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

Taiwan

Superalloy Industrial Co Ltd engaged into manufacturing and retail business of aircraft parts, auto parts, aluminum and copper parts. The company is also involved into the import and export business of raw materials.

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Superalloy Industrial (1563 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

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