In today’s briefing:
- Under the Hood of Tesla’s Cybertruck – Hype or Reality?
- GEMWeekly (8 Dec 2023): China Macro; PDD, Tencent, Naver
Under the Hood of Tesla’s Cybertruck – Hype or Reality?
- Cybertruck was first conceptualized by Elon Musk in 2012. Its design epitomizes the Tesla spirit of achieving jaw-dropping engineering feats. How will it impact Tesla’s financials?
- The Cybertruck offers unique value proposition through its eye-catching design while also offering rapid pickup, large towing capacity, and a compelling battery architecture.
- Cybertruck is unlikely to affect Tesla’s financial top-line and bottom-line anytime soon. The truck is slated to be cash-flow negative for the next two years.
GEMWeekly (8 Dec 2023): China Macro; PDD, Tencent, Naver
- The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.
- Macro data points: Chinese credit ratings, exports, and imports growth.
- Companies mentioned:PDD Holdings (PDD US), Tencent (700 HK), Naver Corp (035420 KS)
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