…

Tesla - Missed Deliveries Again and What's the Next Excuse for the Miss?

Taiwan

Chant Sincere Co., Ltd. manufactures and markets connectors.  The Company's products include digital terminal connectors, memory card connectors, future Bus and compact PCI connectors, and connectors for various computer peripherals.

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Chant Sincere (6205 TT)

Tesla - Missed Model 3 Deliveries as Expected; More Value at Its Suppliers than Tesla Itself

What's new?According to Tesla Motors Inc (TSLA US)'s press release yesterday, Tesla delivered 26,150 vehicles in 3Q17, up 19% q/q and up 5% y/y...

Andrew Lu

Tesla - Missed Deliveries Again and What's the Next Excuse for the Miss?

What's new?According to Tesla Motors Inc (TSLA US)'s press release today, Tesla delivered just over 22,000 vehicles in 2Q17, down 12% q/q and up...

Andrew Lu

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