Post by
krisruna on Jan 03, 2023 11:18am
Tsla fundamentals
(1) TSLA still incresed 40 % production and grossmargin adround 28 %.
Apart from BYDDF, no othrAuto has any increase and gross profit around8 %.
(2) TSLA megapac order> 1.5 Years,margin around 60 %.
(3) No other EV (apart from BYDDF)ismaking any money.
Comment by
Form001 on Jan 03, 2023 11:35am
Gross margin maybe a problem in the next months, higher interests rate will need a discount to buy a car.
Comment by
krisruna on Jan 03, 2023 7:22pm
(1) Firsta tid bitinfo. Last Q report our net margin was around 15 % (not bad). (2) Car grossis 28 %. Megapack gross is around 60 %. Big demand (Solar, wind, Utilities, etc). TSLA should go full blast in producing megapack (much simpler to manufacture than Cars. Not sure if Nuclear Reactor can benefit fromMegapack. If yes, more demand.