Tesla (TSLA) 3Q19 Earnings Impressions: The "One-Offs" May Not Necessarily Be One-Offs
To us one of the most useful information given out by Tesla in its 3Q earnings call was what many commentators immediately following the call...
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3Q China Auto Demand: 2H19 Looks Stronger than 1H19 - 1Q Was the Worst Quarter in SAAR Terms
Our observations on China's auto demand on a quarterly basis in SAAR terms suggests that selling rates were weakest during 1Q19 but have...
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Tesla: Gauging Interest on Locally Produced Cars in China
Market has been expecting Tesla's Shanghai factory to comes onstream since September. Prior market chatter (from Tesla's suppliers) that said Tesla...
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WeWork Board and Softbank Battle CEO For Control
The Wall Street Journal broke news on Sunday that key board members at The We Company (WeWork) (WE US)are working to remove the company’s notorious...
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TSLA China Reality Checks - Sales Tax Cut and GF3 Ramp
On August 30th, China’s Ministry of Industry and Information Technology (MIIT) announced its purchase tax exemption for Tesla Motors (TSLA US) ...
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